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AI Assessment and Roadmap / Plan

Find the two or three workflows worth handing to AI first.

We look at where your team loses time, pick the two or three workflows to hand to AI first, and set out what each one takes. A short plan you can act on, not a six-month strategy deck.

Team lead reviewing which workflows to hand to AI first
BEST FOR

Teams with AI licences that few people use, or leaders who have been asked for a practical AI plan.

The short answer

What is an AI assessment and roadmap?

An AI assessment and roadmap finds where your team loses time to slow, manual work, picks the two or three workflows to hand to AI first, and sets out what each one needs: the data, the system access, the rules and the person who signs off. It ends with a short plan and a first working tool, not a long report.

What you get

A plan built around real work, not a maturity score.

Where time goes

A clear view of where the team loses hours each week, workflow by workflow.

Two or three first workflows

Chosen on time saved, risk and how ready the data is.

What each one takes

The data, system access, rules and sign-off each workflow needs.

A short roadmap

Build order, owners and a first working tool in days, not months.

How it works

Four steps, and a person signs off.

  1. 01

    Strategy call

    A free 30-minute call to hear what slows the team down and where AI could help.

  2. 02

    Workflow review

    We sit with the people who do the work and look at the real files, systems and steps.

  3. 03

    Pick and size

    We rank workflows on hours saved, risk and data readiness, then choose two or three.

  4. 04

    Plan and first build

    You get a short roadmap and, where it makes sense, a working tool on the first workflow.

By industry

How AI Assessment and Roadmap looks in your sector.

Professional services

Find the weekly reporting, meeting follow-up and proposal work that eats billable time.

See the full workflow
Construction and specialty contractors

Measure how long each tender takes and where the senior estimator becomes the bottleneck.

See the full workflow
Finance teams

Map the ad hoc reports and month-end steps that wait on the one person who knows the system.

See the full workflow
FAQ

Questions about AI Assessment and Roadmap.

Can't find your question? Ask it on your strategy call.

How long does an AI assessment take?

It is scoped on the free strategy call and billed on time and materials. It stays short on purpose, because the goal is a working tool on one workflow, not a long report.

Do we need to prepare anything?

Real examples help most: the files, spreadsheets, systems and past outputs behind the work that slows the team down.

What happens after the assessment?

Most clients move straight into building the first workflow. You can also stop at the plan. It is yours either way.

Is this a strategy deck?

No. You get a short plan tied to two or three named workflows, and the aim is a working tool in days.

Ready when you are

Ready to find your first AI workflow? Book a strategy call.

A free 30-minute AI Strategy Call with an AI adoption specialist. No sales pitch, just a clear look at the one workflow worth starting with.

Free, no commitment. We reply within one business day.