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Service 06 · AI Strategy & Team Enablement

Operational Audit

A paid diagnostic that maps how work actually gets done, finds the repetitive and error-prone steps, and ranks where automation could help.

Engagement

Paid, fixed-scope engagement. Fee agreed before work starts.

Discuss this project

01 · Who it’s for

Is this you?

  • Owners and managers who suspect AI or automation could help but are not sure where
  • Teams that have grown quickly and now rely on workarounds and spreadsheets
  • Businesses that want a clear plan before committing to a larger project

02 · The problem

What it solves

It is hard to know where automation will pay off when nobody has written down how the work is really done. Buying tools first usually means automating the wrong thing. An audit gives you the facts before you spend on a build.

03 · What we build

What you receive

The exact list is confirmed in your written scope. Not every project needs every item.

  1. 01Stakeholder interviews with the people who do the work
  2. 02Workflow maps of the processes in scope
  3. 03A repetitive-task inventory with rough time and frequency estimates
  4. 04An opportunity register ranked by impact, effort, cost and risk
  5. 05A recommended implementation roadmap
  6. 06Written findings and a review session with your team

04 · Implementation

How it works

  1. Step 1

    Scope

    We agree which teams and processes are in scope and who we will speak with.

  2. Step 2

    Interviews & observation

    Short interviews and walk-throughs of real work, plus a look at the tools and data involved.

  3. Step 3

    Analysis

    We map workflows, list repetitive tasks and assess each opportunity for impact, effort, cost and risk.

  4. Step 4

    Findings

    A written report and a review session. The roadmap is yours to act on, with us or anyone else.

05 · From you

What we’ll need

Client inputs

  • Time with the people who do the work, typically short interviews
  • A view of the tools you use (read-only or screen-share is enough)
  • Sample documents or anonymised records where helpful

Typical integrations

  • No integrations required. We review your existing tools as they are.

Examples only. We confirm what your tools support during discovery.

06 · Data & human review

Safeguards built in

  • We do not promise savings before measuring your current process
  • We avoid copying personal or sensitive data. Screen-shares and samples are usually enough
  • Findings note where automation is not a good fit, not only where it is

Not sure where automation would help?

Tell us about the workflow or website you have in mind. A discovery call is a 30-minute conversation with no obligation to go further.

Discuss this project