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A starting point

AI Opportunity Audit

Get a straight answer on where AI would save your business time or cost, and where it would not, ranked in one written report.

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  • Set with you at the start
  • 6 deliverables
  • Ends in a written report
Sample layout, not real findings AI Opportunity Audit report

Prepared for: yourbusiness.com

Summary
What we looked at
  1. A walk through how work gets done in the areas you chooseFix first
  2. A list of tasks where AI or automation could helpFix first
  3. Each opportunity ranked by likely impact and effortPlan
  4. A note on what is not worth automating, and whyPlan
  5. Data, privacy and accuracy risks for the top opportunitiesFine
Next steps, in priority order
The report is short and written in plain words. Ratings above are placeholders to show the layout.

What you get

What you receive

Agreed before we start, so you know exactly what is covered. You choose the pace. We agree the schedule with you at the start.
ai-opportunity-audit.deliverables6 items
  • A walk through how work gets done in the areas you choose
  • A list of tasks where AI or automation could help
  • Each opportunity ranked by likely impact and effort
  • A note on what is not worth automating, and why
  • Data, privacy and accuracy risks for the top opportunities
  • A recommended first project, in a short written report
The report is yours to keep, whatever you decide next.

How it works

Three steps, then you decide

  1. Tell us what is worrying you

    Write a few lines or book a short call. Share the site, system, quote or idea you want looked at.

  2. We agree the scope with you

    A person on the team replies to agree what is covered. The work is fixed and written down before it starts, and you choose the pace.

  3. You get a short written report

    Plain words, fixes in priority order. It is yours to use with us or with anyone else.

Where it can lead

If you want to go further

The report often points to work in one of these disciplines. You decide whether, when and with whom.

Read more

The detail

The AI Opportunity Audit is for businesses that keep hearing about AI and want a straight answer on where it would help them. Everyone is selling AI, and it is hard to tell which ideas would save your team real time and which would only add a tool to look after. You walk away with a ranked list of opportunities, a note on what to leave alone and a recommended first project, in a short written report.

What does the AI Opportunity Audit look at?

We start with how the work is done today. We look for tasks repeated every day, places where people copy data between systems, answer the same questions, read documents or build the same report. Those are the places where workflow automation, AI agents (assistants that can also take actions) or WhatsApp AI reception might save real time.

For each idea we ask four things: how much time or cost it could save, how hard it is to build, how good your data is for it, and what could go wrong. Accuracy and privacy get a line of their own, because an automation that is sometimes wrong in a way nobody notices is worse than none.

How does the audit run?

You choose the part of the business to examine, or we help you pick. We talk to the people who do the work, look at the systems and documents involved, and collect examples. Then we analyse and rank. The price is fixed and agreed before we start.

What do you walk away with?

A short written report with the opportunities ranked by impact, effort and risk, a plain list of things not worth automating and a recommended first project, with an outline of what it would involve. It is written for the owner or manager who decides, not only for technical staff.

What happens after the audit?

If an opportunity looks good, the next step is a small, well-scoped build under AI Systems & Automation. If the audit shows your data needs sorting first, Data & Analytics comes before anything else. If you want an ongoing adviser on AI decisions, Fractional Leadership includes a part-time AI Officer.

Is this right for you?

It suits any business with repeated manual work, from a clinic fielding the same questions to a trading firm retyping invoices. If you already know what you want built, you may not need an audit at all, and we will say so. Curious where AI fits? Start with the audit.

FAQ

Questions we get asked

Will you recommend AI even where it is not needed?

No. The audit includes a list of things we think you should leave alone. If a spreadsheet, a simple rule or a better process does the job, we will say so.

Do I need to have my data ready?

No. We look at the data you have as part of the audit and tell you whether it is good enough for what you want to do.

Is AI safe for customer or business data?

It depends on what is shared and with whom. The report flags the data and privacy risks for each opportunity, so you decide knowing what is involved.

Do we have to build what the audit recommends?

No. The report is yours and you can act on it with anyone. If you want us to build, we will explain how we would approach the first project.

Where to start

Other starting points

Let's Talk

Start with the AI Opportunity Audit

Tell us a little about your business and what you want looked at. A person on the team will reply to agree the scope and when to begin, and will tell you if a smaller step would do.
  • A reply from a person on the team
  • Or book a short call
  • We say so if another team suits you better

Write to us in plain words

We use your details only to reply to you. Privacy notice

contact@techsum.digital WhatsApp

Or book a short call

Pick a time that suits you. You will speak with the people who would do the work.

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