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METHODOLOGY

How we score AI opportunities

Every AI Opportunity Audit produces a ranked list, not a wish list. This is the actual method behind the ranking — the same one used before any workflow is recommended for implementation.

Three axes, scored independently

Each candidate workflow is scored 1–5 on three independent axes. A workflow only moves forward if it holds up across all three — a high-value idea with unacceptable risk, or a feasible idea with no real value, both get filtered out here rather than after money is spent.

Value

What does fixing this actually change?

  • 5Frees up meaningful person-hours every week, or removes a hard bottleneck on revenue or delivery.
  • 3Noticeable time savings or quality improvement, but not business-critical.
  • 1“Nice to have” — no one would notice if it didn't happen.

Feasibility

Can this actually be built and adopted with what you have today?

  • 5Data and systems are accessible now; the team already trusts the inputs; low integration lift.
  • 3Workable, but needs new access, cleanup, or a change-management step.
  • 1Requires data that doesn't exist yet, or systems that can't be safely integrated.

Risk

What happens when it's wrong?

  • 5 (low risk)Errors are easy to catch, reversible, and low-cost if they happen.
  • 3Errors are noticeable but contained with a human-review step.
  • 1 (high risk)Errors could be costly, hard to detect, or affect customers or compliance directly — requires the highest level of human oversight, or isn't a good first candidate.

Worked example (illustrative)

A representative software company might see something like this from a first Audit:

Candidate workflowValueFeasibilityRiskRecommended first?
Draft first-pass responses to inbound support tickets444Yes — start here
Auto-triage and route new sales leads433Second
Generate weekly exec summary from scattered reporting355Fast follow (low lift)
Auto-approve refunds under a threshold342Hold — needs more controls first

The workflow chosen first isn't always the highest-value one — it's the one where value, feasibility, and acceptable risk overlap, because that's what actually ships instead of stalling.

What you get from an Audit

A written, ranked matrix like the one above, built from your actual workflows and constraints — plus the reasoning behind each score, so your team can keep using the framework on the next round of ideas without needing us in the room.

Want this run against your own workflows?

An AI Opportunity Audit applies this exact method to your business and hands you the ranked result.

Discuss an AuditSee the Audit details