Technology and AI Assessment
A structured look at how your operations work, and where technology, AI and automation will make the biggest difference.
Who it is for
A team that wants to simplify its work
For owner-led businesses (5–50 staff) and departments of larger organisations.
The aim
Gain your team at least five hours a week.
A major technology decision
For larger organisations looking at new technology to improve how their operations run: a new system, connected devices, automation or AI.
The aim
New technology that solves a real operational problem, agreed by leaders and teams, and brought in with a clear plan.
How the Assessment is run.
Introductory call
We agree the scope, who to involve, and what a good result looks like.
Sessions with leaders
Your goals, the pressures on the business, where it is heading, and which problems matter most.
Sessions with operational teams
How work actually moves through the business, and what your teams need from any new system.
Technology and vendor research
For a technology decision: the technologies and vendors that could meet your needs, what they can really deliver, and where the gaps are.
Analysis and report
I map your main processes and work out what to change first. Then I send you a report before the review call.
Review call
We go through the quick wins and the larger opportunities, answer your questions, and agree next steps.
What the Assessment gives you.
A concise report for decision-makers, with a clear plan you can act on.
Every Assessment
Clarity: the main problems, what to do first or which option to choose, and why.
An outcome: the outcome to aim for, and the hours, money and risk at stake, from your own figures.
How work flows today: a simple map of your main processes, with the bottlenecks marked.
A data map: what you use now, what connects, and where each kind of data should be kept.
Next steps: your options, from doing it yourselves to a focused engagement or a partnership.
For a team
Quick wins: up to six changes within 30 days, mostly with tools you already have.
For a technology decision
Options compared: each option evaluated against your operational needs, the gaps to close, and how to choose: a proof of concept, tender requirements and the points to secure in the agreement.
Questions
How much does it cost?
The Assessment has a fixed price, which I share on the introductory call once I understand the size of your business and what it needs.
Will you tell us to buy new software?
Only where there is a real gap. I check what your current tools can already do first, then off-the-shelf options, and only then anything custom. You pay vendors directly, and I take no commissions. If I ever have an arrangement with a vendor, I tell you before you decide.
How is my data handled?
A confidentiality agreement is in place before the first session, and we agree how your documents and data are handled. Every recommendation follows your data policy. If you do not have one, I help you decide what stays in-house, what stays in Switzerland, and what can go abroad, and which AI tools and models fit. Your data is never used to train AI models.
Can you build the solution as well as recommend it?
Yes. I design and set up process changes, integrations, automations and prototypes, built and tested with your team and kept in your own accounts. For larger systems, I help you test the options with a proof of concept, prepare the technical part of a tender, and agree terms with the vendor you choose.
What if the Assessment finds nothing worth doing?
Then I will tell you. You still keep the report, with a map of how your work flows and where your tools and data stand.
Start with a free 20-minute call.
We look at your situation and whether an Assessment fits. It is free, and you decide what happens next.