AI audit & strategy workshop
Know exactly what to automate first, and what it is worth.
The audit is the best place to start if you know there is time being wasted but are not sure where to begin. You get a clear, costed plan that you can act on with us, with another provider or in-house.
- Typical timeline
- 1–2 weeks
- Pricing
- Fixed quote before work starts
- Ownership
- Runs in your accounts
- First step
- A free 30-minute call
The problem
Where the time goes today.
- 01
You are being told to “use AI” but nobody can say where it would pay off.
- 02
Different teams have different ideas and no way to compare them.
- 03
You have tried a tool or two and it did not stick.
- 04
You need numbers before committing budget.
What we build
What you get.
- 01
Process walkthroughs
Short sessions with the people who do the work, to see the real steps and the real tools.
- 02
Time and cost map
Where hours go each week, based on your own figures.
- 03
Ranked opportunities
Each one with effort, estimated saving, risks and what it depends on.
- 04
A 90-day plan
What to do first, what to leave alone, and what each step is expected to cost.
How it works
One workflow, step by step.
- 1Kick-off callGoals, teams and toolsTrigger
- 2Process walkthroughsWith the people doing the workYour team
- 3AnalysisTime, cost and feasibilityAutomated
- 4ReportRanked opportunities and planAutomated
- 5Review workshopDecide what to do nextYour team
Tools we use
The exact tools depend on what you already use. We recommend the simplest option that does the job.
- Process mapping
- Your existing reports and exports
- Power BI
- Python
- SQL
FAQ
Questions we get asked.
Do we have to build with you afterwards?
No. The report is yours and is written so that any competent team could act on it.
Is the audit fee credited against a build?
Yes. If you go ahead with a build within 30 days, the audit fee is credited against it.
How much of our team's time does it need?
Usually a kick-off call, a short session with each team involved and a review workshop at the end.
What if you find nothing worth automating?
Then we will say so. A clear “not yet” with reasons is a valid outcome and saves you from spending on the wrong thing.
The free call
Find out what your team could stop doing by hand.
Book a free 30-minute call. We'll look at one process together and tell you honestly whether it is worth automating.
- First 10 minutesYou walk us through one process that eats your team's time.
- Next 10 minutesWe map the steps and point out what can run on its own.
- Last 10 minutesYou get a straight answer: automate it, fix it first, or leave it.
Free. No obligation. No sales deck.