AI Automation Assessment
Find which workflows to automate first, and where AI will save your business the most time and cost, before anything is built.
What AI Automation Assessment Covers.
Every automation we build starts here. We spend time with the teams who do the work, map how requests, documents and data move through your business, and measure where manual effort is costing you the most. You get a clear, prioritised automation plan — what AI agents should take on first, and what should stay with people — before any development starts.
The Seven Steps of an Assessment
A structured look at how your business runs today, before anything is built.
- 1
Understand Your Operations
How work moves across departments, who owns what, and where the pressure points are.
- 2
Map Key Workflows
The real sequence of steps for the processes that matter, including the spreadsheets and workarounds.
- 3
Identify Repetitive Work
Tasks that happen often, follow recognisable rules and involve reading or re-typing information.
- 4
Review Systems and Data
Which systems hold the data a workflow needs, and how they can be reached safely.
- 5
Score Each Opportunity
Value, complexity, data readiness and risk, compared on the same scale.
- 6
Recommend AI Use Cases
The workflows worth starting with, and the ones that should stay with people.
- 7
Plan the First Deployment
Scope, integrations, approval points and how success will be measured.
The Assessment Pack
What you receive at the end, yours to keep whether or not we build anything next.
Workflow Maps
Step-by-step maps of the workflows reviewed, including people, documents and systems involved.
Opportunity Scorecard
Each workflow scored and ranked, with the reasoning behind every score.
System & Data Inventory
The systems and data sources each workflow depends on, and how they can be accessed.
Recommended First Automation
A scoped proposal for the first workflow: what AI agents do, what people do, and where approvals sit.
Integration Approach
How the AI would connect to your ERP, CRM, email and other systems, agreed with your IT team.
Success Measures
The measures we will use to judge whether the deployment is working.
Who Should Be in the Room
The assessment works best with a small group who know how the work really happens.
Most sessions are a few hours per department, not weeks of workshops.
- An operations or business head
- Leads for the departments being reviewed
- People who do the work day to day
- Whoever owns your ERP, CRM and IT systems
- A finance or budget decision-maker
- Anyone who approves customer-facing output
Assessment First vs. Pilot First
What Happens After
Three honest outcomes. All of them are useful.
Start With One Workflow
Deploy AI into the highest-scoring workflow first.
- Clear scope and success measures
- Approval steps agreed with your team
- Expand once it proves itself
Prepare Your Systems First
Some workflows need data or integration groundwork before AI can help.
- Clean up key data sources
- Add missing integrations
- Revisit AI once the foundation is ready
Not the Right Time
Sometimes the honest answer is that AI isn’t the right fix yet.
- You keep the full assessment
- Process improvements you can act on
- No obligation to build anything
Assessment Questions
Who from our side needs to be involved?
A sponsor who owns the outcome, the people who actually do the work in the workflows we review, and someone from IT who knows your systems. Most of the time we need is with the people doing the work.
What if AI isn't the right answer for a workflow?
We'll say so. Sometimes a simpler automation, a software change or a process fix is the better answer — and because we also build websites, apps and custom software, we can recommend and deliver that instead.
How long does the assessment take?
It depends on how many teams and workflows are in scope. We agree the scope and timeline with you before we start.
What do we get at the end?
Workflow maps, a prioritised list of opportunities, and a scoped recommendation for the first deployment — including integrations, approval points and how success will be measured.
Talk to Us About AI Automation Assessment
Tell us what you're working on. We'll scope it with you, be honest about what it involves, and suggest the right way to deliver it.