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Duration2 weeksShapefour steps

Operating audit: two weeks to know what AI is worth doing

We sit with the people who run the work, test every idea against the stack you already have, and hand you a plan ranked by what it pays back.

Inside the two weeks

The audit runs where the work runs, with the people who own the process in the room for it.

Illustrative photography. No client engagement is depicted.

How it runs

Four steps across fourteen days

Each step has a fixed window, a named output, and somebody from your team in the room for it.

DaysStepWhat comes out
Days 1 to 2Diagnostic PhaseUnderstanding your operations
  • A live 60 minute session with your team
  • Scope agreed on the call: what is in, what is out
Days 3 to 9Deep Analysis & Solution MappingIdentifying AI solution opportunities
  • Feasibility and complexity assessed per process
  • Integration checked against the systems you already run
  • Return scored on an impact against effort matrix
Days 10 to 11Strategic RoadmapPlanning your AI solutions journey
  • A phased timeline with milestones and dependencies
  • Quick wins separated from the strategic plays
  • Resource requirements stated per phase
Days 12 to 14Presentation & Hand-offDelivering your AI solutions blueprint
  • An executive presentation, with live questions
  • The full report plus a summary written for leadership
  • Specifications any competent team can build from

The fourteen days as they are actually scheduled, with the output each step owes you.

The four step names are the ones on the deck your team is handed on day one.

What you walk away with

Everything needed to make one good AI investment decision

Four documents and two working pilots. All of them yours, whether or not you go on to build with us.

IPriorities

A roadmap ranked by dollar impact

Every credible AI opportunity across sourcing, underwriting, investor relations and operations, ranked by impact against effort, including what not to build.

IIEvidence

Two tool pilots, run inside your operation

Two of the recommended tools set up on your own workflows and run by your own people during the two weeks. You see them on real work before you standardise on anything.

IIITooling

Tool and feature recommendations, named

Which AI tools fit your workflows, which do not, and where buying beats building. Named, with the reasoning attached.

IVExecution

A training and rollout plan, ordered by payback

How to train the firm and roll the systems out, in the order that pays back fastest, with phases, dependencies, costs and success measures.

Quick walkthrough

See the audit before you book it

A short pass through the engagement, end to end.

The walkthrough we send a firm that asks what the two weeks look like.

No audio. Thirty-eight seconds, looping.

Questions firms ask us

How is this different from the proof of concept?

They answer different questions. The proof of concept asks whether one acquisition system is worth building, and answers it by running that system on your own buy box and one of your own deals. This audit asks a wider and shallower question: across your whole operation, where does AI actually help, which tools fit the way your team already works, and what should people be trained on.

What exactly are the tool pilots?

Two of the tools we recommend, set up on your own workflows and run by your own people during the two weeks. Not a demo we drive: your team does the work in them, on real files, so the recommendation is tested by the people who would have to live with it. They are pilots rather than production deployments.

Is this a sales pitch dressed as an audit?

No. The roadmap explicitly includes build, buy, wait, and do-not-build recommendations, and it names the tools you should buy from someone else. The deliverable is designed to remain useful if you decide not to proceed with us.

Who does the work?

NextAutomation runs the engagement end to end under NDA. Our team maps the workflows, sets up the pilots, and writes the roadmap. We cap capacity at 4 to 5 audits per month so each engagement receives senior attention.

What does it cost?

It is scoped on the call. The audit is sized to how much of your operation is in scope and how many people we train, so a fixed number on this page would be a number for somebody else's firm. What is fixed is the shape: two weeks, four steps, and the roadmap is yours whether or not you build with us.

What about our data?

An NDA is standard. Your data remains under your control, and you retain full use and governance of the roadmap and pilot outputs. Access is scoped to what the agreed pilots require.

Already know which system you want built? Start with the proof of concept instead.

Book the audit.

One call to agree what is in scope and who we sit with. We size it from there.