Know where AIwill pay off
A fixed-fee assessment for growing businesses. In one to two weeks we interview the people doing the work, measure where time and money are lost, and hand you a ranked, costed roadmap of what AI should do first. It's yours to act on, with us or without us.
- Fixed fee, agreed upfront
- One to two weeks
- A roadmap that's yours to keep
Illustrative example
Your ranked AI roadmap
- 01Supplier invoice captureImpact: HighEffort: Low
- 02Customer email triageImpact: HighEffort: Medium
- 03Month-end reportingImpact: MediumEffort: Low
- 04Contract reviewImpact: HighEffort: High
Every opportunity comes with estimated savings, costs, and risks, based on your own workflows.
Sound familiar?
Everyone says "we should be using AI"
Believing AI can help is the easy part. The hard part is knowing where it helps your business, in what order, and what it will really take.
Too many options
Every vendor has a demo and every week brings a new tool. Without a clear picture of your own operations, it's impossible to tell which ones are worth your team's time.
Experiments that fade
Someone tried a pilot, it half-worked, and it quietly stopped being used. Even good tools don't stick when they're pointed at the wrong problem, or nobody owns the result.
No one with the time
Your team is busy running the business. Nobody has the time, or the experience, to work out where AI fits and then build it.
How it works
From "where do we start?" to a ranked plan
A focused piece of work with a fixed scope, usually one to two weeks. It starts with your people and ends with a roadmap you can act on.
- 01
Interview
The people doing the work
We talk to you and to the people who do the work, not only the people who manage it. That's where time is really lost, and where the best opportunities hide.
- 02
Map and measure
Your key workflows
We review your processes and measure where time and money go, so the roadmap rests on evidence from your business rather than on assumptions.
- 03
Check data and tools
What's ready, what isn't
We look at your data and the tools you already pay for: what's usable now, what needs work, and what is safe to put into which tool.
- 04
Rank and roadmap
Your plan
We rank the opportunities, each with estimated savings, costs, and risks, and hand you a practical plan you can act on.
Deliverables
What you walk away with
Concrete, documented outcomes. No slideware.
Your assessment report
A clear, costed view of where AI will pay off in your business, written to stand on its own.
- A map of your key workflows and where time is lost
- A ranked roadmap of AI opportunities with estimated savings
- A data readiness review: what's usable now and what needs work
- Tool recommendations and usage guidelines that keep client data safe
- A practical plan your team can act on straight away
For every opportunity on the roadmap
Each item is specific enough to decide on, and to start building.
- What the process is today, and where the time goes
- What AI could realistically save, as an estimate
- What it would take: tools, data, and build effort
- The risks, and where a person should stay in the loop
Where AI fits
Where AI makes a real difference
These are the kinds of opportunities an assessment tends to uncover, and the results clients have seen when they went on to build them.
Document processing
Pull data out of invoices, receipts, claims, contracts, and forms automatically, check it, and push it straight into your systems.
extraction accuracy, with 85% less manual review, on high-volume receipt processing
Compliance & onboarding
Automate KYC checks, document verification, and policy reviews, with a person signing off on anything that matters.
less busywork and admin in compliance processing
Data cleanup & enrichment
Deduplicate, normalise, and enrich messy CRM, ERP, and product data so your reports finally tell the truth.
fewer duplicate records in client CRMs, and far more accurate reporting
Content at scale
Generate and enrich product descriptions, listings, and catalogue data consistently across every sales channel.
AI operations a month for each client of Productify.ai, our own product, in 47 languages
Checks & decisions
Compare claims against contracts and policies, flag the exceptions, and route each decision to the right person.
faster claim resolution for a logistics business, with less revenue leakage
Insights from your data
Ask questions of your operational data in plain English and get answers, trends, and alerts without waiting for someone to build a report.
Answers come only from your own data and documents, with sources. No guesswork.
