Stakeholder interviews
Six to eight focused conversations, typically 45 to 60 minutes each, across leadership, acquisitions, asset management, operations, accounting, technology, and portfolio teams.
AI readiness assessment
Before you deploy AI workers, understand the opportunity.
A four-week diagnostic that maps your systems, workflows, current tools, and operating readiness to a practical, prioritized AI plan.
Speak with usWhy this, why now
AI efforts usually stall before the technology does.
Information sits across systems from different eras. Teams may use AI already, without a clear measure of what it saves, what gets reworked, or where it creates risk.
AI initiatives fail more often on unclear processes and weak data foundations than on the tool itself. This assessment identifies those gaps before you commit budget to fixing the wrong one.
The engagement
Facts first. Recommendations second.
The work is diagnostic and vendor-independent. Nothing is sold alongside the findings, and every recommendation follows from the interviews and systems review.
Workflow review
Three to five processes selected at kickoff, such as acquisition screening, underwriting, lease administration, budget variance review, development tracking, or tenant communications.
Current-tool assessment
A direct review of the AI tools already in use: what they replaced, where output is reworked by hand, what they save, and whether they fit the work.
Assessment framework
Four lenses on readiness.
We evaluate the operating environment around the work, not just the software that might automate it.
Systems and data
What exists, what it costs, and where information lives compared with where it is supposed to live.
Workflows and manual effort
Where decisions get made and how many hours of manual work surround each one.
Current tooling
Whether existing AI tools are used well and fit the work they have been given.
People and process readiness
Who absorbs a change, what support they need, and where adoption risk is highest.
The deliverable
One document. Four practical parts.
The finished assessment is yours. Act on it internally, hand it to another advisor, or use it to scope the next phase.
System and data inventory
Every system in the selected workflows, what it holds, who maintains it, and where the same information exists more than once.
Workflow maps
Each step, owner, input, output, handoff, and the manual effort attached to the processes examined.
Gap analysis
A clear distinction between data-quality, process, and tooling problems, including where nothing needs to change.
Prioritized opportunities
Opportunities ranked by effort and impact, with the reasoning visible so your team can challenge or reorder them.
Evidence of method
Mapped to the level where the work actually happens.
Our proprietary commercial real estate workflow maps cover 1,220 checkpoints across acquisitions, development, and asset management. Each checkpoint is costed in manual hours and scored for automation difficulty.
1,220individual workflow checkpoints
27distinct families of work tracked
~252hrecoverable per multifamily acquisition, based on a 404-hour manual baseline
Multifamily acquisition trackIllustrative hours
1Deal sourcing
13h
2Initial screening
12h
3Full underwriting
35h
4LOI and PSA
14h
5Due diligence
33h
6Debt financing
14h
7Closing preparation
21h
Timeline
Four weeks, from kickoff to findings.
Kickoff
Select workflows, confirm system access, and schedule interviews.
Interviews and system review
Run stakeholder conversations and examine systems and current AI tools.
Synthesis
Map workflows, separate the gaps, and rank the opportunities.
Findings presentation
Deliver the document and walk through the recommendations with your team.
Investment
$5,000 fixed fee.
There is no obligation to continue and no discount tied to continuing. If follow-on work is warranted, it is scoped and priced only after the findings are in hand.
If the assessment shows your foundations are sound and the tools you have are the right ones, that is the finding and the engagement ends there.
Explore before you engage
Start with a self-service planner.
Map your workflows to candidate AI workers and get an initial view of the opportunity.
Ready to begin?
Find the right place to start.
Bring the workflows your team wants to improve. We will help you determine what is ready, what is not, and what to do next.
Speak with us