Deep Dive
Turn a clear idea into a system that works.
What’s Included
Automation Roadmap
Findings & documentation from all Process Workshops
Statements of Work for your AI Project
Project & resource plans for your AI project
Change Management Plan
Statement of work for each opportunity
Deep Dive Success Stories
Our Process
Step 1
Questionnaire & Prework
We’ll set the stage for our time weeks together.
We’ll introduce AI with special emphasis placed on the importance of aligning AI with your Capabilities.
We’ll discuss key findings from the prework.
Step 2
Kickoff
We’ll align on objectives, scope boundaries, and participants (SMEs, Process Owners)
We’ll explore your desired future state and align all the stakeholders.
1. Our goals for the session:
2. Create clarity around the desired future state.
3. Gain clarity on the success criteria for that future state.
4. Determine all the players involved in the current state.
5. Determine the action plan for performing Process Workshops
Step 3
Discovery & Focus Workshops
We’ll facilitate a detailed evaluation of how your capabilities are delivered today and the future state you aspire to achieve. We will gain insights into your strengths, understand supporting processes and technology, identify opportunities for AI integration, and plan for necessary investments.
Step 4
Gap Analysis & Solution Design
We’ll identify what’s needed to bridge the gap between your current state & desired Future state.
We synthesize findings & design the Future State solution: the capabilities, user interactions, data flows, integrations, and high-level architecture.
During a meeting with all stakeholders, we’ll validate the direction against your success criteria and gain your feedback.
Step 5
Solution Roadmap & Finalization
Using the Current State and desired Future State, as well as the verified gap between the two, we’ll prepare the following documentation:
1. Technical Architecture & integrations
2. Project Plan & Milestones
3. Resource Estimates
4. Budget
5. ROI
6. Findings & documentation from all Discovery & Focus Workshops
These documents will serve as our blueprint for building with confidence.
Our Process
Step 1
Questionnaire & Prework
We’ll set the stage for our time together.
We’ll introduce the Deep Dive with special emphasis placed on the importance of aligning AI with your Capabilities. We’ll discuss key findings from the prework.
Step 2
Kickoff
We’ll align on objectives, scope boundaries, and participants (SMEs, Process Owners)
We’ll explore your desired future state and align all the stakeholders.
- Our goals for the session:
- Create clarity around the desired future state.
- Gain clarity on the success criteria for that future state.
- Determine all the players involved in the current state.
- Determine the action plan for performing Process Workshops
Step 3
Discovery & Focus Workshops
We’ll facilitate a detailed evaluation of how your capabilities are delivered today and the future state you aspire to achieve. We will gain insights into your strengths, understand supporting processes and technology, identify opportunities for AI integration, and plan for necessary investments.
Step 4
Gap Analysis & Solution Design
We’ll identify what’s needed to bridge the gap between your current state & desired Future state.
We synthesize findings & design the Future State solution: the capabilities, user interactions, data flows, integrations, and high-level architecture.
During a meeting with all stakeholders, we’ll validate the direction against your success criteria and gain your feedback.
Step 5
Solution Roadmap & Finalization
Using the Current State and desired Future State, as well as the verified gap between the two, we’ll prepare the following documentation:
- Technical Architecture & integrations
- Project Plan & Milestones
- Resource Estimates
- Budget
- ROI
- Findings & documentation from all Discovery & Focus Workshops
These documents will serve as our blueprint for building with confidence.
Step 6
Automation Roadmap Finalization & Deliverables
We’ll button everything up so your organization has a complete AI roadmap, the priorities, the change management plan, and everything you need as you head into implementation.
- AI Roadmap
- Findings & Documentation from all Process Workshops
- Change Management Plan
- Statements of Work for every AI Project
"Teammate AI's approach toward AI is spot on. AI is a tool for humans to enable better teamwork and build better client experiences."
— Dan Sulivan
Founder of Strategic Coach
— Dan Sulivan
Founder of Strategic Coach
On your mark, get set...
Learn More about Deep Dive
Who is it for?
Who should do Deep Dive?
- Companies who have a transformative AI solution in mind.
- Companies looking to create new business lines or business units
- Companies looking to make their business AI or SaaS-first
Who should NOT do Deep Dive?
- Companies looking for quick-win solutions
- Companies looking to automate less than 500 hours per year
- Companies looking to create incremental improvement to their existing operations
Sounds like it’s for you?
Frequently asked questions
What is a Deep Dive?
A Deep Dive is a structured scoping and solution design engagement for organizations with a clearly defined initiative. It examines a specific problem, opportunity, or transformation area in detail and produces an executable implementation plan.
When should we choose a Deep Dive?
Choose a Deep Dive when:
How is a Deep Dive different from Automation Mining?
Automation Mining identifies and prioritizes opportunities across the business. A Deep Dive goes mile-deep into one specific initiative, translating a vision into technical and operational reality.
What is the primary goal of a Deep Dive?
The goal is to transform an idea into a validated blueprint including functional requirements, solution design, architecture, phased roadmap, investment guidance, and impact analysis.
What happens during a Deep Dive engagement?
Typical phases include:
What deliverables are included?
Deliverables include:
How long does a Deep Dive take?
Most Deep Dive engagements run approximately 6-8 weeks, depending on complexity and stakeholder availability.
Does a Deep Dive include technical architecture?
Yes. A core outcome is defining system design, integrations, workflows, data flows, constraints, and implementation considerations.
What is As-Is documentation?
As-Is documentation captures how processes, systems, and workflows currently operate, including dependencies, inefficiencies, and constraints.
What is a solution blueprint?
The solution blueprint defines the future-state design, showing how processes, systems, automation, and technology will work after implementation.
Does a Deep Dive include ROI analysis?
Yes. Impact and ROI framing are developed based on efficiency gains, cost reduction, revenue opportunities, scalability improvements, and risk mitigation.
What happens after the Deep Dive?
Organizations typically move into:
Can Teammate AI handle implementation?
Yes. Clients can proceed directly into development, integration, deployment, hosting, and ongoing support.
Can we use Deep Dive outputs with our own developers?
Yes. All documentation is structured for vendor-agnostic execution and smooth handoff if desired.
On your mark, get set...
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