AI Opportunity Assessment
Evaluate, prioritize, and defend your AI pipeline.
Turn AI ideas into defensible investment decisions. Technical Fieldcraft helps leadership teams capture opportunities, compare priorities, assess organizational readiness and risk, and build the evidence needed to decide what moves forward.
Know what to fund. Know what isn't ready. Know why.
Structured workspace, exportable evidence, and a clear record for funding conversations.
Decision infrastructure for AI investments
What it gives you
Move from scattered initiatives to comparable priorities and exportable evidence for boards, executive committees, and risk partners—without inventing the evaluation framework yourself.
Instant structure
Evaluate any proposed AI project in under an hour without inventing diagnostic criteria.
Executive-ready reports
Create clean, formatted outputs that show leadership, boards, or clients exactly where an opportunity stands.
A complete inventory
Track multiple prospective AI initiatives in one central dashboard instead of scattered notes.
Simple updates
Save snapshots and adjust scores as risks are mitigated or requirements shift.
The Guided Framework
A repeatable portfolio process
Evaluate, prioritize, and document investment decisions in five steps. Industry examples on the site show how other organizations applied the framework—they illustrate the method, not a training course.
Business Profile
Contextualize your organization's size, industry, and regulatory environment so recommendations are relevant.
Idea Inventory
Capture informal AI usage and brainstorm potential opportunities across eight core business functions.
Prioritize
Rank opportunities by value, effort, and risk to automatically plot them on the Innovation Horizon.
Diagnostic Assessment
Evaluate the top opportunity across 17 dimensions including data security, compliance, and vendor readiness.
Board-Ready
Generate Executive Summary and Full Report PDFs, save organizational snapshots in History, and record scope, controls, decision criteria, and stop conditions for next-step review.
Industry examples
Same framework, different constraints
Sample assessments from healthcare, financial services, manufacturing, and more— sized to show how teams document risks and guardrails. Use the same workspace to evaluate your portfolio and build your own investment evidence.
AI-assisted replacement quotes for a 28-person field service company.
Example: a 28-person HVAC contractor used the assessment to evaluate replacement quoting, record data-governance gaps, and define human-review gates before considering AI-assisted drafts.
See yourself here if:
Structured visit summaries for a 45-provider primary care group.
Example: a 45-provider clinic used the assessment to evaluate visit-summary drafts, record PHI and BAA constraints, and define the review controls compliance would need to examine.
See yourself here if:
Client intake summaries and contract first drafts for a 22-person regional firm (12 attorneys + 10 paralegals).
Example: a boutique law firm used the assessment to evaluate client-intake summaries, record confidentiality constraints, and separate commercial intake from higher-risk litigation work.
See yourself here if:
AI-assisted product descriptions for a multi-channel outdoor gear brand (2,400+ SKUs).
Example: a 2,400-SKU retailer used the assessment to evaluate catalog-copy drafting, record brand-review gates, and keep merchandisers accountable for every published description.
See yourself here if:
AI-assisted quote worksheet drafts and faster RFQ turnaround for a high-mix, low-volume aerospace subcontractor.
Example: an aerospace subcontractor used the assessment to evaluate RFQ worksheet drafting, record export-control constraints, and keep estimators responsible for final pricing.
See yourself here if:
Governed member support agents and lending ops automation for a ~550-employee cooperative (~$4.5B assets, 45 branches).
Example: a regional credit union used the assessment to evaluate Autonomous Web & Voice Member Support Agents, record PII masking and zero-retention vendor requirements, and keep live agents on authenticated requests.
See yourself here if:
Built for decision-makers, not demo-day hype.
For leadership teams accountable for the AI portfolio—compare real opportunities, document risks and constraints, and show stakeholders a defensible recommendation.
Know what to fund. Know what isn't ready. Know why.
What's included
Your assessment workspace, ready today
One workspace to capture opportunities, score readiness and risk, and produce reports you can share with leadership and governance partners.
Structured evaluation
Run a specific AI use case through Process, Data, People, Risk, and Technology in under an hour.
Prioritized pipeline
Compare multiple initiatives and decide what to fund, defer, or kill.
Defensible outputs
Generate snapshots and reports that show where an opportunity stands and what changed.
Innovation Horizon
See your whole AI pipeline at a glance.
Plot every idea by value, effort, and risk. Walk into your next leadership meeting with a clear visual map of what to fund, investigate, or defer.
Value vs. Effort
Opportunity portfolio
Static preview
Pricing
Put structure behind every AI investment decision.
Build and evaluate your AI pipeline in one repeatable workspace—from initial opportunity through readiness, risk, prioritization, and executive evidence. $250/year.
Free Exploration
$0
Build your baseline inventory—profile, AI usage, and ideas—before formal opportunity assessments.
- Business Profile configuration
- AI Usage inventory
- Capture Ideas across 8 functions
Full Assessment
$250 / year
Unlock the complete diagnostic framework, visual roadmaps, and PDF reports generated from your assessment data.
- Everything in Free, plus:
- Prioritization and Innovation Horizon
- Opportunity-specific diagnostic assessment
- History, organizational snapshots, Executive Summary and Full Report PDFs
Questions
Frequently Asked
Leaders accountable for AI investment decisions—CIOs, CTOs, transformation executives, and sponsors who need a defensible portfolio view. Consultants, MSPs, fractional CIOs, and advisors also use the workspace with clients. Industry examples on the site show applicability across organization sizes; they are illustrations, not the only buyer profile.
You do not need a dedicated AI engineering team. The workspace structures business context, operating constraints, and risk into comparable assessments across Process, Data, People, Risk, and Technology—so funding conversations stay grounded in evidence (for example HIPAA boundaries or peak-season operational limits).
Setting up your Business Profile and capturing your first few ideas takes about 15 minutes. Completing a full assessment — including AI posture, prioritization, a 17-dimension diagnostic, and fields for risks, guardrails, scope, and stop conditions — typically takes 45–90 minutes depending on the complexity of the opportunity.
In the app you can generate Business Profile, Executive Summary, and Full Report formats on Reports, plus History for organizational snapshots. Assessments also let you record risks, actions, objectives, guardrails, scope, and stop conditions for your own review process. On each industry use-case page you can download sample PDFs generated from demo account data.
Yes. Setting up your Business Profile, logging your current AI Usage, and Capturing Ideas across your business functions are completely free. You only pay when you are ready to formally assess an opportunity and generate reports.
Absolutely not. As stated in our Terms of Service, we do not sell your personal information or use any Customer Content to train artificial intelligence models.
Yes. If you have a promotion code, you can apply it directly during the Stripe checkout process when upgrading to the full $250/year plan.
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Build your AI investment record
Turn AI ideas into defensible investment decisions. Technical Fieldcraft helps leadership teams capture opportunities, compare priorities, assess organizational readiness and risk, and build the evidence needed to decide what moves forward.