AI Discovery ProtocolSource-grounded

From discovery conversations to a governed AI opportunity portfolio.

Transform transcripts, SOPs, stakeholder interviews, and source documents into a validated AI use-case portfolio, four-dimension readiness view, knowledge graph, source-grounded financial model, correction workflow, roadmap, and executive briefing outputs. MCOS preserves the evidence, structured analysis, and operating context so the work can be revisited as priorities and models change.

Run AI Discovery View Sample Output

AI opportunity portfolio

Live

$800K

Grounded
annual savings

179%

Program ROI

Grounded4 quantified use cases$800K

BudgetStated budget available$450K

Phase 1First-phase savings, payback ~5 mo$430K

Risk-adjAt 0.6 risk discount factor$480K

Readiness dimensions

Data 5/10Process 8/10Governance 5/10Stakeholders 5/10

179%

ROI

$287K

Invest

4 mo

Payback

6/10

Readiness

Operating flow

Evidence becomes operating state.

The protocol structures source evidence, applies its method, records management actions, and updates the resulting operating state.

Source evidence

Discovery calls, SOPs, governance inputs, systems notes, and stakeholder interviews enter the protocol.

Knowledge graph

Use cases, stakeholders, pain points, risks, gaps, budgets, roadmap phases, and dependencies become connected nodes.

Initiative health

MCOS calculates portfolio health, savings, cost, validation status, quick wins, risks, and readiness.

Management actions

Teams validate use cases, assign owners, add champions, resolve risks, triage gaps, and simulate budget changes.

Recalculated outputs

Actions update the graph, dashboards, roadmap, financial model, executive briefings, reports, and exports.

Vudu Copilot

Ask anything about the portfolio. Every answer is drawn from the knowledge graph's own nodes and edges, not a freeform model response, so it can point back to the use case, stakeholder, or risk it came from.

Workspace modules

The durable asset is the working system behind the report.

Dashboards and exports matter. The deeper value is the structured evidence, operating state, decision logic, and management workflow that can be revisited and updated.

Knowledge Graph

A live graph of use cases, stakeholders, pain points, risks, gaps, values, budgets, roadmap phases, technologies, and dependencies.

NodesEdgesTrace depthFiltersRadial view

Initiative Health

Portfolio-level health tracking across savings, total cost, validation status, quick wins, risk posture, and use-case readiness.

SavingsCostQuick winsRisksValidation

Corrections Protocol

A governed action layer for fixing the strategy graph: add champions, assign owners, validate use cases, resolve gaps, and close risks.

Triage gapAdd championAssign ownerResolve risk

Change Orders

Model scope, budget, and timeline changes before committing them to the roadmap.

Budget changeTimeline changeSimulateSave draft

Source Lineage

Trace recommendations to source documents, discovery calls, deep dives, governance inputs, and matched relationships.

Source docsMatched nodesMatched edgesEvidence trail

Executive Briefings

Generate CEO, CFO, and CIO/CTO briefing views plus a downloadable Markdown brief from verified graph data.

CEO briefingCFO briefingCIO / CTO briefingMarkdown brief

Management actions

A correction should change the operating record.

Validations, owner assignments, risk decisions, and approved changes are operating events. They should update the underlying state rather than remain comments beside a static report.

Management action → state update → recalculated dashboard → revised output.

Validate Use Case

Recalculates state

validated use case countquick winsroadmap confidencebriefing content

Assign Owner

Recalculates state

stakeholder coveragerisk ownershipinitiative healthimplementation readiness

Resolve Risk

Recalculates state

risk statusAI initiative healthmitigation planexecutive summary

Add Champion

Recalculates state

stakeholder alignmentchange readinesspath-forward recommendation

Simulate Budget Change

Recalculates state

financial modelROI by use casepayback windowroadmap phasing

Operating view

AI ideas become a ranked investment portfolio.

Each opportunity is tied to savings, ROI, ownership, priority, evidence, risk, and roadmap phase so executives can decide what to fund first.

