# AI Transformation Maturity Consulting Program — TODO / WBS

> 🌐 中文版本 / Chinese version: [TODO_WBS.md](TODO_WBS.md)

Last updated: 2026-05-13

## 0. Objective

Integrate "AI Maturity L1-L5," "course modules," "simple questionnaire diagnostic," and the "eight-stage consulting methodology" into a sellable, deliverable, and reproducible enterprise AI transformation program.

## 1. WBS Overview

| WBS | Work Item | Priority | Status | Main Deliverables |
| --- | --- | --- | --- | --- |
| 1 | Program story and positioning | P0 | Done | Story-line plan, role-based value propositions, sales pitch |
| 2 | L1-L5 maturity model refinement | P0 | Done | Scoring criteria, capability matrix, gap taxonomy |
| 3 | Simple questionnaire diagnostic | P0 | Done | 10-item, 25-item, 50-item questionnaires |
| 4 | Course modules and ratio configuration | P0 | Done | L1-L5 curricula, ratio recommendation rules |
| 5 | Company profile and deployment mode survey | P0 | In Progress | Cloud AI / Hybrid / fully on-premises judgment, industry fit |
| 6 | Scenario story library | P0 | Done | Management and departmental scenario stories |
| 7 | Eight-stage consulting diagnostic tools | P1 | In Progress | Interview questions, inventory sheets, analysis sheets |
| 8 | AI Transformation Diagnostic Report template | P1 | In Progress | Markdown report template completed |
| 9 | System integration and PoC scenarios | P1 | Todo | Detailed PoC drafts for Gmail, Sheets, Notion, CRM, API, ERP |
| 10 | Complete sample customer cases | P1 | In Progress | Manufacturing and hospital cases completed; others pending |
| 11 | External sales material | P2 | In Progress | Sales pitch completed; one-pager and decks pending |

## 2. Completed Documents

- [x] `README.md`
- [x] `00_Overview/AI_TRANSFORMATION_STORY_AND_STRUCTURE.md`
- [x] `00_Overview/TODO_WBS.md`
- [x] `01_Assessment/AI_MATURITY_QUESTIONNAIRE.md`
- [x] `01_Assessment/AI_MATURITY_SCORING_MODEL.md`
- [x] `02_Course_Design/COURSE_REQUIREMENTS_AND_COMPANY_PROFILE.md`
- [x] `02_Course_Design/COURSE_MODULE_MATRIX.md`
- [x] `02_Course_Design/L1_L5_COMPLETE_COURSE_PLAN.md`
- [x] `03_Consulting_Report/CONSULTING_REPORT_TEMPLATE.md`
- [x] `04_Scenarios/CUSTOMER_SCENARIO_LIBRARY.md`
- [x] `04_Scenarios/CASE_CONTROL_TABLES.md`
- [x] `04_Scenarios/CASE_WRITING_STANDARD.md`
- [x] `04_Scenarios/SAMPLE_CLIENT_CASE_MANUFACTURING.md`
- [x] `04_Scenarios/SAMPLE_CLIENT_CASE_HOSPITAL.md`
- [x] `05_Sales/SALES_VALUE_PROPOSITION.md`

## 3. Completed Items

### 3.1 Program Story and Positioning

- [x] Define this as more than a course — it is an AI transformation consulting program.
- [x] Define the three-stage path: questionnaire diagnostic, course-based capability building, consulting report.
- [x] Define L1-L5 and their tool mapping.
- [x] Add the pre-class future-state story so clients can first understand the capabilities gained after L1-L5 training.
- [x] Include Gmail, Sheets, Notion, CRM, API, and ERP within the L3 Workflow Automation integration scope.
- [x] Add value propositions for CEO / COO / CIO / IT / HR / department managers.
- [x] Add 30-second, 3-minute, and 10-minute sales pitches.
- [x] Tentative program name: Enterprise AI Transformation Maturity Diagnostic and Deployment Program.
- [x] Unify L4 tool name: Hermes Agent.
- [x] ClawTeam Chinese external name: AI Agent Team Collaboration Platform.