Results
What clients built after the roadmap
AI we've designed, built, and run: our own products and the AI inside our clients' systems.
Is it for you?
A good fit, and when it isn't
A good fit if
- You suspect AI could save real time but don't know where to start
- People are already using ChatGPT, Claude, or Copilot on their own, and you want it consistent and safe
- Your team does repetitive work with documents, data, email, or reporting
- You want a plan you can act on, not a pitch
Probably not what you need if
- You already know exactly what you want built. Custom software
- You've built something with AI tools and need it ready for real users. Prototype to production
- You've already got a clear plan and want hands-on help putting it to work. AI Concierge
What happens next
A roadmap that doesn't gather dust
The assessment stands on its own. What you do with it is up to you.
Work through it with us
The roadmap sets the agenda for your AI Concierge. Twice a month we sit down with your team and turn the top items into AI workflows they run themselves, with every hour saved logged on a shared board.
Build the bigger items
Some opportunities need more than an AI assistant: a production pipeline, an integration with your ERP or CRM, a custom model. Our engineers scope those with a capped budget and run them under SLA.
Take it and run
It's a practical plan, written to stand on its own. Act on it with your own team or another partner. We'd rather you got value from it than felt tied to us.
Why Happen
An assessment from people who can build it
Engineers who build what they advise
The roadmap is written by experienced engineers who know what's easy, what's hard, and what will hold up in production, because we run business-critical systems ourselves.
Vendor-neutral
We work with Claude, ChatGPT, Copilot, Gemini, and the tools you already pay for, and recommend a change only where it's clearly worth it.
Your data stays yours
Enterprise AI services with zero-retention settings, EU or regional hosting, and clear rules on what data goes where.
Honest about the answer
Sometimes the best fix is a simpler process, a better integration, or a small piece of software. If AI isn't the right answer, we'll tell you.
Your questions, answered
A fixed-fee piece of work that finds where AI will pay off in your business. We interview the people doing the work, review your processes and data, and measure where time and money go.
You receive a ranked roadmap of AI opportunities, each with estimated savings, costs, and risks, plus a data readiness review and tool recommendations.
A fixed fee, agreed before we start, so you know the cost upfront and there are no day rates rolling on. We'll give you the figure on the free strategy call, once we understand the size and shape of your business.
One to two weeks from kickoff to roadmap, depending on the size of your business and how many teams we talk to. We'll confirm the timeline along with the fixed fee on the strategy call.
An experienced engineer, the same person from the first call to the final roadmap. No account managers, and no hand-off to a junior team.
No. The roadmap is a practical plan you can act on, with us or without us. Many businesses choose to carry on with an AI Concierge because the roadmap sets the agenda for its sessions, but it's your decision.
It's built on measurement and interviews rather than a generic framework, and it's written by engineers who can also build what it recommends. The output is a ranked, costed list of specific workflows in your business, not a set of principles.
Yes. Most of our clients aren't tech companies. If your team does repetitive work with information, there's almost certainly something worth automating, and the assessment is designed to find it and rank it.
Time with the people who do the work as well as those who manage it, because that's where the best opportunities usually are. Plus examples of the documents and data involved, and a point of contact who can arrange both. We do the analysis.
Then we'll tell you. Sometimes the best fix is a simpler process, a better integration, or a small piece of custom software, and the roadmap will say so. We'd rather recommend the right tool than sell you AI that won't pay back.
Yes. We regularly sign NDAs and DPAs, and we use enterprise-grade services with zero-retention settings where available, so your data is never used by an AI vendor for training. Part of the assessment is setting out clear rules for what data can go into which tool.
Insights
Practical AI, without the hype
Not sure where AI fits in your business?
Book a free 30-minute strategy call. We'll get a feel for your operations, tell you honestly whether an assessment is worth doing, and give you a fixed price before anything starts.
- Experienced engineers, start to finish
- Fixed fee, agreed upfront
- Vendor-neutral: no lock-in