FDE Pod
When the plan shows a problem bigger than one workflow. A pod of forward-deployed engineers builds it.
See how a forward-deployed pod works10-day AI readiness assessment. Your AI strategy in ten days, the top 3 workflows and a 90-day plan.
Webaroo's AI readiness assessment is your AI strategy, done in ten days from kickoff. With your team, we map the top 3 workflows with today's numbers and hand you an AI inventory, risk tiers, and a 90-day plan.
Ask Roo: Would an AI readiness assessment make sense for our company?
Workflows / Measured / Top 3 / Day 10
- Built for
- CEOs, COOs, and CFOs of mid-market companies who have heard three AI pitches and made no decision
- Time to live
- Ten days from kickoff
- How it is priced
- A fixed fee for a defined scope, quoted on a call. Half the assessment fee is credited, only toward a 12-month contract.
- Pairs with
- FDE Pod (forward-deployed engineers), Workflow Agent, Knowledge Agent
Top 3 workflows picked. Today's numbers written down.
Ten days, a written plan, not a slide deck.
Top 3 workflows picked
With your team in the room, not from a slide.
Your team “Our estimators retype every bid into the job system. Start there?”
Today's cost measured
Hours, errors, delays, and lost revenue in those workflows, written down as numbers.
Your team “We think invoice approvals eat most of a day, but nobody has measured it.”
A written plan
An AI inventory, risk tiers, and a 90-day plan.
Your team “Can the plan be something our board reads in one sitting?”
Done on day 10
One engagement with a fixed end on day 10. Nothing monthly.
Your team “When is the plan in our hands?”
The plan is yours
Whether we build it, your team builds it, or nothing gets built.
Examples are illustrative
What you keep, whether we build it or not.
The plan is yours on day 10.
You get
Delivered by day 10.
- An AI inventory
- Risk tiers
- The top 3 workflows with today's numbers
- A 90-day plan
We run
After day 10.
- Nothing monthly. The assessment is one engagement with a fixed end on day 10.
- If you go ahead, the plan seeds the build or pod backlog on day one, so nothing is discovered twice.
- Top 3 workflows correctedThe field interviews showed change orders cost more than bid retyping. Corrected.Corrected
- Today's numbers for invoice approvalsChecked with the controller before the plan is written. Approved.Approved
- Question on payroll data accessSent to your IT lead with the exact fields we need. Handoff.Handoff
Ten days, from kickoff to the plan.
Discovery, then today’s state, then the plan.
Day 1
Discovery
Interviews with the CEO, COO, or CFO and functional leads. We read what you already have: org chart, systems list, operating cadence, the numbers you run the business on.
Next
Current state
We map the workflows, the data behind them, and where people, process, and infrastructure are ready for AI and where they are not. The top 3 workflows are picked, with today's numbers.
Day 10
The plan
You get the written plan.
How it is priced
A fixed fee for a defined scope, quoted on a call. No hourly billing.
A plan first, and then the build.
The first build is a single product when the problem is one workflow, and a pod when it spans more.
Workflow Agent
The first build when the plan points at one countable workflow. Approvals built in, measured against the number from the assessment.
See Workflow AgentKnowledge Agent
When the assessment shows your team's time goes to answering the same questions from documents they already have.
See Knowledge AgentTen days, from the first interview to the plan.
The same ten days, three example businesses. Each plan shown here is illustrative.
The plan
- Day 1Interviews with the COO, the controller, the customer service lead, and the AP lead.
- Day 4Top 3 workflows picked.
- Day 7Today's numbers written down.
- Day 10AI inventory, risk tiers, and a 90-day plan.
Top 3 workflows
- 01Customer POs that do not come in by EDI are keyed into the ERP line by line.
- 02AP matches each supplier invoice to its PO and receipt by hand before it is paid.
- 03Quotes and reorders wait while someone checks price and stock in the ERP, a price file, and a spreadsheet.
01Request
The COO wants to know where AI fits
Customer service and AP both say they are buried. The assessment starts on a Monday with four interviews booked.
02Knowledge
We learn how orders really move
Access to the ERP, plus a sample of customer POs and supplier invoices. The customer service lead walks us through a morning of order entry. The cost of the current process is measured in hours and credit memos.
03Action
The top 3 workflows are picked
Order entry makes the list because every PO that does not arrive by EDI is keyed line by line, and the customer service lead already owns the check.
04Handoff
The plan goes to the COO
The COO and the controller get the written plan.
The plan
- Day 1Interviews with the owner, the billing lead, the dispatch lead, and a sales rep.
- Day 4Top 3 workflows picked.
