Do you also help with implementation, or just the discovery?

Discovery is the core of what C² Insights does. A 30-day SHAPE™ engagement maps every value stream, quantifies every pain point, defines each solution, and architects the implementation so precisely that any competent team can build from the specifications. We deliberately stay out of the build phase to keep our recommendations vendor-neutral. For organizations that want continuity past Day 31, we orchestrate delivery through a vetted partner network using the same blueprints the diagnostic produces, so the team that designed the roadmap and the team that executes it work from one source of truth.

We have a list of operational problems. Why not just buy a solution for each one?

Most operational problems are symptoms, not root causes, and solving the symptom one vendor at a time compounds complexity while the underlying inefficiency persists. The SHAPE™ diagnostic traces each pain point to its actual origin, usually the hand-offs, reformatting, and manual reconciliation that happen between systems rather than inside any one of them. That lets us recommend a smaller set of robust solutions that address multiple problems at once, cutting through the AI hype cycle and saving your team months of vendor demos, pilots, and RFPs that would otherwise be needed to reach the same end state.

How do you find capacity that our own teams have missed?

Internal teams inevitably see operations through the lens of how work currently gets done, which makes incremental optimization feel like the full opportunity. We ask a different question: where does this work disappear entirely with the right agentic system in place? Structured on-site interviews across every department, combined with AI-powered pattern recognition over the full operational surface, surface the contradictions and cross-departmental gaps that internal reviews systematically miss. The analyst hours lost to document routing, the compliance checks re-run because nobody trusts the first result, the 30 minutes a day spent reconciling two reports that should agree.

What kinds of organizations does this work for, and where doesn't it work?

C² Insights works across banking and financial services, insurance, oil and gas, environmental services, professional services, manufacturing, logistics, utilities, and government in North America and Europe. The consistent pattern is complex organizations with high manual-process volume, where the gap between today's operations and what agentic AI actually replaces is largest. We are not the right fit for technology companies with already-automated back offices, or for organizations without significant operational depth. The SHAPE™ methodology needs real workflows and real interview subjects to work against. If you are unsure, a 30-minute call is usually enough to tell.

Do you work with legacy systems, or do we need to modernize first?

Agentic AI operates inside legacy infrastructure, which is one of the reasons it works now, when previous waves of transformation stalled. It connects to old green-screen interfaces, extracts from databases built in the early 2000s, and runs inside workflows that have been stable for two decades. We architect around what actually exists in your environment rather than prerequisite a rebuild. When modernization is the right move, the business case for it drops out of the diagnostic naturally, quantified and prioritized. Modernization serves the value, not the other way around.

We're finalizing software purchases. Is now the right time?

Now is the best possible time. Requirements written without current knowledge of what frontier AI can do get built around yesterday's constraints, and the software you select ends up optimized for a workflow the AI can replace entirely. A 30-day SHAPE™ diagnostic produces specifications that reflect what agentic AI actually does in production today, before contracts are signed and architectural direction is locked. In several recent engagements, the diagnostic has saved clients seven-figure purchase commitments by showing that the category of software they were about to buy no longer matches the shape of the problem.

Is the output sufficient for board-level decisions?

Every SHAPE™ engagement is built for board decision-making from the first interview. Deliverables include an executive summary and transformation roadmap for the board, detailed PRDs and solution architectures for implementation teams, vendor specifications your team or partners can build from, and a permanent AI Advisor Portal that stays with your organization after we leave. Every finding is quantified in terms of trapped capacity, expected ROI, and implementation timeline; every claim is sourced to interview evidence. The output is designed to survive the scrutiny of a capital-allocation conversation, not just an internal operations review.

Why act now and not wait another year?

Agentic AI entered production use in 2025 and the infrastructure barriers that made transformation feel distant are now gone. These systems run on legacy stacks without requiring a rebuild, cross departmental lines without requiring reorganization, and replace work that previously required experienced staff. The gap between organizations that have mapped where AI replaces work and those still running isolated pilots is compounding every quarter, because the organizations that have mapped it are redeploying capacity into growth rather than into backlog. C² Insights exists for executives who are ready to close that gap on a defined 30-day timeline.

Free assessment

Your operations are carrying 30-60 FTE of work that AI should be doing.

We'll tell you exactly where. In 30 minutes.

One conversation results in a scored report the same day. No cost, no survey to fill out, no slide deck to sit through.

Based in Calgary? We'd rather meet in person. Mention it when you book.

What you get

A scored report. Same day.

The report provides four scored dimensions and a confidence level for each one. We give context against industry benchmarks, and show you your hidden capacity (in FTE and dollars) built from what you said on the call, not from a template we ran on everyone else.

Process Visibility

Does leadership know what its people actually do all day? The org chart says one thing. The work usually says another.

Replacement Potential

How much of that work could an AI agent handle today? We score this against what's technically deployable right now, not what's theoretically possible in three years.

Execution Readiness

If you decided to move next month, could the infrastructure support it? Most organizations are further along here than they think.

Organizational Capacity

Who in the building has the mandate to actually drive this? High scores on the first three dimensions mean nothing without an answer here.

Every report ends with a hidden capacity estimate. FTE equivalent. Annual dollar value. Benchmarked against comparable organizations in your industry. It's the number that usually stops people.

Who you're talking to

We've run these operations. We didn't study them.

Our partners have held operations leadership at a $22B oilfield services company, SVP-level at S&P Global, and business transformation roles at Parkland. 40+ years combined. 25+ M&A integrations. We've managed P&Ls, headcount, and board pressure in the same rooms our clients are in now.

Baselevel is not a sales call with a score attached. It's a conversation with someone who has sat in your seat. The questions are specific because we already know what the answers usually look like.

Who this is for

Built for operational leaders, not for everyone.

Roles

COO / VP Operations
CFO
CEO / Managing Director
CIO / Head of Digital Transformation

Industries

Financial services (banking, insurance)
Oil & gas (upstream, midstream, downstream, oilfield services)
Environmental services
Government (municipal, regional, national)
Professional services (staffing, legal, accounting)

Baselevel works for organizations with high manual-process volume, legacy systems, and regulatory complexity.

What we find

The number is almost always larger than anyone expected.

All clients anonymous.

70%+

Automation potential

A major European bank. Management described the processes as already optimized. The board had asked for 10% cost reduction. We found more than double.

95%

Cost reduction in candidate screening

A high-volume staffing firm. 2,000 CVs processed daily. Screening time went from minutes to 3 seconds per application. 28.5 FTE recovered.

13%+

Total staff capacity unlocked

A mid-sized European municipality with over 310 FTE. We mapped 52 pain points across 11 value streams, uncovering 2.0-2.5x ROI.

Book your assessment

30 minutes. Report the same day. Nothing to prepare.

Tell us a bit about your operations and we'll set up your 30-minute assessment with a C² partner. Calgary-based? Let us know in the notes, we'd rather meet in person.

Get In Touch

Ready To Start?

Tell us about your pressure. We'll reach out within 24 hours.

No commitment after the call. The report is yours either way.

Questions

Your operations are carrying 30-60 FTE of work that AI should be doing.

A scored report. Same day.

Process Visibility

Replacement Potential

Execution Readiness

Organizational Capacity

We've run these operations. We didn't study them.

Built for operational leaders, not for everyone.

Roles

Industries

The number is almost always larger than anyone expected.

30 minutes. Report the same day. Nothing to prepare.

Ready To Start?

What people ask before they book.

What actually happens on the call?

When do I get the report?

What does it cost?

What happens after?

Is this a sales call with a nicer name?