Work Intelligence Audit

AI Opportunities Audit:
Quantify AI ROI in 14 Days

Move beyond basic AI adoption hype. Your org needs agentic AI based on real work intelligence. Assess AI adoption, plan AI implementation, and measure AI ROI with a free 14-day audit. Near-zero hallucination rate. Privacy-first control.

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Your people are using AI. Is it showing up on the P&L?

AI is everywhere, but proper measurement and connection to ROI isn’t. Token use and license counts rise, but how AI actually changes work—and EBITDA—is guesswork.


For shared-services and outsourcing leaders, the gap causes pain in two specific ways:

monitoring employees in secret

Operational blind spots

AI is spreading desk by desk across CRM, ERP, and a dozen unintegrated tools. Traditional process mining can take up to six quarters and six figures to surface actionable reports, by which point the process has already changed.

employee clocker

Shadow AI with no roadmap

Unsanctioned AI tools are already creating compliance exposure and new workflow exceptions. You have AI activity but no decision-grade, evidence-based view of where automation would actually pay off.

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Summarize With AI

Where are you today?
Where should you go next?
The 14-day audit answers both.

Most vendors blur adoption and implementation together to sell you dashboards. Work Intelligence draws the line between baseline tool utilization (adoption) and structural workflow automation (implementation), so you can move with confidence from mere adoption to higher yield per employee hour and output quality.

monitoring employees in secret

AI Adoption  ·  Human + AI

We measure and benchmark AI use in day-to-day tools — surfacing superficial token use, license waste, and the gap between “access” and real behavioral adoption.

employee clocker

AI Implementation  ·  AI + Human

We pinpoint redesign opportunities to make workflows AI native or agentic faster, with hard data, ranked by time savings, cost savings, and margin capture.

Always-On Observability
You don’t need to micromanage, but you do need to identify slack and top-performing practices. Capture a continuous stream of operational telemetry across all desktop tools to discover efficiency gains quickly and accurately. This isn’t surveillance theater; it’s the structural visibility.
Proprietary Process Capture
Your biggest proprietary asset—your people—is wasted when process improvements that could be standardized remain unmeasured. Increase work quality and output to make your unique business process a data-backed selling point that clients trust, and competitors can’t offer.
Fast ROI Capture
Bottom-line results identified and prioritized in 14 days, audit-ready to defend margins and eliminate billing disputes. Find the bottlenecks that create wasted or unbillable time so you can bill more tomorrow, combining your proprietary work data and Insightful's cross-industry benchmarks.

Decision-grade data in two weeks

Our free, 14-day Work Intelligence audit is part of the current Work Intelligence alpha access period. Companies that are eligible will receive their first Work Intelligence report in as little as 14 days, and will then participate in a 3-month solution design exercise alongside the Insightful product and customer success teams:

Days 0–2
Lightweight deployment

We set up 14 days of data gathering, including CRM, ERP, and the unintegrated tools that never make it into a process map. No server-log projects, no code, no backend changes from your architecture team.

Days 3–14
Always-on capture

Continuous operational telemetry records the real path of work. Find Shadow AI, map process variants, and flag where AI tools co-occur with — and modify — actual decisions, all without keystroke logging or PII capture.

AFTER 14 DAYS
Your decision-grade report

Get current-state AI adoption benchmarks, a prioritized list of AI opportunities with cost-benefit attached, and your first quantified EBITDA targets. Review results with us, then begin a 3-month solution design partnership.

Speed to Value: How an enterprise caused a sea-change with precise ROI analysis

How a Fortune-tier shared services organization stripped millions in operational waste by anchoring their workflows to Insightful data:

Outcome Sourced
Through Insightful Data

Billing & invoice accuracy outlined

Unverified/high-risk software waste eliminated

FTE capacity sourced via process realignment

Hard-Fact
EBITDA Impact

$2.5M+ saved in 3 months; on track for $10M saved annually

Thousands of dollars reclaimed instantly

27% reduction in headcount with no drop in output

FAQs

Can anyone sign up for Work Intelligence right now?

Work Intelligence is currently in alpha, invite-only, and not yet in general release. Interested users can request a free 14-day audit to see if they meet the qualification criteria to be selected for the alpha access group.

How long does deployment actually take?

Deployment runs in the first two days. Data capture then takes place through Day 14.

What happens after the 14 days?

At the end of the data capture period, Insightful will deliver the full audit report and review the results alongside your team. You keep the report. From there, participating companies will engage in a 3-month solution design partnership alongside the Insightful product and customer success teams.

What tools are needed for integration?

Effectively none beyond a lightweight desktop deployment. Work Intelligence synthesizes the data foundation and necessary context from Workforce Analytics. WI’s pipeline begins with the Insightful desktop agent, then runs across your user/desktop environment (HRIS, CRM, ERP, unintegrated tools) with a zero-manual-configuration deployment.

Can we customize the reports generated?

Yes. Non-technical operators are guided to prompt their own custom metrics, so the audit reflects rulesets and KPIs your leadership actually reviews. Open queries are inherently flexible, custom query templates can be saved, and predefined intelligence reports can be modified.

How does Work Intelligence prevent the hallucinations common in traditional enterprise AI wrappers?

Work Intelligence does not rely on probabilistic guesses. Every visualization, process map, and optimization insight is extracted from 100% deterministic desktop telemetry. While our system uses advanced language formatting for summaries, the baseline process logic is anchored entirely in hard, verifiable clickstream data.

Will this require a heavy integration lift or backend changes from our technical architecture teams?

No. Unlike traditional process mining tools like Celonis or UiPath that demand intensive server log setups and long compliance lifecycles, Insightful runs dynamically across the user environment. We provide a lightweight, zero-manual-configuration deployment model that map workflows instantly without coding overhead.

How does the platform enforce data security and protect employee privacy boundaries?

We operate a strict privacy-first control engine. The system explicitly blocks the recording of personal data fields and features zero keystroke logging or textual context tracking. Our analytics capture the behavioral process steps (the path) without invading employee privacy or data sovereignty limits.

What is Shadow AI, and how can Work Intelligence help fight it?

Shadow AI is what happens when employees start using AI tools like ChatGPT, Copilot, or local models without IT authorization, oversight, or any way for the business to see it. Work Intelligence maps exactly how AI is being used across your critical processes, so you know where it helps and where it's creating hidden exposure.

Top Rated Software Globally. Loved by Customers.

Results in 2 weeks, not next year.

Stop guessing about your org’s AI readiness. Get your customized, data-driven AI deployment plan for free.