Identify Where AI Can Create the Greatest Value
Artificial intelligence is changing how organisations work. Yet many leaders are still asking the same questions.
- Where should we start?
- Which workflows could benefit from AI?
- What should remain under human judgement?
- Which opportunities are worth pursuing?
- How do we adopt AI responsibly?
The challenge isn’t simply adopting AI.
It’s understanding where AI can create genuine value and where human expertise remains essential.
The AI Workflow Audit provides an independent assessment of a workflow, service or operational area to identify where AI can improve the way work is carried out, support better decision-making and strengthen organisational capability.
Rather than starting with technology, let’s start with the work.
What Is an AI Workflow Audit?
An AI Workflow Audit is a structured review of how work is currently carried out within your organisation.
Together we examine:
- how a workflow operates today
- repetitive or time-consuming activities
- decision points requiring professional judgement
- opportunities for AI, automation and AI agents
- governance, risks and responsible AI
- practical priorities for improvement.
The aim is not to replace people with AI. It is to redesign work so that people and AI each contribute where they create the greatest value.
Who Is It For?
The AI Workflow Audit is designed for organisations that want to make informed decisions about AI before investing significant time or resources.
It is particularly valuable for organisations that are:
- exploring AI for the first time
- reviewing existing AI initiatives
- considering AI agents, automation or workflow redesign
- looking to improve productivity, quality or decision-making
- planning wider organisational or digital transformation
- seeking an independent perspective before investing further.
The audit can be applied to any organisation, team or professional function where work involves information, processes, decisions and professional judgement.
What Is Included?
The audit includes:
- a short discovery questionnaire
- a 90-minute facilitated session
- review of one workflow or operational area
- identification of opportunities, constraints and risks
- prioritised recommendations
- a written summary with suggested next steps.
By the end of the audit, you will have a clearer understanding of:
- where AI is likely to create meaningful value
- where human expertise should remain central
- what opportunities should be prioritised
- what practical steps to take next.
Typical Questions We Explore
During the audit we often explore questions such as:
- Which workflows should we improve first?
- Where could AI save meaningful time?
- Which activities should always remain human-led?
- Could AI agents support this process?
- What capabilities should we develop next?
- What are the biggest risks and opportunities?
What Happens Next?
For many organisations, the AI Workflow Audit becomes the foundation for a wider approach to AI adoption.
Depending on your priorities, the next step may include:
- workflow redesign
- AI strategy
- executive advisory
- leadership workshops
- governance and responsible AI
- organisational AI roadmap development.
There is no obligation to continue beyond the audit. Many organisations use the findings to guide their own internal planning.
Looking for Broader Support?
If you are looking for organisation-wide AI strategy, governance or leadership support, explore my Advisory services.
If you are looking for a keynote, executive briefing or masterclass on AI and the future of professional work, visit the Speaking page.
Book an AI Workflow Audit
If your organisation would like an independent assessment of where AI can create genuine value, I’d be delighted to discuss how the AI Workflow Audit could help.