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AI Discovery & Maturity Diagnostic

Paste raw discovery call notes. The engine scores organizational readiness across 6 pillars, calculates the transparent cost of inaction, and drafts a phased implementation build plan.

1. Discovery Scope Mode
2. Load Realistic Discovery Call Transcript

Discovery Transcript / Notes Sandbox

Density: 65%
Extracted Bottleneck Parameters
Focus: AP & PO 3-Way MatchingOrg Size: 85 Headcount
Detected Systems of Record:
QuickBooksInventory DatabaseChatGPT (Shadow)
Workflow FTEs
FTEs
Weekly Hours
hrs/wk
Burdened Rate
$/hr
Monthly Errors
err/mo
Cost / Error
$/err
SaaS Shelfware
$/yr
Discovered Facts & Signals (0)
Definitional Conflict Discovery
3 Conflicts Detected

Identifies semantic divergence, spreadsheet drift, and contractual precedence blind spots across core systems.

Cross-System Grain DivergenceConflict Found

Manual 18 hr/wk clerical review matching inventory line items against QuickBooks Online.

↳ Remediation: Definitional Conflict Ledger (_meta/conflicts.yaml)
Spreadsheet Reconciliation DriftConflict Found

Spreadsheets used to reconcile monthly purchasing and warehouse inventory receipts.

↳ Remediation: Canonical Glossary & Certified DuckDB SQL Suite
Contractual Precedence BlindnessConflict Found

Recurring price mismatch errors ($200/error) when vendor invoices conflict with PO agreements.

↳ Remediation: FastMCP Precedence Resolver (resolve_precedence)
Maturity StageExplorerReadiness classification
AI Recommended Track:Track B
Estimated Annual Cost of InactionDirect Operational Drag
$280,480/ year
1. Clerical Labor Drag:$168,480 / yr
↳ 4 FTEs × 18 hrs/wk × 52 wks × $45/hr (3,744 hrs/yr)
2. Error & Rework Drag:$72,000 / yr
↳ 30 errors/mo × 12 mos × $200/error remediation
3. SaaS Shelfware & Waste:$40,000 / yr
↳ Unused per-seat subscriptions & unutilized vendor add-ons
Projected Gross Recovery (75% Recovery Target):$214,360 / yr

6-Axis Capability Radar Matrix

Engagement Track & Architecture Mixer

Tune implementation track, proposed fixed investment, and architecture mix in real time.

Live SOW Sync Active
Select Implementation Track Tier:
Proposed Fixed-Fee Investment ($7,500 – $95,000)One-time asset build fee; zero perpetual vendor per-seat licensing.
$
$7.5k Min$25k$50k$75k$95k Max
Payback Timeline1.6 Moto full capital recovery
3-Year Net ROI+2197%36-month net multiple
Net Year 1 Value+$186,360gross savings minus fee
Architecture Posture & Principles (SOW Section 5):4/4 Active

5-Stage AI Enablement Playbook Roadmap

End-to-end enablement milestones aligned with Fulcrum Context Core governance & technical gates.

Playbook Active
Stage 1Days 1–10

Executive Mandate & Definitional Conflict Ledger

Surface semantic divergence across ERP vs CRM vs Billing and log CFO-signed resolutions.

📄 _meta/conflicts.yamlGate 1 Sign-Off
Stage 2Days 11–25

3-Tier Pragmatic Stack & SoR Matrix

Designate authoritative entity owners and configure Git + SQLite + DuckDB Context Core.

📄 _meta/source_map.yamlGate 2 Certified SQL
Stage 3Days 26–50

Platform Connection & FastMCP Deployment

Deploy Webhook + Nightly Parquet Sync + FastMCP Streamable HTTP Gateway with kill-switch.

⚡ execute_metric_queryGate 3 Integration
Stage 4Days 51–75

ADKAR Enablement & Paired Operating Clinics

Conduct weekly paired triage clinics, human-in-the-loop validation, and champion training.

👥 Operating ClinicsADKAR Adoption
Stage 5Days 76–90+

Gate 4 Cutover & Post-Day-90 Ownership Selection

Activate Nightly Schema Drift CI (validator.py) and transition full ownership or stewardship.

📦 Handover Pack & CIGate 4 Production

Automated Scope of Work (SOW Build Plan)

Track B (6 Weeks (3 Phases)) • $28,000 Fixed Investment