Know whether the workflow is ready before you commission the build

The AI Workflow Readiness Assessment examines one real operational workflow, tests whether AI is suitable, identifies readiness constraints and recommends the safest, most valuable next action.

Introductory project fee: £95
Delivery: seven calendar days after complete requirements

The decision this service supports

The Assessment is designed for organisations asking:

  • Could AI usefully improve this process?
  • Are we ready to integrate it?
  • What should we clarify, measure or repair first?
  • Which part of the workflow offers the best initial opportunity?
  • Is deterministic automation or process improvement a better first step?
  • Should we invest in a detailed design or supplier proposal?

It does not begin by choosing a model, vendor or automation platform.

What Codance examines

Operational purpose

What outcome should the workflow produce, what delay or risk currently exists, and what proves successful completion?

The real workflow

What actually happens—including informal routes, handovers, waits, repetition, workarounds and exceptions?

Information and systems

What information enters the workflow, where it originates, which source is authoritative and where data is incomplete, duplicated or contradictory?

Decisions and authority

What follows a rule, what requires interpretation, what depends on experience and which decisions must remain human-controlled?

AI suitability and value

Where can AI add useful interpretation or assistance? Where should deterministic software be used instead? Is the likely value proportionate to the risk and effort?

What you receive

Your AI Workflow Readiness Report normally includes:

  1. executive summary and principal finding;
  2. business objective and agreed scope;
  3. current workflow summary;
  4. information, systems and operational truth;
  5. decisions, exceptions and human judgement;
  6. AI suitability and non-AI alternatives;
  7. readiness constraints and confidence;
  8. principal risks and prerequisites;
  9. recommended first opportunity;
  10. recommended next action.

The report is typically four to eight pages, determined by the workflow rather than an artificial page target.

Four valid conclusions

Ready for bounded integration

The workflow is sufficiently understood and supported by reliable information to proceed to controlled design.

Ready with prerequisites

The opportunity is credible, but specified data, process, authority or measurement issues should be resolved first.

Not ready yet

Substantial ambiguity, unreliable information or unresolved ownership makes immediate integration inadvisable.

AI is not the best first solution

The problem is better addressed through process improvement, deterministic automation, system configuration or another non-AI intervention.

A conclusion not to proceed immediately is not a failed Assessment. It may prevent a much larger failed investment.

Included in the introductory package

  • one defined workflow and one principal business function;
  • structured discovery questionnaire;
  • review of up to five relevant supplied artefacts;
  • up to 30 minutes of structured discussion;
  • AI suitability and readiness analysis;
  • principal risks, prerequisites and first-opportunity recommendation;
  • professional AI Workflow Readiness Report;
  • one revision for factual correction or agreed clarification;
  • one post-delivery clarification response.

The package focuses on one workflow, but considers relevant systems, dependencies and neighbouring processes where they affect readiness, sequencing or future compatibility. Additional workflows are recorded as context rather than silently added to the scope.

Helpful evidence

Useful material may include anonymised forms, emails, screenshots, process notes, checklists, sample inputs and outputs, spreadsheet extracts, system descriptions, existing diagrams or supplier proposals.

Do not submit passwords, API keys, access tokens, private keys, unnecessary personal information or documents you are not authorised to share. A small representative set is normally more valuable than a large unfiltered data dump.

What is not included

The Assessment does not include detailed future architecture, code, workflow construction, production access, detailed vendor selection, organisation-wide strategy, legal or regulatory certification, guaranteed outcomes or implementation management.

If the evidence supports a wider or staged engagement, Codance will explain why and propose an appropriate next boundary before any additional work is agreed.

See the complete output

The fictional Westmoor example includes a concise public summary and a complete sample AI Workflow Readiness Assessment. Together they show the decision, evidence, analysis, limitations, risks and recommended route a client can expect.

Frequently asked questions

Do we need technical AI knowledge?

No. You need operational knowledge of the workflow. Codance supplies the structured analysis and integration thinking.

Must we already know what AI should do?

No. Your current idea is useful evidence, not a predetermined answer.

What counts as one workflow?

A workflow has a recognisable starting event, one operational purpose and a completion event—for example, receiving and qualifying an enquiry, onboarding a supplier or reviewing a submitted application.

Will the report recommend a particular vendor?

Not normally. The Assessment defines the opportunity and readiness. Product or vendor choice comes later when it is genuinely needed.

Does Codance implement the recommendation?

Implementation is not included. A separate engagement may be discussed, but the Assessment remains useful without buying anything further from Codance.

When does the delivery period begin?

When the mandatory requirements are complete and the workflow is sufficiently defined to begin meaningful analysis.

Make the decision before commissioning the build

Tell us the single workflow and the decision you need to make. Codance will confirm whether the Readiness Assessment is the right fit before work begins.