Resources / Estate map

The Drover Estate

An estate map is one page that shows everything a business runs or is building: who owns each piece, who it's for, what state it's in and where to look next.

Get the prompt
Watch the videoWhy map your business system estate?

Meet Drover.

Acme Limited trades as Drover, a family-owned Taupo manufacturer of motorbike and tractor gear for mustering and moving animals.

About 80
dealers
4
countries

An invented company. A worked example you can explore and copy.

  1. 1Explore the map. Tap any building to open its entry.
  2. 2Read the concepts at the foot of the page.
  3. 3Copy the prompt into Claude. It interviews you and draws your estate.

Read the estate.

Select a view. Open a building.

Tap any building to open its entry.

Estate map of Acme Limited, trading as Drover: four zones inside the estate boundary, the reseller portal as the gatehouse on the east fence, outside parties beyond it, and retired assets below ground. Title deeds trading as Family-owned. The founder has retired; the second generation own it and the third run it. Sites Taupo head office and the works Wellington commercial and export Christchurch distribution and service The business About $30m NZD turnover About 80 dealers in four countries Made in Taupo, plus imported farm bikes Estate boundary The Worksmake, in Taupo The Front Gatesell, through dealers The Yardrun the back office The Clubhouseowners, after the sale The gatehouse Outside the fence theirs, not ours to build dealer records, synced nightly contacts replaces orders, stock, prices manuals and marketing warranty records: no home yet register, get help Below groundwhat used to be here; read it before digging entityAcme Limitedthe legal entity trading nameDroveron every product builtBrand directory builtSolidWorksCAD for the Carry and rangeKieran, Engineering builtProduct manualsmanuals and fitting guidesKieran, Engineering builtIP registerpatents and designs, ExcelRachel, Commercial plannedProduction trackingshop-floor jobs, reservedKieran, Engineering builtPandaDocdealer agreements, quotesMurray, Sales and dealers builtdrover.co.nzbrand site, WordPressLiam, Marketing builtHubSpot CRMdealer contacts, pipelineMurray, Sales and dealers retiringDealer price listsspreadsheets + email ordersMurray, by default underwayReseller portalSA first, then every dealerMurray owns, Hemi builds ? builtMYOB EXOERP, on the Taupo serverGraham, Finance builtSharePointdocuments for every teamHemi, Systems builtLanded-cost workbookimported bikes, ExcelGraham, Finance builtOrg charta pointer, not a chartGraham, Finance underwayParts assistant (AI)prototype, built in ClaudeFiona, Service plannedWarranty claim formfor owners, on myacme.comAroha, Customer care builtOwner storiesphotos, videos, quotesAroha, Customer care builtmyacme.comowners' insider channelAroha, Customer care theirsNZ dealersabout 25 theirsAustralian dealersabout 50 theirsIrish dealersa handful theirsSA resellerone, signed in 2026 theirsFarm ownersthe people who use it theirsBike supplieroverseas, farm-bike range retiredFounder's drawingspaper and AutoCAD, 1987–2009 retiredAccess warranty databaseregistrations, 2004–2017 retiredDealer extranetthe first portal, 2013–2016 The Drover Estate A fictional company Site plan, sheet 1 of 1 Statuses as at 6 October 2026 Drawn by Claude, from interviews Checked by owners, bar one Scale: name and address

Scroll sideways to see the whole estate.

  • built
  • underway
  • planned
  • retiring
  • retired, below ground
  • theirs, outside the fence
  • a gap with no owner yet
  • open question
  • MCP connected, with its tool count
  • MCP planned
  • live connection
  • being built

What the map changed

Drover signed its first South African reseller this year. He's good with customers and not a systems person, and he was ringing Taupo at all hours for prices and stock. Hemi, the systems manager, started building him a portal with Claude. Within a month the plan had grown: if it works for South Africa, every dealer should use it.

Once it was on the map, the portal stopped looking like a small job. It needs dealer accounts, orders, stock and prices, which live in MYOB EXO. It needs contacts, which live in HubSpot, and HubSpot already syncs dealers with EXO every night, so the same dealer exists twice. It needs manuals, which live in SharePoint and get copied by hand to myacme.com. Aroha had a warranty claim form planned for myacme.com while the portal was building its own warranty query, and neither had anywhere to put a claim. Below ground sat the dealer extranet of 2013, which dealers stopped using within a year because nobody owned it after launch.

