A map of what your business knows
Where your knowledge lives today: in documents, in inboxes, in people's heads and in personal AI accounts. And what it costs you each time it has to be found again.
AI strategy
Know where AI pays, before you spend.
A fixed-scope diagnostic for leadership teams who know they need AI but not where to start. We map what your business knows, find the work worth handing to AI, rank it by return and effort, and leave you with a plan your team can run. Then, if you want, we build it.
What you leave with
A plan your team can act on, not a slide deck.
Five things, each one specific to your business and owned by someone on your team.
A ranked shortlist
Three to five opportunities, each with its likely return, the effort it takes, and what it depends on. Ranked, so the first decision is easy.
Quick wins, and what to leave alone
What to start in the next 90 days, and what is not worth doing yet. A clear "not yet" saves more money than most recommendations.
The stack decision
Which AI platform your team should use, on which plan, connected to which of your tools, with the access settings that keep your data yours.
A 12-month roadmap
Sequenced by what pays back first, with owners named. It doubles as the build plan for your Company OS, so nothing is thrown away.
Start with a plan, not a tool.
Four steps, a few weeks, and one decision at the end: where AI pays back in your business, and what to do first.
How it runs
Four steps, a few weeks, one decision at the end.
We read your material rather than just asking about it, so the plan rests on how your business actually works.
Listen
Short interviews across your teams, and a read of the material that already exists.
- Sales calls, documents and CRM exports
- How each team uses AI today, personal accounts included
- The work that repeats every week
Map
Where your knowledge lives, which tools can be connected, and where the work slows down.
- Which systems have APIs to connect
- Where the same answer gets written twice
- What a new starter has to rediscover
Rank
Every opportunity scored on return, effort and risk, against your own numbers.
- Return in time, revenue or cost
- What it depends on to work
- An honest "not yet" where it belongs
Plan
A 90-day plan and a 12-month roadmap, presented to the leadership team.
- The first workflow chosen
- Owners named for each step
- A baseline to measure against
The difference
The strategy is the first phase of the build.
Most strategy work ends in a document and a handover. Ours ends with the first draft of your company brain already written, because the research that informs the plan is the same research the system is built from.
A typical strategy engagement
A deck of opportunities, a roadmap, and a new team who start the build from scratch.
A Skein strategy
A ranked plan, plus your foundations already drafted, so the build starts on day one with your own material.
What we assess
Seven things that decide whether AI pays back.
Each one gets a plain read: where you are, what is missing, and what to do first.
One AI platform for everyone
Is your team on business plans whose terms keep your data out of model training, or on personal accounts?
Who is using which AI, with which data?
A company brain
Is what is true about your business written down, current and owned, or does it live in people's heads?
Could a new starter find the right answer today?
Connected tools
Can your CRM, website, ad accounts and documents be connected safely, starting read only?
Which systems can AI reach, and with what access?
Repeatable work
Which tasks happen every week, the same way, by people whose time is worth more elsewhere?
What would you hand to an agent first?
Guardrails and approvals
Who signs off what goes out under your name, and is that written down anywhere a system can follow?
What should never leave without a person?
People and leadership
Do your leaders know where AI helps, and does your team feel trained? Only about a third of employees say they do.
Who will lead the change, and who is worried by it?
Measurement
Is there a baseline to measure against, so the return is a number rather than a feeling?
What would prove it worked in six months?
The training figure is from BCG, AI at Work 2025, 10,600 workers in 11 countries.
Is this you?
Built for leadership teams who know they need AI.
44% of Australian small and medium businesses now say they use AI. Using it is the easy part. Knowing what it should change is the work.
Adoption figure: National AI Centre, SME AI Pulse, February 2026.
- You pay for AI licences and cannot point to what they return.
- Your team uses personal AI accounts with company information.
- Every department is experimenting on its own, in different directions.
- Your board or investors have asked for an AI plan.
- You want to grow without growing the team at the same rate.
Questions
Before you start.
How long does it take?
A few weeks, depending on how many teams we speak with. The scope and the fee are fixed before we start.
Do we need to clean up our data first?
No. Finding where your knowledge and data sit, and how usable they are, is part of the work. You do not need to prepare anything beyond giving us time with your people.
What if we are not ready to build?
The plan stands on its own. Some teams run the first steps themselves, some wait a quarter, and some go straight into building their Company OS.
Will you tell us not to do something?
Yes, and often. A clear "not yet" on an idea that will not pay back is one of the most useful things the strategy produces.
Which AI do you recommend?
The one that fits your tools, your data and your team, on a business plan. We are not paid by any vendor, so the recommendation is ours to make honestly.
Next
Strategy is just the beginning.
Once the plan is set, we prepare your people and build the system that runs it.