Duration 2–3 weeks
Format Interviews + workshops
Output Prioritised opportunity register
Decision Which pilot to run first
Who this is for

Using AI, but unsure where it pays back?

This audit is designed for organisations that are using, or considering, AI but do not yet have a clear view of where it will create measurable value.

  • MSMEs with manual sales, operations, procurement, quality, or reporting workflows
  • Professional-services firms managing knowledge, client communication, and delivery workflows
  • Public institutions seeking to improve citizen services and internal process efficiency
  • NGOs and policy organisations working with dispersed knowledge and field data
Scope

What we examine

We map how work actually happens today, then identify practical opportunities for AI-enabled improvement.

01 · Flow

Workflow mapping

How work enters, moves through, and exits your organisation.

02 · Friction

Pain-point analysis

Where time, cost, delays, errors, and rework accumulate.

03 · Foundations

Data and systems review

What information exists, where it sits, and whether it can support AI workflows.

04 · Priority

Use-case prioritisation

Which workflows should be automated, assisted, or redesigned first.

05 · Control

Risk and governance review

Data sensitivity, human oversight, approval rights, and accountability needs.

06 · Case

Business case

Expected benefits, implementation effort, dependencies, and measurable success metrics.

Deliverables

What you receive

A written record of the work, designed to be read by leadership and used by the people who run the process.

  • Current-state workflow map for selected processes
  • Prioritised AI workflow opportunity register
  • Risk, data-readiness, and governance assessment
  • Recommended pilot workflow with success metrics
  • Indicative implementation roadmap
  • Leadership-ready findings presentation
Method

How it works

Six steps, run in sequence, with a decision point at the end rather than a document dump.

Discovery workshop

Align on objectives, constraints, and priority workflows.

Process interviews

Speak with the people who own and perform the work.

Workflow and data assessment

Map systems, handoffs, exceptions, and risks.

Opportunity design

Identify AI-assisted and AI-enabled workflow options.

Prioritisation workshop

Select the first pilot based on value, feasibility, and risk.

Findings and roadmap

Present a practical implementation plan.

Outcomes

Three questions, answered

A completed audit gives you a clear answer to three questions.

Where should we start?

A ranked list of workflows, scored on value, feasibility, and risk — with one recommended first pilot.

What outcome should we measure?

Success metrics defined before the pilot begins, so the result is evidence rather than opinion.

What risks and controls must be in place?

The data, oversight, and approval conditions that make the workflow safe to run in production.

Ready to identify your first high-value AI workflow?

Book a 30-minute diagnostic call. We will tell you whether an audit is the right next step — and say so if it is not.

Book a 30-minute diagnostic call