What is already running?
Ideas, pilots, purchased tools, and internal builds are captured in one map.
AI portfolio audit
Turn AI ideas, pilots, and tools into a managed decision portfolio
An AI portfolio audit shows leadership where resources are going and which initiatives to launch, merge, postpone, or stop.
First step — 20–30 minutes.We review the context and portfolio pain, then choose the right audit format and next decision.
Questions the portfolio answers
It is a decision tool, not just a list of automation requests.
Where are duplicates?
Similar RAG systems, assistants, scoring models, and automations are merged before they consume budget.
What should launch first?
Initiatives are compared by value, feasibility, timeline, risk, and process readiness.
Who owns the impact?
Each strong initiative gets a business owner, metric, validation date, and data source.
Where can you stop paying a vendor?We identify which licenses and services create real value and where an open-source solution or internal component can deliver the same outcome. We compare total cost of ownership: migration, support, security, integrations, and vendor lock-in.
How portfolio work looks
1. Inventory
Collect initiatives from interviews, documents, backlog, Jira, spreadsheets, decks, and current pilots.
2. Normalization
Turn each initiative into one card: problem, owner, users, product, data, impact, and status.
3. Assessment
Check value, feasibility, security risks, data availability, architecture dependencies, license costs, and open-source alternatives.
4. Decisions
Prepare decisions: launch, clarify, merge, replace, postpone, stop, or move into a product track.
What leadership gets
One view of AI activity
Budgets, teams, statuses, products, risks, and impact across important initiatives.
Priority short list
A few initiatives that can start first without a large transformation program.
Duplicates and weak hypotheses
What should not continue now because there is no impact, owner, data, or managed route.
3-6 month decisions
Which blockers to remove, gates to introduce, and financial results to validate.
Formats and pricing
The format follows portfolio scope and stakeholder count. The total fee is fixed before work begins.
Express diagnostic
from USD 2,000
- Up to 8 initiatives
- Up to 3 interviews
- Problem map and immediate decisions
AI portfolio audit
from USD 4,500
- Up to 20 initiatives
- Up to 6 interviews
- Shortlist, overlaps, and 3–6 month decisions
- Avoidable vendor-spend map and open-source alternatives
Extended audit
from USD 9,000
- Multiple departments
- 20+ initiatives
- Interview series and leadership workshop
Pricing follows the number of initiatives, departments, and interviews — not company size. Any additional scope is agreed before the engagement starts.
The portfolio is part of the wider AI operating model.Portfolio decisions become stronger when they are connected to AI governance, gates, and impact validation.
Need to decide what to do with the AI portfolio?
In 20–30 minutes, we review the context, initiatives, overlap, and risks and identify the right portfolio-audit format.