Not every manual process needs AI. I will help you identify where automation can create meaningful business value and turn those opportunities into a clear, achievable action plan.

This service is suitable for business leaders, founders, operations teams, HR teams, PMOs and technology teams that want to use AI or automation but are unsure where to begin.

What you will receive:

• A 45-minute discovery and workflow review • Assessment of up to two business workflows • Identification of three to five AI or automation opportunities • Impact-versus-effort prioritisation matrix • Key risks, dependencies and implementation considerations • High-level recommendations for suitable tools and solution approaches • A practical 30-day action roadmap • A concise PDF or presentation deliverable • A 30-minute findings walkthrough • One revision

My approach:

Discover — Understand your current process, pain points, users and business objectives.

Assess — Identify repetitive work, delays, handoffs, data challenges and decision points.

Prioritise — Rank opportunities based on value, effort, feasibility and risk.

Plan — Create a focused 30-day roadmap with recommended next steps.

What I need from you:

• A short overview of your business or function • Details of one or two workflows you want assessed • Current pain points and desired outcomes • Existing process documents or screenshots, if available

Please do not provide passwords, credentials, personal data or confidential regulated information.

This service covers assessment and roadmap development. Detailed solution development or automation implementation can be scoped separately.