Fixed-fee project
AI and Automation Review: AI use policy and automation review
Where your team loses hours to manual work, the two fixes worth doing first, and one page of rules for how your data can be used.
We sit with the people who do the work, not just IT. That means intake, quotes, scheduling, payables, chasing documents, and the handoffs between systems. We also find the AI tools your staff already use without telling anyone.
Then we pick the two fixes worth doing first and write down which data must never leave the building.
What you get
- A ranked list of five to eight tasks that could be automated
- Two first fixes, each with the type of tool, the hours it saves, and a rule for the data
- One page of rules for using AI tools with company data
- Who builds each fix: your team, your IT company, or a named outside builder
Questions
Will you tell us to buy a specific AI product?
We tell you what type of tool fits, with examples. We don't come in with a favorite, and we don't take a cut for recommending one.