What we look at
We look for the work your team has learned to live with: the spreadsheet someone updates by hand, the same question arriving in three inboxes, the report that needs someone to copy numbers between systems.
We go through real examples with the people who do the job. We map each input, decision, unusual case and handoff, then check what your current software can already do.
What you leave with
- A map of the workflows we reviewed and their current cost in staff time.
- A ranked list of what to automate, including tasks that ordinary software handles better than AI.
- Estimated savings, with the inputs, our confidence level and the ongoing costs shown.
- A build plan for the strongest opportunity, with the system access it needs and the tests it must pass.
- A recommendation: build, collect more evidence first, or leave the process alone.
Other reviews we run
The AI opportunity audit is the usual first step. We also review workflows and processes, check whether your data and systems are ready, evaluate AI tools and vendors, and give second opinions on projects that stalled.
Three sizes
The Focus audit covers one team and up to three workflows. The Operations audit covers work across departments, for up to three teams. The Company audit covers up to six teams and adds a wider review of your systems and risks. We confirm which size fits on the discovery call.
The audit stands on its own. You can use the report with your own team or another firm. Hiring us to build is a separate decision.
Related: AI consulting for small businesses, AI strategy and roadmap, and a second opinion. See also how we handle your data.
Change the example numbers to estimate what one repetitive task costs you today. The audit checks your numbers against the real work.
Do I need to know which AI tools to use?
No. Bring the work you want to improve. We choose the approach after reviewing your process, data and systems.
Will the audit promise a savings figure?
It estimates the savings and shows the assumptions. We test the estimate against real work before anyone treats it as a result.
What do I need to prepare?
One person who owns the process, a few typical examples, the list of tools involved and a rough count of how often the work happens. Examples with private details removed are enough for the first conversation.
How long does the audit take?
It depends on the size of the audit, the number of teams and systems involved, and how quickly we can meet the people who do the work. We give you a timeline before you pay.
