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Vibrant Spiral Design

AI Audit: Get Your Clear, Actionable Automation Roadmap

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Why an AI Audit is Your Essential First Step

Investing in AI without a plan is like building without a blueprint—costly and prone to failure. The right audit de-risks your investment and ensures you tackle high-impact projects first.

  • Avoid Wasted Spend: Target technology investment where it truly matters.

  • Save Critical Time: Eliminate hundreds of manual hours each year.

  • Gain a Competitive Edge: Streamline operations and improve service faster than your competitors.

  • Build on a Solid Foundation: Create a scalable, secure, and ethical AI strategy from day one.

Our Proven 3-Phase Audit Methodology

We don't just look at your software; we analyse your people, processes, and goals to deliver a strategy built for real-world success.

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Phase 1: Deep-Dive Discovery & Analysis

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We learn what makes your business tick to identify where AI can make the biggest impact.

  • Pre-Audit Questionnaire: You provide context on your goals, challenges, and current tech stack.

  • 90-Minute Immersion Session: A collaborative, in-depth call to map your core business processes and pain points.

  • Stakeholder & Workflow Analysis: We examine how your team works to find friction points and automation opportunities.

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Phase 2: Technical & Strategic Assessment

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We evaluate each opportunity for feasibility, impact, and risk.

  • Feasibility Scoring: Each potential automation is graded on technical complexity, cost, and potential return.

  • Tool & Integration Audit: We assess your current systems and recommend the ideal AI tools (like Make.com, OpenAI) for seamless integration.

  • Governance & Safety Review: We identify data security, privacy, and ethical considerations specific to your industry.

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Phase 3: Your Customised Action Plan

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We deliver a clear, prioritised roadmap your team can execute.

  • Prioritisation Matrix: A visual "Now, Next, Later" roadmap based on effort versus business impact.

  • High-Level Implementation Plan: For top-priority items, we outline steps, resources, and estimated timelines.

  • ROI Forecast: Projected time savings, cost reductions, and efficiency gains for your key opportunities.

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Your Final Deliverables: Clarity You Can Execute

At the end of the process, you won't just have ideas—you'll have a clear, professional package to drive decision-making.

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  • Comprehensive Audit Report​

    • Description: A professional PDF document detailing all findings, analysis, and strategic recommendations.

    • Purpose: Serves as your master reference document and business case for stakeholders.

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  • Prioritised Opportunity Roadmap

    • Description: A visual timeline or matrix (e.g., Impact vs. Effort Quadrant) clearly ranking projects.

    • Purpose: Aligns your team on what to do first and manages expectations.

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  • Executive Summary & Presentation

    • Description: A concise slide deck summarizing key takeaways and next steps for leadership.

    • Purpose: Enables quick, confident decision-making without sifting through details.

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  • Tool & Vendor Recommendations

    • Description: A shortlist of vetted technologies and platforms suited to your needs and budget.

    • Purpose: Cuts through market noise and accelerates your procurement process.

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Is This Right for You? Let's Find Out Together.

This detailed audit is designed for SMEs that are serious about leveraging AI strategically. It's the perfect fit if you:

  • Have 5+ employees and complex, time-consuming manual processes.

  • Feel overwhelmed by where or how to start with AI and automation.

  • Need a data-backed business case to secure budget.

  • Want to avoid costly false starts and implement AI correctly the first time.

Your Next Step: A Free Discovery Call

The best way to see if our audit is the right solution for you is to talk it through.

Book your free, 30-minute Discovery Call. In this no-obligation conversation, we will:

  1. Discuss Your Top Challenge: Dive deep into the one process causing the most friction or cost.

  2. Identify a Quick-Win Opportunity: We will give you an expert, initial take on your highest-potential automation area.

  3. Map a Clear Path Forward: We'll determine if a full AI Audit is your logical next step and which tier would be most effective.

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