A scoped consultancy engagement
AI Workflow & Business Case
Choose a useful AI opportunity before committing budget.
EnquireIllustrative example
A sales team takes too long to prepare a reliable quote.
A constructed scenario, not a client engagement or a promised result.
Staff search product information, compare requirements and reuse past proposals before preparing a quote. An AI assistant looks promising, but its accuracy, adoption and running costs are unclear.
- The decision
- Evaluate an assistant, simplify the quotation process first or use a conventional template workflow.
- How the advice helps
- Map the quotation workflow, compare a simpler template process and define tests for accuracy, pricing rules and human approval.
- The business benefit to test
- Test whether quicker, reliable quotes release selling time and help turn suitable enquiries into orders. Measure order conversion and contribution separately from time released.
- What the example does not establish
- A rise in quotes sent does not prove additional revenue. Released capacity becomes a cash saving only when an actual cost falls.
An illustrative capacity calculation
Ten staff spending four hours a week on the task over 46 working weeks represents 1,840 hours. A hypothetical 20% reduction after review, rework and new administration would release 368 hours across the team. Neither reduction nor saving has been measured.
The decision
Which workflow merits investment, what value is plausible and what evidence would justify proceeding?
Who it is for
Business owners, operations leaders and finance teams considering AI investment.
When it helps
A process is slowing growth, absorbing time or creating avoidable cost.
What the scope covers
An AI Architecture discovery engagement covering one business area, up to three workflows screened and one priority workflow developed into a business case.
What we need from you
- A named business owner and access to the people doing the work
- Current workflow, volumes, costs and available performance measures
- Relevant system, data, budget and operational constraints
What needs a separate scope
Implementation, guaranteed savings, a full organisation-wide AI strategy and specialist legal advice. Your team or chosen delivery partner carries out any build.
Agree the work before it begins.
We confirm the fee, VAT treatment, delivery window, reviewer, client responsibilities and acceptance criteria in writing. Small assessments are paid upfront. Larger engagements use agreed payment stages.
Commencement depends on the agreed payment or credit arrangement, required inputs, permissions and confirmed capacity. Where existing research is relevant, we verify and tailor it to your engagement.
A sensible next step
An AI architecture decision, a validation plan or independent review of a proposal from your chosen delivery partner.
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