# AI Opportunity Assessment: Know where AI will 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.

- URL: https://www.happen.software/ai-opportunity-assessment
- Publisher: Happen Software (https://www.happen.software/)

## 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.

## 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.

1. **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.
2. **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.
3. **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.
4. **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.

## What you walk away with

Concrete, documented outcomes. No slideware.

### From the AI Opportunity Assessment

A clear, costed view of where AI will pay off, before the first working session.

- 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

## 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. See Custom software: https://www.happen.software/custom-software
- You've built something with AI tools and need it ready for real users. See Prototype to production: https://www.happen.software/prototype-to-production
- You've already got a clear plan and want hands-on help putting it to work. See AI Concierge: https://www.happen.software/ai-concierge

## 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.

## 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.

## Frequently asked questions

### What is an AI Opportunity Assessment?

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.

### What does it cost?

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.

### How long does it take?

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.

### Who will we work with?

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.

### Do we have to sign up for the AI Concierge afterwards?

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.

### How is this different from an AI strategy workshop or a consultancy report?

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.

### We're not a tech company. Is it worth it?

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.

### What will you need from us?

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.

### What if AI isn't the right answer for us?

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.

### Is it safe to share our processes and data with you?

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.

## Get in touch

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.

Contact: https://www.happen.software/contact or sales@happen.software