On 2 October, Graham and Murray decided that EXO is the master for dealer accounts, credit, prices and orders, and HubSpot for people and the relationship. The portal keeps sign-ins only, keyed to the EXO account code, and serves manuals from SharePoint instead of keeping copies. The price-list spreadsheets go once every dealer can see their own prices in the portal.

One question is still open, and it sits on the map so nobody guesses the answer: where warranty records live, and who owns them.

The same questions, every building

Six components across, the common questions down. Read along the first row: six systems, six different ways to sign in. Red marks a known unknown.

QuestionMYOB EXOHubSpotSharePointmyacme.comReseller portalunderwayParts assistantprototype
Sign-inEXO logins on the server, no MFAHubSpot logins, MFA onMicrosoft 365, MFA onPlugin accounts, no MFADealer accounts with MFA, per its done listFiona's personal login
Where it runsTaupo server, comms cupboardHubSpot's cloudMicrosoft 365The agency's hostingAzure, New Zealand NorthClaude, personal account
BackupsNever test-restoredHubSpot's ownMicrosoft's retentionUnknown; ask the agencyIn its done listNothing to back up yet
Third partiesMYOB; the original partner has closedHubSpotMicrosoftA Hamilton web agencyMicrosoft, GitHubAnthropic
AI in useNoAI features switched offNo Copilot licencesNoBuilt with ClaudeYes; spend unmanaged

APIs and MCP connections

An API is the door a system offers to other software. An MCP server turns that door into tools an AI can use, with the permissions of whoever connects it. This is what each building offers, and which ones Claude can already reach. Tool counts are as at 6 October 2026; they change when vendors update their servers.

BuildingAPI it providesMCPToolsWhat Claude can do, and for whom
HubSpot REST APIs: CRM records, marketing and reportsConnectedHubSpot's own MCP server28Searches and reads records and reports; creates and updates records and marketing content. Connected for Murray.
Microsoft GraphConnectedMicrosoft 365 connector509 tools for SharePoint and OneDrive files, the rest for Outlook, Teams and the calendar. It acts as whoever connected it, so it can send mail and delete files. Connected for Hemi and Rachel.
EXO API (REST), on the Taupo server; being set up for the portalPlannedRead-only, built over the EXO API6 proposedStock, sales orders, prices, customers, invoices and purchase orders. Read only, for staff.
Files in SharePointmanuals, IP register, landed-cost workbook, owner stories, brand directory, org chartNone of their own; Graph fetches them as filesThrough the Microsoft 365 connector–Claude can find and read the files. A workbook's numbers aren't an API.
Its own API, used only by the portal's pagesNone planned for the first version––
WordPress REST API; registrations sit in the plugin's own tables, outside itNone–Registrations only leave by manual export.
WordPress REST API, built inNone––
PandaDoc REST API, not usedNone––
SolidWorks API, desktop only, for macros and add-insNone–Drawings reach other systems as exported PDFs.
None; it reads uploaded PDFsNone–It can't see stock or prices, so it can't say whether a part is on the shelf.
None; Excel files in Murray's OneDriveReachable as files through the Microsoft 365 connector–Nothing should be built on them. They're retiring.
Planned buildingsproduction tracking, warranty claim formNot designed yetNot designed yet–Not part of either definition of done yet.

Still open

Each has a name against it, and answering it changes something on the map.

  • Where do warranty records live, and who owns them?

    Who: Brendon decides; Aroha and Murray propose. Next: a one-page decision note at the portal's next review. Changes: the warranty gap, the claim form and the portal's done list.

  • Has anyone restored MYOB EXO from backup?

    Who: Hemi. Next: restore to a spare machine and time it. Changes: EXO and SolidWorks, which share the server.

  • Keep, upgrade or replace MYOB EXO?

    Who: Brendon and Graham. Next: costed options for the board. Changes: EXO's state, and how the portal reaches it.

  • Who supports EXO now its partner has closed?

    Who: Graham. Next: shortlist a current MYOB partner. Changes: EXO's third parties.

  • The parts assistant runs on a personal account and card.

    Who: Fiona. Next: a company account with a spending limit, then a definition of done. Changes: its sign-in and AI cells, then its state.

