Phase 01Understand
Start with what the business is trying to achieve.
We meet with leadership to understand the company’s priorities, operational challenges, existing AI activity and areas where the organization believes there may be opportunity.
We look atOutputAreas of focus for deeper discovery.
Phase 02Discover
Understand how the work actually happens.
We work with process owners and subject-matter experts to understand the current operation. Not how the process is supposed to work. How it actually works.
We examineAnd ask questions such as- Where are people spending unnecessary time?
- Where is information fragmented?
- What problems are discovered too late?
- Where does important knowledge depend on specific people?
- Where are decisions made without enough context?
- What repetitive work doesn’t require human judgment?
OutputAI opportunity map.
Phase 03Prioritize
Separate interesting ideas from opportunities worth pursuing.
Each opportunity is evaluated against the factors that determine whether it deserves investment.
Build firstHigh value · high feasibility
Strategic bets
Quick wins
Deprioritize
Feasibility →Business value →- Business impactWhat materially changes if this works?
- Technical feasibilityCan today’s AI reliably solve it?
- Data readinessDo we have the information required?
- Integration complexityWhat systems need to be involved?
- AdoptionCan it realistically become part of the workflow?
- Time to valueHow quickly can we validate the economics?
- Strategic leverageDoes it create foundations for future AI initiatives?
OutputPrioritized AI opportunities with a recommended first move.
Phase 04Define
Turn the strongest opportunity into something you can actually build.
Once we’ve identified where to start, Margins defines the proposed solution at enough depth to make an informed implementation decision.
We define- The business problem
- The future-state workflow
- The AI capability required
- Data requirements
- System integrations
- Technical approach
- User interaction
- Implementation scope
- Success metrics
- Risks and assumptions
- Path to production
OutputAn implementation-ready AI opportunity.