- Day 7Today's numbers written down.
- Day 10AI inventory, risk tiers, and a 90-day plan.
Top 3 workflows
- 01Freight audit is done by hand: every carrier invoice is checked against the rate confirmation, the BOL, and the POD.
- 02BOLs, PODs, and carrier invoices arrive as PDFs and phone photos and are retyped before billing.
- 03Quote requests from the website wait until a rep is free, and the fastest competitor wins the load.
01Request
The owner wants billing to keep up with the loads
Billing runs days behind delivery, and bad charges surface when the customer disputes the bill. The assessment starts on a Monday with four interviews booked.
02Knowledge
We follow a load from quote to bill
Access to the TMS and accounting, plus a sample of rate confirmations, BOLs, PODs, and carrier invoices. The billing lead walks us through a week of freight audit. The cost of the current process is measured in hours and in charges paid that the rate confirmation never allowed.
03Action
The top 3 workflows are picked
Carrier invoice matching makes the list because every load runs through it and the billing lead already owns the release.
04Handoff
The plan goes to the owner
The owner and the billing lead get the written plan.
The plan
- Day 1Interviews with the owner, the controller, and two project managers.
- Day 4Top 3 workflows picked.
- Day 7Today's numbers written down.
- Day 10AI inventory, risk tiers, and a 90-day plan.
Top 3 workflows
- 01Subcontractor invoices and lien waivers are matched to pay applications by hand, twice a month, for every job.
- 02RFIs and change orders bounce between email, the PM system, and accounting with no owner.
- 03Field crews call the office for spec and submittal answers that are already in the project folders.
01Request
The owner wants a plan
Three vendors have pitched AI. The assessment starts on a Monday with four interviews booked.
02Knowledge
We learn how pay applications really move
Read-only access to the PM system and accounting, plus a sample of invoices and waivers. The controller walks us through a pay cycle. The cost of the current process is measured in hours and late payments.
03Action
The top 3 workflows are picked
Invoice intake makes the list because every job runs through it twice a month and the controller already owns the approval.
04Handoff
The plan goes to the owner
The owner and controller get the written plan.
Built for owners and operators. The ones who decide.
CEOs, COOs, and CFOs of mid-market companies who have heard three AI pitches and made no decision.
Industries
- Manufacturing and distributionOrders read, not re-keyed. Invoices matched before you pay.
- Logistics and freightEvery quote request answered. Every carrier invoice matched.
- InsuranceThe underwriter gets a clean file, not an inbox.
- Construction and field servicesThe paperwork keeps up with the job.
- Banking and financial servicesLoan files checked on arrival. Every approval on the record.
- Healthcare operationsPrior authorizations tracked. Intake ready before the visit.
Playbooks
- AI agents for operationsOperations teams know agents could take work off the floor.
- Choosing an AI model providerPicking a model provider feels like a bet on the company, so teams either stall or sign with whoever demoed last.
- Your first AI product, from plan to productionThe AI project gets approved on a slide and then spends six months becoming a demo that runs on a laptop.
Asked before the first interview. Answered in plain words.
If yours is not here, ask it on the 15-minute call.
Webaroo's AI readiness assessment, the AI Assessment, takes ten days. With your team, we map the top 3 workflows with today's numbers and hand you an AI inventory, risk tiers, and a 90-day plan.
Webaroo's AI readiness assessment takes ten days from kickoff and ends with a written 90-day plan.
Your CEO, COO, or CFO takes part, with the functional leads we interview. The rest is our work.
We work only through access your team grants in your SSO and IAM, scoped per person and agent. Your team can cut off our access in one step.
How we handle your dataA fixed fee for a defined scope, quoted on a 15-minute call. There is no hourly billing. Half the assessment fee is credited, only toward a 12-month contract.
Why we don't bill by the hourYou get an AI inventory, risk tiers, the top 3 workflows with today's numbers and a 90-day plan.
Ask who builds it, how it gets into your systems, whether you can cut off its access, who runs it after launch and when the work is measured. Webaroo's one-page list has each question with its answer, ready to print or forward.
Questions to ask before you hire an AI firmStart with a straight answer: ask Roo, Webaroo's AI, or book 15 minutes with Connor Murphy, our Founder and CEO. If there is a fit, the next step is a paid 10-day AI readiness assessment: AI inventory, risk tiers, the top 3 workflows with today's numbers and a 90-day plan.
Start with ten days. A straight answer first.
When the plan points to one workflow, the first build is a single product: a Workflow Agent, a Knowledge Agent, or one of the other single products.
Book 15 minutes with Connor