  • Who agreed to the Microsoft 365 connector sending mail and deleting files?

    Who: Hemi. Next: agree who may connect it, and review who already has. Changes: SharePoint's row in the APIs and MCP table.

  • Is the Drover Carry protected in South Africa?

    Who: Rachel. Next: ask the patent attorney before the portal opens to the reseller. Changes: the IP register.

  • Can owners' photos be used in ads?

    Who: Aroha. Next: check the myacme.com terms and add a consent box. Changes: owner stories.

  • Who gets dealers the current logo files?

    Who: Liam. Next: put the approved logo pack in the portal's downloads. Changes: the brand directory and the portal's done list.

  • Who answers the South African reseller when he's stuck?

    Who: Murray. Next: a support window and a fallback contact. Changes: the reseller's entry and the portal's done list.

  • Do EXO's bike prices keep up with the landed-cost workbook?

    Who: Graham. Next: trace the last three price changes. Changes: what the portal can safely show.

  • Which price-list exceptions are deliberate?

    Who: Murray and Graham. Next: check the twelve workbooks against EXO before the last copy goes. Changes: when the price lists can retire.

  • What must production tracking do on day one?

    Who: Kieran. Next: write the first scope. Changes: production tracking, from reserved ground to a plan.

Concepts for your estate map

Drover is invented. The thinking behind it isn't, and it travels. Read these, then copy the prompt at the end into your own Claude. It will interview you and draw your estate.

What an estate map is

A living, high-level view of a business's assets, systems and plans. It shows what exists, what's being built, what's planned, what's being retired and what used to be there. For each piece it names who is responsible, who benefits, where the real work lives and what it connects to.

It's an entry point. Code, specs and evidence stay where they are, and the map tells you where to look.

Why bother

Six people in one business can each build something useful in a week, especially with AI. Without a shared view, one builds an inventory app while another builds a supplier portal, and both quietly rebuild the same supplier records. Good work then stalls at the board because it doesn't fit the direction or the infrastructure.

The map lets people keep their speed and still see where their work fits. The test is simple: working without it should take longer.

Walk the grounds first

Picture an old farm: the house, the woodshed, the chook shed, the duck pond, the river, and old workings under the back paddock. A contractor running power to a new shed needs to know what's already there, what's reserved for later and who to call. Software, spreadsheets and templates are no different. Study your part of the estate before you build, know your neighbours and the shared services, and leave the map updated when you finish.

If farms aren't your thing, picture a big park: swings, a duck pond, an aviary, a little ride-on train. Different users, shared grounds.

Simplify like a train map

A train map straightens the curves and flattens the hills so you can pick the right train from the right platform. The detail comes once you're on board. Keep the relationships people need to find their way: what connects to what, who is responsible, where to go next.

Name and address, not the colour of the drapes in the back bedroom. Who, what, when, where, why and how.

Put everything on it, not only software

ERP, CRM, MRP, timekeeping, portals and marketing tools all belong. So do the ordinary things a business runs on: the proposal template everyone copies, the costing spreadsheet, the price list, the patent register, the old system being replaced. A good proposal template may hold the customer language your new portal needs.

Every company has a brand directory too: logo files, fonts, colour codes and icons, even if it's a folder only one person can find. Anyone building something customer-facing needs it, so it goes on the map.

Point to where each thing lives instead of copying it in. Drover's org chart sits on its estate as a pointer, not a drawing, and its brand directory sits beside the trading name in the title deeds.

One throat to choke (OttC)

Show the legal entities, trading names and ownership context at the top. Then give every component one named, accountable person, with a way to reach them: the person to call for a decision or when something goes wrong. They can delegate the work, but accountability stays with them. Owning the company and being responsible for a component are different jobs.

It can also help to record who built a thing and who maintains it now, since they're often different people. optional

Use the company's own names

Group components into business areas that people recognise, based on the work they support and who uses them. Ask how people describe those areas before choosing labels. Departments, sites, products or stages of a customer's journey may be useful ways to group the work. Use the company's own terms, with a short description where a name would be unclear to a newcomer.

For each component, record who it serves and why it exists, separately from its accountable owner. Confirm its place on the map with the people who use it. Give shared components one main entry and show their connections to other areas. If the right home, beneficiary or purpose is unclear, record an open question. Exploratory work has a place too, provided it's labelled as exploration.

