M MarginWise · A One-Page Blueprint

What to think about before running an AI audit.

six themes,
one conversation.

Pick the themes that matters most and discuss with your leadership team

Strategy & Direction

where are we going?
  • Where do we start?
  • What does "transforming the business with AI" actually mean here? What's the menu of opportunity?
  • Cohesive AI strategy, or scattered experiments with no rigor?
  • How do we tell AI activity from AI productivity?
  • Central team, or embedded in every function?

Market & Competition

what's the landscape?
  • Which competitive advantages get eroded or amplified by AI?
  • If an AI-native competitor launched tomorrow, what would they do differently? Why aren't we?
  • Who has transformed with AI successfully? Who has failed? What can we learn from both?
  • What are the risks of doing this? What are the risks of not doing it?

Build & Reimagine

how do we make the work?
  • Reimagine from first principles, or just bolt AI on?
  • If a task drops from $100 to $1, what's worth doing that wasn't before?
  • A data strategy that gets us AI-ready without holding us back today?

People & Leadership

who does the work?
  • How does leadership get hands-on with AI to lead by example?
  • How do we find our AI A-players and make their work the gold standard?
  • Our responsibility for upskilling vs. our employees'?
  • How do we test for AI curiosity and literacy in hiring?

Culture & Messaging

earning buy-in?
  • How do we message our AI strategy honestly and empathetically?
  • How do we shift culture when employees are apathetic or fearful of being replaced?
  • How do we surface use cases from employees and productionize from the top?
  • How true is the "redeploy people to higher-value tasks" narrative?

Risk & Resilience

what could break?
  • Risk framework for go / no-go decisions on AI tooling?
  • Encourage experimentation while mitigating security risk?
  • Make IT, legal, and compliance partners and heroes, not gatekeepers?
  • Build model-agnostic systems for a volatile market?
  • If we depend on external vendors, what happens if LLM costs skyrocket?