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Service 02

AI opportunity and workflow assessment

For leaders who see opportunity but need a sensible, testable first step.

Start by walking Will through one workflow. →

What it is

Will maps how one piece of work happens today, who owns each step, where information comes from and where it gets handed off. From there you compare configuring an existing tool, buying one, or building something small, and agree a pilot with clear test criteria.

Who it's for

  • Owners and managers choosing where to start
  • Leadership teams weighing several AI ideas
  • Teams with a process that depends on copying and chasing

Is this a fit?

  • The same report is rebuilt every week
  • Information is copied between systems
  • Updates get chased by email

What you get

  • Current workflow map with owners
  • List of data sources and handoffs
  • Baseline of time and errors today
  • Build / buy / configure comparison
  • A small pilot with test criteria

Start by walking Will through one workflow.

§ How it runs

Three steps, no surprises.

  1. 1

    Walkthrough

    You show Will one workflow from start to finish, as it really happens, including the workarounds.

  2. 2

    Map and compare

    Steps, owners and sources are mapped, and options are compared by effort, risk and fit.

  3. 3

    Pilot proposal

    A first pilot with what it will do, who checks the output, and how you'll tell whether it worked.

What you provide

  • Time with the people who do the work
  • Access to sample documents or screens
  • A rough sense of how long the task takes now
  • A decision-maker for the pilot

Review point

You agree the workflow map is accurate and sign off on the pilot's test criteria before anything is built.

Related sample: Field reporting workspace (Sample / demonstration) →

§ Compare

Not sure this is the right service?

Pick what you want to get done and see which service fits.

I want to…

Best fit · 04

Adoption, improvement and support

For organizations that want AI use to grow in a managed, visible way.

  • Microsoft 365 Copilot

What's involved

  1. 1.Readiness check
  2. 2.Pilot with one team
  3. 3.Rollout and practice

You bring

  • Your Microsoft 365 licensing and admin contact
  • A pilot group and their common tasks
  • Any AI or data policies you already have
See the real workAgents, apps and workflows built for real teamsRead the full service →

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Plate · Next step

Bring one real problem. Leave with a clear next step.

Tell Will what you'd like to improve. He'll review your note and suggest a next step. No preparation required.

Talk with Will