Digital & AI Opportunity Assessment
Where is your operation losing efficiency?
In a 45-minute session, we analyze a specific business process to identify real opportunities across digitization, automation, integrations, data, and artificial intelligence.
45 minutes · Initial session · No commitment
Operational flow
01 — 06
Current stateNext move
We don't start by asking where to add AI. We start by understanding where the operation is losing efficiency.
Maybe you do not need AI. Maybe you need to understand your operation first.
Many companies arrive asking how to incorporate artificial intelligence, when the real issue is fragmented processes, manual work, or tools that were never designed to operate the business.
WhatsApp works as a follow-up system
The same information is entered multiple times
Systems do not communicate with each other
Teams create reports manually
Information exists, but there is little ability to turn it into decisions
Processes depend too much on specific people
The company wants to use AI, but does not know where to start
What happens during the 45 minutes?
01 · 5 minutes
We understand the business
Company, context, goals, and selected process.
02 · 10 minutes
We map the current process
People, activities, systems, channels, and data.
03 · 10 minutes
We find friction
Manual work, errors, delays, dependencies, and lack of traceability.
04 · 10 minutes
We explore opportunities
Digitization, automation, integration, data, and AI.
05 · 5 minutes
We prioritize
Impact, frequency, feasibility, and effort.
06 · 5 minutes
We define the next step
Initial recommendation from Vertical AI.
The answer will not always be use AI.
Do nothing
The process works correctly or the potential return is low.
Quick Win
There is a simple improvement that can be resolved quickly.
Digitization
We first need to structure the process in a digital solution.
Automation
There are clearly defined tasks that can run automatically.
AI Opportunity
There is a concrete use case where AI can add value.
Agentic Opportunity
An agent could interpret information, use tools, and execute part of the process.
Additional discovery
The opportunity needs deeper analysis before designing a solution.
Real cases of operational transformation
Healthcare
From WhatsApp to a centralized operation
Platform to manage the lifecycle of diagnostic studies, appointments, results, billing, and professional fees.
500 monthly orders.
Retail / Manufacturing
From Excel, Forms, email, and WhatsApp to an operating platform
Centralized onboarding, students, sizing, collection, and production-ready information.
Automotive
From WhatsApp conversations to an AI-assisted sales process
Agentic solution to answer questions, qualify leads, and organize commercial opportunities.
Pilot
Let us review one process in your company.
Select a 45-minute slot. You do not need to prepare a presentation. We only need you to have one concrete process in mind that you want to improve.
Describe the process at a high level. Do not include patient data, customer data, credentials, confidential files, or sensitive information.
FAQ
Does it have a cost?
Initially, the Digital & AI Opportunity Assessment is an exploratory session offered by Vertical AI at no cost.
Do I need to know about artificial intelligence?
No. The conversation focuses on your operation and the problem you want to solve.
Should I prepare information?
You do not need a presentation. It is enough to know the process you want to review.
Will I receive a commercial proposal?
Not necessarily. First we determine whether there is a real opportunity. If we identify an initiative where Vertical AI can add value, we will suggest a next step.
Will you design the solution during the session?
No. The goal is to identify and prioritize opportunities. An architecture or detailed solution may require a later discovery phase.