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Opportunity Assessment

AI Business Audit

Know where AI is worth investing before you build.

Map the work, rank the opportunities and test the business case. Leave with a prioritised shortlist and a practical implementation roadmap; the audit does not commit you to a build.

Defined audit scopePrioritised opportunitiesBusiness caseImplementation roadmap
Start with the workflow that creates the most friction.
Is this you?

Too many AI ideas, not enough decision clarity.

Choose the decision problem that feels familiar.

Illustrative workflow

Too many AI ideas and no clear priority

Workflow
Score
Business case
Roadmap
Management reviews assumptions and makes the investment decision.

Score opportunities by business value, feasibility, risk and speed to impact so leadership knows what to do first.

One business snapshot. A clearer AI priority.

See what one discovery workshop can become.

Turn leadership input, workflow evidence and baseline data into a practical AI opportunity map with a measurable first pilot.

OPPORTUNITY MAP

Where AI can help first.

Map recurring tasks, handoffs, data gaps and decision bottlenecks into a shortlist of realistic opportunities.

  • High-friction workflows
  • Data readiness
  • Human-control needs
Illustrative example. Final fields, rules and review points are agreed during discovery.

Illustrative only, not a client case study. Final scope and outputs are agreed in the proposal.

What you receive.

Select only the audit modules needed to answer the business decision in scope; optional work stays clearly separated.

Your AI opportunity planA decision system, not a list of tools

AI Business Audit: Current-state process map, bottlenecks and a documented cost baseline.

What changes

Prioritised. Costed. Ready for a decision.

Turn scattered opportunities into a clear investment sequence.

Illustrative operating view
Opportunity matrixDeliverable
Concrete deliverableOpportunity matrix
01Value potential
02Feasibility
03Dependencies
Opportunity matrix

Ranked opportunity matrix with value, feasibility and dependency evidence

Decision packDeliverable
BaselineMeasured
Cost & effortVisible
Risk / valueReviewed
Decision pack

Decision pack connecting baseline, cost, risk and expected value

Pilot briefDeliverable
Named owner
Measured baseline
Go / no-go rule
Pilot brief

Pilot brief with owner, baseline and go / no-go criteria

Choosing the right approach

Choose the depth of assessment your decision needs.

Choose the assessment depth based on the size of the decision, the available evidence and how many teams or systems are involved.

What mattersInternal opportunity reviewHAY AI business audit
Best fitYour team can assess a focused opportunityYou need a structured, cross-functional assessment
EvidenceAvailable internal estimates and discussionsDocumented baseline, assumptions and readiness gaps
OutputYour team defines the next stepPrioritised shortlist, business case and roadmap
Build commitmentDecided internallyNo obligation to commission implementation

Capabilities, responsibilities and ongoing support are confirmed in the agreed scope.

See a sample first pilot
How we deliver

From workflow evidence to an investment decision.

Responsibilities are explicit from evidence collection through prioritisation and the final go / no-go decision.

  1. 01

    Scope

    Choose the workflows, stakeholders and decision criteria.

    You confirm: what the audit must help decide.
  2. 02

    Assess

    Map the current process, costs and data readiness.

    You review: the evidence and assumptions.
  3. 03

    Prioritise

    Compare opportunity value, feasibility and risk.

    You challenge: the shortlist and business case.
  4. 04

    Decide

    Review the roadmap and the proposed next step.

    You decide: build, investigate further or stop.

Pilot timing is confirmed after scope, source readiness, access and reviewer availability are known.

Implementation roadmap

Stage 1

Goals & baseline

Clear decision criteria
What usually goes wrong

AI discussions are broad and disconnected from business priorities.

What we do

Agree the business goals, current pain points and the numbers leadership already tracks.

Deliverable: Audit scope, KPI baseline and stakeholder map.
Read the roadmap stage by stage
Goals & baseline

Agree the business goals, current pain points and the numbers leadership already tracks.

Deliverable: Audit scope, KPI baseline and stakeholder map.
Workflow mapping

Walk through how work moves between people, systems, files and approvals.

Deliverable: Current-state process map with delays and manual steps.
Cost & data

Estimate time, volume, error cost and identify available data and system access.

Deliverable: Cost baseline and data-readiness sheet.
Opportunity design

Convert bottlenecks into specific AI or automation opportunities with a defined user and outcome.

Deliverable: Opportunity catalogue with use-case definitions.
Prioritisation

Score value, feasibility, risk, data readiness and speed to impact.

Deliverable: Priority matrix and top-three shortlist.
Business case

Model expected costs, benefits, assumptions and success thresholds for the shortlist.

Deliverable: Board-ready business case.
90-day roadmap

Turn the chosen opportunity into owners, milestones, pilot scope, KPI and scale decision.

Deliverable: 90-day implementation roadmap.
A focused first engagement

Start with one workflow worth investigating.

Agree the workflow evidence, owner, baseline and decision criteria before the assessment starts. Use the findings to choose the next investment step.

Bring

A list of the highest-friction workflows · Process owners and key stakeholders · Approximate volumes, time and labour cost

Test

Assess one high-friction workflow and produce a baseline, opportunity score and decision brief. Implementation is a separate decision.

Measure

Hours spent per process · Cost per task or case · Revenue leakage / missed opportunities

Record the starting point and review the agreed evidence before deciding the next step. Outcomes depend on the scope, inputs and adoption.
Book a free 30-minute discovery call
Human control

Your leadership team decides what gets funded.

We document evidence, assumptions, value, effort and risk. Management keeps control of prioritisation, budget and the final go / no-go decision.

Evidence → Opportunity score → Leadership review → Approved next step
  • Use only the data required for the assessment
  • Document assumptions and confidence levels
  • Keep commercial and operational decisions with management
  • Define access, ownership and NDA requirements before deeper data review
Practical questions

What we need before the audit starts.

What if the audit finds nothing worth automating?

Then we tell you clearly and stop there. An honest “not yet” is a useful audit outcome.

Do you need access to our internal data?

We agree the minimum information needed. Process walkthroughs and anonymised samples can be a starting point; access permissions and confidentiality terms are agreed before deeper review.

Are we obligated to build with you afterwards?

No. You can use the agreed audit deliverables with us, your own team or another delivery partner.

What do we need to prepare?

A list of the highest-friction workflows · Process owners and key stakeholders · Approximate volumes, time and labour cost

Does this connect to our existing tools?

We review the current stack during discovery. Typical integration points can include CRM exports, ERP / finance reports, Support-ticket data, Analytics dashboards, Spreadsheets, Process documentation. Access, permissions and technical feasibility are confirmed before implementation.

Contact us

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Send us the workflow, problem or idea you want to discuss. We’ll reply within one business day.

HAY AI Assistant

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