Most conversations about AI start with the technology and look for places to apply it. We start with the work. Where would AI meaningfully help, where would it create risk, where would simpler systems serve you better? The answer is rarely “everywhere” — and that’s the value of asking it carefully.
You’ve heard about AI. Your team has heard about it. You’re not sure what’s worth doing, what’s safe, or where to start. We map your workflows against where AI is actually useful right now — and where it isn’t yet — and recommend a small number of practical starting points, chosen for impact rather than novelty.
Your team is using ChatGPT, Claude, Copilot — maybe officially, maybe shadow. We map what’s being used, where, by whom, and surface the risks: data exposure, hallucination liability, confidentiality and IP issues, vendor lock-in, regulatory concerns. We propose a practical practice — what to standardize, what to allow, what to disallow.
A written AI Workflow Assessment, organized into where AI helps, where it doesn’t, what’s already happening, and what we’d recommend doing next. Concrete and sized for your firm — not the AI strategy of a Fortune 500.
Followed by a debrief conversation to talk through findings, and, where it’s a fit, an offer to scope and implement the highest-priority changes.
Coleman Intelligence is based in Columbia, SC, and built on workflow engineering. AI is one tool we evaluate — sometimes the right answer is to use it, sometimes the right answer is a clearer process or a simpler tool. We’re willing to recommend either.
Eric Coleman, the founder, also runs Remote Codetrol — a working mobile platform for AI agents shipped on the App Store. The assessment is grounded in what AI actually does and doesn’t do today, not what was promised in a vendor demo.
A short conversation is the easiest way to see whether the AI Workflow Assessment fits your situation.
