1. Qualification call
In 15–30 minutes we test urgency, sponsorship, budget willingness, scale, technical context and whether measurable value is likely.
Outcome: go / nurture / no-goFresh Kiwi · AI consultancy
Find the AI opportunities that can actually create value.
For organisations that want a decision-ready roadmap rather than another disconnected AI pilot.
Perspective
What are you actually buying?
The audit produces an AI Opportunity Portfolio: relevant tasks across the organisation scored for value, feasibility, risk and implementation effort, plus priority business cases, a pilot recommendation and management roadmap.
Opportunity audit
Illustrative result for 80 employees
A typical outcome could look like this. These are example figures, not client claims.
80employees involved
~400task observations
63unique tasks
8Do Now
5top business cases
AI Opportunity Portfolio63 opportunities
VALUEFEASIBILITY
8DO NOW
17NEXT
21EXPLORE
17DON'T AUTOMATE
Method
The full audit
From first qualification to a management decision on the first pilot.
01DiscoverQualification · Management discovery · Employee task survey
02PrioritiseDepartment interviews · Process mapping
03PilotTask clustering · Task scoring
04OperateSecurity, privacy & governance review · ROI modelling
05ScaleOpportunity portfolio · Management presentation · Pilot recommendation
- 01Qualification
- 02Management discovery
- 03Employee task survey
- 04Department interviews
- 05Process mapping
- 06Task clustering
- 07Task scoring
- 08Security, privacy & governance review
- 09ROI modelling
- 10Opportunity portfolio
- 11Management presentation
- 12Pilot recommendation
Capabilities
Discovery & qualification in detail
2. Management discovery
With the sponsor, operations and IT we map business goals, growth pressure, bottlenecks, headcount pressure, systems, current AI use and success criteria.
60–90 minutes3. Organisation map
We identify relevant departments, processes and roles and where repetitive or administrative work is concentrated.
Typically 5–8 departments4. Employee task survey
Employees describe recurring tasks, frequency, time spent, systems, inputs, outputs and frustrations.
Often hundreds of observations in an 80-person company5. Focus interviews
We validate promising tasks with process owners and employees and explore exceptions, quality problems and dependencies.
Typically 8–12 interviews6. Technical & governance discovery
We inventory data, APIs, Microsoft 365/Entra, ERP/CRM, confidentiality, personal data, contractual constraints and approval requirements.
No architecture decision before the problem is clearCapabilities
What we score for every task
Business value
We estimate the time, cost, revenue, quality or risk improvement a better process can create.
Hours spent
We quantify how much employee time the task consumes each week, month and year.
People affected
We assess how broadly the task occurs and how many people benefit from improvement.
AI suitability
We test whether AI is appropriate or whether conventional automation is simpler and more reliable.
Data availability
We assess whether the required data is available, accessible and of sufficient quality.
Implementation complexity
We map integrations, exceptions, process change and technical dependencies.
Security
We assess confidentiality, access control, logging and required technical safeguards.
Privacy
We determine whether personal data is involved and which safeguards are required.
Compliance
We consider relevant regulation, contractual obligations and internal policy.
Human oversight
We determine where people must remain responsible for review, approval or escalation.
Expected ROI
We compare implementation and operating cost with annual value and expected payback.
Example output
Example top-5 opportunity portfolio
| Opportunity | Annual value | Complexity | Risk | Recommendation |
|---|---|---|---|---|
| Weekly reporting | €32k | Low | Low | Start |
| Lead research | €28k | Low | Low | Start |
| Invoice processing | €41k | Medium | Medium | Next |
| Proposal assistant | €35k | Medium | Medium | Next |
| Customer email triage | €29k | Medium | Medium | Explore |
Capabilities
What you receive
AI Opportunity Portfolio
Relevant opportunities clustered and prioritised into Do Now, Next, Explore and Don’t Automate.
Top business cases
For the best opportunities: baseline, expected value, implementation effort and payback.
Risk & governance view
Security, privacy, compliance and human oversight requirements for each priority.
Pilot recommendation
A concrete recommendation for the first capability that can prove value quickly at manageable risk.
12-month roadmap
A sensible sequence for pilots, expansion, platformisation and reassessment.
Management presentation
A decision document for management and process owners, not a long technical report.
Next step
Turn an idea list into priorities.
Understand where AI can produce measurable return before selecting tooling or building agents.