AI Strategy, Audit & Training
Know what to automate before you buy anything.
An assessment of where AI actually pays off in your business, a phased roadmap, usage policy, and hands-on training for the people who will use it.
What's included
Scope you can hold us to.
- Process and opportunity audit
- Scored roadmap by effort and return
- Build-versus-buy recommendations
- Vendor and tool evaluation
- Internal AI usage policy
- Oversight, review, and approval standards
- Hands-on team training sessions
- Phased implementation plan with budget ranges
Right fit if
- Pressure to 'do something with AI'
- Tool subscriptions nobody uses
- Teams using AI with no guardrails
- Leadership needing a defensible plan
- Pilots that never reached production
How the work runs
Scoped, tested, then launched — with people in the loop.
- 01
Assess
Interviews and process review across the departments where the hours and errors actually live.
- 02
Score the opportunities
Each candidate ranked by effort, risk, and return — including the ones we recommend against.
- 03
Set the guardrails
A usage policy covering approved tools, data handling, disclosure, and human review requirements.
- 04
Train and plan
Working sessions for the teams involved, plus a phased plan with realistic budget ranges.
Reporting
What we measure.
Metrics tied to time saved and revenue-relevant outcomes, reviewed on a cadence that matches your plan.
- Opportunities identified and scored
- Hours and cost in the top candidates
- Policy adoption across teams
- Pilot-to-production rate
FAQ
AI Strategy, Audit & Training questions.
Yes. The assessment and roadmap are a standalone engagement, including for teams who will implement in-house.
Then we say so. Some processes need a fixed workflow or a different tool, not a model.
Because staff are already using these tools. A policy defines approved tools, what data may never be pasted in, and where human review is mandatory.
Yes — practical sessions for the roles that will use the systems, not a generic lecture.
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Let's see where ai strategy, audit & training fits.
Bring the process that eats the most time. We will tell you whether automation is the right answer and what a first phase would involve.