AI Diagnostic & Delivery

What we actually do

• Understand your business first Goals, customers, team, systems and biggest frustrations. No jargon — a conversation about how you work and where things slow you down.
• Map the day-to-day workflows We look for repetitive manual work, copying data between systems, chasing information, report-building, the same emails again and again, and anything that takes time but adds little value.
• Put a £ on the opportunity Estimate time saved, avoidable costs and potential revenue impact alongside implementation effort and risk. State the assumptions and flag missing evidence; forecasts are not guaranteed savings.
• Prioritise what to do first We score value, feasibility and risk so you get a ranked list of what will deliver the biggest impact, fastest — not a laundry list of shiny tools.
• Hand you a practical plan Do now, do next, do later — plus things that are not worth automating. Priorities reflect dependencies, capacity and the evidence available.
• Optional delivery When you want the work done, we build and ship the priority automations and apps. Same stack and discipline we use on LeadBlitz, ClearMTD and TotTrack.

Who it is for

• Founders, MDs and ops leads You can feel the friction but do not want another unused SaaS subscription or a thick strategy PDF nobody opens.
• UK SMEs and service businesses Professional services, trade and commercial ops teams that live in email, spreadsheets and half-connected systems.
• Leaders who want ROI language Time, cost, risk and cashflow first — AI is the tool, not the goal. Led by an FCA and former CFO, not a pure tech pitch.

What you walk away with

• A workflow and friction summary The agreed processes, systems and manual hand-offs that create extra work.
• A ranked opportunity assessment Potential time and cost savings, revenue opportunities, implementation effort and risks, with assumptions stated.
• A practical action plan Do now, do next and do later, including dependencies and work that should stay manual.
• A basis for deciding what to build Use the plan with your team or discuss a separate delivery scope with us.

See an illustrative diagnostic assessment for the format and assumptions behind a ranked opportunity.

Estimated value is a decision aid. Actual results depend on implementation, adoption and the quality of the underlying data.

What to bring, and how scope is agreed

Start with the workflow that causes the most friction. Useful inputs include a description of the steps, the tools involved, approximate volumes and time spent, and an example of the output. Redacted examples are enough for an initial discussion; do not send passwords or sensitive customer records.

We use the initial conversation to agree which workflows to assess, who needs to contribute and what information is available. The quote sets out the diagnostic scope, deliverables and timing. Any implementation is scoped separately.

Frequently asked questions

• What is an AI Diagnostic? An AI Diagnostic reviews a business and its workflows to identify useful AI and automation opportunities. It produces a ranked action plan based on potential value, feasibility and risk, including what not to automate.
• Who is AI Diagnostic & Delivery for? Founders, MDs, finance leaders and operations teams in UK SMEs, especially service businesses working across email, spreadsheets and disconnected systems.
• How much does an AI Diagnostic cost? Pricing depends on the number and complexity of workflows, the systems involved and the depth of assessment needed. Book a free introductory call or send a brief for a scoped quote before work starts. Delivery is quoted separately.
• How long does a diagnostic take? Timing depends on the agreed scope and the availability of the people and information needed. We agree a schedule before work begins.
• Do I have to use you for delivery? No. You can take the plan to your team or another supplier, or ask SH Applications to scope and build the priority automations and applications.
• Is this just a sales pitch for software? No. The diagnostic considers process changes as well as technology. If an opportunity lacks a credible business case, the recommendation can be to leave it alone.
• Are the savings guaranteed? No. The assessment estimates potential value using the information available and states its assumptions. Delivered benefits need to be measured against a baseline after implementation.

Case studies and further reading

• What Is an AI Diagnostic? — Full guide: definition, process, who it is for, and what you walk away with
• How We Put a £ on AI Opportunities — Score ideas in pounds so you can rank what to build first
• Deep-Tech CFO Systems Case Study — Anonymised discovery and proposed systems roadmap
• Logistics and Leisure Automation Case Study — Discovery and a ranked proposal; values are illustrative estimates
• Software portfolio — Products built by SH Applications
• The Cost of Not Automating — What manual processes cost in time and money
• 40 Business Automations — Ideas once you know your priorities