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ORBIT ASSESSMENT

Start with clarity.
Build with confidence.

Connect your business priorities to a clear AI opportunity, an evidence-based assessment and a practical implementation blueprint.

02 / THE ORBIT FRAMEWORK

A business case before a build.

Where should you use AI? What value could it create? How do you get it into production?

Decide with evidence.

ORBIT connects your goals to the readiness, economics and delivery decisions behind a useful AI investment.

For financial services, ORBIT-FS adds evidence-adjusted maturity scoring, an evidence register and an executive view of prioritised opportunities.

See what you take away
O

Outcomes

What business result matters?

Define the priority, the process owner and the baseline you want to improve.

R

Readiness

Are your foundations ready?

Review data, systems, people, permissions and the controls the use case needs.

I

Implementation

What should we actually build?

Map the agent, integrations, testing, human handovers and route to production.

T

Transformation

How will value be sustained?

Plan adoption, ownership and the measurement of outcomes after launch.

YOUR ASSESSMENT OUTPUT

The pieces of a better AI decision.

Opportunity, readiness and economics come together in one actionable plan.

Prioritise the right opportunity

Value + feasibility

Compare use cases by business value, strategic fit, feasibility and risk.

Know what is ready to build

Readiness + evidence

Identify the data, systems, ownership and control gaps to address first.

Make the economics explicit

Benefit + total cost

Set out the baseline, potential benefit and assumptions behind the business case.

Your implementation blueprint

One clear plan.
Every next step connected.

Bring your processes, data and systems into a blueprint that defines the workflow, integrations, human handovers and measures of success.

Processes
Data
Systems
ORBIT blueprint
Priorities
Delivery plan
Success measures
04 / HOW WE WORK

From the first question to ongoing value.

Start with assessment. Agree each next stage around the opportunity.

01

Assess

Find the opportunity

Review the work, establish a baseline and prioritise the use cases with the strongest business rationale.

02

Blueprint

Define the solution

Specify the agent, workflows, integrations, economics and responsibilities before committing to a build.

03

Build

Bring the workflow to life

Shape implementation with the delivery partner around the agreed specification, testing and acceptance criteria.

04

Manage

Keep improving

Agree the monitoring, support and review arrangements needed to track outcomes and improve the agent over time.

06 / QUESTIONS

Your questions, answered.

A clearer picture of the assessment and what follows.

LET’S FIND YOUR STARTING POINT

Bring your next
AI opportunity to life.

Bring a missed-call problem, a follow-up backlog or a process that takes too much time. Talk to OrbitValue about the right AI opportunity for your business.

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