The audit
An independent Data & AI Readiness Audit in 3 weeks
In 2–3 weeks we review your data estate, find where AI creates measurable value, and play it back to your executive team with clear quick wins and a roadmap for implementation.
Book a free AI assessment call- Social housing
- Housing contractors
- Facilities management
- Estate & letting agencies
- Aquaculture
- Conveyancing
- Retail manufacturing
It's for you if:
- Your board or chief executive is asking what you're doing about AI.
- You already pay for ChatGPT, Copilot or similar, with no clear return.
- You're a mid-size organisation, roughly 50 to 5,000 staff, with data in several systems.
- You want an outside view your executives will act on.
It's not for you if:
- You want a tool installed tomorrow without looking at your data.
- You have no executive sponsor for the work.
Why an outside view, even with a data team
- Fresh eyes. An outside reviewer spots issues a team has learned to work around.
- Independence. Findings come without internal politics, including the ones that are hard to raise from inside.
- Executive airtime. A structured playback puts data risks and opportunities in front of your board, in board language.
- A wider benchmark. What good looks like across similar organisations, not just yours.
- Backing for your team. The audit often gives your analysts the evidence and mandate they've been asking for.
How it works
Six lenses, one clear picture
- 01
Priorities and AI ambition
Where must AI pay off, and is today's spend paying off?
- 02
Data estate
What data exists, where it lives, and can it be reached safely?
- 03
Data understanding
Can the data be trusted? Each key dataset placed on the bronze → silver → gold scale.
- 04
Workflows and effort
Where would AI save measurable time or money?
- 05
Governance and security
Can AI be adopted without new risk?
- 06
Value baseline
How will you prove the return afterwards?
Within 2–3 weeks we cover all six lenses and play the findings back to your executive team, with clear recommendations on quick wins and a clear roadmap for implementation.
Your data, not generic AI advice
Data you're probably sitting on
CRM contacts, portal enquiry logs, lead response times, listings, viewings, offers, valuations and instructions, inboxes.
What we analyse to show the AI return
- Response time against conversion
- Leads lost out of hours or never followed up
- Valuation-to-instruction rate
- Staff time on follow-up and sales progression
What the audit includes
- Kick-off with your executive sponsor and up to six interviews with leaders and front-line teams.
- Review of up to three core systems or data extracts for quality, availability and structure.
- A ranked register of your top ten AI and automation opportunities.
- A data readiness scorecard showing which gaps block which opportunities.
- A data security quick check: where data lives, who can see it, and where it's stored.
- Quick-win recommendations and a clear roadmap for implementation.
- A 90-minute executive playback plus a written report.
What we need from you
A sponsor
One executive who owns the outcome.
Some time
Up to six people for about 45 minutes each.
Read-only access
To a few systems or sample extracts, under NDA.
What happens next is up to you
The roadmap is yours. Any capable team can deliver it. If you'd like us to build the first quick win with your team, book a Builder Workshop or build.
Builder Workshops
Your data, your team, a working quick win before we leave.
- Built inside your environment
- Hands-on with your staff
- Ready to use the next day
Builds and ongoing support
We build the next priorities with you, then teach your team to run them.
- Fixed scope for each phase
- Governance built in
- Support as you grow
What does repetitive work cost you?
What this work costs you each year
£52,000
If AI safely handled 30% of it: £15,600
This is what the work costs today, not a promised saving. The audit shows how much of it AI can safely take on in your organisation.
Secure by design, on your platform
Your environment. We work inside your own systems wherever possible. Your data stays where it lives.
No training on your data. AI services are configured so your data isn't used to train models.
Permissions first. AI only sees what each person is already allowed to see.
Paperwork up front. NDA and data processing agreement signed before we touch any data.
Questions executives ask
Before you buy more AI, find out where it pays.
Start with a free AI assessment call. We'll talk through your priorities and tell you honestly whether the audit is right for you.
Book a free AI assessment call