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Operations Audit & AI Roadmap

We map your whole operation, score every workflow, and tell you exactly where AI pays back and where it doesn't.

Isometric illustration of an operations audit: each workflow scored and ranked, resolving into a costed roadmap across ascending rungs.
[ 01 ] The problem

You know parts of your operation are slow, manual, and error-prone. What you don't know is which parts are worth automating, in what order, at what cost, or whether AI is even the right answer. Most AI projects fail here: someone picks the wrong workflow, builds the wrong thing, and burns the budget proving it. Vendors are no help, because every vendor's audit somehow concludes you should buy their product.

[ 02 ] What we build
  • A senior consultant and an engineer walk your operation end to end: shared inboxes, shadow spreadsheets, portal swivel-chairs, periodic compilations.
  • We score every workflow on six axes: volume, repetitiveness, cost of error, data messiness, compliance load, and integration difficulty.
  • Anything scoring 70+ is a build candidate; anything below 35 we tell you to leave alone, in writing.
  • You get a costed, sequenced roadmap mapping each workflow to a rung of the Ladder, with expected payback and tackling order.
  • Where a build is on the table, we usually recommend a small fixed-fee proof of the hardest part before anyone commits.
[ 03 ] What you get
  • An operations map covering your core functions, with the four universal organs flagged
  • A scored workflow register, every candidate rated on the six axes, with build / assist / decline calls made explicitly
  • A costed, sequenced AI roadmap mapped to the five rungs of the Ladder
  • A payback estimate for the top candidates, anchored to your real re-keying and error costs
  • A written 'do not automate' list: the workflows where AI won't pay back, and why
  • A leadership readout session with a one-page summary they can act on

Why it matters

  • The rung that makes every later rung safe
  • PMD Finance reached 60% reduction in manual effort, and one client freed 900 minutes/day, because the build was scored and sequenced first
  • Fixed-fee and self-contained: concluding you shouldn't build yet is a successful audit