The Works, the Front Gate, the Yard and the Clubhouse are Drover's example names. Your map should use the names your people use, with as many or as few areas as the work needs.

Say what state it's in

Built is a solid green outline. Underway is dotted orange. Planned is dotted light grey. Retiring means it's still holding something up while it's replaced; retired means it's history, kept for context. Write the word as well as using the colour, so the map reads without colour.

Keep plans and reality apart, like an architect's drawings beside the drainlayer's as-built. Grade each thing by what it does today: "the code exists" and "it does anything" are different claims.

Drover's styles for retiring and retired are one option. Choose your own; just keep the two distinct.

Ask every building the same questions

On a building site every building gets the same checks: power, water, the fire system. Ask each component the same questions in the same way, even though not every one needs every service. Put the components across and the questions down, then read along a row. You'll see how many times the same problem has been solved.

ResponsibilityWho owns it? Who built it? Who do I call?
BenefitWho uses it? Who is its customer? Why does it exist?
Location and useWhere is it stored or hosted? How does someone find it and use it?
SecurityWhat's its security position? Is MFA on where it should be?
ResilienceAre there backups, redundancy and a failover plan? Has a restore ever been tested?
StorageDoes it hold files? Where, including which country?
Incident responseAfter a breach, what can be revoked, contained or recovered?
CredentialsHow are API keys and tokens held and rotated?
AIIs AI used? How is the spend managed?
APIs and MCPWhat API does it offer? Is an MCP server connected? How many tools does it bring, can they write or delete, and who connected it?
Third partiesWhich suppliers or subprocessors sit behind it?
DeliveryWhat's the definition of done? What's unresolved?

Revoking access can't recall copies that were already taken. Record what can be revoked and contained, and don't promise recovery you can't deliver.

Unknowns belong on the map

You know the forest is there even if you don't know what's in it. Put it on the map. You can fence it off while the uncertainty remains, but a fence doesn't mean the risk has gone.

An unknown builder, an unanswered backup question, a missing definition of done: each goes on as a visible gap, never as an empty field that looks resolved. Where you can, put a person and a next step against each one. optional

Define done

A chook shed is done when it has a roof, walls and a boundary that keeps the chooks in. A supplier portal might be done, for its first scope, when suppliers can log in, see their orders and update the status. Done belongs to a scope: a three-bedroom house can grow to seven bedrooms later without undoing the first build.

A missing definition of done is itself a known unknown. You might also track built and accepted for use separately, since each needs different evidence. optional

Mind the old tunnels

Old ERPs and Excel workbooks hold years of know-how. Keep them on the map while they're being replaced, and keep a pointer after they've gone. Like old mining tunnels under a farm, what used to be there matters before someone starts digging.

"Original builder unknown" is a fine entry; update it when someone finds the email. Keeping the entry doesn't mean keeping an insecure system running, or its data forever.

A lock on one wall

A handsome front wall with a locked door, and the other three walls not built yet. Anyone can walk around it. A login screen can feel secure while other ways in, and the boundaries around the data, stay open. That's why the common questions and the definition of done matter.

The map makes gaps visible and links to the evidence. On its own it doesn't secure anything, prove compliance or win the board's approval.

Let AI write it up; people confirm it

Tell AI what you built, who it's for, where it lives and how others use it, and it will turn that into a consistent entry. Sometimes that's one line: the proposal template lives at this SharePoint address. Have AI read the map before it plans or builds, so it knows what exists, what's reserved and what's shared.

Then a person checks the facts and the decisions, because AI writing something down is not AI verifying it. Match who can see the map to what's on it: locations, contacts and security details can be sensitive.

Build it however suits you

A whiteboard photo, a spreadsheet, a diagram tool or a page your Claude draws will all do. What matters is that it stays current and sits where people will look. A shared Claude artifact works well: everyone works from the same page, and it's the page you hand Claude before it plans or builds.

Share it at the right permission level. A map lists where things live and where the gaps are, which is exactly what someone attacking you would want to know. Decide who needs to read it and who needs to change it, and share no wider than that. If outsiders need a copy, give them one without server names, contacts or security gaps.

