Process Archaeology
We conduct individual interviews with the people doing the work. We document the shortcuts, exceptions, and tribal knowledge no manual captures, before even considering automating anything
Jason Calacanis described it as 'the job nobody sees coming': someone who knows a business deeply enough to guide AI agent adoption without writing a line of code. At IQ Source, we've been doing exactly that role.
Industries
The same discovery method, specialized for your sector's processes and risk.
Responsible AI for law firms and legal teams
Responsible AI for banking, fintech, and financial services
Responsible AI for insurers and insurance companies
Responsible AI for hotels and restaurants
Responsible AI for dealerships, parts, and auto shops
Responsible AI for wholesalers, distributors, and logistics
The canonical method
The three phases run during Stage 1, typically 2 months of consultancy, education, and training, may extend based on your organization's complexity. Design does not happen here: it belongs to Stage 2, after the Go/No-Go gate, and the kind of design depends on what discovery recommended (agents, classical automation, integrations, process redesign, or a combination).
Mapping real work, not the wiki or the manual.
Individual interviews and AI fluency training anchored in your real workflows.
Opportunity assessment and ranking by risk and return.
What your company keeps
We conduct individual interviews with the people doing the work. We document the shortcuts, exceptions, and tribal knowledge no manual captures, before even considering automating anything
Training sessions anchored in your real workflows, not generic examples. Your people learn what today's AI models can and cannot do, and why that changes how processes should be designed in the first place
We evaluate every opportunity by risk level, impact, and complexity. You get a prioritized ranking and a per-opportunity Go/No-Go recommendation, so your company decides where to invest the AI budget with evidence, not promises
At the end of Stage 1 your company decides whether to move to design and implementation, or close the program with the artifacts you already paid for. The decision is made with data: mapped processes, prioritized opportunities, and ROI projection
An AI Maestro sits between the business and the AI agents. They operate across three dimensions over the adoption cycle: process archaeology (maps real workflows and tribal knowledge), agent design (defines autonomy, escalation, and confidence thresholds), and risk calibration (designs gates by risk level). At IQ Source, the AI Maestro service is Stage 1: consultancy, education, and training to discover what's worth building. Agent design belongs to Stage 2, after the Go/No-Go gate.
Not necessarily. The most effective profile combines knowledge of the business processes with understanding of AI model capabilities and limitations. Often the best candidate is already on your operations team, what they need is training in agent workflow design.
Three concrete artifacts are produced. The Process Reality Map documents your real workflows, including essential tribal knowledge. The AI Opportunity Score assesses the maturity and feasibility of each process. The Opportunity Ranking + Go/No-Go Recommendation prioritizes opportunities by risk, impact, and complexity, with an explicit recommendation on what should advance to design and what should not. The detailed design is produced in Stage 2, only if the gate is favorable, and may be an Agent Blueprint, or the design of a different kind of solution (automation, integration, dashboard, process redesign) if that's what discovery recommended.
Traditional automation is rigid, following fixed 'if-then' rules. An AI agent is different, it's built to handle ambiguity, make sound decisions with incomplete information, and improve over time based on real outcomes. Operating agents means designing autonomy boundaries, setting confidence thresholds, and measuring the quality of every automated decision.
After the first stage, your company receives all findings, documented processes, agent designs, ROI projection, and decides with real data whether to proceed to implementation. There's no commitment to continue. The decision is yours, based on concrete evidence.
A Fractional CTO provides executive technology leadership at the strategic level. The AI Maestro guides the AI adoption cycle: in Stage 1 they lead the consultancy, education, and training that discover where AI makes sense, and where it doesn't; if the Go/No-Go gate is favorable, in Stage 2 they design and coordinate the implementation of whatever the recommendation was, whether AI agents, traditional automation, integrations, dashboards, or another kind of intervention. The two services are complementary, the CTO defines the overall tech strategy, the Maestro executes it specifically for the AI track.
You can, but it's the most expensive way to learn what not to build. The analogy is building a house: you can hire a contractor and say "build me a three-bedroom house", you'll get exactly that, but maybe it's not what your family needs. Or you can start with an architect who studies how you live. The same principle applies to deploying AI agents in your operation. In our experience, companies that skip straight to implementation commit significant budgets to building the wrong thing, the workflow they automated wasn't the bottleneck, the agent didn't have access to key tribal knowledge, or the business case didn't hold up. Stage 1 exists precisely to discover what's worth building before you build it.
It depends on how clearly you can define what to build. If you need help identifying where AI can impact your operation, because you don't know exactly which agents make sense, AI Maestro is your entry point. If you already know what you want (a web app, a business dashboard, an integration with a specific model, automation of a well-defined process), our B2B Technology services quote directly what you ask for without a discovery phase. And if what you need is dedicated development capacity, a team that integrates with yours month to month, the Technology Partner model gives you reserved capacity on a monthly retainer. Quick rule: if you can't precisely define what to build, AI Maestro; if you can define it, B2B Technology; if you need a team, Technology Partner.
The AI Maestro program is anchored on Anthropic Claude. Designated participants need access to Claude (Pro, Team, or Enterprise) during the AI Fluency training and the Discovery demonstrations. Licenses are contracted directly with Anthropic and are not included in the AI Maestro investment. IQ Source sizes with you how many seats and which tier based on the participating team during kickoff.
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