Use case

Savings

ROI

Priority

Owner

Real-Time Load Dispatch Optimization

$5.0M

1500%

Critical

Operations

Empty Mile Route Optimization

$5.0M

1500%

Critical

Supply Chain

Electronic Proof Delivery Processing

$5.0M

1500%

High

Operations

Customer Self-Service Tracking Portal

$732K

168.4%

High

Customer Ops

Inside the dashboard

Nine analysis modules, one grounded operating picture.

Every discovery run opens as a working dashboard, not a static report. Each module answers one question and links to the next.

Executive Overview

Headline value, AI-readiness score, and how much of the number is grounded.

Readiness gauge, investment-to-return bridge

AI Opportunity Map

Every AI play ranked by impact vs effort, verified use cases first.

Impact-vs-effort bubble matrix, recommended sequence

Strategic Context

Who is in the room, what hurts, and how they buy.

Stakeholder influence map, budget and authority

Value Model

Program economics with live what-if levers on the grounded baseline.

Payback curve, savings-composition bar

Risk Analysis

The probability of a positive return, and what threatens it.

Monte-Carlo probability curve, sensitivity tornado

Vendor Intel

Which vendors fit which capability, and at what cost.

Cost comparison, fit cards, vendor-to-use-case map

Readiness

AI-readiness across data, process, governance, and stakeholders.

Four-axis readiness radar, dimension detail

Roadmap

The phased path to value over time.

Phase timeline, cumulative value-accrual curve

Processing Layers

Show your work: the deterministic extraction beneath every number.

L1 to L2 to L3 pipeline, no-LLM extraction spotlight

Generate from the analysis

Thirteen deliverables, every one grounded in the transcript.

From any module you can generate the artifact you need. Copy-as-Prompt hands a grounded prompt to your own AI tool, wrapped with rules that keep it to the verified figures.

Generative: grounded copilot outputPrompt: grounded handoff to another toolExport: structured file or scoped document

Business Case

Generative

Board-ready case for any use case, written from the grounded analysis.

Explain the Math

Generative

Walks through how each savings and ROI figure was derived, with source quotes.

RFP / RFQ

Export

Vendor-neutral request, scoped to protect your internal economics.

Executive Summary

Generative

A grounded board headline, regenerated from the verified figures.

Engagement Strategy

Prompt

A room-level adoption plan for the full stakeholder set.

Alignment Brief

Prompt

A per-stakeholder memo framed for adoption, not sales.

CEO Dashboard

Prompt

The analysis reframed through the chief-executive lens.

CFO Briefing

Prompt

Year-one net, risk-adjusted view, and a per-use-case P&L ledger.

CIO / CTO Brief

Prompt

Capability assessment, delivery roadmap, and technical requirements.

Risk Assessment

Prompt

The risk register, Monte-Carlo summary, and sensitivity in one doc.

Readiness Action Plan

Prompt

A prioritized punch list, weakest dimension first.

Governance Punch List

Prompt

Controls scaffolded from the NIST AI RMF against your gaps.

Implementation Plan

Prompt

A phased project plan straight from the roadmap.

Plus structured exports: a ten-slide executive-deck prompt and a financial-model CSV.

Why the numbers hold up

Grounded by construction, not by assertion.

Provenance on every figure

Each number is tagged L2-verified, directional, or qualitative, so nothing reads as more certain than it is.

Dollar-weighted verification

The headline splits transcript-verified dollars from directional estimates, shown as solid versus hatched fill.

Budget basis, never blurred

Figures are marked stated, derived, or estimate, so a heuristic never presents itself as an approved budget.

Deterministic extraction layer

The L2 layer pulls entities, quotes, and facts with no model in the loop. It is the verifiable foundation every figure traces back to.

These mechanisms are engineered to enforce accuracy by construction, but the system is under continuous improvement, and defects are corrected as they surface.

Governed output layer

Executive-ready strategy from verified graph data.

AI Discovery generates role-specific executive briefings and a downloadable Markdown brief from verified protocol data, so the narrative remains tied to the graph and source evidence.

Run AI Discovery Book a briefing

Output package

AI readiness assessment

CEO / CFO / CIO-CTO executive briefings

Use-case portfolio

Financial model

Implementation roadmap

Risk and gap analysis

Stakeholder landscape

Knowledge graph export

Source evidence trail

JSON / CSV / PDF package