Habits from estate maps drawn for real businesses

  • Date it. Put "statuses as at" in the header, and record changes as dated updates.
  • The map records; it doesn't decide. Note each decision with who made it and when.
  • When a document and reality disagree, give it its own section, and settle it by checking the system itself rather than weighing one document against another.
  • Every open question names who can answer it and which part of the map it would change.
  • Show what isn't yours to build: dealers, vendors, clients, data sources.
  • Give entries stable references, so people can cite them in tickets and conversations.
  • Finish with sources: what the map was drawn from, and when.
  • Name secrets; never record their values.

Build yours with Claude

  1. Copy the prompt.
  2. Paste it into a new chat with Claude. If you use Projects, start one for your estate so later updates stay with it.
  3. Answer its questions. Upload any system lists, org charts or spreadsheets you already have; it reads those first.
  4. Check the first draft. Nothing counts as confirmed until you say so.
The prompt
Help me build an estate map of my business. Interview me first, then draw it. Start with Round 1 straight away, after one line telling me I can say "quick version" at any point.

## What an estate map is

A living, one-page view of everything my business runs or is building: systems, apps, portals and websites, plus the ordinary assets people rely on, like proposal templates, costing spreadsheets, price lists and registers. It shows what exists, what's being built, what's planned, what's being retired and what used to be there. For each piece it says who is responsible, who it serves, where it lives and what it connects to. It also shows where the business is on its AI journey, and what AI is likely to change for a business like mine.

It's an entry point, not an encyclopaedia. Detail stays where it lives and the map points to it. Think of a contractor arriving at an old farm estate: before running power to a new shed, they need to know what's already there, what's reserved, what's buried and who to call.

## How to interview me

- Ask in short rounds, one topic at a time, five questions at most per round.
- If I upload or paste documents (system lists, org charts, spreadsheets, old proposals), read them first and only ask about the gaps.
- If you can see connected tools in this chat (for example Microsoft 365, Google Drive, HubSpot or Slack), offer to look there before asking me, and tell me what you found. Treat anything you find as a lead for me to confirm, not a fact.
- "I don't know" is a good answer. Record it as an open question and ask who would know. Never fill a gap with a guess.
- Use my words, and keep the detail at name-and-address level.
- After Round 3, draw a rough first version of the map so I can see it taking shape. Then keep going and update it as we learn more.
- If I say "quick version", stop after Round 4, ask the decision velocity question from Round 9, then draw the map and list the later rounds as open questions. The AI journey ladder still appears, marked provisional.

Round 1, the title deeds: legal entities and trading names, and only the ownership context that explains who decides. Our brand directory: where the logo files, fonts, colour codes and icons live, and who looks after them. Our sites and what happens at each. What we sell, who we sell it to, and roughly how big we are. What customers would say they choose us for.

Round 2, the buildings: every system and tool (accounts or ERP, CRM, production or MRP, timekeeping, websites, portals, file storage, design or engineering, marketing automation, AI tools) and every ordinary asset people rely on (templates, costing and pricing spreadsheets, registers, checklists). For each: what it is, where it lives, and its state.

Round 3, business areas and their names: how do our people group the work, and what do they call each area? What does each name mean? Do we organise around departments, sites, products, customer journeys or something else? Which components serve more than one area? Use our established terms. If we have no established names, suggest plain descriptions based on what you've learned, mark them as provisional and ask me to confirm or correct them. Names that mean something to us are always better than borrowed ones. Only use names from an example map, or a themed set like farm names, if they genuinely fit how we work. Revisit the groupings after learning who uses each component and why.

Round 4, people and reasons: for each, one named, accountable person to call for a decision or when something goes wrong (a name, not a team), who built it if that's someone else, who uses it, and why it exists.

Round 5, what's moving: work underway or planned, who is building it, who it's for, and its definition of done. Anything being retired: what still depends on it, and what knowledge is inside it.

Round 6, outside the fence: customers, dealers, suppliers, vendors and contractors, and which of my systems each one touches.

Round 7, below ground: retired systems, old databases and workbooks that still hold knowledge, earlier attempts that were abandoned, and who built them if anyone remembers.

Round 8, the common questions, for the five or six components that matter most. Give me these as a table to fill in rather than one question at a time: sign-in and MFA; where the data lives, including the country; backups, and whether a restore has ever been tested; who holds keys and tokens and how they're rotated; what could be revoked or contained after a breach; whether AI is used and how its spend is managed; what API it offers, and whether an MCP server is connected or planned (which one, how many tools, whether they can write or delete, and who connected it); which third parties sit behind it. Start the API and MCP part from what you can see: list the connectors available to you in this chat, how many tools each brings and whether any can write, send or delete. Then ask me which belong to the business and who connected them.

