AI & AUTOMATION

AI & Automation Opportunity Review

Find the improvements worth making, and the ones that aren’t.

For B2B companies that know there are opportunities to work more efficiently, but want to make sensible decisions about where automation and AI should be used.

We look at how the business works in practice: the workflows, software, information, handovers and human judgement involved.

Then we separate the opportunities that need a better process from those suited to conventional automation, AI or a more substantial systems change.

Talk about AI & Automation

EXPERIENCE BEHIND SECOND ORDER

20+ years in B2B
Founded, grew & sold a B2B media company
AFR Fast 100
Technical & industrial markets

What you’ll get from the review

A map of the workflows we've reviewed.

Typically 8–15 potential improvement or automation opportunities identified.

Each opportunity classified as something to remove, simplify, automate, use AI for, or leave alone.

The best 3–5 opportunities prioritised by impact, effort, risk and readiness.

A practical 90-day roadmap.

Clear implementation outlines for the first 1–3 projects worth pursuing.

START A CONVERSATION

Tell us what you’re looking at and we’ll give you an initial view on whether the review, a specific project, or something simpler is the sensible next step.

Talk through your systems →

Knowing when to use AI or automation and when humans should be kept in control

When automating workflows, it is just as important to know what not to automate.

Automation projects don't neccesarily need autonomous AI agents at every stage. Instead, first you may be able to remove steps and simplify the workflow, then some stages may only need simple determinstic automation.

Others stages may combine AI with human judgement, and some things should not be automated at all.

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What we look at

Depending on your business, the review covers things like:

The software and systems you already use.

How key workflows happen in practice, not just in theory.

Where important information actually lives.

Where people are copying, moving, checking or re-entering information.

Where work gets delayed by handovers or unclear ownership.

Which tasks are repetitive or rules-based.

Where human judgement, relationships or approval are still important.

Where systems need to communicate with one another.

Processes that may be better removed or simplified before they are automated.

A COMMERCIAL PERSPECTIVE

What is genuinely different about our approach?

We look beyond the task

We don’t assess one automation in isolation. We look at the surrounding process, systems and people, and how the change affects the rest of the business.

Independent recommendations

We’re not tied to a particular software platform or AI product. The answer might be to introduce something new, change the way an existing tool is used, simplify the process, or leave it alone. The only factor that influences our advice is what's best for your business.

Human judgement still matters

Some of the most valuable parts of a B2B business depend on experience, relationships and judgement. We design around those rather than assuming everything should be automated.

Review scope and pricing

Reviews start from $3,000. Most businesses should expect around $5,000 depending  on the number of workflows and systems being reviewed.

Prefer to start by looking at it yourself?

Download our AI & Automation Opportunity Review Workbook to help identify, plan and prioritise these opportunities in your business.

Download the workbook

START A CONVERSATION

Have something you’re looking at?

Tell us what’s happening and we’ll give you an initial view on the sensible next step. There is no charge or obligation for the initial conversation.

Talk about AI & Automation →

Other ways to start

Already know what you need built?

See AI & Automation Design & Implementation

Looking at marketing performance as well?

Marketing & Revenue Review

Working specifically on marketing, CRM or pipeline?

See Design & Build a Better Marketing System