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AI Business Assessment

A complete review of your business to find where AI creates measurable improvement.

Before anyone talks about tools, we look at how your business actually runs. Where the money comes from, where the friction sits, and where a small change in process would return hours every week. You finish with a ranked roadmap, not a list of software.

Best suited to

Established businesses turning over $1M+ who know AI matters but have no clear first step.

Typical timeline

Two to three weeks from kick-off to roadmap presentation.

Scope

7 inclusions covering consultancy and delivery.

See what is included
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Scope

What is included

Engagements cover consultancy and delivery. Any AI platform, licence or usage fees are paid direct to the vendor and are quoted separately so you always see the real cost.

Included
  • Kick-off workshop with you and your leadership team
  • Interviews across every department in scope
  • Full operations map of how work moves through the business
  • Ranked opportunity register sized by hours, cost or revenue
  • Phased 6 to 12 month roadmap with indicative investment
  • Executive walkthrough session and written report
  • Two weeks of follow-up questions after handover
Not included
  • Build and implementation work, quoted separately once the roadmap is agreed
  • Software licences and AI platform usage
The problem

You know AI matters. Nobody can tell you where to start.

Every vendor has a demo and every article has an opinion, but none of it is about your business. So the decision gets deferred, another quarter passes, and the same manual work keeps absorbing senior time.

Sounds familiar?
  • Several tools trialled, none properly adopted
  • No agreed view of which process is costing the most
  • Leadership time going into work a system should handle
  • Advice that starts with software instead of your operation
Our approach

How we work through it.

01

Discover

Interviews across each department to understand how work really moves, not how the process document says it does.

02

Audit

We quantify the friction: hours, error rates, delays and the cost attached to each.

03

Strategise

Opportunities ranked by impact against effort, sequenced so the quick wins fund the larger work.

04

Present

A working session with your leadership team to pressure-test the roadmap before a dollar is committed.

What we cover

  • Current workflows across every department
  • Operational bottlenecks and single points of failure
  • Sales processes, pipeline hygiene and follow-up
  • Marketing systems and lead handling
  • The end-to-end customer journey
  • Internal communication and knowledge sharing
  • Your existing technology stack and what it already does

Outcomes

  • A clear roadmap showing exactly where AI should be implemented and the expected impact
  • Each opportunity sized by hours saved, cost removed or revenue unlocked
  • A recommended sequence: quick wins first, larger builds once value is proven
  • An honest view of what should stay human and what should stay manual
  • Budget guidance covering both consultancy and the platform costs you pay direct to vendors

What you receive.

01

Operations map

A plain-English map of how work actually moves through your business, department by department.

02

Opportunity register

Every opportunity we found, ranked by business impact against effort to implement.

03

The roadmap

A phased plan across the next 6 to 12 months with expected outcomes and indicative investment.

04

Executive walkthrough

A working session with you and your leadership team to pressure-test the plan before anything is built.

Timeline

How it runs.

Two to three weeks from kick-off to roadmap presentation.

  1. 01
    Week 1
    Kick-off and discovery

    Stakeholder interviews, systems access, and a first pass at the operations map.

  2. 02
    Week 2
    Analysis and sizing

    Friction quantified, opportunities drafted and sized against effort.

  3. 03
    Week 3
    Roadmap presentation

    Ranked roadmap, budget guidance and the executive walkthrough.

Example use cases.

Anonymised examples of how this work plays out in established Australian businesses.

A professional services firm losing time to admin

A 40-person consultancy suspected too much senior time was going into proposals and reporting. The assessment traced 60 percent of partner admin to three repeatable document workflows.

Roadmap identified 22 hours a week of recoverable senior time across two phases.

A wholesaler with disconnected systems

Orders, stock and accounts lived in three systems that never spoke. The assessment showed the real cost was not the software, it was the manual re-keying and the errors it created.

Integration and reporting prioritised ahead of any new AI tooling.

A services business unsure where to invest

The owner had trialled eight AI tools and adopted none. We assessed the business rather than the tools, and found the highest-value opportunity sat in enquiry response times, not content generation.

Spend redirected from six unused subscriptions into one high-impact build.

Frequently asked questions

Pricing, timelines and what happens after you get in touch. If your question is not here, ask it on the written scope.

Pricing and scope

What the engagement covers and what you pay for.

Timelines

How long it takes and how it fits around your operations.

What happens next

From first enquiry through to post-delivery support.

About AI Business Assessment

Questions specific to this piece of work.

All services

Explore the rest of the engagement

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AI Agents & Intelligent Assistants

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Ongoing AI Partnership

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QuikOps Audit

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AI Readiness Assessment

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No calls, fully automated

Enquire about AI Business Assessment

Tell us a little about the business and we will be in touch about ai business assessment.

  • · Fixed price, fixed timeline
  • · Vetted Australian consultants
  • · Delivery guarantee on every project
Service selected

AI Business Assessment

AI jobsAssessment tier

Fixed scope review, priced before we start and quoted at the written scoping response.

First and last name is plenty.

We only use this to send your written scope, no calls.

22/80

A few words, for example Law firm or Plumbing.

Optional. Australian mobile or landline, for example 0412 345 678 or (02) 9876 5432.

Quick ROI calculator

Three numbers. We will estimate the time and money your business could reclaim.

Hours reclaimed / week
8 hrs
Hours reclaimed / year
345 hrs

Assumes 50% of repetitive work can be automated or handed off, based on 46 working weeks a year. This is a rough guide only, your actual savings depend on the workflow.

0/1200

Two or three sentences: the task, who does it, and roughly how long it takes each week.

Call with: You, AI Business Assessment
Page: service-ai-business-assessment

What we will dig into:
- Tell us where most of your time goes above and we will tailor the agenda around it.

In writing: map the bottleneck, agree the audit scope, then a fixed price and timeline.

This updates as you type and is what your consultant sees before the call.

Start with the business, not the technology.

One conversation, one clear view of where AI belongs in your business, and a roadmap ranked by impact.

Create a business account