01
Readiness Scorecard
Deliverable
AI Opportunity Audit · 1–3 weeks
Find the AI work worth doing first.
A short, focused look at where AI actually fits the way you run — a readiness score, a ranked shortlist of what is worth doing, a risk register, and a 90-day plan — before you commit a penny to building anything.
02
Opportunity Shortlist
Deliverable
03
Risk Register
Deliverable
04
ROI & Effort
Deliverable
05
90-Day Roadmap
Deliverable
Good fit when
You can see the potential, but not the first move.
Use the audit when leadership needs evidence before choosing a pilot, a vendor, an internal build - or no action at all.
Where you are
Too many options
Several AI ideas are competing for budget, but nobody has a shared way to rank value, effort, confidence, and risk.
Leadership need
3/5
Evidence before the spend
The board, MD, or ops lead needs a practical answer that stands up to finance, system owners, and the people doing the work.
What is unclear
CRMDocsOps
Are we ready?
Data quality, permissions, documents, and workflow ownership need a calm review before any pilot touches live operations.
Honest outcome
Pause
Sometimes, less is more
You keep the roadmap, scorecard, risk register, and assumptions whether the next move is build, wait, clean up, or stop.
How the weeks run
Week one · Discovery
Map the work, score the readiness.
Structured conversations with the people leading the work and the people doing it. We map the workflows that matter and score where you actually stand — no maturity-model fluff.
Audit artifact
Readiness scan
CRM data4/5
Document trail2/5
Owner clarity4/5
Map
Score
Brief
Baseline
What is usable today, what needs cleaning, and who owns it.
Ready by end of week one
Readiness Scorecard
“Data readiness 3/5 — CRM is clean; document storage scattered across three systems.”
Workflow mapData gapsOwner clarity
Week two · Evidence
See the opportunity, understand the risk.
A working session with whoever looks after your systems — access, permissions, where data lives. We draft the risk register alongside it, sized to how you already govern things.
Audit artifact
Risk register
RiskControlOwner
Customer data
LimitPermission check
OpsSystem access
WatchNamed roles only
ITStaff handoff
ClearHuman review point
LeadPlain-English registerNext action clear
Ready by end of week two
Risk Register
Privacy, hallucination, permissions, vendor exposure, handoff — each scored, each with a mitigation.
Known risksControlsNext actions
Week three · Direction
Rank, cost, and sequence.
We rank the opportunities, model the return with the assumptions shown, and lay out a 90-day plan with owners and checkpoints — then walk the whole team through it.
Audit artifact
90-day plan
Days 1-30
Choose one
Confirm owner
Clean data
Days 31-60
Pilot small
Measure hours
Review risk
Days 61-90
Decide next
Scale, pause, or stop
Hand over
90Signed off
Closing decision
One owner, one checkpoint, and a clear scale / pause / stop call.
Informed Shortlist
6–10 opportunities scored on value, effort, confidence, and risk — each a one-page brief.
ROI Estimate
Ranged value and effort for the top candidates, with every assumption on show.
90-Day Roadmap
30, 60, 90: Owners, milestones, and when to pause or change course.
Who this is for
Operators under pressure to act, with no clear first move.
Built for leadership and operations teams who can see where AI might help but want evidence before spending money, changing process, or putting sensitive data into new tools.
01Managing Director
The MD with the board on their back
You need a straight answer before the next board pack: what is worth doing, what is not ready, and what it would cost to learn.
Audit gives
Evidence before the room asks again
02Operations Lead
The ops lead drowning in admin
You know the workarounds already. Our audit creates a shortlist without pretending things are cleaner than they are.
Audit gives
A shortlist that respects the work
03Owner
The owner worried about the business
AI is bringing about great change. Are we at risk? Are our competitors ahead? Audit cuts through the noise to answer these questions frankly.
Audit gives
The clarity needed to invest confidently
What you bring vs what we bring
A clean split, so nothing stalls on access.
Workflow access
You provide
Time with the people running the workflows in scope, plus one leadership voice.
You do not need
A fully documented process map up front — we help build that.
System access
You provide
Read-only access (or a screenshare) to the core systems we are reviewing.
You do not need
Production credentials or any system change — discovery needs neither.
Data sources
You provide
A few recent examples of the documents, records, or transcripts the workflow produces.
You do not need
A data warehouse build or a cleanup project before we can begin.
Time
You provide
Roughly 6–10 hours from leadership and operators across the weeks.
You do not need
A dedicated internal project manager — we run the cadence.
Axis
You provide
You do not need
Workflow access
Time with the people running the workflows in scope, plus one leadership voice.
A fully documented process map up front — we help build that.
System access
Read-only access (or a screenshare) to the core systems we are reviewing.
Production credentials or any system change — discovery needs neither.
Data sources
A few recent examples of the documents, records, or transcripts the workflow produces.
A data warehouse build or a cleanup project before we can begin.
Time
Roughly 6–10 hours from leadership and operators across the weeks.
A dedicated internal project manager — we run the cadence.
Pricing
Starts at £2,500+VAT. No commitment beyond the first week.
The audit runs 1–3 weeks by company size. The SME week is the low-friction way in — the SME week is fully credited against your first build if you go ahead. Above that, the weekly rate scales with scope, not just the number of weeks. Set against the £180k–£720k a year the builds in our case studies are modelled to return, the audit fee is a rounding error.
SME · Under 50 people
£2,500+VAT · ~1 week
£2,500+VAT / wk. One focused week to rank the opportunities and set a 90-day direction — credited back against your first build.
Mid-market · 50–150 people
£8,000+VAT · ~2 weeks
£4,000+VAT / wk. Deeper workflow review across more people and systems, at a rate matched to the scope.
Enterprise · 150+ people
£18,000+VAT · ~3 weeks
£6,000+VAT / wk. Full readiness assessment, risk register, and roadmap across the business.
No lock-in
Stop after week one
You keep every deliverable produced — the roadmap, scorecard, and risk register are yours regardless.
Common questions
Practical answers before the call.
Next step
Start with evidence. Then build.
Most first conversations take 30 minutes. We use the call to confirm whether the audit is the right shape, what it should cover, and what would make the work worth doing.