OptigateFind a useful place to start.
AI and workflow consulting helps owner-led businesses work out which tasks are worth automating. We map how the work runs today, rank the opportunities by value and effort, and recommend a first step, including where a simpler fix beats AI.
How the assessment works
We discuss the repetitive tasks, handoffs and information gaps in your operation. We look at the tools you use, the people involved and the decisions that should stay with your team.
What you get
A focused assessment to support an informed decision.
- A map of the workflow and its main friction points.
- A prioritised view of opportunities, effort and dependencies.
- A recommended first use case, including where AI is unnecessary.
- A proposed scope and a practical way to judge success.
What we need from you.
Time with the people doing the work, a walkthrough of your current process and relevant examples. Access to systems or sensitive information is discussed before it is requested.
What happens after the assessment
The next step may be implementation, a process change or further investigation. Consulting does not mean committing to an unscoped build. Any implementation and ongoing services are scoped separately.
A few things you might be wondering.
Do we need technical staff?
No. We need time with the people who do the work and a walkthrough of the current process.
What if AI isn’t the right answer?
Then we say so. The recommendation may be a process change or a simpler automation.
Can we assess just one workflow?
Yes. Many engagements start with a single workflow.
How long does it take?
It depends on how many workflows and people are involved. We agree the scope and timing before starting.
What happens to our information?
We discuss any access to systems or sensitive information before requesting it, and ask only for what the assessment needs.
Let’s start with your business.
Tell us what keeps landing back on your desk. We’ll discuss what could be simplified, what could be handled for you and where to start.