Discovery Workshop

Map Your Business. Build Your First AI. In One Day.

A hands-on working session, not a presentation. We map your processes, identify where AI helps most, then build and deploy one live implementation before you leave.

What This Is

A Working Session,
Not a Presentation.

Most AI workshops end with a slide deck and a long list of possibilities. This one ends with a working AI implementation your team can use the same day.

We facilitate the discovery, run the scoring, select the best candidate together, and build it in the room using Claude as an AI co-worker or Claude Code to deliver a custom application.

Hands-On

Participants do real work, not role-play exercises.

Evidence-Based

Every AI opportunity is scored against clear business criteria.

Same-Day Value

You leave with a working implementation, not a report.

Team-Led

Your people drive the session. We facilitate and build.

Who Should Attend

Built for Decision Makers and Doers

The session works best when the people who approve direction and the people who own the processes are in the same room. Aim for 4 to 8 attendees covering the functions below.

Business Owners and C-Suite

Define strategic priorities and sign off on scope. Their presence ensures the session stays aligned to what the business actually needs.

Required

Department Heads

Operations, Finance, HR, Customer Service. They own the processes being mapped and can speak to volume, frequency, and true business impact.

Required

Team Leads and Process Owners

The people who do the work every day. They know the bottlenecks, the workarounds, and the exceptions no one else has documented.

Recommended

IT Manager or Technical Lead

Provides context on current systems, data availability, and access constraints. Essential for the live build phase to avoid dead ends.

Recommended
Workshop Objectives

Four Things We Accomplish Together

Every session is structured around four concrete outcomes. By the time we close, each one should be checked off.

01

Map your key processes and surface bottlenecks

Systematically document how work flows through your business today, including the steps that cost the most time and produce the most friction.

02

Score each process against AI opportunity criteria

Apply a structured scoring model to identify which processes are the best candidates for AI based on repetitiveness, data readiness, and business impact.

03

Select and implement one process live in the session

The group picks one high-impact, high-feasibility candidate and we build and deploy it together before the day ends. No promises, no follow-up sprints.

04

Leave with a roadmap for what comes next

Document the remaining opportunities in priority order, assign owners, agree success metrics, and define the next milestone for each item on the list.

What to Expect

No Slides. No Fluff. Just Results.

The workshop runs for half a day to a full day depending on the breadth of processes your team wants to cover. It is structured as a mix of facilitated discussion, collaborative mapping exercises, and a live build session.

We bring the frameworks and the tools. Your team brings the knowledge of how your business actually works. No preparation is required beyond completing a short pre-session questionnaire we send one week before.

The live build portion uses Claude directly as an AI co-worker configured for your workflow, or we use Claude Code to build a lightweight application your team can take away and use immediately.

Format Traditional Workshop TechnoSignage Discovery Workshop
Output at the end Slide deck and action list Working AI implementation
Team involvement Passive audience Active participants in every step
Time to first value Weeks after the session Same day
Preparation required Pre-read and case studies Short questionnaire only
Commitment to proceed Often implied or pressured None. The workshop stands alone.
Workshop Agenda

Step by Step Through the Session

Here is exactly what happens, in order, from the week before the session to the moment you walk out with a working AI tool.

Pre
One Week Before the Session

Pre-Workshop Setup

We do the groundwork so the session itself is focused on discovery and building, not logistics.

We send a short stakeholder questionnaire covering roles, top three operational pain points, and current tools in use

Confirm attendees: aim for 4 to 8 people covering the right functions (see Intended Audience above)

We review responses in advance and prepare a preliminary process list to accelerate the mapping exercise

No further preparation is required from your team

01
Welcome and Context Setting
30 min

We open the session by establishing a shared understanding of what the day is for and what Claude can realistically do. No technical jargon. Plain language only.

Introductions and confirmation of the day's agenda

Workshop rules: no wrong answers, focus on problems not tools, every idea gets documented

Plain-language overview of Claude's capabilities and honest boundaries

One shared commitment: we leave today with something working

Your role

Show up ready to talk openly about how your business works. No preparation needed beyond what you submitted in the questionnaire.

Deliverable

Shared understanding of the session's purpose, structure, and what success looks like today

02
Business Process Mapping
60 min

This is the core discovery exercise. We systematically map 5 to 7 key business processes using a structured process canvas. The goal is to document exactly how work happens today, not how it should happen.

Facilitator-led whiteboard exercise using a process canvas template

For each process we capture: who owns it, how often it runs, how long it takes, what inputs are required, and where it breaks or slows down

Participants contribute from their own experience, not from documentation

All processes are captured in a shared document in real time

Your role

Describe how work actually gets done, including the workarounds and the steps no one has written down. The messier the better at this stage.

Deliverable

Process Inventory Map: a documented list of 5 to 7 business processes with inputs, steps, outputs, owners, and pain points

03
AI Opportunity Assessment
45 min

We take the mapped processes and score each one against three objective criteria to determine which are the strongest AI candidates. This removes guesswork and makes the prioritization defensible.

