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For transformation and AI teams

Move more initiatives forward with the team you have.

Bring a business process or transformation initiative. Cadrian runs the discovery so your team can decide what to change and prepare to act.

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Cadrian’s analysis dashboard showing interview evidence, identified workflows and a campaign analyst.

Customer stories

A financial services firm

AI opportunity discovery

$2.7M in estimated annual capacity value across five funded pilots.

A financial services firm used Cadrian to map and assess 27 use cases and decide where to invest.

SnapdocsMortgage technology

70 employee interviews in 10 days.

Cadrian conducted interviews across Snapdocs’ operations team with zero human interviewer hours, identifying 17 automation opportunities.

DatamaranESG software

$358K in modeled annual value across the GTM team.

Cadrian mapped how Datamaran’s go-to-market team works and uncovered 13 use cases worth pursuing.

How Cadrian works

How can AI understand your business without asking the people doing the work?

Cadrian interviews the people involved to uncover how work happens and what could improve.

Sales

Captured

Operations

Captured

Finance

Captured

Risk & Compliance

Captured

Cadrian runs the interviews.

Cadrian

A clear view of the work

Handoffs
Workarounds
Decisions
Systems

Opportunities

Decide where to focus

Find improvements and uses for AI.

Process map

See how work happens

Steps, systems, decisions and handoffs.

Requirements

Prepare for change

Proposed changes and requirements for review.

What to bring to Cadrian

What do you need to move forward?

Find opportunities, understand a process or plan a change.

IdentifyWhere could AI help our team?

Explore a team or function. Find where AI could help, based on how people work.

What you getAn opportunity shortlist.

Customer operations
Example: AI opportunities

Choose a process to examine.

  1. Customer escalations
    Selected for review

    Cases return when evidence is missing and ownership is unclear.

    Potential value

    Less time preparing cases and gathering missing information.

  2. Customer onboarding

    Several teams collect information before an account can go live.

    Question to examine

    Which checks and handoffs hold up the next step?

  3. Renewal preparation

    Account teams bring together support history and customer context.

    Question to examine

    Which inputs are needed to make the renewal decision?

Confirm the effort, frequency and constraints before deciding which opportunity to pursue.

UnderstandHow does this process actually work?

Examine a process. See the steps, handoffs and exceptions through the accounts of people involved.

What you getA process map with evidence and open questions.

Customer escalations
Example: customer escalations

Follow the case through the teams.

  1. Support
    Triage the customer’s escalation

    Gather the case history and fixes already tried.

  2. Engineering
    Check the logs and investigate

    Review the evidence needed to reproduce the issue.

    Account team
    Confirm the customer impact

    Bring commitments and urgency into the decision.

    When logs are missing, the case returns to Support.

  3. Ownership to agree
    Who owns the case while information is missing?

    Decide how to proceed if the logs cannot be obtained.

  4. Resolution owner
    Agree the next action and update the customer

    Confirm who is responsible for the decision.

ImproveWhat should change, and what would it take?

Plan a process improvement or system change. Define what needs to change and what it requires.

What you getProposed changes and requirements.

Customer escalations
Example: better handoffs

Review the handoff and its exceptions.

Today

Missing logs send the case back to Support, with ownership still unclear.

Proposed

Prepare the required evidence before handoff and agree a path for missing information.

Requirement to review
Include the case history, relevant logs and customer impact before handoff.
Supporting detail

Support holds the case history, Engineering needs the logs, and the account team provides the customer impact.

Decisions still to make
  • Who confirms severity and chooses the next action?
  • Who owns the case, and what happens next, when logs cannot be obtained?

Review the proposed requirements and open questions with the people responsible for the process.

Who it’s for

Built for lean teams driving change across complex organizations.

New: TRACE assessment

Find where your transformation stalls.

Answer 10 questions and see how your team scores across the five stages of transformation, plus what to fix first.

Take the assessment About 3 minutes
  1. Target the right work
  2. Reveal how work happens
  3. Architect a better process
  4. Convert findings into requirements
  5. Evolve through delivery

Working with Cadrian

A few practical questions.

What do employees need to do?

Join an AI-led interview about their work, decisions and exceptions.

What does our team need to do?

Choose the process or initiative and who to involve. Review the findings and decide what to pursue.

How do we check the findings?

Review the supporting employee accounts. Confirm details and resolve open questions with the people involved.

Why not use an AI assistant with our existing documents?

Documents can miss important details. Cadrian interviews people about the decisions and exceptions behind the work.

How is company information protected?

Review our security information in the Trust Center.

Who implements the changes?

Your team or delivery partner. Cadrian provides the discovery and requirements to support them.

Explore Cadrian

Start with one process or initiative.

See how Cadrian could investigate the work and help your team plan the next step.

Request a demo

Let’s talk about your next initiative

Which initiative is waiting on your team?

Tell us what you’re working on. We’ll show you how Cadrian could help.

Or book a time directly

Book a time with Cadrian

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