Stakeholder interviews
Process mapping
Opportunity matrix
ROI scenarios
Delivery roadmap
01 · Discover
We start with your business goals, not a catalogue of AI tools. Leadership interviews establish priorities, constraints and measures of success. Conversations with the people doing the work reveal the actual steps, volumes, time spent, exceptions and rework. We compare what we hear with representative examples, record gaps in the evidence and agree which processes to investigate.
02 · Map
The process map connects the agreed workflows across acquisition, delivery and internal support. It records owners, tools, data, handovers and decisions, with time sinks and quality risks marked at the relevant step. In a shared review, your team corrects missing steps and validates the baseline. You receive an editable map that makes dependencies visible and can be updated as the business changes.
From the first enquiry to the project kickoff.
One connected workflow across sales and delivery. The map shows who does what, which tools and information they use, and where questions or handovers hold up the work.
Swipe sideways to explore the connected map →
This is a sample current-state map, not a promise of existing integrations. In your assessment, we record actual tools, owners, volumes, time and rework against these steps. You receive an editable map that your team can keep using and updating.
03 · Prioritise
We assess opportunities against four criteria: business impact, fit with your strategic goals, technical and organisational effort, and total cost. The opportunity matrix separates quick wins, larger strategic initiatives, useful extras and ideas to defer. Data readiness, risk, adoption and dependencies inform the ranking. A workshop with your team challenges the assumptions and confirms priorities. For the strongest opportunities, use-case briefs explain the current and future workflow, required data, human controls and success measures.
Opportunity matrix
Implementation effort: high at the top, low at the bottom
Deprioritise
Low impact · high effort
Custom internal chatbot for rarely asked questions
Big swings
High impact · high effort
Cross-system proposal assistant using validated CRM and delivery data
Nice-to-haves
Low impact · low effort
Format occasional internal meeting notes
Quick wins · investigate first
High impact · manageable effort
Three examples below
Business impact: low on the left, high on the right
CRM meeting updates
Today
Read notes, summarise the meeting, copy fields into CRM and record next steps.
With AI assistance
AI drafts a summary and field suggestions. Sales reviews them; CRM is updated only after approval.
80.0 h/month
Illustrative capacity released
400 meetings/month · 20 to 8 min
Before a build: validate timings including review, data quality and approval responsibilities with your team.
Four criteria guide prioritisation: business impact, strategic fit, implementation effort and total cost. You receive the matrix with the rationale behind each placement.
04 · Evaluate
The ROI working model compares several shortlisted opportunities and their combined value. Each row connects task volume, time released and staff cost with implementation and running costs. Sources, formulas and scenarios remain visible and editable. We distinguish capacity value from cash savings and assess additional contribution margin separately. This gives you a basis for budget decisions and lets you update the business case later without depending on us.
From measured effort to a business case.
Volumes, handling times and costs make opportunities comparable. This simplified example shows the method; your assessment uses validated inputs from your business.
Swipe the table sideways to compare all figures →
| Opportunity | Hours freed / month | Capacity value / year | One-off build | Running cost / year | Model ROI |
|---|---|---|---|---|---|
| CRM meeting updates | 80.0 | 38,400 € | 12,000 € | 3,600 € | 146 % |
| Document processing | 66.7 | 28,000 € | 8,000 € | 2,400 € | 169 % |
| Support reply drafts | 40.0 | 16,800 € | 6,000 € | 1,800 € | 115 % |
| Combined portfolio | 186.7 | 83,200 € | 26,000 € | 7,800 € | 146 % |
Example: CRM updates
400 meetings × 12 minutes saved ÷ 60 = 80 h/month. 80 h × €40 × 12 = €38,400 capacity value/year.
Transparent calculation
Model ROI = (annual capacity value − total first-year cost) ÷ total first-year cost. You receive the editable model, including sources and assumptions.
Illustration, not a savings promise. Capacity is not cash savings; revenue effects are assessed separately. Timings include review; costs and benefits assume 12 steady operating months. Document/support examples: 500/300 cases, 8 minutes saved each, €35/hour. No double-counting of shared benefits.
05 · Decide
The findings presentation brings the evidence, priority opportunities and business cases together. The roadmap turns them into a sequence: what to validate first, what can be piloted, and which larger initiatives depend on earlier work. Each stage has an owner, prerequisites and a decision gate. We review the recommendation with your team, including where a simpler process change or no build is the better choice.
The assessment is a standalone engagement. You keep the agreed presentation and editable working materials, including the process map, opportunity matrix, ROI model and roadmap. We explain how to use and maintain them. You can implement with your own team, another partner or us; implementation and ongoing support are separate decisions.
A sequence with decision gates, not a wish list.
Pilot CRM follow-up
Sales and ITAgree access, fields and approvals. Test a bounded set of cases.
Proceed when time savings and data quality are evidenced.
Add document and service workflows
Process ownersUse validated templates and knowledge sources. Train the team and assign operational ownership.
Proceed when adoption, review quality and operation are stable.
Connect proposal assistance
Sponsor and business teamsBring reliable CRM and delivery data together. Reassess the larger business case.
Invest only when prerequisites and value have been confirmed.
Dependencies determine the order. Timing and scope are agreed for your situation; these stages are an example, not a fixed package.
The working documents stay with you.
We hand over the agreed materials in editable formats and explain how to update them. Use them to secure a budget, brief your team, compare partners or revisit priorities later.
Process map
An editable baseline of workflows, owners, systems and bottlenecks.
Opportunity matrix
Assessed opportunities, criteria and reasoned priorities for future decisions.
Use-case briefs
Current and future workflows, data needs, controls and success measures for priority initiatives.
ROI working model
Editable inputs, sources, formulas and scenarios. Recalculate when volumes or costs change.
Implementation roadmap
Sequence, dependencies, owners and decision gates for internal planning.
Findings presentation
A clear decision brief for leadership, business teams and implementation partners.
What we need
Before starting, we agree the processes in scope, deliverables, timeline and access boundaries. We need a business sponsor, access to the people doing the work and representative examples of the workflow. Anonymised documents can often be enough to begin; production access is not assumed.
