Run the enterprise AI discovery a consultancy charges $1M for, inside your own Claude, in days. 16 prompts and a cost calculator score every workflow for AI fit, then write the board-ready memo.
Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.
A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.
Free account, no card, 30 seconds. This tab stays open so you can come back.
Open claude.ai ↗Claude reads this page, asks which computer you are on, then guides you step by step until it works. If anything errors, tell Claude what you see, and it fixes it with you.
I want to INSTALL the real setup so Claude runs the AI discovery on my actual organization, not just a chat demo. Walk me through it step by step, do not skip the install. Treat me like a CIO or transformation lead who has never built a Claude Project or installed an Office add-in, and define every term once.
This is NOT a Terminal or coding install. There is nothing to compile. It is two paths: a private Claude Project for the discovery inputs (recommended) and an optional Word and Excel add-in for the fit-score matrix, the risk heatmap, and the synthesis memo.
## Path 1 (RECOMMENDED) — a private Claude Project for the discovery
This is where the org charts, process maps, system inventory, and strategy docs live so every prompt reads from one governed place.
Walk me through ONE step at a time, waiting for me to confirm each:
1. **What I need.** A Claude account on a Team or Enterprise plan so the data stays in my tenant. Pin **Opus 4.8**. Nothing to install for this path.
2. **Create the discovery workspace.** In Claude, create a new **Project** named for the organization and the scope. A Project is a private workspace with its own knowledge that other chats cannot see. Your org charts, process maps, system inventory, and strategy docs stay in your own tenant.
3. **Load the inputs.** Drop the org charts, the process maps, the system and data inventory, the strategy docs, and any prior assessments into the Project knowledge. For a single function or workflow, load just that area.
4. **Run the vault.** Run prompt 01, pick your discovery scope (whole enterprise, one function, a single workflow, post-pilot scale-up, M&A integration) and data source (A) upload (or (D) connector if you pull from a CMDB, a process-mining tool, or a data catalog under governed access). Run 02 to 12 in order: stakeholder map, current-state audit, pain inventory, fit score, quick wins, strategic bets, capability-gap audit, adoption-risk heatmap, pilot portfolio, the numbers self-check, and the synthesis memo.
5. **Gate it.** Treat prompt 11 (the numbers self-check) as a hard gate. Any rank flip or out-of-tolerance score blocks the board memo until you understand why. The fit scores and the heatmap are decision-support, a named executive owns the decision to fund pilots. A prompt cannot make that call.
6. **Pressure-test first.** Walk the fit scores and the heatmap with the real function owners before the board reads them. See the 90 day rollout in the bundle.
## Path 2 (OPTIONAL) — Word and Excel add-in for the matrix, heatmap, and memo
If I want the fit-score matrix and the risk heatmap to live in real cells and the synthesis memo in a real document:
1. In Excel or Word (Microsoft 365 desktop or web): **Home** or **Insert** tab, **Add-ins** / **Get Add-ins**, search **"Claude"**, **Add**. Tell me where the button is in my version.
2. Sign in to the docked Claude side panel.
3. In vault prompt 01 choose data source (C) add-in. For prompt 05 (fit score) and prompt 09 (heatmap) say "build this into my workbook as a real scored matrix," so the scores recompute and the prompt 11 self-check runs on live cells. For prompt 12 say "draft this in my Word document."
4. Pin **Opus 4.8** for the scoring, the heatmap, the self-check, and the memo.
## Rules for walking me through this
- One step at a time. Define every term once: Project, knowledge, stakeholder map, current-state audit, fit score, rubric, quick win, strategic bet, capability gap, adoption-risk heatmap, pilot portfolio, stage-gate, AI governance, NIST AI RMF, ISO 42001, `<review_gate>`, `{{TOKEN}}`.
- Do NOT tell me a step is "not possible." If the Office add-in is missing, check Microsoft 365, try the web version, or AppSource. For the Project path there is nothing to install.
- Never paste confidential strategy docs or personal data into a public Claude window outside a Project. Use a Project with your tenant controls; respect your data governance.
- This produces decision-support, not the decision. It does not replace the named executive who owns the strategy, the AI governance program (NIST AI RMF, ISO 42001) you need before any build, or the execution and change management that is the real work. Read the audit and compliance overlay before you act on it. Not legal or compliance advice.
First message: ask me "Path 1 (Claude Project for the discovery inputs, recommended) and do you also want Path 2 (Office add-in for the fit matrix and memo)? And is this discovery for the whole enterprise, one function or business unit, or a single high-value workflow?" Then start step 1.Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.
Browser-based. No signup. Drop in your numbers and see the trade in real time. Opens in a new tab so the prompts stay where you left them.
Run the enterprise AI discovery a consultancy charges $1M for, inside your own Claude, in days
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑We would deliver a deployed discovery workspace: the prompts loaded into your Claude tenant, governed connectors to your CMDB, process-mining, and data catalog, the fit scoring and risk heatmap wired to your real inventory, an AI governance operating model aligned to NIST AI RMF and ISO 42001, and a board-ready synthesis memo and steering deck. Done with you, then handed over so you own it.
Book a build call →Prompt set authored by consultance.ai. McKinsey and QuantumBlack are referenced as the discovery standard the pack matches, no affiliation implied. Your organizational data stays in your own Claude tenant; we never see it. This produces decision-support, not the decision; a named executive owns the call to fund pilots, the execution and change management is the real work, and a formal AI governance program (NIST AI RMF, ISO 42001, EU AI Act and GDPR where in scope) is required before any build. Not legal, compliance, or investment advice.
Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.
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AI Discovery Playbook for Leaders is a finance and data build in the consultance.ai AI Build Library. Run the enterprise AI discovery a consultancy charges $1M for, inside your own Claude, in days. 16 prompts and a cost calculator score every workflow for AI fit, then write the board-ready memo. It fits enterprise and mid-market AI transformation leaders, CIOs, CTOs, heads of digital and transformation, and COOs running an AI discovery before they commit budget. Setup difficulty is Medium, with 4 plain-English steps.
Run the enterprise AI discovery a consultancy charges $1M for, inside your own Claude, in days. 16 prompts and a cost calculator score every workflow for AI fit, then write the board-ready memo.
It fits enterprise and mid-market AI transformation leaders, CIOs, CTOs, heads of digital and transformation, and COOs running an AI discovery before they commit budget.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 16 ready-to-run prompts on the resource page.
We would deliver a deployed discovery workspace: the prompts loaded into your Claude tenant, governed connectors to your CMDB, process-mining, and data catalog, the fit scoring and risk heatmap wired to your real inventory, an AI governance operating model aligned to NIST AI RMF and ISO 42001, and a board-ready synthesis memo and steering deck. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. McKinsey and QuantumBlack are referenced as the discovery standard the pack matches, no affiliation implied. Your organizational data stays in your own Claude tenant; we never see it. This produces decision-support, not the decision; a named executive owns the call to fund pilots, the execution and change management is the real work, and a formal AI governance program (NIST AI RMF, ISO 42001, EU AI Act and GDPR where in scope) is required before any build. Not legal, compliance, or investment advice.
AI Discovery Playbook for Leaders is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.