What this helps decide
Where should we focus first, and what should we avoid spending time or money on?
£1,495 + VAT
Essential AI & Automation Audit
A focused two-day diagnostic for practices that need a practical view of where AI and automation could create value.
Decision supported: Where should we focus first, and what should we avoid spending time or money on?
- Investment
- £1,495 + VAT
- Delivery
- 2 delivery days + report and readout
- Timeline
- Usually 7-10 working days
- Scope
- Up to 3 workflows, 10 files and 5 opportunities
Fit
Who it is for.
Practices that know repetitive work is consuming time but need an independent view before committing budget.
Main outcome
A clear starting point, top recommendations and a 30 / 60 / 90-day action plan.
Included
What is included.
Kick-off and evidence review
A concise pre-audit questionnaire, up to ten representative files or process examples, and a focused audit brief.
Stakeholder input
One two-hour workshop plus up to three 30-minute interviews with relevant process owners or team members.
Workflow snapshot
A lightweight view of up to three priority workflows, including key people, tools, bottlenecks and manual handovers.
Opportunity assessment
A prioritised matrix covering up to five practical AI and automation opportunities.
Roadmap and readout
An 8-12 page report, 30 / 60 / 90-day roadmap, indicative next-step ranges and a 60-minute leadership readout.
Client inputs
What your practice needs to provide.
One executive sponsor who can set priorities and attend the readout
A nominated coordinator to arrange contributors and evidence
Up to three contributors for interviews
Up to ten representative files, screenshots or process examples
Completed pre-audit questionnaire
Engagement flow
How the engagement works.
01
Prepare
We collect a short questionnaire and a small, representative evidence pack before the audit begins.
02
Discover
We run a focused workshop and short stakeholder interviews to understand the work behind the visible process.
03
Prioritise
We compare opportunities by business value, effort, data readiness and implementation risk.
04
Recommend
We present the top three actions and a practical 30 / 60 / 90-day plan.
Handover
What you receive at the end.
Executive summary with the decision required
Snapshot of up to three priority workflows
Prioritised opportunity matrix - up to five opportunities
Top three recommended actions with constraints and prerequisites
30 / 60 / 90-day roadmap
Indicative implementation effort and budget ranges
60-minute leadership readout
Boundaries
Scope boundaries and exclusions.
No prototype, custom software, configuration, system integration or deployment
No full archive, drawing-library or BIM-model audit
No detailed ROI model, fixed build quote or formal technical design
No legal, cyber-security, data-protection or regulatory assurance
Additional scope is agreed in writing before work begins
Success
What success looks like.
A shared view of where the practice is losing time
A short, realistic list of high-value opportunities
A clear first action that can be taken with confidence
Payment terms: 50% booking payment to confirm dates; 50% due before the final readout. Remote delivery is included. On-site delivery can be quoted separately, subject to travel time and expenses.
Questions
Package-specific FAQ.
Does this include prototype development?
No. This package is diagnostic only.
How many workflows are reviewed?
Up to three priority workflows.
Is the implementation budget fixed?
No. Any ranges are indicative planning ranges until scope and dependencies are agreed.
Next step
Discuss the Essential Audit.
Share the workflows, files or operational questions that prompted the enquiry and we can confirm whether this package is the right fit.
Enquire about the Essential Audit.
Tell me which architecture workflows you want to review and the kind of decision your practice needs to make.
Book a consultation