AI Deployment Planner

This tool is designed for leaders in professional services and knowledge-work organisations with 10+ employees. Answer a few questions about your firm, then receive a personalised report with prioritised workflow recommendations and business case numbers.

Q1. What type of services organisation are you?

Different types of organisation have different workflow patterns. An agency's delivery chain looks different from a law practice's matter lifecycle.

Q2. How large is your workforce?

Your organisation's size helps us calibrate which workflows will have the biggest impact. The pain points shift as teams grow.

Q3. What are the two outcomes you most want from operational improvement?

Your top priority carries more weight in our scoring. Picking two helps us distinguish between workflows that serve your primary goal and those that support your secondary one.

Pick your top priority first, then your second.

Where the friction is

Select the areas where your team loses the most time, then tell us what the problem looks like.

Q4. Pick the two or three areas where your workforce loses the most time to manual, repetitive, or frustrating work. We will then ask you to identify the key symptoms for each workflow.

Pick the two or three areas where your workforce loses the most time to manual, repetitive, or frustrating work. We will then ask what the problem looks like in each area.

Select two or three areas (0/3 selected)

Winning work

Marketing operations

Marketing operations, lead generation, and campaign coordination

Sales and pipeline

Sales, business development, and pipeline management

Proposals and pricing

Producing proposals, scoping, and pricing

Research and analysis

Research and analysis for client work

Client communications

Client communications and follow-ups

Client onboarding

Getting new clients set up and onboarded

Delivering work

Project delivery

Managing active project delivery

Documents and reports

Preparing documents, presentations, and internal materials

Knowledge management

Capturing and sharing knowledge across the team

Running the business

Reporting and management information

Generating reports and management information

Invoicing and time

Processing invoices, timesheets, and approvals

Compliance and QA

Compliance, quality assurance, and regulatory requirements

People operations

Recruitment, onboarding staff, performance cycles, and HR processes

Resource planning

Capacity planning, skill matching, and utilisation management

Your foundations

These help us assess which improvements are achievable as a starting point.

Q5. How well documented are your core processes?

Process documentation is a foundation for automation. It is hard to improve a process that nobody has written down.

Well documented. SOPs, templates, and playbooks exist for most processesPartially documented. Some processes are written down, others depend on who you askMostly undocumented. Knowledge lives in people's headsDon't know

Q6. How reliable is the data in your core business systems?

Data quality affects which workflows are achievable as a starting point. Some improvements need reliable data; others can work with what you have.

Strong. Data is consistent, accessible, and trusted for decisionsMixed. Some systems are reliable, others need manual cleanupWeak. Data quality is a known problem, lots of manual workaroundsDon't know

Q7. How is your organisation currently using AI?

Most organisations we work with are in the first two categories. That is normal. The important question is not whether you are using AI, but whether you are using it with a clear purpose.

AI is part of how we work across the organisationWe use AI tools in specific processes or departmentsIndividual team members use AI tools for their own workWe have not started using AI in any structured way

Q8. Broadly, what does your organisation's tech stack look like?

Your current tech environment affects what is feasible as a starting point. Some workflows need system integration; others can start with what you have today.

Fully integrated line-of-business platform with workflows and reporting built inSome systems talk to each other with some data flowing automaticallyMostly unconnected systems for each functionMostly email, documents, and spreadsheets

Q9. Approximately what proportion of your workforce is client-facing vs internal operations?

This matters because improving workflows for client-facing staff has a direct revenue impact. Their recovered time can be reinvested in client work.

Client-facing

Internal

About your organisation

Where the friction is

Your foundations