AI & Automation Opportunity Audit
We know we are wasting time but do not know what to attack.
A short paid pass through how work moves - teams, systems, decision points - to pick what is worth doing first. Not an AI maturity score. If you then take the sprint, this work is not done twice.
How work actually moves.
The licences are usually in. The work is the same. We look at the operating work - not the tool stack, and not a chatbot review.
Teams
Who actually does the work, who waits on whom, and who is supposed to own the result.
Systems
Where the work lives today - email, Teams, spreadsheets, the CRM, finance, IT. What is connected, and what is not.
Decision points
Where something has to be classified, approved, escalated, or left as an exception. That is usually where the time goes.
Four steps. Then a decision.
Shorter than the sprint. Paid, because the map is the work. You stay in the business. We do not take a full-time seat.
- 01
Map how work moves
Sit with the people who do it. What arrives, who touches it, where it stalls, what never gets a record. Not a survey, and not a workshop that stays on the whiteboard.
- 02
Find the work that is already a pain
Volume, delay, exceptions, coordination. What is already expensive, slow, or stuck in email - not what is fashionable to automate.
- 03
Decide what is worth doing first
One workflow. Feasible in the systems you already have. Someone who will own it. Where AI, automation, and agents sit alongside people. The sequencing is the point: the first sprint should make the next one easier. If nothing is worth doing, we say so.
- 04
Leave a build-ready brief
The map, the first workflow named and scoped, what stays human, where a rule or automation is enough, where agents sit alongside people, and the backlog. If you then take the sprint, this work is not done twice.
What you leave with.
A decision you can act on. Not a maturity report.
- A current-state map
- How the work moves today across people, systems, and decisions.
- A short ranked list
- What is worth doing. Not a forty-item catalogue.
- The first workflow, named
- One process, an owner, and enough shape to start building or deploying - including where agents sit alongside humans.
- The design choices
- What stays human. Where a rule or automation is enough. Where agents sit alongside people.
- A backlog
- What follows the first sprint - the land motion, not a programme.
- A no, if that is the answer
- If it is not worth doing, you get that in writing. That is still the job.
What this is not.
- An AI maturity score
- A tool or vendor bake-off
- An 18-month transformation roadmap
- A slide deck with no decision
Then one workflow goes live.
The audit names the first process worth putting into production - with AI, automation, and agents alongside your people. Three weeks on the calendar. Built or deployed in your systems. Left with an owner. After that, the next one is usually obvious.
Implementation SprintIf you know time is being wasted and do not know what to attack, start here.
Fifteen minutes is enough to see whether the audit is the right first step.
Book 15 minutes