### 3.2 L1-L5 Maturity Model

- [x] L1 Controlled AI Access: OpenWebUI capability definition, target audience, completion criteria.
- [x] L2 Knowledge Codification: Antigravity / Claude Code / Codex capability definition, target audience, completion criteria.
- [x] L3 Workflow Automation: n8n capability definition, target audience, completion criteria.
- [x] L4 Autonomous Agent: Hermes Agent capability definition, target audience, completion criteria.
- [x] L5 Multi-Agent Organization: ClawTeam capability definition, target audience, completion criteria.
- [x] Design 5 observable indicators for each level.
- [x] Design a 0-4 scoring scale for each indicator.
- [x] Define the mapping from total score to maturity level.
- [x] Define how to determine primary maturity and local maturity.
- [x] Define gaps in tools, Skills, Workflows, system integration, Agent, governance, and ROI.

### 3.3 Simple Questionnaire Diagnostic

- [x] Design Tool Usage items.
- [x] Design Knowledge Consolidation items.
- [x] Design Process Standardization items.
- [x] Design System Integration items.
- [x] Design Agent Application items.
- [x] Design Implementation & Change items.
- [x] 10-item version: for rapid business-development diagnostic.
- [x] 25-item version: for pre-course diagnostic.
- [x] 50-item version: for full inventory before consulting interviews.
- [x] Maturity-level determination.
- [x] Six-dimension radar chart fields.
- [x] Recommended course ratio.
- [x] Recommended priority deployment scenarios.
- [x] Recommended consulting diagnostic focus.

### 3.4 Course Modules and Ratio Configuration

- [x] L1 OpenWebUI course objectives, curriculum, exercises, deliverables, instructor notes.
- [x] Strengthen L1 enterprise onboarding course based on the OpenWebUI playlist: per-user login, personal chat area, Admin Panel, accounts/roles/groups/permissions, model governance, video reference map.
- [x] L2 Knowledge Codification course objectives, curriculum, exercises, deliverables, instructor notes.
- [x] Strengthen L2 engineering training based on three Google Antigravity codelabs: Agentic IDE, App Prototype, Unit Test, GCP Serverless Pipeline, Gate 2A-2E.
- [x] Strengthen the second half of L2 to bridge into L3: Workflow Blueprint, trigger, I/O schema, n8n node map, human gate, log, error handling.
- [x] L3 n8n course objectives, curriculum, exercises, deliverables, instructor notes.
- [x] Strengthen the L3 advanced course based on the TigerAI channel: Gemini, multi-modal, Sub-workflow, Data Tables, Webhook, LINE/Facebook/YouTube, GitHub backup, Gate 3A-3G.
- [x] L4 Hermes Agent course objectives, curriculum, exercises, deliverables, instructor notes.
- [x] Strengthen the L4 advanced course based on Hermes `starter-kit-v2`: Wiki memory, five skills, ingest/query/update, briefing/discovery, Gate 4A-4E.
- [x] L5 ClawTeam course objectives, curriculum, exercises, deliverables, instructor notes.
- [x] Recommend course ratios based on maturity.
- [x] Adjust ratios by industry, manager objectives, system integration maturity, and deployment mode.
- [x] Create half-day experience course, one-day workshop, two-day deployment bootcamp, consulting diagnostic project.

### 3.5 Company Profile and Deployment Mode

- [x] Build L1-L5 requirement list.
- [x] Add key points and deliverables for each level's course.
- [x] Define basic company-information survey items.
- [x] Define data and risk attributes.
- [x] Define main system inventory items.
- [x] Define applicable conditions, pros/cons, and course notes for Cloud AI, Hybrid, and fully on-premises modes.
- [x] Build deployment-mode scoring table.
- [x] Build deployment-mode recommendation text template.
- [x] Add notes for R&D/manufacturing, marketing/services, finance, healthcare, government, and other highly sensitive units.

### 3.6 Scenario Story Library

- [x] CEO: wants to know whether AI investment will deliver ROI.
- [x] COO: wants to reduce process rework and cross-departmental communication cost.
- [x] CIO / IT: wants to govern permissions, security, system integration, and operations.
- [x] HR: wants to run AI training, capability inventory, and new-hire onboarding.
- [x] Sales: customer development, visit summaries, proposal generation, CRM updates.
- [x] Customer Service: Gmail complaint classification, CRM lookup, FAQ generation, case tracking.
- [x] Marketing: market analysis, copywriting, campaign planning, performance reports.
- [x] Operations: ERP exception-order analysis, inventory tracking, process improvement.
- [x] Finance: expense classification, monthly close variance analysis, budget consolidation.
- [x] HR (functional): resume summary, training, internal knowledge base.
- [x] IT: API integration, permission governance, system monitoring, workflow maintenance.
- [x] Each story contains Before, Trigger, AI Flow, Systems, Output, KPI.

