ZAIInstitute

Consulting & Advisory

Discovery questionnaire

Scope the engagement with signal, not noise.

This is the deeper, structured step that feeds ZAI Institute's discovery conversation. It helps us understand your business needs, goals, constraints, and the AI tooling, ROI, privacy, and integration questions that matter most.

Most fields are optional. Share what is relevant. The goal is a grounded proposal, not a generic contact exchange.

ZAI's method is disciplined: find a consequential problem, prototype the AI-native behavior, ship a stable governed and private MVP with a real data plan, then launch, prove, and defend the result.

A thin charcoal Z resolving into an ascending arrow with one blue point.
Operating model, not courseware.

The brief

Eight sections. Required fields are marked.

Your responses go directly to ZAI Institute and are used only to scope your engagement.

01About you & your organization

The basics ZAI needs to understand who is in the room.

02What brings you to ZAI

What changed, what is unresolved, and what you want the engagement to clarify.

Primary objectives Optional

03Where you are with AI today

A candid baseline for tooling, pilots, and internal capability.

Where are you today? Optional

Internal AI capability Optional

04Priorities & use cases

The problems or opportunities where AI might be worth disciplined action.

Functions in scope Optional

05ROI & value

How value is defined, defended, and measured in your setting.

Time horizon to see value Optional

No pricing is requested here. Use this only to indicate readiness for a scoped engagement.

06Privacy, security & compliance

Governed by design — responsible deployment, privacy, and oversight built in, not bolted on.

Applicable regimes Optional

Data sensitivity involved Optional

Constraints Optional

07Integration & environment

The technical context that determines what can actually ship.

CRM, data warehouse, telephony, ticketing, and related systems.

Cloud / infrastructure Optional

08Stakeholders, timeline & next steps

Who needs to align and how quickly the work needs to become concrete.

Executive sponsorship Optional

Desired timeline Optional

What kind of engagement interests you? Optional

Preferred contact method Optional

Who you'll work with

Ira Greenberg

Head of Research & Managing Director, ZAI Institute

Chair & Professor, Department of Creative Computing, SMU

Leads ZAI's research and AI-native advisory; an authority in human-centered AI integration and AI-native prototyping — integrating AI without losing the human: the judgment, craft, and creative friction that make work original.

Your responses go directly to ZAI Institute and are used only to scope your engagement.