AI strategy and readiness
The 3–5 AI opportunities with the highest return in your operations, each with costs and expected benefits.
Strategy
Find where AI pays off, and decide what to do first.
What's included
What we deliver in this area.
Technology strategy and roadmap
Which systems to keep, replace or connect, in what order, and what each step costs.
Business case and value
The hours and costs at stake, set out so leadership can make the call.
A sample of what you get
What the deliverable looks like, shown with made-up data.
AI opportunity roadmap: Lakeside DistributionYour decision: which one to build
| Rank | Opportunity | Value | Effort | Recommendation |
|---|---|---|---|---|
| 1 | Supplier invoice matchingToday: Invoices checked against purchase orders by hand | High | Low | Build first |
| 2 | Dealer order entryToday: Dealer POs typed into the ERP line by line | High | Medium | Next |
| 3 | Warranty claim triageToday: Claims sorted and checked from email | Medium | Low | Next |
| 4 | Demand forecastingToday: Forecasts rebuilt in spreadsheets each month | Medium | High | Later |
Sample with made-up data for a fictional company. Not a client project.
What is this manual work costing you?
Use your own numbers to see what the manual work costs today.
Hours a year on this work2,400
What it costs a year$108,000
This is what the manual work costs today, using your numbers. The AI Readiness Assessment shows how much of it AI can realistically take on.
Book a free callHow it works in practice
How a typical engagement runs, and an example.
Typical engagement
2–3 week assessment, fixed fee
A review of how work gets done today, the AI opportunities with the highest return, and a roadmap with costs and expected benefits. You decide whether to build.
For example
Mapping how an order moves from quote to delivery, and ranking the steps where AI saves the most time.
Illustrative, not a client project.
Industries where we use it
Pick yours to see the problems we would start with.
Financial servicesKYC and onboarding review, client service requests and moreHealthcare and life sciencesPrior authorizations, patient intake and moreRetail and consumer goodsProduct listings, customer service requests and moreTechnology, media and telecomKnowledge assistants, support ticket triage and moreManufacturing and industrialsQuote and order entry, dealer product questions and moreConstruction and real estateBid preparation, lease abstraction and moreEnergy and utilitiesField work orders, customer service requests and moreTransportation and logisticsShipping documents, freight invoice audit and moreHospitality and travelGuest messages, group and event quotes and moreProfessional servicesResume screening, proposal drafting and more
How an engagement runs
Four stages, and you decide at every gate whether to go further.
- Stage 1
Free
Discovery call
No commitment
A conversation about your workflows and whether AI fits.
- Stage 2
2–3 weeks
AI Readiness Assessment
Fixed fee
Your best AI opportunities, ranked, with costs and benefits.
- Stage 3
4–8 weeks
AI Solution Sprint
Fixed project fee
One working solution, built into your tools and handed over.
- Stage 4
Monthly
AI Partner Retainer
Ongoing
Monitoring, improvements and the next use case.
Decision gate: nothing moves forward without your go-ahead
See the full processBring us the workflow that slows your team down.
On a free call we'll tell you whether AI can handle it, and roughly what it would take.
YOUR-001Your business
Your slowest workflow
Re-keyed, chased, checked by hand, and waiting in someone's inbox.
Needs a conversation See it on the board