Start with five questions.

The assessment is free, and it ends in a written verdict with the maths shown — including when the verdict is that the number cannot be moved. These five questions take about a minute and scope the first conversation.

Four things, in order.

  1. 01

    The number

    One metric you already track and would like to move, and what a realistic move is worth in money or hours.

  2. 02

    The work behind it

    Where the time actually goes today, mapped step by step, including the parts nobody writes down.

  3. 03

    The shape of a build

    Whether this is a platform decision, a custom action, a workflow redesign, or nothing worth doing yet.

  4. 04

    The verdict

    A written recommendation with the maths shown, including when the answer is that the number cannot be moved.

Your details, then the five.

Nothing here is a commitment. We reply within one business day, and if the honest answer is that you do not need us, that is what you will get.

Who we are replying to
Question 1 Are you looking to buy an AI platform, or build with what you already own?
Question 2 Which is louder right now?

Most teams have both. Pick the one that hurts more this quarter — it decides where we start, not what we end up doing.

Question 3 Where would you want to start?
Question 4 What do you already have in place? Any that apply
AI and search
Workplace
CRM and sales
Finance and ERP
HR and people
Service and support
Data and BI
Anything else

We are not checking boxes for the sake of it — what you own decides whether Glean already ships the connector and the query action, or whether we build them.

Question 5 What number would you most like to move?

If you are not sure yet, leave it blank. Picking the number is the first thing we do together.

The full assessment

A three-week diagnostic that tells you which use cases in one business function are worth building, what each will cost to run, what in your environment blocks them, and which one to build first.

Investment
$12,500
Duration
3 weeks

What you receive

AI blueprint

One business function. Finance, in this example. Three week diagnostic.

Readiness scorecard

  • Data foundations 3/5
  • Security and access 4/5
  • Process documentation 2/5
  • Executive sponsorship 4/5

Scored against what we saw, not what was claimed.

Ranked use cases

  • 01 Invoice exception triage Build first
  • 02 Vendor question answering Next
  • 03 Month end variance notes Later
  • 04 Contract term lookup Not yet

Ranked on value recovered against cost to run, both shown as workings.

Technical readiness

  • Permissions mirrored from SharePoint Ready
  • ERP read access Blocked
  • Invoice PDFs machine readable Partial
  • Data residency Ready

Every blocker named, with who has to clear it.

Executive readout

Build invoice exception triage first. It carries the most recoverable hours of the four, and every system it reads from is already one you control. Vendor question answering is the natural second, once ERP read access is granted.

Two of the four are not worth building yet, and the page says why.

Illustrative. One page: what you are ready for, what is worth building, what stands in the way, and the recommendation.