You suspect AI could give your team hours back every week. You are probably right. The hard part is knowing which processes to tackle first — and whether each one needs an expensive custom build or just a better prompt. The Audit answers that, with evidence.
Most firms waste their first AI project on the wrong process — something visible but low value, or something that quietly needed a full custom build. The Audit stops that. You get a clear, written picture of where automation and AI actually pay off in your operation, and the order to approach them in.
I sit with your team and watch the actual work — the tools, the hand-offs, the little workarounds nobody documents. This is where the real opportunities hide.
Every repetitive process is captured and written down plainly, so we are all looking at the same picture of how the business really operates today.
Each process is assigned a level and scored on effort versus impact. This is the discipline that keeps you from over-building — the smallest honest fix wins.
You get a written report and a live walkthrough. Quick wins first, sequenced sensibly, with rough costs — a plan you could hand to any competent builder, including me.
No. The roadmap is yours to keep and stands on its own. You can run it in-house, hand it to another supplier, or bring me back for the build. There is no obligation baked into the Audit.
It depends on the size of the operation, but most audits run over a small number of sessions and land the written roadmap shortly after. We scope the timeline on the first call.
Minimal. The discovery is mostly observation and short conversations that fit around the working day. Nothing gets changed during the Audit — it is diagnosis, not surgery.
Handled with care from the outset. I have spent a decade in financial advice and banking; every recommendation is made with data protection, GDPR and audit-trail requirements in mind, and I will flag anything that needs a compliance conversation before it goes near a build.
Start with a free 30-minute call. I will ask about your operations, you can ask how I work, and we will decide together whether an Audit is the right next step.
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