### 3.7 Diagnostic Report Template

- [x] Markdown version.
- [x] Cover.
- [x] Executive Summary.
- [x] AI maturity diagnostic results.
- [x] Course observations and capability inventory.
- [x] As-Is current state processes and system inventory.
- [x] High-value AI scenario list.
- [x] Gap analysis and core problems.
- [x] To-Be AI Operating Model.
- [x] Three-phase Roadmap.
- [x] ROI and governance recommendations.
- [x] Follow-on deployment SOW recommendation.

## 4. Pending TODOs

### 4.1 Fillable Questionnaire and Automated Scoring

- [ ] Google Form version.
- [ ] Google Sheets scoring spreadsheet.
- [ ] Notion Database version.
- [ ] n8n workflow that auto-generates diagnostic summary.
- [ ] Convert `COURSE_REQUIREMENTS_AND_COMPANY_PROFILE.md` into a fillable questionnaire.

### 4.2 Detailed Eight-Stage Consulting Diagnostic Tools

- [ ] Stage 1 current state interview questions.
- [ ] AI usage inventory sheet.
- [ ] System inventory sheet.
- [ ] As-Is Process Map template.
- [ ] Stage 2 L1-L5 explanation pages.
- [ ] Stage 3 industry benchmark case summary template.
- [ ] Stage 4 Missing / Broken / Redundant table.
- [ ] Stage 4 Impact x Effort matrix.
- [ ] Stage 5 Problem Definition worksheet.
- [ ] Stage 6 Stage Gate acceptance criteria.
- [ ] Stage 7 Skill Map / Workflow Map / Agent Map templates.
- [ ] Stage 8 permission governance sheet and ROI tracking matrix.

### 4.3 Detailed System Integration and PoC Scenario Drafts

- [ ] Gmail PoC: customer service email classification, sales email summary, manager daily digest, reply drafts.
- [ ] Google Sheets PoC: questionnaire result write-in, automatic scoring, KPI updates, Workflow execution logs.
- [ ] Notion PoC: meeting notes, task creation, Skill Library, consulting diagnostic database.
- [ ] CRM PoC: customer lookup, opportunity summary, interaction-record updates, complaint case tracking.
- [ ] API PoC: internal API, external API, Webhook, error retry and logging.
- [ ] ERP PoC: order status, inventory anomalies, shipment delays, finance or procurement data summary.

### 4.4 Complete Sample Customer Cases

- [x] Manufacturing case.
- [x] Hospital / healthcare institution case.
- [ ] Marketing / services case.
- [ ] B2B sales case.
- [x] Questionnaire responses.
- [x] AI maturity determination.
- [x] Course ratio recommendation.
- [x] Course-generated deliverables.
- [x] Eight-stage consulting analysis.
- [x] Final diagnostic report summary.
- [x] Three-phase Roadmap.

### 4.5 External Sales Material

- [x] Delivery package and acceptance criteria document.
- [ ] One-pager.
- [ ] Three-stage service flow diagram.
- [ ] L1-L5 maturity diagram.
- [ ] Visualization of deliverables list.
- [ ] 10-page executive deck.
- [ ] 20-page standard sales deck.
- [ ] 30-page consulting methodology deck.

### 4.6 Additional Industry Coverage

- [ ] Retail industry recommended scenarios.
- [ ] Education industry recommended scenarios.
- [ ] Logistics industry recommended scenarios.
- [ ] Software industry recommended scenarios.
- [ ] Professional services recommended scenarios.

## 5. Suggested Priority Order for the Next Round

1. Create `05_Sales/ONE_PAGER_OUTLINE.md`: external one-page sales material.
2. Create `05_Sales/EXECUTIVE_DECK_OUTLINE.md`: 10-page executive deck.
3. Create `03_Consulting_Report/CONSULTING_TOOLKIT_TEMPLATES.md`: eight-stage consulting diagnostic toolkit tables.
4. Create `02_Course_Design/POC_SCENARIO_SPECS.md`: detailed PoC drafts for Gmail, Sheets, Notion, CRM, API, ERP.
5. Create `01_Assessment/AI_DIAGNOSIS_SHEETS_SCHEMA.md`: Google Sheets / Notion / n8n automated diagnostic field design.
