We understand your needs before preparing a scoped quote. Future proposals are in USD; scope, deliverables, timing and terms are agreed separately. An enquiry is non-binding, not a purchase or booking.
AI opportunity audit
Compare the documented process with how work happens.
A documented process can miss exceptions and hand-offs. A scoped assessment compares both, then weighs buying, configuring, integrating, selectively building or stopping.
- Quote after discovery
- Scoped quote
- Embedded with your team
- 2–4 wks
- Scope per audit
- 1 dept
- Terms agreed separately
- Agreed
Quote after discovery
Embedded with your team
Scope per audit
Terms agreed separately
What we do
Six things happen inside the audit.
Interview and shadow
The people who do the work, live, on real cases — not the managers who describe it.
Access the systems
Read access to the tools of record so we trace data, not opinions about data.
Map reality
Documented versus actual, with every hand-off and exception visible.
Rank opportunities
Hours, effort, risk and the right autonomy level — assisted, enabled or agent-run.
Roadmap
What to build first, what to buy, what to leave alone, in order.
Business case
A baseline and a target you can hold us to, with a stop rule agreed in advance.
Sample deliverable
What you get, shown on an invented finance team.
Click through the four parts of the report. Names and numbers are illustrative, not a client.
Illustrative sample · not a real client
Week 1
Kickoff and shadowing
- · Scope with the executive sponsor
- · Shadow the main workflows live
- · Get read access to systems of record
Week 2
Systems and data
- · Trace data across every tool
- · Interview the people who handle exceptions
- · Time-allocation sampling
Week 3
Reality map
- · Build the as-is process map
- · Compare documented vs real
- · Categorise every exception
Week 4
Roadmap and case
- · Rank opportunities
- · Model cost and return
- · Present, defend, hand over
Who it suits
Good fit, bad fit.
Good fit
- · A department of 5–100 people doing repeatable work
- · Leadership asking "where should we use AI?" with no clear answer
- · PE or roll-up portfolios running the same process in several companies
- · A sponsor who will give us access to people and systems
Not a fit
- · You need one chatbot, not a process change — discuss a review scope instead
- · No one can give us system access
- · The answer is already decided and you need it validated
What each person receives
User
Department head / COO
Needs: A system that matches how the team actually works, not how the vendor imagined it.
Doubt: Custom software sounds slow, risky and hard to maintain.
Proposed deliverables · agreed in scope
- • A mapped real-vs-documented process
- • A running system for one department
- • Runbooks the team can follow
Buyer
CFO / finance lead
Needs: A cost case that holds against current seat spend and manual hours.
Doubt: The return will be asserted, not measured.
Proposed deliverables · agreed in scope
- • A baseline agreed before work starts
- • A 3-year rent-vs-own comparison
- • A measured result against that baseline
Approver
IT / security lead
Needs: Something supportable that does not add shadow IT.
Doubt: Another system the IT team will be left holding.
Proposed deliverables · agreed in scope
- • Architecture and data model documentation
- • Access control and audit design
- • A named handover plan
Affected
The team doing the work
Needs: Less re-keying and fewer workarounds.
Doubt: Automation will be imposed without asking them.
Proposed deliverables · agreed in scope
- • Shadowing time where their workarounds are recorded
- • Clear lines on what stays human
Access we ask for — and how you take it back
- • Read access to the department's tools and exports
- • Shadowing time with named team members
- • No production write access during the audit
Access is limited to the department in scope and logged.
Initial inquiry: non-sensitive summary only. Later assessment: authorised redacted samples or read-only access. Sandbox and production write access require separate approval, minimisation, access expiry and retention agreement.
Agree revocation, working-copy handling, retention exceptions and confirmation responsibilities before access.
Not ready for an audit?
Start by discussing your review scope.
One decision, examined properly, with a written summary. If an audit is the right next step, you'll know.