Should we buy, build or go hybrid, who should we work with, and how do we know it works on our cases?
The sprint first settles the route: buy a vendor product, build in-house or go hybrid, where vendor tools and AI models work together. It also settles whether to work with an AI consultancy or your own team.
A rapid discovery that I lead, using ready-made question packs, to set your requirements and agree the route.
A long list cut to three to five vendors or partners, with what each one claims on accuracy and savings checked.
A ready-to-issue RFP with the AI questions that matter in payments, plus the evaluation criteria.
Week 1
Requirements and the route, set through my question packs.
Week 2
Vendors or partners mapped, and what each claims checked.
Week 3
Three to five agreed with you.
Weeks 3–4
Ready to issue, with a briefing for your team.
Each project uses an RFP template, a question pack and an evaluation process that I've already built. Together they check what each vendor claims about accuracy and savings.
A template built for AI products in payments and finance operations, adapted to your requirements.
The questions every vendor answers, such as which model handles the judgement steps, how errors are measured and priced, where your data is hosted, and what each case costs at your volume.
How responses are scored, including tests and evaluations on your own data. The exact set-up is scoped with you.
Scoped at the end of the sprint, if you want them. Timing depends largely on your own reviews and decisions, and contracting alone can take months.
Each project starts with a rapid, low-friction discovery process that I lead, using ready-made question packs. From your side, it needs a named contact and a few hours of your team's time in the first week.
Not sure yet whether a process is worth doing at all? Start with the AI business case, which works out the return for one process before you choose who to work with.
If I've done paid work for a vendor on your shortlist, I tell you before the shortlist is agreed. Vendors never pay to be shortlisted.
After the call, you get a one-page proposal with the shape of the project and a ballpark price. There's no fee and no commitment.