Your business, at a glance.
A map of the people, tools and information behind each task.
AI Opportunity Audit · From opportunity to plan
Understand how your business works before transforming it with AI.
We audit the whole company: systems, information flows, software, people, roles and relationships between areas. The result is an AI automation plan to transform the operation as a whole.
Your business, fully understood. Your next step, clear.
People, tools and tasks on one map.
What the Audit isThe whole company,
The whole company,
on one map.
It is a cross-functional audit of the organisation. We study how areas work, how information flows, which software is used, who participates in each process and the role each person performs.
Complete scope
Systems, processes and information.
We map tools, data, inputs, outputs, dependencies, permissions, exceptions and handovers between departments.
The real organisation
People, roles and coordination.
We identify who performs each task, who decides, what knowledge they use and where the team needs support.
Resultado
A comprehensive AI automation plan.
We design a prioritised roadmap to begin the transformation through Starter, Growth, Growth Plus or Growth Enterprise.
From what happens today to what can changeA map to see
A map to see
how the whole company fits together.
We connect areas, people, information, tools and decisions to design a coherent automation architecture for the whole organisation.
Ejemplo ilustrativo
From an enquiry to a quotation.
- 01 · Input
The enquiry arrives
The customer writes and sends the information.
Email or form - 02 · Preparation
You search for the data
You gather emails, prices and documents.
Several tools - 03 · Proposal
You prepare the quotation
You copy information and review the terms.
Manual document - 04 · Follow-up
You remember to follow up
The next step depends on a note or your memory.
Calendar and reminders
The Audit identifies where you search, copy or wait. That is where improvement may lie.
- 01 · Input
The enquiry is organised
The information arrives in the agreed place.
One starting point - 02 · Preparation
AI gathers the context
It finds the data and flags what is missing.
Less searching and copying - 03 · Your decision
You review a draft
You approve the price and terms.
Your judgement in control - 04 · Continuity
The next step is ready
The follow-up has a date and an owner.
Fewer missed opportunities
The plan states what to connect, what to prepare and what must still be approved by a person.
It is an operating proposal, not an active integration. The Audit prepares the plan; Starter or Growth puts it into action.
Improvements, in order.
What to address first, what it can provide and what needs preparing.
A plan to move forward.
The steps to implement it and how to verify that the improvement works.
AI Business Protocol · Work example
Every access has a purpose.
What we need to verifyEvidence
Who authorises itOwner
When it is removedRevocation
Illustrative example · No real data
A shared effortYour team knows what happens.
Your team knows what happens.
Nosotros lo ordenamos.
We interview the coordinator.
We review the structure, areas, responsibilities, goals and transformation priorities with the person coordinating the company.
We audit real areas and workflows.
We review systems, software, documents, information flows and roles with the people who perform each part of the work.
We design the complete transformation.
We deliver the prioritised plan, target architecture and recommendation between Starter, Growth, Growth Plus or Growth Enterprise.
Trust is demonstrated through our workYour data remains
Your data remains
under your control.
We do not need to open up your entire company to understand how it works. We agree with you what information is needed and how to share it.
Only the necessary information.
Documents, examples or a screen-sharing session. We choose the simplest way to understand the process.
Without asking for passwords.
If access to a tool is needed, we use limited, read-only permissions whenever possible.
You authorise access.
We agree who can view the data, for how long and how access is removed. Each client’s information remains separate.
Before starting, we agree what information is shared, how it is used and what happens to it afterwards.
Before taking the next stepClear questions.
Clear questions.
Clear answers.
What matters when deciding whether this is the step your company needs.
Still exploring? See the ScanWhy do we recommend starting with the Scan?
The Scan identifies and prioritises opportunities before a full audit begins. If you continue with the Audit, the full amount paid for the Scan is deducted from the Audit.
What does the Audit include?
We audit the whole company: departments, systems, software, processes, information flows, people, responsibilities, permissions, dependencies and exceptions. It includes an interview with the coordinator and sessions with the necessary owners. You receive the global map, priorities and a comprehensive AI automation plan.
What information do you need and how do we share it?
We agree with you which examples, documents and data we need. We can work with a shared folder, a copy of the necessary data or a session where you show us the process. If access to a tool is needed, you authorise the permissions and duration. We do not ask for passwords.
What happens after the Audit?
The plan begins the transformation through Starter, Growth, Growth Plus or Growth Enterprise, depending on the recommended scope. When you accept one of these implementation plans, the full Audit fee is deducted from the chosen plan.
When will it be ready and how is the investment defined?
Before starting, we agree what we will study, the price, dates and the information that must be available. The work depends on the processes, tools and people involved. You do not need to purchase implementation to use the Audit result.
How do credits between phases work?
The full Scan fee is deducted from the Audit. Then, if you accept Starter, Growth, Growth Plus or Growth Enterprise, the full Audit fee is deducted from that implementation plan. Each amount is applied once and recorded in the proposal.
What if the best option is not to automate?
We tell you. Sometimes it is better to simplify a step, organise information or gather more data before adding AI. The goal is to know where investment is worthwhile, not to buy tools or services you do not need.
AI Opportunity AuditMore clarity to decide.
More clarity to decide.
More strength to move forward.
Let’s discuss how your company works and the improvement you want to achieve.
Let’s talk about your Audit
A conversation to define the next step.