Round 9, the AI journey and decisions: who uses AI today and for what, whether that's chat tools, AI features inside systems we already pay for, or anything connected to our own data. What a business like ours could realistically do with it. The decisions we make most often, and the ones that matter most: who makes them, how long they take, what information they wait on, and what slows them down. Then ask me the decision velocity question described in the NB at the end.

## What to build

When you have enough for a first draft, build one self-contained HTML page (or another format, if I ask for one). Make it readable on a phone; the map can scroll sideways. Include:

1. A header: business name, legal entity and trading names, and "statuses as at [date]".
2. A legend of states, plus a key for the AI journey ladder.
3. The map, grouped into the business areas and names I confirmed during the interview. Let the number of areas and their layout follow the work; don't impose four zones or an org chart, and prefer names that are relevant to us over themed ones. Add a short plain-language description beside any unfamiliar area name. Legal entity, trading names, brand directory and ownership at the top. The AI journey ladder for the whole business in the top-left or top-right corner (see the NB). Outside parties beyond the boundary fence. Retired assets below ground. Each component shows its name, its state as a word, and its person to call. Tag any component with an MCP server connected, showing how many tools it brings. Draw only the connections someone needs to find their way: shared records, data flows, replacements. Lay it out on a grid so lines run between boxes and never through them, and keep labels short enough to fit inside their boxes.
4. An entry for each component that opens when it's clicked: what it is; who to call; built by and maintained by, if different; who it serves; why it exists; where it lives; what it connects to; definition of done, if it's underway or planned; its rung on the AI journey ladder, if it has one, with a sentence on why and what the next rung would look like; open questions; and who confirmed the entry, and when. For the brand directory, also list the colours with their hex codes, the fonts and the icon style.
5. A shared-questions table: the main components across, the common questions down, so I can read a row and see how many times the same problem has been solved.
6. An APIs and MCP table: for each component, the API it provides, whether an MCP server is connected or planned, how many tools it brings and when you counted them, what those tools can do, and who it's connected for.
7. Where we are on the AI journey: the overall rung, why you placed us there, and one or two concrete steps that would move a business like ours up a rung. See the NB.
8. What AI changes for a business like ours: a short written reflection, described in the NB.
9. Decisions: the decisions I named in Round 9, who makes them, how often, how long they take, which components on the map feed them, and my answer to the decision velocity question.
10. Open questions, each with who can answer it, the next step, and which part of the map it would change.
11. Where a document and reality disagree, if anything I've told you conflicts with something I've shared.
12. Sources: what the map was drawn from, and when.
13. A change log: dated updates, newest first.

## States (always a word as well as a colour)

- built: solid green outline
- underway: dotted orange outline
- planned: dotted light-grey outline
- retiring: still holding something up while it's replaced; give it its own style
- retired: history kept for context, shown below ground
- theirs: outside parties, not mine to build
- unknown: a recognised gap, styled so nobody mistakes it for resolved

## Rules

- The map records; it doesn't decide. Note each decision with who made it and when.
- Grade state by what a thing does today, not by whether its code or file exists.
- Never show a plan as built.
- Every component gets one named, accountable person to call. If nobody owns it, that's an open question.
- Every component gets a beneficiary and a purpose. Place it in the business area that best fits the work and its users, using the groupings and names I confirmed. Give shared components one primary entry and show their links to other areas rather than duplicating them. If the right home, beneficiary or purpose is unclear, record it as an open question. Exploratory work is fine; label it as exploration.
- Mark anything I haven't confirmed as "not yet confirmed". Writing something down is not verifying it.
- Name secrets; never record their values. No passwords, keys or tokens on the map.
- Contact details are fine on an internal map, but remind me to match who can see the map to what's on it.
- The map doesn't prove security or compliance. It shows the gaps and points to the evidence.
- Keep retired history, but out of the main view.

