Advisory Group/Executive AI Productivity Pathway

Triverre Advisory Group · Practice 01

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The Executive AI Productivity Pathway™

Helping organizations discover, act on, and sustain AI-driven productivity.

An engagement ladder beneath Executive AI Productivity — one of the Advisory Group's five consulting practices. Each rung produces a concrete deliverable that advances a measurable outcome: discover where the opportunity is, act on it, then sustain it.

The Arc

Assessment → Accelerator → Advisory

Each engagement naturally leads to the next. Begin where you are; continue as far as the outcome requires.

Assessment
Accelerator
Advisory

Rung 01

Executive AI Productivity Assessment™

Helping organizations discover their greatest productivity opportunities.

$495

Small Business · introductory launch pricing

Approximately 5–7 business days

Ideal for organizations that

  • ◆Have heard about AI but are unsure where to begin
  • ◆Want measurable productivity improvements
  • ◆Need guidance before investing in AI

Phase 1

60–90 minutes

Executive Discovery Meeting

Understand the business — organization overview, current challenges, administrative bottlenecks, documentation processes, current AI usage, business priorities, compliance considerations, and future goals.

Phase 2

Business Process Review

Documentation, SOPs, policies, forms, templates, meeting processes, reporting, workflow, and knowledge sharing.

Phase 3

AI Opportunity Identification

Where employees spend unnecessary administrative time, which repetitive activities could be streamlined, where documentation is inconsistent, what manual work could be standardized, and what processes slow decision-making.

Phase 4

Productivity Scorecard

A customized assessment rating your organization across seven dimensions — see the sample below.

Phase 5

12–15 pages

Executive Recommendations Report

Executive summary, current-state assessment, business challenges, top productivity opportunities, quick wins (30 days), mid-term improvements, long-term AI strategy, estimated business benefits, and next steps.

Productivity Scorecard — sample

Documentation

★★★★★

Workflow Efficiency

★★★★★

Knowledge Management

★★★★★

AI Readiness

★★★★★

Governance

★★★★★

Standardization

★★★★★

Training

★★★★★

Deliverables

Executive Productivity ReportAI Readiness SnapshotTop 10 Recommendations30-Day Action PlanExecutive Debrief Meeting

Rung 02

30-Day AI Productivity Accelerator™

Moving from assessment to action — the flagship engagement.

from $3,500

Four-week implementation engagement

Week One

Kickoff

Review assessment, prioritize projects, select quick wins.

Week Two

Workflow Analysis

Process mapping, documentation / SOP / template review.

Week Three

Modernize Documentation

SOPs, templates, forms, meeting documentation, and knowledge library.

Week Four

AI Guidance

Executive briefing, implementation roadmap, future recommendations, and transition meeting.

Deliverables

Executive SummaryAI Productivity RoadmapWorkflow ImprovementsModernized SOPsBusiness TemplatesMeeting Documentation StandardsAI Usage GuidelinesGovernance RecommendationsProductivity MetricsImplementation Roadmap

Typical results

  • ◆More consistent documentation
  • ◆Faster employee onboarding
  • ◆Improved knowledge transfer
  • ◆Reduced administrative effort
  • ◆Better workflow visibility
  • ◆Greater standardization

Rung 03

Executive Advisory Partnership™

Helping leaders sustain business transformation — the long-term relationship.

from $1,500

per month retainer

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60–90 minutes

Monthly Strategy Session

Business priorities, AI opportunities, operational challenges, and executive decisions.

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Unlimited Email Support

Questions, ideas, guidance, and recommendations.

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Monthly Executive Brief

Business improvement ideas, emerging AI trends, productivity opportunities, operational risks, and governance recommendations.

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Quarterly Business Review

Goals, progress, metrics, future priorities, and new opportunities.

Ongoing advisory across

AI StrategyBusiness TransformationWorkflow DesignGovernanceDocumentationOperational ExcellenceOrganizational EffectivenessChange LeadershipExecutive Communication

Focused Add-On

Executive Documentation Rescue™

A standalone, fixed-price cleanup — popular as a first step or a refresh.

$1,250

fixed price

  • ◆Review existing documentation
  • ◆Modernize SOPs
  • ◆Standardize templates
  • ◆Organize business knowledge
  • ◆Executive documentation cleanup
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Ready to Begin?

Start with the assessment, or tell us where you are in the arc. We'll shape the right engagement and follow up with next steps.

One mission. Many paths.

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