AI, Systems & Workflow Audit

Two days finding out where your business could run easier.

We spend a day with you seeing how the work really gets done, then a day working it through. You get a short, plain-English report: what you are paying for, where time is being lost, what AI could take off your plate and anything that leaves you exposed. It is yours to keep, whatever you decide to do next.

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FIG. 04

Two days, one plain-English report

What you pay for01
Where time is lost02
What leaves you exposed03

What is the AI, Systems & Workflow Audit?

Two days looking at how your business really runs: a day with your team, then a day working it through. You get a short, plain-English report covering what you pay for, where time goes, what AI could take off your plate and anything that leaves you exposed — with a clear list of what to change first.

Takes: Two days — one with you, one with us
You get: A plain-English report you keep
Covers: Costs, time, AI, security
Disruption: Minimal — nobody stops working
Price: Fixed, agreed before we start
Afterwards: No obligation to work with us

Why it helps

Most businesses have never
stepped back and looked.

Nobody sets out to make things complicated. A tool gets added here, a spreadsheet there and before long the business runs on a patchwork nobody has had the time to look at properly. That is what the audit is for.

Paying for things you don't use

Subscriptions that overlap, licences for people who have left, tools bought for one job and then forgotten. We list every one, with what it costs you a year.

Typing the same thing again and again

The same details keyed into an email, a spreadsheet, a quote and an invoice. We find where it happens and how much time it really takes — which is usually more than anyone guessed.

Not sure what's safe

Who still has access to what, what can be reached from the internet and whether your staff are already using AI on personal accounts. We check and tell you plainly.

Outcomes

What you come away with

Every system and subscription listed, with its yearly cost
The jobs eating the most time and what they cost
Where AI could genuinely help — and where it would not
Who has access to what, including people who have left
A ranked list of what to change first
A report you can act on yourself, or hand to anyone

What happens

Simple and no disruption

We agree a plan before we arrive, so you know exactly who we would like to speak to and when. Nobody stops working.

Before
A quick call

Half an hour to agree who we will speak to and when. We send an NDA before you ask for one.
Day one
A day with you

We see how the work really gets done and chat to the people doing it — they always know where the time goes.
Day two
We work it through

Back in our office, we add up what everything costs, time the jobs that get repeated and check what is exposed to the internet.
After
Your report

A plain-English report listing what to change first and what each change would save and a call to talk it through. One round of changes included.

Is it right for you?

The audit is a good fit if…

You run anything from a one-person business to a national organisation
You are curious about AI but do not know where to start
Nobody has ever added up what your software costs
Things get typed into more than one system
You are not sure who still has access to what
You want a straight answer before spending anything bigger

What's included

No small print. Here is exactly what you get and what is not part of it.

Included

Every system and subscription you pay for and what each costs a year
A simple map of where your customer and business information is kept
The jobs that take the most time and what they cost you over a year
Where AI could genuinely help — and where it would not
A ranked list of what to change first, with the saving next to each
Any AI your team is already using on personal accounts
Who has access to what, including anyone who has left
What can be reached from the internet and whether it is up to date
A plain-English report that is yours to keep
A call to talk it through and one round of changes

Not included

Building anything — that is separate and only if you want it
A formal penetration test
Financial or legal advice
Judging your staff — we look at the work, not the people
Negotiating with your suppliers for you

2 days

One with you, one working it through. Preparation, the report and the walkthrough call are all included.

1 report

Written in plain English, with a clear list of what to do first. Yours to keep, whatever you decide.

90 days

Go ahead with any of the work within 90 days and the audit fee is taken off the bill.

We come to you anywhere within 15 miles of Kenilworth. Further afield, we agree travel with you before booking.

Before you book

Do I need to know anything about AI?

Not a thing. You know your business; we bring the technology. The report is written so you can read it over a coffee and we will happily explain anything in it twice.

How much does it cost?

We give you a clear, fixed quote after a short first chat, because the size of your business and how far we travel both make a difference. There is no day rate and nothing gets added afterwards. You know the full price before anything starts.

Will it get in the way of my team?

It won't. Day one follows a plan agreed in advance and it is mostly short conversations with the people doing each job. Day two happens in our office. Nobody stops working.

I don't want an outsider in our systems.

Very sensible. An NDA comes as standard before you ask and a data processing agreement if we would see personal data. Most of day one is conversation rather than logging into anything and we only ask for what we need.

What if we read the report and do nothing?

That is fine and it happens. The report is yours — act on it yourself, hand it to your current IT supplier, or file it for later. If you do come back to us within 90 days, the audit fee comes off the bill.

Are you just going to try to sell us something?

We would be glad to build what we recommend and we will not pretend otherwise. But the report is written to be useful whether or not you ever work with us again. If the answer is that you do not need anything, that is what it will say.

What size of business is this for?

Any size. We scale it: a sole trader rarely needs two full days and a national organisation may need more, across sites and departments. We agree the scope before we quote, so you know the price before we start.

Can you help my team get confident with AI?

Yes. Alongside the audit or after it, we run short, hands-on sessions on the tools your people will actually open on Monday, using your own documents and your own customers as the examples. Questions are welcome and nobody is made to feel behind.

What usually follows

AI Consultancy & Integration

Taking the repeated work the audit finds off your team's hands — usually the quickest win of the three. We build it properly, test it with the people who use it and stay around until it is part of the routine.

Bespoke Software, Apps & Systems

Replacing a pile of disconnected tools with one system that fits how you actually work.

See what we build

Websites, E-commerce & Search

When the audit finds your website is costing you enquiries rather than winning them.

Not sure where your website stands?

Get a free website health check: a written audit of your site and email domain — renewals, security, email spoofing, speed and AI visibility — read by a person before it is sent.

Get a free website audit

Not sure if it's right for you?
Just ask.

Tell us roughly what your business does and how many people work there. We will tell you honestly whether the audit is worth it — and if it isn't, we will say so.

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