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AI Automation Pilot

Can AI take on one of our routine tasks?

One well-defined task (reading supplier invoices, summarising contracts, answering routine questions) piloted safely in your Microsoft 365, with results measured.

  • Fixed price, agreed in writing
  • Every step visible in your Client Workspace
  • Your data kept private
  1. Initiation - Customers Goals (your step)
  2. Customization Preferences & Visual Direction (your step)
  3. Collaboration & Asset Sharing
  4. Our team's work
  5. Milestone & Feedback Framework
  6. Final Output & Delivery Format (delivery)
6 steps 2 are yours 1 delivery All tracked in your Client Workspace
  • Your Client WorkspaceYour brief, data, every step and the deliverables in one secure place.
  • A project office on every stepEach step has an owner and a date; late steps are flagged and followed up.
  • Fixed scope, fixed priceAgreed in writing before work starts; shown excluding and including VAT.
  • Nothing closes without youYou review the delivery and accept it, or tell us what should change.

The engagement

What this engagement covers

Who it is for

  • Businesses with a repetitive, document-heavy task: invoices, delivery notes, contracts, routine questions

What you get

Outcomes

  • One use case agreed in writing, with success measures
  • A working pilot built with Microsoft tools you already license
  • Measured accuracy and time saved, on your own documents
  • A clear go / no-go recommendation

What we need from you

Your part

  • Sample documents (we sign your NDA first)
  • One person who knows the task, for a few short reviews

Not included

  • Company-wide roll-out
  • Training custom AI models from scratch

How your project runs

Each step has an owner and a date. You see it all in your Client Workspace, and nothing closes without your acceptance.

How it runs

  1. Initiation - Customers Goals You 2 days Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
  2. Customization Preferences & Visual Direction You 3 days Let the user select flow type (linear, logic-based), complexity level, colour treatment, and interactivity
  3. Collaboration & Asset Sharing Us 2 days Enable shared folders, communication channel preferences, and third-party tool integration if needed
  4. Our team's work Us 8 days
  5. Milestone & Feedback Framework Us 3 days Define how iterations will happen—stages of sign-off, review checkpoints, expected turnaround time
  6. Final Output & Delivery Format Us 2 days Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution

Expected timeline

Our work: about 15 working days once we have your brief and data. Your part: about 5 days (brief, data and decisions). Typically 4 weeks in total from payment.

What we need from you

  • Initiation - Customers Goals: Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
  • Customization Preferences & Visual Direction: Let the user select flow type (linear, logic-based), complexity level, colour treatment, and interactivity

What you receive

  • Final Output & Delivery Format: Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution

How acceptance works

When we deliver, you review the files in your Client Workspace and accept them, or tell us what should change. We remind you after 5 days if we have not heard from you.

How payment works

Order online; you can start your brief straight away in your Client Workspace. We start the work once payment is received.

Questions

Before you start

Is our data used to train AI?

No. The pilot runs inside your Microsoft 365 with your own settings, and nothing is shared outside it.

What does it cost?

From £4,950 excluding VAT. The final price is fixed in writing once the use case is agreed.

Choose a time

A free 30-minute video call in your browser, at a time that suits you. Prefer to write? Send us a message.

Next step

Talk it through: 30 minutes, free, no obligation.

We reply within one working day.

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