A view of the current process
Map the people, inputs, decisions, systems and handovers involved in the agreed area of the business.
02 / Find a useful starting point
Look closely at one part of your business. Identify where AI or a simpler process could help, then choose a practical first experiment with a clear way to judge it.
Discuss an opportunity reviewThe useful output
Map the people, inputs, decisions, systems and handovers involved in the agreed area of the business.
Separate tasks that could benefit from AI from those better served by process changes or straightforward automation.
Compare likely value, effort, data availability and the consequences of getting something wrong.
Define a small test, a process owner, a baseline and the evidence needed to make the next decision.
An example question
A team spends hours assembling updates, preparing invoices and sorting enquiries. The first step is to see the work clearly, then decide which opportunity deserves a closer look.
Explore the business-review prototype ↗How it works
Walk through a real example with the people doing it.
Make the assumptions, dependencies and trade-offs visible.
Recommend a manageable experiment and measures of success.
A good starting point
The review is a decision tool. Its recommendations depend on the information available. Estimated benefits remain assumptions until tested; there is no commitment to an implementation or a guaranteed saving.
We agree the scope, responsibilities, timing and costs before work begins.
Your next step