Situation
The Check fits when you need a first, reliable assessment before committing time and budget to a deeper Analysis. In the free initial call, you and I agree on a focus together: AI orientation, knowledge management, or processes and friction.
What gets clarified
Whether and where a closer look is worthwhile - with a chosen focus on AI orientation, knowledge management, or processes and friction.
Process
- Free initial call
A short call to agree on the focus and adapt the process to your organisation.
- Preparation
I review available documents and prepare interview guides for the chosen focus.
- Conversation on site
Conversations with management and relevant key people, directly on site.
- First assessment
I organise the observations and identify initial areas for action.
- Results presentation
A compact summary in a shared conversation, including an assessment of whether an Analysis makes economic sense.
Result
The results summary is deliberately compact and is explained in conversation, not just sent over.
Outline
- Starting point and chosen focus
- Observations from the conversations
- Initial assessment of areas for action
- Recommendation for next steps
Sample row of a measures table
| Area | Knowledge retention |
|---|---|
| Observation | Pricing logic for standard quotes is known to only one person |
| Recommendation | Short documentation of the pricing logic |
| Effort | low |
Example scenario, not a client project
- Starting point
A knowledge-intensive company notices that quotes take longer to prepare than they used to.
- Choosing the focus
The initial call sets the focus on processes and friction.
- Conversations on site
Conversations with management and the project lead show that approvals run through changing channels and are often chased up twice.
- Result
The presentation names the approval process as the main cause and recommends a deeper Analysis to clarify it.
This shows what a typical engagement looks like. I adapt it to your organisation's structures as needed.
Typical questions
- Where in your organisation is the most time spent searching, asking around and coordinating?
- What happens to a key person's knowledge if they are suddenly unavailable?
- Where has software already been introduced without delivering the expected benefit?
- Where would AI actually pay off - and where not?
Brief distinction
The Check delivers a first orientation, not an in-depth root-cause analysis or implementation support. If more depth is needed, an Analysis follows.