What you receive
Your workflows mapped against your own recorded hours. We identify repeated tasks, handovers and bottlenecks, then assess where AI or simpler automation could help.
A prioritised opportunity list with the assumptions behind the numbers. We separate likely time savings from costs such as software, implementation, review and maintenance, so a large headline saving does not hide an expensive change.
A costed 90-day plan that you own outright. It sets out what to tackle first and what needs to be checked before implementation. You can use the plan to decide how to proceed.
How the audit works
We agree the scope first: which team, workflows and systems to investigate. We then review representative work with the people doing it, record the current process and examine where information moves between tools.
We assess opportunities against impact, effort, reliability and the amount of human judgement required. Where a process needs better organisation or an existing software feature, that belongs in the recommendation too.
We walk you through the findings and the order of work, including the assumptions and dependencies that could change the recommendation. An SME audit is typically delivered in a week; larger or more complex scopes are agreed separately.
What a recommendation looks like
An illustrative roadmap entry might read: “Supplier invoices — record the current handling time, test capture on representative supplier layouts, then compare the review time and running costs before deciding whether to roll out.” This is an example of the decision process, not a client result or a guaranteed recommendation.
Each opportunity should identify the process owner, the current workload, the proposed change, costs and assumptions, dependencies, and the evidence needed to decide whether it worked. A high estimated saving on its own is not enough.
Pricing and what happens next
SME audits start from £2,500. Team audits start from £5,000 and larger organisations from £7,500. We agree the scope and fee before starting.
The audit produces the plan. Implementation is scoped separately: an embedded partnership starts from £2,000 a month with a three-month minimum, and bespoke builds start from £5,000. There is no need to decide the implementation scope before you have seen the opportunities.
Prepare for a useful first call
Bring one process that repeatedly costs your team time. Rough volumes, the tools involved and an estimate of time per task are enough to start the conversation. You do not need to choose an AI platform first.
We can explain what evidence would help assess the opportunity. Please avoid sending confidential client files through the enquiry form; we can agree suitable access and sample handling once the work is scoped.
For the audit itself, identify a process owner, someone who does the day-to-day work and the person who administers the relevant tools. We agree the interviews, suitable samples and access needed when scoping; you do not need to give unrestricted access to every system.
When an audit is useful — and when a smaller scope may be enough
An audit is useful when several teams have ideas, the main bottleneck is unclear, or you need evidence before committing to implementation. It can also help separate an existing software feature from a genuine need for custom work.
If you already have one well-defined process, representative inputs and an agreed success measure, a scoped build discussion may be a better starting point. The first call helps establish which route fits. We do not need you to buy a new platform before that conversation.