Who we work with
AI Discovery is a structured engagement that finds where AI actually fits in your business, evaluates the opportunities, and hands you a sized, buildable roadmap in two to three weeks. Then our team works with you on executing it. Backed by 15 years of shipping software for HarperCollins, Manulife, Bell, and Hilco Global, we don't just recommend what to build. We build it.
Your board wants a strategy. Your team has ideas. Your competitors are making announcements. Somewhere in the noise, there's a real question: where does AI actually create value in your business? AI Discovery is a structured engagement that gives you a defensible answer, and the proposal to act on it.
Most pilots stall at the same point - security review, integration, ownership. The demo was real. The everyday workflow never showed up. Manual work stays, the narrative changes, and your team goes back to the old way.
The people you trust most are moving data between CRM, ERP, spreadsheets, and ticketing tools - copying, reconciling, chasing missing pieces. It's the work that wastes their best skills, and it's almost invisible on leadership dashboards.
Boards want a plan. Vendors want a signed contract. Your team wants a clear answer to 'what do we do first?' The honest answer, for most companies, can't be written from a conference room. It has to be discovered inside the actual work, by people who know what's automatable and what isn't.
A structured five-session engagement, run by a senior pair. We learn how your business works, identify where AI fits, and hand you a phased roadmap with real estimates. Then you decide what to build.
We align on your priorities, your KPIs, and what "winning" looks like. By the end of this session, both teams know what we're trying to find and why it matters.
We map your highest-priority workflows to find where time, cost, and quality are being lost. This is where we sit with the people who run the work, not just the people who lead it.
We generate a broad portfolio of AI and automation ideas, then filter ruthlessly. Not everything that's possible is worth doing. We find what is.
We narrow to 3 to 6 recommended opportunities, shape each one, and size them on value, feasibility, and data readiness. Each gets a T-shirt estimate so you can compare them honestly.
We finalize the phased roadmap, confirm Phase 1, and prepare to execute.
Discovery isn't a junior job. The reason most AI assessments produce thin recommendations is that they're done by people who can't tell, in the real world, which opportunities will actually ship. We staff every engagement with a senior pairing - the same two roles, every time, both with a track record of getting complex software into production.
Defines what to build
Sits with your operators, leadership, and customer-facing teams. Maps how the work actually happens (not how the org chart says it happens), and works with you to define the KPIs each opportunity should move. Every recommendation gets tied to a measurable outcome - time saved, hours reclaimed, throughput gained - so the roadmap is something you can defend, track, and prove. Owns the roadmap that comes out of discovery.
Defines how to build it
Pressure-tests every opportunity against your real systems, data, and constraints. Flags what's a six-week build versus what's a six-month build, what's secure versus what isn't, and what your existing stack will actually support. Owns the technical estimates and prototyping.
We'll tell you when AI is the wrong answer, and when plain process automation will outperform it. We're more interested in solving problems than selling a solution.
Iversoft builds solutions, not just strategies. Discovery flows directly into delivery, with the same team and the same standards. We've been shipping bleeding edge technology solutions for 15 years.
Every engagement uses our proven methodologies: explicit suitability filtering, T-shirt size estimation, phased delivery plans. No improvisation, no bespoke frameworks. You get consistency.
We train your team to maintain and optimize the systems we build. You own what we deliver, not the other way around.
Discovery runs 2 to 3 weeks: five working sessions with a senior pair embedded with your teams, structured working materials between sessions, and a final roadmap document with prioritized opportunities, effort estimates, and recommended next steps.
3 to 6 AI and automation opportunities, each scored on value, feasibility, and data readiness. Not a long list of possibilities. A short list of bets that are worth making.
Multiple phases, each with sized effort and budget. You see the whole arc of investment, not just the next step.
Start in weeks, not quarters. Show your board progress, not just a plan.
Documentation of how your highest-priority workflows actually run today. Useful long after the engagement ends.
A 30-minute fit call. We'll tell you whether Discovery is the right next step, or whether something else would serve you better.
We'll also tell you when AI is the wrong answer for the problem you're trying to solve.
We'll tell you whether Discovery is the right next step — or whether something else would serve you better.
We'll be in touch within one business day to confirm a time. Talk soon.