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Discover · phase 1
AI Readiness Scorecard FreeA three-minute self-check.AI Opportunity Call FreeA straight steer on your best next step.AI Activation $2,499Switched on as a client, map in hand.AI Discovery & Roadmap AnchorKnow exactly where AI earns its place.Process CaptureHow the work happens, documented as an asset.Reasoning CaptureKey-person judgement, made an asset.
Design & Ignite · phases 2–3
Design & BuildThe engine that constructs it all, including skill design.
Amplify · phase 4
Chief AI OfficerAn accountable AI executive on retainer.Managed AgentsHigh-stakes work, run as a governed service.Business IntelligenceLive cockpits, assembled and analysed overnight.Governed AI RolloutYour whole workforce, switched on safely.
One methodology: Discover → Design → Ignite → Amplify. Every product sits on it.How I work →The Client Portal →Full map →
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We map how your business actually runs, then put AI where it earns its place. Brisbane, Australia.

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Discover · phase 1

Process Capture

How the work actually happens, documented while your people do it: your core processes captured as maps, narratives and hand-offs you own.

The problem

Your most important processes live in people’s heads and habits, not in any document. When someone leaves, the process leaves with them. And nobody can put AI into a process that nobody has written down; that’s how automation ends up fighting the business instead of fitting it.

What you get

  • A recorded walkthrough of each core process, captured while the work is being done: screen-share, interview or on the floor
  • A process map and swim lanes for each one, plus a plain-language narrative of every step, system, hand-off and exception
  • The judgement hotspots flagged: the moments where a person decides rather than just does, so you know what to automate and what to keep human
  • An AI-fit read on every captured process: the automation opportunities identified and ready to flow into your roadmap and the build
  • Everything documented as an asset you own, ready to hand to a new starter, an auditor, or the build team

The discipline

We capture the process as it runs, not as the manual says it should. The visual channel matters as much as the verbal one: what’s on screen, which systems and spreadsheets are open, the silent steps a conversation never mentions.

Every capture separates the mechanical from the judgement-led, because that split decides where AI belongs and where your people stay in charge.

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Where it fits. Process Capture is included in every AI Discovery & Roadmap, and runs standalone when one process is the problem or a key person is the risk. The goal is automation, not documentation for its own sake. Every engagement maps the processes and identifies the AI opportunities in them, so the capture flows straight into what gets built. Scope and pricing on a call.

Meridian Advisory Group · Process swimlane & narrativeSample deliverable
A sample current-state process swimlane across client, staff, manager, partner and system lanes, with AI opportunity candidates below

Sample deliverable. One captured process, mapped end to end: the swim lanes, the systems, the hand-offs, the bottleneck and the judgement hotspots, with an AI-fit read on every step. Meridian Advisory Group is a fictitious sample client; yours is captured from your own work.

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