Identify where AI and workflow automation will save your team real time, and start with the opportunities that pay off fastest.
These are the issues we most often uncover in a AI & Automation Assessment. If any of them sound familiar, an assessment will show how exposed you really are.
Team members paste customer or financial information into public AI tools, with no policy on what is safe to share.
Copilot can surface whatever a user is able to access, so overshared files and loose permissions turn into information appearing where it shouldn't.
Projects start with exciting ideas rather than the tasks that cost the most time, so the promised savings never show up.
AI is only as good as the information behind it. Files spread across drives and inboxes, with nobody responsible, produce poor results.
Not sure which of these apply to you?
Book a no-obligation discovery call and we'll talk through your setup and whether an assessment makes sense.
AI is only useful when it is pointed at the right problem. We look at how your team works, find the repetitive and error-prone tasks, and rank the opportunities by value, effort and risk, so you invest in what works.
Where your team spends time on manual, repetitive work such as data entry, approvals, reporting and follow-ups.
Each idea rated for business value, effort and risk, so quick wins are separated from long shots.
Whether your data, Microsoft 365 setup and existing systems are ready for tools like Copilot and Power Automate.
Privacy, security and accuracy considerations, and clear guidelines for how your team uses AI.
Every assessment follows the same four steps, so you always know what is happening, what we need from you and what you will receive at the end.
Step 01
We agree your goals, the systems in play and who we need to speak to.
Step 02
Our engineers review your environment, using read-only access where possible, and talk to your team.
Step 03
Findings in plain English, ranked by risk and business impact.
Step 04
A walkthrough and a prioritised plan, with optional help to put it into action.
You finish with findings you can understand, a plan you can prioritise and a team that can help you act on it, if you want us to.
You are handing us a view of your systems, so we keep it simple: clear scope, honest findings and people you can pick up the phone to.
Customers rate how we communicate and how we support them, visit after visit.
Support from 5 locations across Australia, with remote help wherever you are.
Reports written for business owners, not just IT teams, so you can see what matters and decide.
We reply within one to two business days, and only use your information to respond to your enquiry.
Straight answers about the AI & Automation Assessment. If yours isn't here, ask us on a discovery call.
It is a review of how your team works that identifies where AI and workflow automation will save the most time, ranks the opportunities by value, effort and risk, and gives you a plan to start with the best ones.
No. We assess opportunities across your tools and processes, and if Copilot is on your list, we check that your data and permissions are ready for it first.
It can be, with the right controls. We review privacy, security and accuracy risks and provide clear guidelines on what your team can and can't do with AI tools.
Not necessarily. We recommend starting with a small pilot on the highest-value opportunity, so you can see real results before deciding whether to do more.
Many customers pair assessments, for example security with Microsoft 365, or infrastructure with Azure, to see the whole picture.
Book a no-obligation discovery call and we'll tell you honestly whether the AI & Automation Assessment is the right next step for your business.
What happens next
A short, no-obligation conversation about your setup and goals.
We agree exactly what the assessment covers, and what it costs, before we start.
We assess, report in plain English and walk you through the plan.