Scoring Criteria

Repetitiveness: Is the process rule-based, high-volume, and consistent? The more predictable, the easier it is to automate reliably.

Data availability: Does Claude have access to the inputs it needs to act? Text, documents, structured data, or existing system outputs all qualify.

Business impact: How much time, cost, or error rate can be reduced? We express this in concrete terms: hours saved per week, cost per transaction, or error rate reduction.

Scores are plotted on an Impact vs Effort matrix so the best candidates are immediately visible
Your role

Provide honest estimates on frequency, time cost, and error rates. Rough numbers are fine. The scoring is relative, not absolute.

Deliverable

AI Opportunity Scorecard: every mapped process scored and plotted, with the top candidates clearly identified

04
Prioritize and Select
15 min

Using the scorecard, the group selects one process to build today. We run a quick feasibility check to confirm the necessary data and access are available before committing.

Review the top 1 to 2 candidates from the Impact vs Effort matrix

Feasibility check: Is the data accessible today? Are the right people in the room to test it? Any approvals or integrations that would block us?

The group commits to one process to build in the live session

Your role

Make the call on which process to build. We will advise on feasibility but the selection belongs to your team.

Deliverable

Selected Process Brief: one-page summary of the chosen process, its inputs, expected output, and success criteria for today's build

05
Live Build
90 min

This is where the session earns its name. We build the selected process live, in the room, using real inputs from your business. Attendees participate at every step: providing data, testing outputs, and giving feedback in real time.

Two Build Paths
Path A: Claude Co-Worker

We configure Claude with a custom prompt and workflow tailored to the selected process. Connect it to real data, test it live against actual examples, and teach the team how to use it from day one. No code required.

Path B: Claude Code App

We use Claude Code to build a lightweight web application or automation script that handles the selected process end to end. Demoed live with real inputs and handed over to your team before the session closes.

Your team provides the real-world inputs: documents, data, examples, or prompts

We build iteratively, testing and refining based on live feedback from participants

The implementation is documented as we go so there is no knowledge gap after we leave

Your role

Bring real examples of the process: actual documents, typical inputs, or a description of a recent case you would want the system to handle.

Deliverable

Working AI implementation, live and usable before you leave. Either a configured Claude workflow or a built application, with access and documentation.

06
Handover and Roadmap
30 min

We close the session by locking in what was built and mapping the path forward for everything else on the scorecard.

Document the implementation: access details, usage instructions, prompt configuration or app link

Identify the next 2 to 3 processes from the scorecard and assign an owner to each

Define 30-day success metrics: how will you know the live implementation is working?

Agree a timeline and next milestone for the broader AI roadmap

Your role

Assign internal owners for the roadmap items before you leave. No implementation happens without someone accountable on your side.

Deliverable

AI Implementation Roadmap: prioritized next steps with owners, timelines, and success metrics for each item

What You Walk Away With

Six Deliverables. All Yours. Same Day.

Every participant leaves with six tangible outputs. Not a list of recommendations. Actual documents, tools, and access that your team can act on immediately.

01

Process Inventory Map

A documented record of every process mapped during the session, with owners, inputs, outputs, and identified bottlenecks.

02

AI Opportunity Scorecard

Every mapped process scored against the three AI opportunity criteria and plotted on an Impact vs Effort matrix.

03

Working AI Implementation

A live, usable AI tool built during the session. Either a configured Claude workflow or a custom-built application, with access handed over before you leave.

04

AI Implementation Roadmap

A prioritized list of the remaining AI opportunities from the scorecard, with assigned owners, estimated effort, and agreed next milestones.

05

Usage Documentation and Prompts

Step-by-step instructions for using the live implementation, including the prompt configuration or app documentation your team needs to operate it independently.

06

30-Day Success Metrics

Agreed measures for evaluating whether the live implementation is working as expected, so you can assess value before committing to further investment.

Tools We Use

Powered by Claude

During the live build we use one of two paths depending on the selected process and your team's requirements. Both are built on Claude, Anthropic's AI platform.

Path A

Claude as AI Co-Worker

We configure Claude directly as an AI co-worker for your selected process. Using a custom prompt and workflow tailored to your business, your team can interact with Claude through claude.ai to handle tasks from day one. No code required.

  • Drafting and summarising documents, reports, and communications
  • Analysing incoming data, forms, or customer inputs
  • Classifying, routing, or responding to requests
  • Generating structured outputs from unstructured inputs
  • Accessible to your team immediately through a browser
Path B

Claude Code Application

We use Claude Code, Anthropic's developer tool, to build a lightweight application or automation script tailored to your process. Built live during the session and handed over with full documentation. Your team can use and adapt it from day one.

  • Custom web applications for internal process automation
  • Scripts that process documents, spreadsheets, or data feeds
  • Workflow tools that connect existing systems using Claude's API
  • Prototype applications that can be expanded after the session
  • Full source code and documentation handed over at session close

Ready to find your first AI win?

No commitment. No slides. Just a working session and something real to show for it. Book a discovery workshop and leave the same day with a live AI implementation.