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AI readiness assessment and AI roadmap

AI readiness assessment.

We spend time with your leadership and the teams doing the work, find where the friction in the business is coming from, and hand over a costed AI roadmap: what to build first, what it will replace, and how we will measure it.

From £4,500 + VAT.

See what we have built for our clients

01How it works

Four steps to your AI roadmap.

The assessment is the first step of every engagement. It tells you where AI will pay back first in your business, before anything is built.

  1. Leadership

    We meet your leadership

    We start with your managing director, finance director and operations lead: where the business is going, what is slowing it down, and what good looks like.

  2. Your teams

    We sit with the teams doing the work

    We spend time with the people who handle orders, invoices, customer enquiries and reporting, and see how the work is actually done.

  3. Your systems

    We map how work moves

    From the email, spreadsheet or portal where work arrives to the record in your ERP, we map every hand-off, rekey and check.

  4. The roadmap

    You receive your AI roadmap

    A costed plan for what to build first, what it will replace and how we will measure it.

02Timing

How long it takes.

Most assessments take about two weeks from the first meeting to the finished roadmap. We need a few hours from your leadership and short sessions with the teams who do the work. We do the mapping ourselves, around your diary.

03What the assessment covers

What we look at.

The assessment looks at five things, because AI only pays back when all five are ready for it.

  • Your processes

    Where your teams’ time goes: orders, invoices, customer enquiries and reporting, and which steps are keyed in twice, checked by hand or chased.

  • Your systems

    Your ERP, such as Business Central, and the email, spreadsheets and portals around it, and how work moves between them.

  • Your data

    What your systems hold, how complete and consistent it is, and whether it is enough to automate the work you want automated.

  • Your people

    Who does the work today, who will own each system once it is built, and what your teams need to trust it and use it.

  • Security and control

    Where your data must stay, who needs access, and how the AI will run on your own account.

04Your roadmap

What your roadmap contains.

Every opportunity we find is set out the same way, so you can compare them and decide what comes first.

  • The process and the team

    What happens today and who does it.

  • The time it takes now

    Measured with your team, not estimated from outside.

  • What we would build

    In plain language, alongside the systems you already run.

  • What it costs to build

    And what it costs to run.

  • What it depends on

    Data, access, decisions or other work that has to happen first.

  • Its place in the order

    Ranked by payback, so the first build is the one with the clearest return.

The roadmap closes with the first build scoped and costed, your data and security model, and the risks. If AI will not pay back somewhere in your business, the roadmap says so.

“AI was something we had been considering for a while, and we wanted to do it properly, with a partner who understood how our business actually works. The systems Agency AI has built are already helping our teams, and we are going into our busiest season in a stronger position.”

Gregorie Marshall, managing director, Peacock Salt

Read the Peacock Salt case study →

05Straight answers

What businesses ask us first.

What is an AI readiness assessment, and what does it cost?

An AI readiness assessment is a short, paid review of how work moves through your business, which ends with a costed AI roadmap. We meet your leadership, sit with the teams who handle orders, invoices, customer enquiries and reporting, and map how work moves between your ERP, email, spreadsheets and portals. The roadmap then sets out each process where AI would pay back, what we would build, what it would cost to build and run, and the order to do it in. Ours is from £4,500 + VAT and takes about two weeks. Our guide to choosing an AI consultancy compares typical UK prices, and our guide to AI in manufacturing shows where it usually pays back first.

Is the assessment a sales pitch?

No. It is a paid piece of work with a costed plan at the end. If AI will not pay back somewhere in your business, the roadmap says so.

Do we have to use you for the build?

No. The roadmap is yours to keep and to act on with whoever you choose. Most clients ask us to build the first system, because by then we know the business.

How much of our team’s time does it take?

A few hours from your leadership, and short sessions with the teams who do the work. We work around your diary and do the mapping ourselves.

Who is it for?

Established UK businesses, most often manufacturers and distributors running an ERP such as Microsoft Dynamics 365 Business Central.

Is the price fixed?

Yes. We confirm the price before we start, and you see the cost of every next step in the roadmap before you commit to anything.

Book a call.

Tell us where your team loses the most time. We will tell you whether an AI readiness assessment is worth it for your business, and when we could start.

  1. 01We review what you send.
  2. 02We arrange a call at a time that suits you.
  3. 03If AI is worth pursuing, you receive an AI roadmap before anything is built.

No obligation. We reply by email to arrange a time.