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AI Discovery & Systems Audit

Blueprint to AI Efficiency, guaranteed.

Overview

Summary

The CodeWrd AI Discovery & Systems Audit is a 4–6 week strategic engagement built to uncover automation opportunities, operational inefficiencies, and AI-powered growth potential inside your organization.

Our team works directly with your staff on-site and in-team to understand how your business operates today and designs a roadmap for how it can operate tomorrow with Agentic AI at its core.

This engagement bridges the gap between AI education and implementation. It's where awareness becomes strategy, and strategy becomes measurable action.

The outcome is a detailed, actionable blueprint for AI integration across departments, processes, and workflows, designed to reduce inefficiencies, enhance productivity, and prepare your company for full Agentic AI deployment.

Engagement Summary

Duration: 4–6 Weeks
Sessions: 4 On-Site Discovery Sessions (2–3 hours each)
Deliverable Type:
  • • Strategic Report
  • • AI Roadmap
  • • Implementation Blueprint
The Process

1. The Discovery

01

On-Site Discovery Sessions

Four structured sessions conducted weekly (or bi-weekly) over the engagement period. Each session is highly focused, collaborative, and documented in detail.

Meetings Focus Area Key Outcomes
Session 1Understanding the BusinessDepartment walkthroughs, current workflows, and technology mapping
Session 2Identifying BottlenecksMap inefficiencies and repetitive tasks suitable for AI automation
Session 3AI Opportunity MappingMatch business pain points with potential AI tools and workflows
Session 4Staff Enablement & Change ManagementEducate team on AI fundamentals, address fears, and prepare culture for adoption

Deliverables:

Session recordings and transcripts
Workflow and process maps
Bottleneck and efficiency report
Department-specific AI opportunity list
02

Pre-Engagement Setup

Before we start, we align on goals, access, and expectations.

Key Activities:

Kickoff Call: Establish objectives, timelines, and success criteria.
Data & Access Audit: Review your internal tools, systems, and reporting data to understand your current tech stack.
Custom Interview Plan: Identify department heads, process owners, and operational stakeholders.

Deliverables:

Pre-engagement checklist
Interview and data collection plan
AI readiness assessment template
03

AI Systems Design

After discovery, CodeWrd compiles all findings into a structured systems plan designed to move from insight to implementation.

Deliverables:

AI Integration Blueprint

Visual roadmap showing proposed AI tools, data flows, and automation connections across your business.

Tool Recommendations

Curated list of AI tools (internal and third-party) matched to your use cases.

Implementation Sequence

Phased rollout plan identifying quick wins and long-term automation projects.

Security & Compliance Overview

Assessment of data handling, privacy, and AI governance considerations.

04

Education & Enablement

AI adoption only succeeds when people are ready. We ensure your team understands how to use and manage AI effectively.

Deliverables:

AI literacy mini-workshops for staff
"AI in Your Workflow" quick reference guides
Department playbooks for automation
Executive summary on AI readiness, risks, and opportunities
05

Final Deliverables Package

At the end of the engagement, you'll receive a complete set of assets designed for immediate action and long-term clarity.

Deliverables:

CodeWrd AI Discovery Report (PDF)

  • • Executive summary
  • • Department-level process maps
  • • Bottleneck analysis
  • • AI systems plan
  • • Tool recommendations and phased implementation plan
  • • Staff AI readiness and training summary

AI Roadmap Presentation (Slide Deck)

  • • Visual summary of findings and recommendations
  • • Workflow and process maps
  • • AI Systems Blueprint diagram

AI Integration Blueprint (Visual Diagram)

  • • Systems and workflows visualized across tools and teams

Optional Next Step

  • • Agentic AI PaaS Proposal for implementation and managed build-out of your custom AI infrastructure
Integration

2. Integrates Seamlessly With Your Tech Stack

You don't need to start from scratch.

The Audit begins by mapping your current technology stack to identify gaps, overlaps, and automation opportunities using the systems you already have.

Common Platforms We Audit and Optimize:

CRM & Marketing Tools:HubSpot, Salesforce, Zoho, Pipedrive
Communication Tools:Slack, Microsoft Teams, Google Workspace
Project Management:Monday.com, Trello, Asana, ClickUp
Finance & Accounting:QuickBooks, Xero, NetSuite, FreshBooks
Operations & ERP:Microsoft Dynamics, SAP, Oracle
Data & Storage:Airtable, Notion, SharePoint, Google Drive, Dropbox
HR & Scheduling:BambooHR, Gusto, Rippling, Calendly

Our Agentic AI framework identifies where automation fits best within these tools and how future AI systems can work across your platforms, not just inside them.

The Outcome

3. A Blueprint for Transformation

By the end of the 4–6 week engagement, your organization will:

Understand where AI fits into daily operations

Know which tools and automations will create measurable impact

Have a documented, visual roadmap for adopting AI safely and effectively

Be prepared to implement Agentic AI orchestration across departments

Your Discovery Report serves as the foundation for CodeWrd's Agentic AI PaaS, where your strategy becomes a living, operational system.

Next Step: Explore the Agentic AI PaaS
Why CodeWrd

4. Vision & Implementation

CodeWrd is a strategic AI consulting firm that helps enterprises bridge the gap between vision and implementation.

We combine years of business strategy, process design, and AI integration expertise to build systems that make sense, not science fiction.

Our exclusive partnership with a patent-pending Agentic AI brain gives your business access to a technology stack built for real-world performance.

Our Philosophy:

AI isn't here to replace your team.

It's here to augment how they work, faster, smarter, and more efficiently than ever before.

Investment

5. AI Discovery & Systems Audit

Flat Rate: $25,000

Includes:

4–6 week engagement
4 on-site or virtual discovery sessions
Full systems and process audit
Department-level automation mapping
Executive AI readiness report
AI Integration Blueprint
AI Roadmap presentation
Data and tech stack analysis
Implementation sequencing plan

Optional Add-Ons:

Custom PaaS proposal for full Agentic AI deployment
Ongoing consulting or managed AI integration

Payment Terms:

50% due upon engagement, 50% upon delivery of final report and presentation.

Schedule Availability:

Discovery audits are booked on a rolling basis, limited to 2 enterprise engagements per month to maintain quality and depth.