Skip to Content
Let's Talk!
Let's Talk!

4 week ai & automation assessment

Two people sitting at a table during a meeting, with a laptop, notebook, and pen, in a room with a vase of white calla lilies, a glass of water, and a wooden wall.

Specifically geared-up for mid-market organisations, the AI & Automation Assessment is a 4 week service that reviews your existing business processes to identify where AI and automation can realistically add value. Rather than starting with technology, we focus on understanding how work is done today, where friction exists, and what outcomes matter most. The result is a clear set of practical AI & automation opportunities aligned to your processes, people, and business goals.

Why does this assessment matter? Because most mid-market organisations are currently trapped between 2 fears - doing nothing and risk being left behind vs doing the wrong thing and waste investment into the wrong projects. The 4 week AI & Automation Assessment brings enterprise-grade strategy to guide you and de-risk your next steps.

Key Deliverables

  • A concise overview of the assessed processes, highlighting current workflows, pain points, and decision areas where improvement is most needed.

  • A set of clearly defined, practical AI and/or automation use cases mapped directly to existing business processes — focused on measurable impact rather than experimental ideas.

  • An evaluation of each identified use case based on potential value, implementation complexity, data readiness, and organisational fit.

  • An initial assessment of ethical, regulatory, and operational risks, including governance, transparency, and human oversight considerations.

  • A ranked list of AI opportunities with clear reasoning on what to pursue now, later, or not at all.

  • A pragmatic roadmap outlining next steps, required capabilities, and indicative timelines — designed to support confident decision-making.

  • A short presentation or walkthrough of findings and recommendations for senior stakeholders, focused on clarity and alignment.

how much productivity could be unlocked by automation and ai?

Your team

People working in finance and accounting, AP and AR, procurement and sourcing Please enter a whole number (digits only, no spaces or symbols).
Your organisation's approximate annual turnover

Your manual workload

Data entry, reconciliations, copy-paste between systems, manual reporting — per team member, not the whole team
8 hrs
e.g. ERP → Excel → reporting tool → email
3

Your month-end close & procurement

How many working days does your close currently take?
Purchase orders, invoices, supplier interactions

Your indicative results

Hours recoverable / week — Conservative estimate — capped at 35% of stated manual effort
Annual capacity released — Hours per year freed for higher-value work
Indicative capacity value — Based on £60k fully-loaded cost; reflects capacity, not headcount reduction
Close days potentially saved — Through automated reconciliation and reporting

Broader potential impact

△
Revenue opportunity
Faster close and real-time data visibility enable quicker commercial decisions — freeing finance teams to support growth rather than chase numbers.
—
✓
Error & rework reduction
Manual data handling drives errors, rework, and audit risk. Automation typically reduces processing errors by 60–80%, cutting the hidden cost of fixing mistakes.
—
📈
Procurement savings
Improved spend visibility and supplier data quality typically unlock 3–5% in addressable spend savings through better negotiation and compliance.
—

Confidence range — where might you land?

Conservative Moderate Realistic upside

Capacity value range: — to — per year — depending on data quality, process maturity, and adoption speed.

What this could mean in practice

How we calculate this: Your per-person manual hours are multiplied by your team size to estimate total weekly manual effort, then a maximum 35% recovery rate is applied — well below the 60–80% figures some vendors claim. This conservative rate accounts for partial automation, process complexity, and the reality that not all manual work is automatable in a first wave.

Capacity value is calculated using a £60,000 fully-loaded annual staff cost assumption. It reflects the value of time released for higher-value work — not headcount reduction. Broader impact figures (revenue, error reduction, procurement savings) are indicative ranges based on published industry benchmarks, not guarantees.

Actual results depend on your data quality, process maturity, system landscape, and how well AI and automation tools are adopted by your team. These are the things we help you get right.

Book a free 30-min conversation
Let's discuss your results and options