Sales
RFQ to Quotation
Assess how enquiries and RFQs become quotations, and which steps AI can prepare.
AI Implementation & Deployment
AI Workflow Assessment
Find where AI can create measurable value in your business before anything is built.
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Overview
Every AI deployment we do starts here. We spend time with the teams who do the work, map how requests, documents and data move through your business, and identify which workflows AI should take on first — and which should stay with people. You get a clear, prioritised plan before any development starts.
Core Capabilities
Workflow Discovery
Conversations and observation with the people who run the work day to day.
Process & System Mapping
Every step, hand-off, document and system in the workflow, mapped as it really happens.
Opportunity Prioritisation
Workflows scored on volume, effort, error risk and business value to decide what to deploy first.
Our Approach
01
Discover
Understand how your teams work, the systems they use and where time goes.
02
Map
Document the repetitive, manual and decision-heavy workflows in detail.
03
Prioritise
Score each workflow and agree which ones AI should take on first.
04
Recommend
A first deployment with scope, integrations, approval points and success measures.
Key Benefits
Clarity Before Investment
Know what AI should do, and what it shouldn't, before committing budget.
A Plan Your Team Owns
Built with your people, so the recommendations reflect how work really happens.
Lower Deployment Risk
Integration, data-quality and approval needs are identified up front, not mid-build.
01
Workflow Maps
Step-by-step maps of the workflows reviewed, including people, documents and systems involved.
02
Opportunity Scorecard
Each workflow scored and ranked, with the reasoning behind every score.
03
System & Data Inventory
The systems and data sources each workflow depends on, and how they can be accessed.
04
Recommended First Deployment
A scoped proposal for the first workflow: what AI does, what people do, and where approvals sit.
05
Integration Approach
How the AI would connect to your ERP, CRM, email and other systems, agreed with your IT team.
06
Success Measures
The measures we will use to judge whether the deployment is working.
Where We Apply ItBuilt for the industries
Built for the industries
that move us forward.
We apply this practice across six recurring industry contexts. The pattern fits any of them — the scope and compliance bar are what flex.
Distribution
Order Entry & Dealer Enquiries
Map how orders arrive by email, phone and WhatsApp, and where re-typing happens.
Finance
Collections & Invoices
Review receivables follow-up and invoice processing for repetitive effort.
Procurement
Vendor Quote Comparison
Look at how supplier quotes are collected, compared and turned into purchase decisions.
Customer Service
Routine Enquiry Handling
Identify the questions that come up again and again and where answers live.
Management
Reporting & Exceptions
Find the reports compiled by hand each day or week from several systems.
A sponsor who owns the outcome, the people who actually do the work in the workflows we review, and someone from IT who knows your systems. Most of the time we need is with the people doing the work.
Let's talk about what you need built.
AI Implementation & DeploymentWebsites & Web AppsMobile AppsCustom Software & ERP
Bring us a workflow you want AI to take on, or a website, app or system you need built. We'll scope it with you, tell you honestly what it involves, and propose the right way to deliver it.