Strategic diagnosis of artificial intelligence opportunities

Praxian AI Discovery

Identify where artificial intelligence can create value for your company and which initiatives should be prioritized.

Praxian AI Discovery investigates processes, analyzes evidence and turns opportunities into recommendations to increase productivity, reduce costs, improve quality and expand the business's analytical capacity.

What the diagnosis is

Before recommending solutions, we understand the company's reality

Each diagnosis covers a process or an integrated set of subprocesses, with clearly defined objectives, owners, systems, data, risks and performance indicators.

We analyze

  • How the process works, who takes part and which systems and databases it uses.

  • Where the bottlenecks, delays, rework, duplication and risks are.

  • Which decisions depend on human analysis and what information they require.

  • Which activities can be eliminated, redesigned, automated or expanded.

  • What results are expected and which technical, regulatory and organizational constraints must be respected.

The right solution for each problem

The recommendation may involve

  • Artificial intelligence
  • Conventional automation
  • Systems integration
  • Data analysis
  • Procedure redesign
  • Team training

The choice is based on the problem and may combine different alternatives.

Why start with the diagnosis

Understanding the problem before investing reduces the risk of developing solutions that are rarely used, hard to integrate or lack measurable benefits.

The diagnosis clarifies

  • The relevance of the opportunity
  • The available data
  • The risks
  • Who owns the decisions
  • How to measure results
How the work is done

Five stages, with the company validating the conclusions

The work is usually carried out in five stages, with the company taking part in validating the conclusions.

  1. 1

    Preparation

    We gather information about the company, the area, the process, the industry and the technology environment. This context guides the interviews and makes better use of managers' time.

  2. 2

    Evidence-driven interviews

    We probe accounts in depth to identify gaps, contradictions and dependencies. When necessary, we talk to management, operations, technology, security, compliance and users to understand the causes of problems, their consequences and the conditions for transforming the process.

  3. 3

    Process and opportunity analysis

    We organize the evidence to identify causes, repetitive activities, underused data and opportunities to support decisions, integrate systems, automate tasks or apply AI. Each opportunity is assessed by impact, feasibility, data availability, complexity, risks, dependencies and alignment with the company's objectives.

  4. 4

    Validation with the company

    Managers and specialists review the preliminary conclusions, correct interpretations, add information and confirm constraints and priorities. Recommendations are adjusted to the reality of the process.

  5. 5

    Diagnosis consolidation

    We consolidate the view of the process, the problems identified and the prioritized opportunities, providing a basis for deciding next steps.

Estimated timeline

2 to 3 weeks

A diagnosis of intermediate complexity tends to take approximately two to three weeks. Simple processes may require less time; cross-functional, regulated processes or those integrated with many systems may require a longer cycle.

Next steps after the diagnosis

Selected initiatives can be detailed in terms of

  • Scope
  • Preliminary architecture
  • Deliverables
  • Implementation stages
  • Responsibilities
  • Assumptions
  • Risks
  • Success criteria
What your company receives

A concrete basis for deciding next steps

Depending on the defined scope, the results may include:

  • A description of the process, main problems and bottlenecks, possible causes and the evidence supporting the conclusions.

  • Automation and AI opportunities, with an assessment of the most suitable technology option.

  • Preliminary identification of the data required and analysis of integrations with existing systems.

  • Technical, operational, regulatory and governance risks, as well as the people and areas that should take part in upcoming decisions.

  • Recommended indicators to measure results and prioritization of opportunities.

  • A preliminary roadmap, with a proposed sequence for evolving the initiatives.

  • A structured record of evidence, assumptions and decisions.

  • A single diagnosis can reveal several complementary initiatives. The company gains an integrated view of how to improve the process and where to start.

Security and governance from the start

Your company stays in control of decisions

Your company stays in control of decisions throughout the process. Recommendations depend on review and approval by those responsible, in line with internal policies and established limits.

Evidence, assumptions, risks, decisions and changes remain on record to preserve knowledge and support the later development of approved initiatives.

The work involves internal information about processes, systems and decisions. For this reason, the methodology provides for:

  • Clear scope, collection of only the information needed and access control.
  • Identification of sensitive data and risk analysis.
  • Traceability of evidence, recording of relevant decisions and human validation of conclusions.
  • Involvement of technology, security, compliance and legal teams, when necessary.
Three engagement models

Start with a group of processes, one area or the entire organization

Praxian AI Discovery lets you start with a group of processes, go deeper into one area or set up a continuous program for the entire organization.

01

Pilot Wave

3 diagnoses

Suited to getting to know the methodology and assessing its potential on a controlled set of processes. An initial executive survey helps select a representative sample of the company's opportunities.

Typically, the Pilot Wave includes three diagnoses:

  • A process with potential for faster results.
  • A process with greater strategic impact.
  • A more complex or cross-functional process.

At the end, the company receives the three diagnoses and an initial portfolio of opportunities. It understands the conditions for implementation, identifies initiatives with potential for faster results and gains benchmarks to decide on expanding the program and improving its AI governance.

02

Departmental Program

5 to 10 diagnoses, in waves

Suited to examining a division, department, business unit or integrated chain of processes. We start by mapping activities, problems and opportunities, grouping and prioritizing processes by impact, feasibility and alignment with the company's objectives.

The program may include, for example, five to ten diagnoses in successive waves. The number depends on the size of the area, the diversity of the processes and how integrated they are.

In addition to the individual diagnoses, the consolidated view identifies:

  • Shared opportunities and reusable data, integrations and technology components.
  • Dependencies between initiatives and common risks.
  • Short, medium and long-term priorities and the implementation sequence.
  • Team training needs.

The result is a departmental transformation portfolio, with initiatives that complement each other and evolve in a coordinated way.

03

Continuous Corporate Program

Ongoing capability

Suited to organizations that treat AI as a strategic capability and want to maintain an ongoing process for identifying, assessing and prioritizing opportunities.

Corporate Opportunity Map: the program begins with a survey of areas and business units, macroprocesses, known problems, ongoing initiatives, strategic systems and databases, potential opportunities and leadership priorities.

This map provides an initial view to eliminate overlaps, group related processes and build a corporate portfolio of opportunities. In-depth diagnoses are carried out in waves, according to the priorities defined with leadership.

Continuous portfolio management. The program may include:

  • An executive steering committee and integration with technology, data, security and AI governance.
  • Ongoing submission of new opportunities, corporate prioritization criteria and periodic planning of diagnoses.
  • Work across different areas and units, portfolio updates and follow-up on the opportunities analyzed.
  • Identification of reusable data, integrations and components, consolidation of indicators and a corporate transformation roadmap.

The diagnosis becomes an ongoing capability, with a portfolio of opportunities managed in a structured way.

A progressive journey

Evolve as your company matures

  1. 01 Pilot Wave 3 diagnoses
  2. 02 Departmental Program 5 to 10 diagnoses, in waves
  3. 03 Continuous Corporate Program Ongoing capability

Your company can start with the Pilot Wave, expand the work with the Departmental Program and advance to the Continuous Corporate Program as it matures.

The journey combines broad mapping, selective diagnoses, priority-based implementation and continuous evolution. This way, the company understands where AI can create value, which conditions it must meet and how to balance impact, feasibility, security and governance.

Learn about Praxian AI Discovery

Talk to Praxian AI to identify priority processes and the engagement model best suited to your company.

Schedule a Strategic Diagnosis