Find out where AI pays, and where it will not.

A structured look at your actual processes, ranked by whether AI would genuinely help. The output usually includes things worth doing, things worth automating without AI, and things worth leaving alone.

An AI opportunity assessment examines the processes an organisation actually runs and establishes, for each, whether AI would improve it, whether ordinary automation would improve it more cheaply, or whether it should be left alone. The output is a ranked list with an estimate of effort, dependency and risk against each item, and an explicit set of exclusions. It is deliberately not a strategy document. The useful result is usually smaller and more boring than expected: two or three processes worth doing properly, several worth connecting rather than predicting, and a reason not to do the rest yet.

What does the assessment actually examine?

It examines processes rather than technologies. For each candidate: what the process does today, who touches it, where the data lives and how clean it is, how often it runs, what an error costs, and whether anyone could tell if the output were wrong. That last question eliminates more candidates than any other. A process nobody can check is a poor place to introduce a system that is occasionally confidently mistaken.

Why not just start with a pilot?

Pilots are cheap to start and expensive to stop. They tend to select the most demonstrable process rather than the most valuable one, and they answer “can this work?”, which is almost always yes — instead of “is this worth owning for five years?”. An assessment costs less than a pilot and rules out the work you were going to abandon anyway. Where a pilot is the right answer, the assessment says which one and what it has to prove.

What if the answer is that we don’t need AI?

That is a common and useful outcome. A great deal of what gets framed as an AI problem is an integration problem: two systems that do not talk, so a person moves data between them. Connecting them is cheaper, more reliable and easier to reason about than predicting the same data. We will say so, and we would rather say it at the assessment stage than eighteen months into a programme.

What separates a good candidate from a bad one
SignalGood candidatePoor candidate
CheckabilityA wrong answer is obviousNobody would notice
DataExists, and someone owns itWould have to be created first
FrequencyOften enough to matterQuarterly, by one person
Failure costRecoverableRegulatory or financial
AlternativeNo simpler fix existsAn integration would solve it

When you don't need this

Against our own interest

If you already know which process you want to improve and why, and you have someone who can own it, you may not need an assessment — you need to start. We would rather tell you that than sell you a discovery phase for a decision you have already made.

This sits inside our AI and automation practice. Where the processes are treasury ones, it runs alongside treasury technology, the intersection is the part that is genuinely unusual. The work is led by Simon Potter, and do we actually need AI for this? sets out the reasoning in full.

Review an AI opportunity

Send the three processes you have in mind. Most assessments find the ranking surprises the people who chose them.

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