Strategy & Systems

Find out whether AI belongs in this workflow.

Your team spends time on repetitive work, but adding AI may introduce checking, privacy and operational costs. You need a grounded assessment before buying tools or promising a transformation.

Assessment & pilot
The investigation

Assess one workflow before committing to automation.

We map one bounded workflow, identify simpler process improvements and assess possible AI assistance against data sensitivity, error consequences, human review and measurable usefulness.

Illustrative engagement

A small team wants help drafting routine internal summaries. A pilot specification tests source fidelity, review time and failure handling using synthetic inputs before considering real records.

Typical outputs
  • Current workflow and friction assessment
  • AI suitability and risk assessment
  • Human oversight and escalation requirements
  • Preliminary pilot specification and success criteria

What you provide

  • One workflow with a named process owner
  • Non-sensitive or synthetic examples of inputs and outputs
  • Current time, error and review requirements
How the engagement works
01

Scope & quote

Choose one bounded process and define a measurable baseline.

02

Research & analysis

Compare simpler fixes with AI assistance and review the risks.

03

Review & handover

Recommend whether to stop, improve the process or run a bounded pilot.

Throughout

Evidence & quality

Review sources, assumptions, limitations and confidentiality.

Your project

Agree the work
before we begin.

We choose one workflow and assess where changes could help. The output sets out practical options and a pilot plan, including the review steps your team would use.

We confirm the approach, deliverables, timing and fee in writing so you know what to expect.

How we work together
Related reading

When should a small business automate a workflow with AI?

Read the practical guide
Start with the question

What do you need to decide?

Tell us what is at stake. We will start by assessing the scope.

Start your brief