AI WORKFLOW CONSULTING
You already know which processes are broken.
We find out exactly how much they're costing you.
Most AI projects fail because they automate the wrong things first. We run a structured process audit before touching any technology — mapping how your team actually works, identifying the biggest drains, and building only what solves those specific problems. The demo below is a real deliverable from a real engagement.
THE METHODOLOGY
We don't start with AI. We start with a map.
Most AI projects fail not because the technology doesn't work — but because they automate the wrong things first. Before recommending anything, we need to understand how your team actually works.
INDUSTRY BENCHMARKS
Here's what your competitors are already automating.
Select your industry to see the specific workflows where AI creates the biggest impact — with real data on time saved, cost reduced, and ROI timeline.
Client Intake & Onboarding
Initial client setup and conflict checking
Legal Research
Case law search and precedent analysis
Document Drafting
Contract and legal document creation
Document Review
Discovery and contract analysis
Time Tracking & Billing
Revenue capture and client billing
ENGAGEMENT EXAMPLES
What a process audit actually produces.
Every engagement starts with discovery. Here are examples of what firms like yours receive after their initial audit — and what it leads to.
EXAMPLE: A LAW FIRM ENGAGEMENT
A law firm like yours
8–15 attorneys · Professional services · 6-week engagement
Process Map
Full client intake journey mapped across 5 roles — from first inquiry to consultation booked.
Pain Point Matrix
30-40% of leads typically arrive after hours and go unanswered. Partners spending 2-3 hrs/day on routine contract review.
Automation Roadmap
12+ opportunities ranked by impact and effort. Top two become Week 3 and Week 5 deliverables.
THIS TYPE OF AUDIT LEADS TO:
EXAMPLE: A RECRUITING AGENCY ENGAGEMENT
A recruiting agency like yours
20–50 recruiters · Talent acquisition · 6-week engagement
Process Map
End-to-end recruiting workflow mapped — from job requisition to offer letter, across 4 team functions.
Pain Point Matrix
Recruiters typically spend 50+ hrs/role on manual screening. Cold outreach response rates below 10%.
Automation Roadmap
9+ opportunities identified. Resume screening and outreach personalization selected as highest-impact first moves.
THIS TYPE OF AUDIT LEADS TO:
What this looks like for your bottom line.
Estimated Savings Distribution by Process Area
Based on published industry benchmarks. Actual results vary based on organization size and current processes.
A 4-week engagement. A permanent roadmap.
Not a deck of recommendations you'll never act on. A working plan, vetted against your actual systems, with a clear sequence for implementation.
Current-State Process Map
A visual map of how work actually moves through your organization — where information flows, where decisions get made, and where things quietly break down. Built from observation and interviews, not assumptions.
Stakeholder Interviews (5–8 sessions)
The friction that causes the most waste rarely shows up in documentation. We run structured interviews with the people doing the work — not just leadership — to surface what's really slowing things down.
Prioritized Automation Roadmap
A sequenced plan of 8–15 automation opportunities, ranked by implementation effort and expected ROI. Each includes a time-savings estimate, rough cost, and realistic timeline — so you know exactly what to build first and what to defer.
Implementation Partnership (optional)
If you want to go further than the roadmap, we stay involved — helping spec requirements, evaluate vendors, and build the automations directly. No handoff to a team that wasn't in the room when the decisions were made.
WHO DOES THIS WORK
This work comes from six years inside the problem.
Gary Yong spent six years as a technology consultant at Capco, running digital transformation engagements for tier-1 banks and wealth management firms. He's facilitated 30+ stakeholder workshops, built process maps for some of Canada's largest financial institutions, and automated reconciliation workflows that saved over 5,000 hours annually.
That experience — knowing what process analysis actually looks like at scale, what makes stakeholders resistant, and what separates useful AI from expensive experiments — is what YongAI brings to every engagement. Not AI for its own sake. Process thinking, with AI as the tool.