Cybernomics Workflow Discovery
Find the one workflow an AI coworker should take on first — and prove the numbers.
$4,500 fixed · 10 business days
The Cybernomics Workflow Discovery is a fixed-price, fixed-timeline engagement that finds the right first workflow for a hybrid AI coworker inside your firm. In ten business days we interview the people who actually run the work, map one candidate workflow end to end, draw the line between what AI should execute and what your people must keep — judgment, client relationships, approvals — review the risk and data handling involved, and baseline the ROI. You leave with a 90-day deployment plan you can act on with us or on your own.
Everything in the Cybernomics Workflow Discovery.
Workflow Interviews
We sit with the people who actually run the work — not just leadership — to find where time really goes.
- Interviews with the team that runs the workflow
- Where the hours go, step by step
- Handoffs, waiting, and rework points
- Seasonal and deadline pressure points
- What the team would gladly hand off
- What the team insists on keeping
AI-vs-Human Responsibility Map
One candidate workflow, mapped end to end, with a clear line between AI execution and human judgment.
- Current-state workflow map
- Steps an AI coworker should execute
- Steps your people must keep
- Approval gates and review points
- Exception and escalation paths
- Handoff design between AI and team
Risk and Data Review
We check what data the workflow touches and what controls the AI coworker would need before it goes near it.
- Client and financial data involved
- Confidentiality and access boundaries
- Compliance and professional-standards concerns
- Required human review points
- Audit trail requirements
- Vendor and tool considerations
ROI Baseline
We measure the workflow as it runs today so the value of the AI coworker is provable, not assumed.
- Hours per run, per role
- Turnaround time today
- Error and rework rates
- Cost per workflow run
- Capacity ceiling at current staffing
- Projected capacity with a hybrid split
90-Day Deployment Plan
A concrete plan for putting the AI coworker to work — with us or without us.
- Recommended first deployment
- Systems and integration points
- Approval-gate and escalation design
- Team roles in the hybrid workflow
- Success metrics and checkpoints
- Sequencing for the first 90 days
Tangible outputs, not a slide deck.
Firms that want a concrete, low-risk starting point for hybrid AI — one workflow, clear numbers, and a plan — before committing to anything bigger.
It's ideal for teams that:
- CPA, tax, bookkeeping, and CAS practices buried in repetitive client work
- Professional-services teams where seniors spend hours on chasing and prep
- Firms that want proof and numbers before adopting AI anywhere
- Teams that tried AI tools ad hoc and got nowhere durable
- Leaders who need a defensible plan to show partners
- Firms that cannot hire fast enough to match the work coming in
You leave knowing exactly where an AI coworker fits — and what it's worth.
Ten business days after we start, you have the workflow, the responsibility line, the risks, the baseline numbers, and a 90-day plan. If the numbers don't justify deploying, we tell you that too — the discovery is designed to give you a real answer, not a sales funnel.
One workflow. Clear numbers. A plan you own.
Questions about the Cybernomics Workflow Discovery.
Explore the rest of the catalog.
Ready to give your team an AI coworker?
Book a Workflow Opportunity Call. In 30 minutes we'll find the workflow where hybrid AI would add the most capacity, and what that's worth to your firm.