AI - Engagement Position Assessment

Account & Engagement

Account name

Industry

Industry — Vertical (e.g., Financial Services — Retail Banking)

Engagement being assessed

The specific engagement this assessment covers — service type and scope

Context Questions

Engagement size (FTEs)

Tenure (years)

Single biggest risk or opportunity

What is the single most important thing leadership should know about the current state of this account? A threat, an opening, a change in client behavior. 1-2 sentences.

Dimension Scores

Score each dimension 1–4. Read all level descriptions, then select the one that best matches this engagement.

D1

Displacement Risk

How exposed is this engagement if a competitor, a platform vendor, or the client themselves deploys AI against what we currently deliver?

1 High Exposure

Our work is routine, repetitive, and readily automatable. The client or a competitor could replicate our delivery with AI tools without meaningful disruption. No proprietary context or domain depth required.

2 Moderate Exposure

Some of what we deliver could be displaced, but we hold domain knowledge and client context that creates friction. A determined competitor would require 6–12 months to replicate our position.

3 Low Exposure

Our delivery requires judgment, integration depth, and contextual understanding that is not easily replicated. Displacement would require significant client effort and transition risk.

4 Defended

We are the ones deploying the automation. We own the AI layer in this engagement. A competitor would have to displace technology and methodology we control.

D2

Knowledge Architecture Leadership

How clearly is Softtek recognized as the architect of structured knowledge and operational intelligence in this engagement?

1 Absent

Delivery runs on individual expertise with no structured knowledge base in place. Softtek has not built or formalized any documentation, process architecture, or knowledge systems in this account.

2 Contributing

Some documentation or process structure exists, but Softtek's role in building it is limited or not visible. Knowledge capture is reactive — produced when needed, not designed.

3 Architecting

Softtek has built meaningful knowledge infrastructure in this account — documented processes, structured runbooks, AI-accessible knowledge bases, or delivery systems the client depends on.

4 Foundational

Softtek is the recognized architect of how knowledge is captured, organized, and used in this engagement. The client credits us with building something they could not easily replicate without us.

D3

Commercial Model Alignment

Is the engagement structured to reward outcomes and scale with AI productivity, or does it lock us into headcount-based delivery?

1 Pure Headcount T&M

Revenue scales only with people. AI productivity improvements reduce our billings rather than increase our margin. This model creates the wrong incentives.

2 Mixed

Some output- or milestone-based elements exist, but headcount still dominates the commercial structure. AI gains are partially captured but not systematically rewarded.

3 Outcome-Adjacent

Delivery is tied to outputs or SLAs, creating space to benefit from AI productivity gains. The model is evolving in the right direction.

4 Outcome-Based

Commercial model is tied to agreed business results or value metrics. AI improvements increase our margin and deepen the relationship rather than threatening it.

D4

AI Capability Deployment

How much of our actual AI capability — tools, methods, FRIDA, third-party tooling we have recommended, genuine AI fluency — is actively running in the account?

1 None

No AI tools or methods in active use. Delivery is fully manual. Softtek's AI capability is not present in this account in any form.

2 Isolated

AI is used by individuals in pockets but is not embedded in delivery processes. Usage is informal and not systematic.

3 Embedded

AI tooling and methods are part of how the team delivers. Whether Softtek's own platforms or third-party tools we recommended, AI is producing measurable effects.

4 Driving

AI is the primary vehicle for how we deliver. Results are tracked, outcomes are attributed to AI-augmented delivery, and the client has visibility into the value being created.

D5

Client AI Perception

Is the client aware of, buying into, and valuing our AI capabilities in this engagement?

1 No Visibility

The client does not associate Softtek with AI capability. They see us as a delivery resource. Our AI work — if any — is invisible at the decision-making level.

2 Aware but Passive

The client knows we use AI tools but has not connected them to business value. We are not part of their AI conversation.

3 Engaged

The client values our AI capabilities and references them in conversations. We are part of their AI planning. There is an active executive who champions our role.

4 Strategic

The client actively positions Softtek as their AI partner. Our capability is cited at the executive and board level.

Key Person Flag

Does Softtek's position in this account depend significantly on the knowledge, relationships, or expertise of specific individuals?

How many individuals?

What they hold that is not captured organizationally

Brief description. Include whether a continuity plan exists.

IP Advantage Indicator

Check all that apply to the current state of this engagement. More than one option can be selected.

A — No structured AI capability — No tools in active use, Softtek or third-party

B — Client-directed third-party tooling — AI tools in use per client preference; Softtek is executing, not architecting the stack

C — Softtek-architected third-party stack — Softtek designed the tooling architecture and governs its integration; tools are third-party but the intelligence is ours

D — FRIDA or Softtek IP active — One or more FRIDA accelerators or Softtek proprietary tools running in production

Select at least one option above

Context Multipliers

M1 — Client AI Posture

How aggressively or conservatively is this client pursuing AI adoption?

M2 — Competitive AI Threat

Are competitors actively pursuing this account with AI-heavy approaches?

Account Context

Service coverage across the account

All Softtek service lines active in this account, not just the engagement being assessed

Delivery mode

Executive access

Highest-level contact and their role

Additional Comments

Anything else you want us to know about this account?

Optional. Context, nuances, recent events, concerns — anything that doesn't fit in the fields above.

Completed By

Name

IS

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AI Engagement Position Assessment

Account & Engagement

Context Questions

Dimension Scores

Displacement Risk

Knowledge Architecture Leadership

Commercial Model Alignment

AI Capability Deployment

Client AI Perception

Key Person Flag

IP Advantage Indicator

Context Multipliers

Account Context

Additional Comments

Completed By

Score Summary

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