Move AI into the work that changes the P&L.
Use the AI Audit to pick the workflows where AI can change revenue, margin, or cycle time, then ship the operating playbook and reporting trail your team can keep using.
Most AI work stalls in side projects. We focus the transformation pass on critical workflows, measurable deltas, and PE-ready evidence.
Highest-leverage workflows, by sector.
The six finance sub-segments where TrustEvals operates. Each pattern below is a starting catalogue, not a closed list.
| Phase | Window | What lands |
|---|---|---|
| Phase A1 | Week 1–2 | Discovery + governance foundation. Shadow MCP add-on optional. |
| Phase A2 | Week 3–5 | Vendor evaluation + per-vendor scorecards. |
| Phase A3 | Week 5–8 | PoC and validation against the priority workflows. |
| Phase A4 | Week 8–10 | Rollout, training, PE-ready reporting in place. |
Module A. Ten weeks. Two priority tool categories.
Indicative at the scale of an 800-person multi-entity post-M&A platform. Smaller engagements compress; portfolio-wide engagements scale across multiple portcos. Scope is sized to your environment after the AI Audit.
Module B adds two more tool categories. Both modules can run concurrently in 10 weeks.
Start with the AI Audit →Test readiness for real process delta.
The AI Transformation Scorecard is the quick diagnostic for whether a workflow is ready to move from pilot theater into value capture.
PE-backed banking operations platform, built through M&A.
Six acquisitions in two years across multiple legal entities, ~800 employees, serving thousands of US financial institutions. The CIO needed a structured path to evaluate, govern, and deploy AI tools at scale, with reporting fit for PE investor review.
TrustEvals runs the engagement in channel partnership with the customer’s GRC and compliance partner. Module A covers two priority tool categories (enterprise AI chatbot, vibe-coding); Module B covers two more (enterprise search, customer-experience automation). The Shadow MCP Discovery layer extends the Phase A1 audit to AI vectors that DLP and CASB miss.
Real estate transformation runs under NDA.
The pattern: NOI-anchored use cases (leasing, CapEx procurement, predictive maintenance, smart building, parking, ESG) framed against a per-property NOI delta, with the data architecture and governance work that makes the delta measurable.
We transfer methodology, not engineer-hours.
Capture-side workstream, anchored on the AI Audit.
Book the AI Audit.
Thirty minutes to size the discovery surface: employees, devices, SaaS admin access, developer tooling, internal agents, Shadow AI exposure, and the outcome read you need at the end.
Common questions, direct answers.
Single workflow is fine. Module A's Phase A1 includes prioritization, so we tell you which workflow to start with based on data.
Then we skip Phase A2 vendor eval and accelerate into PoC + rollout. Engagement compresses to ~6 weeks.
Every AI Transformation deliverable includes the Value-Capture Report Template, built to be investor-ready, designed for ongoing population by your team.