## After the first draft

List the unknowns you found and ask me to confirm or correct the entries before marking any of them confirmed. Later, when I tell you something has changed, ask for the latest version of the map if you don't have it in front of you. Then propose a dated update (what moves from planned to underway or built, what starts retiring, what climbs a rung), add it to the change log, and wait for my yes before changing any state.

## NB: the AI journey

Every estate map shows where the business sits on its AI journey. Treat this as part of the map, not a separate survey. The interview and the map are the evidence for the grade.

### The ladder

Five rungs, from the bottom:

1. Aware: we've heard of it and talk about it, but nobody really uses it.
2. Just experimenting: a few people use chat tools, on their own, ad hoc.
3. A few real workflows: AI does real work in parts of the business, but not everywhere.
4. Embedded: AI is built into core processes and connected to our own systems and data.
5. Redesigned around it: we've reshaped how the business works, as far as makes sense for a business like ours, so AI carries core processes, with controls in place.

The ladder is relative, not absolute. Judge each business against what's realistic for its trade and size, not against a bank or a software company. A painter who spends the day with a brush in hand, and who uses an app to photograph a site and build a quote from it, may already be near the top of his own ladder. Grade him on that, not on whether he runs agents across an ERP.

### How to draw it

Draw a small ladder leaning about 30 degrees off vertical, with five rungs. Fill the rungs from the bottom up to the current rung as solid coloured lines; leave the rungs above as faint outlines, so the empty rungs read as the climb still ahead. Put the rung's name beside it in words. Use one fill colour. Don't use red, amber and green: a business on rung 1 is early, not failing.

Put one larger ladder in the top-left or top-right corner of the map for the business as a whole. This one always appears.

Where the interview gave you enough to judge, add a tiny version of the same ladder to individual components. Only do this for live components the business owns or runs. Leave outside parties, retired assets and anything you know little about unladdered.

### Grading fairly

- Grade only on what I've told you or what you've seen in connected tools. Something I didn't mention isn't something we don't have.
- If the evidence is thin, say so. Place the overall ladder on your fairest reading, mark it provisional, and list what would firm it up as an open question. For individual components, leave the ladder off rather than scoring low.
- The overall rung is a judgement about the whole business, not an average. One embedded system doesn't make the business embedded, and one laggard doesn't drag it down. The spread between the corner ladder and the small ones is worth pointing out: it's the to-do list.
- When you place the overall rung, tell me why in a sentence or two, and give me one or two concrete steps that would move a business like ours up one rung. Keep it encouraging and specific.

### What AI changes for a business like ours

Write a short reflection, a few paragraphs at most, tailored to this business and tied to things on the map. Label it as a reflection to discuss, not a finding. Cover the tension AI brings from three directions:

- Outside: our moat, or what customers choose us for, is likely to be challenged in the next few years. Say where AI could make what we sell cheaper, faster, easier to copy or available from someone else, and where a competitor or new entrant could use it against us.
- Inside: the opportunity. What we could now do, offer or decide that we couldn't before, and which components on the map it would start from.
- People: whose work shrinks or changes. Some people will be relieved, some bored once the routine work goes, some worried they're next. Name the roles, not individuals, and treat this as the part most likely to decide whether the change works.

Be plain and candid. No hype, no doom, and don't recommend vendors or consultants.

### The decision velocity question

At the end of Round 9, ask me this, in these exact words:

"How are you going to use AI as a decision velocity partner?"

Before asking, set it up in a sentence or two of your own: most people think of AI as computation, getting sums and documents done faster, but its larger use is helping people make better decisions faster. The volume of decisions in a business keeps growing, and so does the noise around them. Use one or two of the decisions I gave you in Round 9 as examples. If I haven't given you any, draw on examples like these: a production line deciding which items to pick next or when to change a tool head; finance deciding on cash flow or when to hedge an exchange rate; sales deciding which prospects to call or which list to work.

Keep it open about who or what the partner is. It might be someone inside the business, an outside party, or the AI itself. Don't steer me towards any of them. Record my answer in the Decisions section of the map, and if I don't have one yet, record that as an open question with the decision that would benefit most.

Drover, Acme Limited, myacme.com and everyone named on this page are invented. MYOB EXO, HubSpot, SharePoint, SolidWorks, WordPress, PandaDoc and Claude are real products a business like this might use; nothing here is an endorsement.

The Estate Map concept by Daniel Currie, Fractional Direct. Copyright © 2026. Jointure edition.