Eight service areas. One starting point: a practical assessment.

Areas of support

• Identifying suitable AI tools for the company
• Evaluating free and paid AI platforms
• Identifying repetitive and time-consuming work
• Reviewing existing manual processes
• Identifying AI use cases across departments
• Comparing available AI solutions
• Developing an AI adoption roadmap
• Prioritising quick-win opportunities
• Planning pilot projects
• Estimating implementation requirements
• Assessing employee training needs
• Reviewing potential operational risks
• Supporting management in tool selection

Deliverables

• AI-readiness assessment
• Departmental needs analysis
• AI opportunity report
• Recommended AI tools list
• Tool comparison matrix
• AI adoption roadmap
• Pilot-project proposal
• Implementation action plan
• Management presentation
• Employee training plan

Common departments we support

• Sales — emails, follow-ups, quotations, call notes, lead organisation, customer profiles, sales scripts, presentation materials, CRM support.
• Human Resources — job descriptions, interview questions, onboarding checklists, handbooks, announcements, training materials, performance-review notes, competency frameworks, payroll automation, employment letters, confirmation letters, probation letters, warning letters, show-cause letters.
• Finance & Accounting Support — management-report explanations, budget narratives, invoice follow-ups, expense organisation, payment reminders, dashboard concepts, SOPs.
• Tax Administration Support — document organisation, checklists, public-guidance summaries, internal compliance calendars, draft questions for tax advisers, process notes.

• Marketing — content drafts, campaign ideas, social copy, blog outlines, customer-persona research, repurposing long-form content, review and brand consistency.
• E-commerce & Customer Service — product descriptions, FAQ drafts, enquiry routing, ticket categorisation, response templates, follow-up messaging, review summarisation.
• Operations — process documentation, SOPs, scheduling, supplier follow-ups, logistics notes, internal updates, exception reports.
• Administration — meeting summaries, internal memos, document drafting, calendar preparation, filing structures, knowledge-base articles.

Training programmes

• Introduction to AI for Business — for employees and managers new to AI; covers what generative AI is, common business applications, limitations, prompt basics, verification, confidentiality, and responsible use.
• Practical Prompt Writing for Office Work — clear instructions, context, expected output, examples and templates, improving weak responses, building departmental prompt libraries.
• AI for Managers and Business Owners — identifying opportunities, selecting tools, evaluating cost and risk, planning pilots, managing change, controls, measurement, adoption roadmaps.
• AI for Sales and Marketing — customer research, message preparation, proposal drafting, content creation, campaign planning, content repurposing, brand consistency.
• AI for HR and Administration — job descriptions, interview preparation, onboarding, policy drafting, meeting summaries, administrative templates, confidentiality.
• AI for Finance and Business Reporting — report summarisation, management explanations, data interpretation, verification, confidentiality controls.
• Responsible and Secure Use of AI — confidential-information handling, personal-data protection, IP risks, hallucinations, human review, approved and prohibited uses, account management.

Training deliverables

• Presentation slides
• Participant workbook
• Training exercises
• Prompt templates
• Department-specific examples
• Quick-reference guide
• AI usage checklist
• Attendance record
• Training feedback summary
• Certificate of participation
• Post-training support materials

Areas of support

• Reviewing existing manual workflows
• Identifying duplicated work
• Reducing spreadsheet dependency where appropriate
• Digitising paper forms
• Creating digital approval processes
• Improving document storage
• Establishing shared workspaces
• Developing standard digital templates
• Organising business records
• Creating internal knowledge bases
• Setting up task-management systems
• Improving departmental collaboration
• Developing simple dashboards
• Standardising data collection
• Improving reporting processes

Example business functions

• Sales enquiries and quotations
• Customer follow-up
• Employee onboarding and leave
• Expense claims and purchase requests
• Supplier documentation
• Inventory reporting
• Marketing approvals
• Project tracking
• Customer complaints
• Management reporting
• Document control

Deliverables

• Current-process map
• Digitalisation opportunity report
• Future-process design
• Recommended software list
• Digital workflow plan
• Form and template designs
• Standard operating procedures
• Implementation roadmap
• User guide and training programme
• Post-implementation review

What can be automated

• Automatically routing online enquiries
• Sending enquiry acknowledgements
• Creating tasks from form submissions
• Generating recurring reports
• Producing document drafts from submitted information
• Updating trackers

• Sending internal notifications
• Organising customer information
• Creating reminders
• Categorising incoming requests
• Summarising meeting notes
• Preparing management updates

Areas of support

• AI acceptable-use policy
• Approved-tools register
• Prohibited-use guidelines
• Confidentiality requirements
• Personal-data handling procedures
• Human-review requirements
• Output-verification checklists
• Copyright and content-use guidance
• Departmental responsibilities
• Access and account-management guidelines
• Incident-reporting procedures
• AI risk-assessment templates
• Vendor-evaluation checklists
• Employee acknowledgement forms
• AI governance committee terms of reference

Deliverables

• AI usage policy
• Employee guidelines
• Management governance framework
• Risk-assessment checklist
• Data-classification guidance
• AI approval workflow
• Responsible-use training
• Compliance and review checklist

Activities

• Establishing implementation objectives
• Selecting pilot departments
• Defining success indicators
• Preparing employee communication
• Conducting tool demonstrations
• Developing standard prompts
• Creating department-specific templates
• Training employees
• Gathering user feedback
• Refining workflows
• Monitoring adoption
• Documenting lessons learned
• Supporting wider rollout
• Reviewing outcomes

Deliverables

• Implementation plan
• Pilot-project plan
• Stakeholder communication plan
• Training schedule
• Departmental prompt library
• Employee user guide
• Adoption survey
• Progress report
• Post-implementation review
• Recommendations for the next phase

Ongoing support

• Monthly advisory support — regular check-ins, prioritised guidance, and roadmap reviews.
• Scheduled consultations — booked management sessions for specific decisions or initiatives.
• Employee Q&A sessions — drop-in or scheduled sessions to help teams apply AI confidently.
• AI tool reviews — periodic review of the approved-tools register as the market changes.
• Prompt & template improvement — refining existing prompts and adding new department-specific templates.
• Workflow troubleshooting — diagnosing where an automation is underperforming and proposing fixes.

As you grow

• New use-case identification — spotting the next set of high-value AI applications as your team matures.
• Refresher training — updating existing teams on new features, methods, and best practice.
• Policy updates — revising acceptable-use and governance documents as needs evolve.
• Adoption monitoring — tracking usage and outcomes against agreed indicators.
• Quarterly AI-readiness reviews — structured review of readiness, capability, and risk.
• Support for new departments — extending AI adoption to additional teams as the organisation grows.