For established businesses that know AI could help,but need to know exactly where, what it costs, and what it returns
StepInsight's flagship engagement. A methodology for finding where AI creates ROI inside your business. Two weeks. Two consultants. AI does the heavy lifting in the pipeline. We do the judgement. It takes you from "we think AI could help but don't know where to start" to "here are four initiatives, what they cost, what they return, and in what order to do them." The output is an interactive HTML document. Explored on your terms. Used to build your own business case. Defensible without us in the room.
No fluff. No hype. A practical plan.
A prioritised, phased AI roadmap tailored to your operations,with decision gates between phases so you're never committed to an all-or-nothing plan.
Three phases with you in the room. One in between where our pipeline does the work. Phase 4 is a working session. Not a presentation. You see a near-complete deliverable and validate every element.
Deliverable: Scoped engagement with confirmed participant list
Every Blueprint ships with 10+ live ROI calculators — one per initiative. Move the sliders. Stress-test the assumptions. This is what your CFO uses.
Why this matters. In a real Blueprint, every variable maps to a specific discovery quote or system fact — not an industry rule of thumb. Confidence ratings are evidence-based. The conservative adjustment is applied by default. Leadership can challenge any assumption without us in the room.
Two people. Both senior. Both in the room. Either runs discovery. Both curate.
Sets the analytical and methodological direction of every engagement. Architect of the eight-step pipeline. Owns AI pipeline management, prompt engineering, and technical solution design.
Leads discovery and the conversations that turn methodology into change. Workshop facilitation. AI output curation. Growth strategy.
No juniors. No outsourcing. Every Blueprint is delivered by the same two people — from scoping to the final analysis review.
Fixed-price engagements with clear deliverables and no surprise fees
For established businesses that know AI could help,but need to know exactly where, what it costs, and what it returns.
Six deliverables: a clear AI roadmap, an AI Readiness Scorecard, a prioritised opportunity list with quantified ROI, a costed implementation plan, a board-ready report, and an interactive deliverable with 10+ live ROI calculators,one per initiative. Everything is yours to use with or without us continuing.
Two weeks from scoping to final deliverable. Phase 1 (scoping) is 20–30 minutes. Phase 2 (discovery workshops) is two 90-minute sessions. Phase 3 (analytical pipeline) takes 5–7 working days. Phase 4 (analysis review) is 60–90 minutes.
Everything: both discovery workshops, the full eight-step analytical pipeline, the analysis review session, the interactive deliverable, all ROI calculators, the board-ready report, and full IP ownership. Implementation costs are quoted separately at the proposal stage.
No. The Blueprint is designed to stand alone. It's a board-ready, CFO-defensible document you can use to make a fund-or-don't-fund decision,with or without us continuing. Many clients use it internally first, then come back to us for implementation. Some take it to their existing technology partners. Both are fine.
The scoping session defines what's in scope for the two-week engagement. For larger or more complex businesses, we focus the discovery on the highest-priority operational areas rather than trying to cover everything. A follow-on Blueprint can cover additional areas if needed.
Two senior people: Gael Donnay (Managing Director, StepInsight) and Wes Fabb (AI Transformation & Growth Lead). Gael sets the analytical and methodological direction, owns the AI pipeline, and leads technical solution design. Wes leads discovery, facilitation, and curation. No juniors. No outsourcing.
Every initiative in your Blueprint gets its own ROI calculator embedded in the interactive deliverable. The variables,process volume, time saved, loaded hourly rates, revenue uplift,are populated from your specific discovery data, not industry benchmarks. Leadership can move the sliders and stress-test assumptions in real time, without us in the room. A 20% conservative adjustment is applied by default.
We've delivered Blueprints across professional services, logistics, events and awards, retail, financial services, healthcare operations, and more. The operational patterns we analyse,manual processes, disconnected systems, data that isn't being used,appear across almost every industry.
Three options: Refine (internal stakeholders stress-test the findings using the interactive calculators), Propose (we develop a costed, scoped implementation proposal from the roadmap), or Decide (you commit to Phase 1 of implementation, evaluate, then decide on Phase 2). No requirement to commit to the full roadmap upfront.
No. The deliverable is an interactive HTML document,not a PDF or a slide deck. It includes live ROI calculators, an interactive maturity scorecard, and before/after workflow maps. It's designed to be used as an ongoing strategic reference through implementation,not a one-time document that sits in a drawer.
Book the AI Transformation Blueprint,two weeks, two senior consultants, a board-ready plan with quantified ROI for every initiative.
