cocoshedeStart blueprint

// PUBLIC_SAMPLE_REPORT

Sample executive AI blueprint.

This sample shows the kind of decision artifact Cocoshede produces: an enterprise architecture recommendation, a financial model, implementation sequencing, and risk controls without requiring uploads or internal system access.

Cocoshede sample report

AI Target Architecture Brief

Northstar Logistics Group

CAMI

L2→L3

Sector

Logistics

Scale

251-500

Posture

Private cloud

Target architecture

Node 1

Current systems

Node 2

Cocoshede gateway

Node 3

AI impact

ROI model

Invoice triage$91k-$124k
Status reporting$65k-$92k
Compliance packets$45k-$75k

Roadmap

W1-2
W3-5
W6-8
W9-12

Executive recommendation

Fund a contained first-wave workflow before broad agentic automation.

Executive finding

Fund the first workflow.

The first build should target exception-heavy operational work where the process is repetitive, the source systems are known, and the business can measure cycle-time reduction within one quarter.

Map my company

Primary opportunity

Automate exception handling across invoice intake, dispatch updates, and weekly customer reporting.

Recommended posture

Private cloud RAG layer with constrained public API use for non-sensitive customer-facing summaries.

Investment logic

Start with document and status reconciliation before broader agentic workflow automation.

Governance trigger

Human review remains mandatory for payment exceptions, SLA disputes, and contractual language.

// ENTERPRISE_AI_MAP

Architecture for review.

Cocoshede separates current systems, middleware, model routing, controls, and business impact so executives can see the deployment shape before anyone starts implementation.

Private business context

Current systems layer

ERP, shared PDF inboxes, TMS exports, CRM account notes

Private cloud preferred

Cocoshede gateway

Sanitized metadata router, retrieval boundary, policy guardrail, audit log

Hybrid model routing

AI capability layer

Document extraction, exception classifier, status summarizer, report drafter

Reviewed business output

Impact layer

Faster exception triage, cleaner customer updates, lower reporting drag

// ROI_MODEL

Savings by workflow.

WorkflowCurrent annual frictionAI operating costSavings rangePayback
Invoice exception triage$118k-$142k$18k-$27k$91k-$124k5-7 months
Customer status reporting$84k-$104k$12k-$19k$65k-$92k3-5 months
Compliance packet assembly$62k-$86k$11k-$17k$45k-$75k6-8 months

// 12_WEEK_ROADMAP

A 12-week roadmap.

Weeks 1-2

Foundation

Confirm workflow owners, define data boundaries, select private vector store, create review policy.

Weeks 3-5

Prototype

Build extraction and retrieval flow for one invoice exception queue with sampled abstract cases.

Weeks 6-8

Controls

Add confidence thresholds, audit logs, escalation paths, and management reporting views.

Weeks 9-12

Scale decision

Extend to customer reporting and compliance packets if payback and accuracy thresholds hold.

// RISK_REGISTER

Risks become controls.

Data leakage

Medium before controls

Keep source documents in private storage; pass only retrieved snippets through approved model routes.

Automation overreach

High if unsupervised

Require human approval for payments, credits, contractual claims, and customer commitments.

ROI optimism

Medium

Track manual hours saved weekly and compare against model, infrastructure, and reviewer cost.

Change adoption

Medium

Start with analyst-assist mode before workflow automation changes team responsibilities.