C-07AI Consulting
AI consulting services: do you know which process to automate first, and whether your data can support it?
Readiness assessment, one use case tied to a number you already track, and an engagement that ends with a system in production, not a slide deck.
The short answerquotable
AI consulting is the work of deciding what a business should automate, in what order, and whether the data supports it — then proving it with something that runs. A good engagement starts with a readiness assessment, picks one use case tied to a number the business already tracks, checks the data before the model, and ends with a system in production and a team that can run it. If it ends with a slide deck, it was not consulting. It was a report.
Why AI projects stall
Most businesses do not have an AI problem. They have a where-to-start problem.
Too many ideas, no ranking
Every department has a use case. Nobody has compared them on hours, risk and revenue.
Data that is not ready
The model is chosen before anyone checks whether the records are complete or consistent.
Pilots with no owner
A proof of concept impresses in a meeting and nobody is responsible for taking it live.
Vendor-led decisions
The tool was picked first, and the process was bent to fit it.
No definition of success
The project ends and nobody can say what number moved.
Governance as an afterthought
Permissions, approvals and logging are bolted on after the first incident.
Strategy that stays in a document
A roadmap was delivered. Nothing on it shipped.
Teams that cannot run it
The consultant leaves and the system has no one who understands it.
How an engagement runs
Assess, pick one, check the data, build it, hand it over.
Human approval can be added at any step. Every run is logged.
Readiness assessment
Data, systems, skills, risk
Use-case ranking
Hours saved, error rate, revenue touched
Pick one
Tied to a number you already track
Data check
Completeness and permissions before the model
Build increment
Two-week cycles on live data
Human approval design
Where a person stays in the loop
Handover
Team trained, system documented
C-07 · AI Consulting
Start with the process, not the prompt.
An AI consultant's job is to decide what to automate, in what order, and whether the data supports it. Then to prove it with something that runs.
What the engagement includes
What an AI consultant delivers.
Every engagement ends with a working system, a number it is measured against and a team that can run it.
- AI readiness assessment
- Use-case selection and business case
- AI strategy and 12-month roadmap
- Data audit: completeness, quality, access
- Build-vs-buy and vendor evaluation
- LLM assistant and agent design
- Governance: permissions, approvals, logging
- Model and platform selection
- Pilot design with success metrics
- Change management and team training
- Cost modelling and payback forecasts
- Ongoing advisory after launch



Human where it matters
Advice is only useful if it reaches production.
We build the first use case ourselves, with your team alongside, so the roadmap is proven before it is extended.
- 01One use case first, measured against a number you track
- 02Data checked before any model is chosen
- 03Approval points designed with your team
- 04Your staff trained to run and change the system
- 05A written roadmap for what comes next, in order
What this improves
What changes after the engagement.
A ranked list, not a wish list
You know which process to automate first and why.
A system in production
The first use case runs on live data with an owner.
A number that moved
Success is defined before the build and reported after it.
A team that can run it
Documentation, training and governance in place.
Example engagement / operations
A representative engagement, not a client case study.
The exact steps depend on your systems, your data and which process is costing the most time.
- 01Readiness assessment across sales, support and finance
- 02Twelve candidate use cases ranked by hours and risk
- 03Invoice processing chosen: highest volume, lowest risk
- 04Data audit finds supplier records need cleaning first
- 05Extraction and approval workflow built in two increments
- 06Finance team trained; next use case scheduled
What could you automate?
Use cases by department.
Every workflow is customised around the way your team actually operates. These are the starting points we see most.
- Lead research and enrichment
- Lead qualification and scoring
- CRM updates from email and calls
- Personalised follow-ups
- Meeting preparation briefs
- Proposal drafting
- Lead routing to the right owner
- Pipeline hygiene and reminders
- Campaign data collection
- Content workflows and approvals
- Lead hand-off to sales
- Weekly reporting
- Customer segmentation
- Review monitoring and replies
- SEO content briefs
- Ad spend anomaly alerts
- FAQ handling
- Ticket classification
- Response drafting
- Knowledge retrieval
- Escalation with context
- Appointment scheduling
- Call handling
- Post-resolution follow-up
- Data synchronisation
- Order processing
- Procurement workflows
- Internal requests
- Status tracking
- Scheduling
- Notifications
- Quality checks
- Invoice data extraction
- Payment reminders
- Expense classification
- Reconciliation preparation
- Reporting
- Approval routing
- Supplier statement matching
- Cash-flow summaries
- Automated reports
- KPI summaries
- Meeting preparation
- Exception alerts
- Task follow-up
- Information consolidation
- Board pack drafting
- Decision logs
Have another process in mind? Tell us what you want to automate.
Common questions
The practical version.
They decide what to automate and in what order, check that the data supports it, and make sure the result reaches production. The deliverable is a working system and a team that can run it — not a strategy document.
A readiness assessment takes days, not months. Selecting a use case and agreeing its baseline takes a week or two. A first build in production is typically measured in weeks, depending on how clean the data is and how many approvals the workflow touches.
No, but you need to know its state. The readiness assessment tells you which use cases your current data can support and which need clean-up first. Skipping that step is the most common reason AI projects stall after the demo.
It is priced hourly, as a fixed project, or on retainer, and the range varies widely by scope and region — published 2026 rate guides set out the going figures. The number worth comparing is modelled payback against the number you are trying to move, not the day rate.
Consulting decides what should be automated and why. An automation agency builds what it is asked to build. Engagements that stop at advice tend not to get implemented; engagements that skip the advice tend to build the wrong thing well.
You do. Handover includes documentation, the evaluation set used to prove it works, an escalation path, and a review date to decide whether it still earns its place.
That is agreed in advance. Every use case gets a baseline and a threshold that would make it a failure, set before anything is built, so the decision to stop is a measurement rather than an argument.
Proof
AI Consulting in practice
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