The paid engagement

AI Workflow Diagnostic

Find out why one important workflow is underperforming before you add more technology, automation, or headcount.

One workflow | Three weeks | $9,500 fixed fee

The situation

A workflow that matters — intake, review, onboarding, escalation, approvals — is slower, more manual, or less reliable than it should be. AI or automation may already be involved, but the result has not improved the way leadership expected.

Before spending more on tools, automation, or headcount, the company needs a clear answer about what is actually wrong and what should change.

What the diagnostic answers

01Where is the workflow losing time or capacity?
02Which decisions are unclear or inconsistent?
03Where is information lost?
04Which steps genuinely require human judgment?
05Where is AI helping, failing, or being misapplied?
06What should the future workflow look like?
07What would implementation require?
08How should improvement be measured?

What happens during the three weeks

A structured process, not a heavy consulting program.

Week 1

Understand the real workflow

  • Confirm the business outcome the workflow is supposed to produce
  • Establish available baseline measures
  • Interview the workflow owner and key participants
  • Map how information, work, decisions, and exceptions currently move
  • Identify undocumented workarounds and informal ownership
Week 2

Locate the failure

  • Identify delays, rework, manual review, duplication, escalation, and decision inconsistency
  • Assess where AI or automation is helping, failing, or compensating for a poorly designed process
  • Identify which decisions require human judgment
  • Clarify where rules, ownership, data, or exception handling are missing
  • Develop the future-state workflow
Week 3

Design the path forward

  • Finalize the redesigned workflow
  • Define ownership, decision criteria, handoffs, human review points, and exception paths
  • Identify appropriate AI and automation opportunities
  • Establish implementation requirements and success measures
  • Deliver the executive readout and 90-day implementation roadmap

What the client receives

The diagnostic gives leadership a clear answer to why the workflow is underperforming, what should change, who needs to own the change, and how improvement will be measured.

01

Current-state workflow map

A visual representation of how the work actually runs today.

02

Quantified friction analysis

The major sources of delay, manual effort, rework, escalation, inconsistency, and avoidable cost, using available evidence.

03

Root-cause assessment

Whether the principal issue is data, workflow design, ownership, decision criteria, handoffs, technology, human review, or a combination.

04

Future-state workflow

A redesigned process showing how the work should move.

05

Decision and ownership model

Clear responsibility for routine decisions, exceptions, review, and escalation.

06

AI and automation recommendations

Where AI can appropriately support the workflow, where automation should remain rules-based, and where human judgment should stay.

07

Implementation requirements

Required system changes, process changes, documentation, data inputs, roles, and technical support.

08

Measurement plan

The baseline, target metrics, and method for determining whether the redesigned workflow improves performance.

09

90-day implementation roadmap

A prioritized sequence of actions, dependencies, owners, and decision points.

10

Executive readout

What is wrong, what should change, expected value, implementation difficulty, and the recommended next decision.

What the client provides

  • One 60-minute kickoff
  • Four to six 30-minute stakeholder conversations
  • Access to relevant process documentation, systems, and available performance data
  • One 60-minute working review
  • One 60-minute executive readout

Appropriate workflow examples

Lead or case intake
Qualification and triage
Expert review and approval
Routing and prioritization
Customer onboarding
Customer support escalation
Cross-functional handoffs
Internal request management
Proposal or document review
AI-supported GTM workflows

What is not included

  • ×Custom enterprise software development
  • ×Model training
  • ×Large-scale data migration
  • ×Company-wide AI strategy
  • ×Security or regulatory certification
  • ×Implementation of every recommendation
  • ×Ongoing change management
  • ×Guaranteed cost savings or ROI

What happens after the diagnostic

The client leaves with three legitimate choices: implement internally, engage Rivington to lead implementation, or use Rivington's requirements to brief an internal technical team or outside specialist.

Rivington can lead the operating implementation, including workflow configuration, decision rules, intake, routing, documentation, adoption, measurement, and appropriate low-code automation. When deeper software engineering, data architecture, security, or systems integration is required, Rivington can work alongside the client's technical team or help coordinate specialist support.

Implementation is scoped separately based on systems, stakeholders, and technical requirements.

Pricing

AI Workflow Diagnostic

Three weeks
One workflow
$9,500 fixed fee

Additional workflows, travel, unusual data analysis, or specialist technical work are scoped separately.

Frequently asked questions

Does the workflow need to already use AI?

No. The diagnostic is appropriate whether the company has already introduced AI, is actively designing an AI-enabled workflow, or is considering automation but suspects the process is not ready.

How much of our team's time does this require?

One 60-minute kickoff, four to six 30-minute stakeholder conversations, one 60-minute working review, and one 60-minute executive readout, plus access to relevant documentation and available performance data.

Is the engagement delivered remotely?

Yes, remote delivery is the default. Travel or unusual data requirements are scoped separately.

Will every finding be quantified?

Friction is quantified where evidence permits. Where data is unavailable, the diagnostic establishes a defensible baseline and measurement plan so improvement can be tracked going forward.

What happens after the diagnostic?

You can implement internally, engage Rivington to lead the operating implementation, or use the implementation requirements to brief an internal technical team or outside specialist. Implementation is scoped separately based on systems, stakeholders, and technical requirements.

What does it cost?

The AI Workflow Diagnostic is a $9,500 fixed fee covering one workflow over three weeks. Additional workflows, travel, unusual data analysis, or specialist technical work are scoped separately.

Want to see the thinking before the engagement?

The workflow teardowns show how Rivington analyzes a consequential workflow — from the decision backward.

Explore a workflow teardown

Bring the workflow. We'll tell you if it fits.

A short fit conversation determines whether the problem is specific enough, consequential enough, and accessible enough for the diagnostic.

Not sure yet? Take the free Workflow Friction Check first.