How we usually start

The discovery day

A structured day with your team, then a written report and a working session that give you a clear view of where AI and automation would pay off in your business, what each opportunity would take, and what to do first.

Enquire about a discovery day

Call 01392 321700

Fixed price

£2,000 + VAT

Includes the day on site, the written report and a working session to go through it together. There’s no obligation to commission further work.

How it works

A day with your teamWe sit down with people from across the business, one at a time. Nothing to prepare.
A written report within two weeksOne picture of where time and money go, what’s worth doing and in what order.
A working session to discuss the findingsWe talk it through together and agree what, if anything, happens next.

Who it’s for

It’s for businesses that can see the way work gets done is holding things back. It’s also for businesses that simply want to understand where AI could help next. In both cases the open questions are where the biggest difference would be and what to do first.

Usually the systems are in place, and the people who know where the friction is are already on the team. What’s missing is a structured look across the whole business.

We shape the day to the size and complexity of the business. In a business of a hundred people that usually means six to eight conversations across departments. In a smaller business it might be two or three longer conversations and time spent watching how the work flows.

What happens on the day

We sit down one at a time with people chosen with you from across the business, not only the managers. Each conversation takes about 45 minutes and needs no preparation. We ask how the work gets done: where information lives, what slows things down, what people would change if they could.

What you get

The written report arrives within two weeks of the day, and we go through it with you in a working session shortly after. The report brings the conversations together into a single picture of the business:

The patterns across departments: where people agree, and where different parts of the business are pulling in different directions.
Where time and money are going, with the evidence from the conversations.
The opportunities for AI and automation, weighed for likely benefit, the work involved and what each one depends on, alongside the findings where the answer isn’t technology at all.
A recommended order: what to do first, what can wait, and what needs a decision from you before it can move.

The working session is where we talk it through and agree what happens next.

What you’ll be in a position to decide

Which opportunities deserve investment now and which can wait.
What needs to be in place first: people, data, systems, or a decision only the owners can make.
What to ask of any supplier, including us.

What the report contains

Every business is different, so every report is. This is the shape of one we wrote recently for a long-established family-owned distributor.

Seven strategic observations. Four were things the whole team agreed on; three were places where different parts of the business were pulling in different directions. Each set out what we heard, what we think it means, and what acting on it would take.
Three diagrams that said more than the text: where the friction sits along the order journey, who holds knowledge nobody else has, and which opportunities are worth doing first because the business is ready for them.
A recommended order: quick wins that give stretched people their time back, and the longer-term projects that depend on decisions the owners hadn’t yet made.
Four questions for the owners to settle before anyone spent money, including the findings that had nothing to do with technology.

Questions people ask

Do we need a discovery day before starting a project?

No. If you already know the problem you want to solve, we can talk it through and agree a sensible next step. A discovery day is most useful when you want a wider view of the opportunities and what to do first.

Is anything installed or changed on the day?

No. The day is for listening and understanding. Changes come later, if and when you decide to make them.

Do we need to prepare anything?

No. We agree with you who we should talk to, and each person just needs the time for their conversation.

What if the report says we don’t need AI?

Then that’s what it’ll say. Some of the most useful findings are about how work is organised, handed over and recorded, and can be acted on without new technology.

What happens afterwards?

We go through the report with you and agree next steps. If there’s work worth doing, we quote for it separately, in writing. Depending on the project, we build the solution or help you commission and manage specialist work. For website changes, we brief whoever looks after your site. The report is yours to act on with us, with another supplier or in-house.

Is what we tell you confidential?

Yes. The conversations and the report are for your business and us only. We don’t name clients on this website or anywhere else without written permission.