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SAMPLE REPORTPrepared for the leadership teamPennine Wholesale Solutions Ltd

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AI Foundation Audit — Sample

Your top 3 AI opportunities, ranked by AI Foundation Audit

A worked example of the report you receive — real structure, real numbers, fully scored. This is what every audit delivers.
SAMPLE REPORT
Company
Pennine Wholesale Solutions Ltd
Industry
Wholesale distribution of electrical and industrial supplies
Company size
150-500 employees
Audit date
3 July 2026
How scoring works

Every process scored on one number: the AOS

Visualization of the recommended processes by ROI (Return on Investment) and AI agent suitability. Bubble size corresponds to the overall Agent Opportunity Score. Colour indicates implementation complexity — green (low), amber (medium/high).

Executive summary

The headline numbers

£120,282
Annual Cost Reduction
12
Processes evaluated
66/100
Average AOS

Here is what the audit found, in one paragraph.

Recommended pilot
Proposal Generation
Annual Cost Reduction
£50,098
Portfolio payback
4 months
Year-one investment
£15,238
Portfolio savings
Payback tier: Excellent
Portfolio savings
£120,282
Year-one investment
£45,220
Three-year net
£315,626
Portfolio payback
4–8 months
FTE capacity returned
1.8
The shortlist

Your top 3 AI opportunities

Your top three AI opportunities, ordered by payback speed — the fastest to pay back listed first.

Proposal Generation

Strong Candidate
68/100
Strong Candidate
£50,098
Annual savings
4 mo.
Payback
RiskHigh complexity

Accounts Receivable

Strong Candidate
55/100
Strong Candidate
£39,257
Annual savings
5 mo.
Payback
RiskHigh complexity

Email & Ticket Triage

Ideal First Agent
76/100
Ideal First Agent
£30,927
Annual savings
6 mo.
Payback
RiskMedium complexity
Opportunity map

Where every process lands

All evaluated processes plotted by ROI and suitability. Your top 3 are highlighted.
Top 3 opportunity
Other evaluated process
Low complexityMedium complexityHigh complexity
Suitability
3
1
2
ROI
1Proposal Generation2Accounts Receivable3Email & Ticket Triage

Each dot is one of your evaluated processes: the horizontal axis shows its ROI potential and the vertical axis how suitable it is for an AI agent today, so a process moves right as the financial upside grows and up as it becomes easier to automate reliably. The top-right quadrant holds your strongest, safest places to start — high return and high suitability — which is why your top 3 cluster there, while the bottom-left holds low-value, harder-to-automate work to leave for later. Colour indicates implementation complexity — green (low), amber (medium/high). Red marks picks screened out as not viable. A top-right dot that is also green is the ideal first agent.

How to read this Top-right is best — high ROI, high suitability, low risk.

Worked business case

One opportunity, fully built out — Email & Ticket Triage

£30,927
Annual savings
6 mo.
Payback
76
AOS score
As-is today

Email & Ticket Triage processes approximately 280 customer emails daily across four customer service representatives and one team lead, consuming 110 hours per month at £22 per hour. Manual categorisation accounts for 30 percent of representative time — the single largest avoidable cost in the process. Eighteen percent of emails are routed incorrectly on first pass, generating secondary forwarding overhead and customer frustration. SLA compliance — initial acknowledgement within one hour and first substantive response within four hours — depends on individual workload rather than a systematic process, with 5 percent of complaints escalating due to perceived slow response. Twelve percent of queries require multiple touches before resolution, driven by incomplete customer emails and the absence of structured handoff context when cases are transferred between representatives or departments.

To-be with an AI agent

An Execution Agent monitors the Outlook shared mailbox continuously during operating hours, ingests each inbound email, and classifies it across five query categories using intent extraction enriched by HubSpot CRM profile data and SAP Business One order lookups. The agent routes each email to the correct internal recipient — warehouse, sales, finance, or the customer service queue — assigns a priority tier based on sentiment signals and customer status, and dispatches a personalised acknowledgement within the one-hour SLA window. Draft responses are generated for standard query categories using knowledge base content from SharePoint. VIP accounts and high-value complaints Escalate to Human immediately. All substantive responses are reviewed and approved by a representative before sending. Structured handoff summaries accompany every escalated case, directly addressing the context gap that drives the 12 percent multiple-touch rate.

The agent does
  • Monitors the Outlook shared mailbox continuously during operating hours (Monday to Friday, 8am to 6pm) and ingests each new inbound email as it arrives, extracting sender identity, subject line, and body text for downstream processing
  • Reads and interprets the full email content, resolving informal language, abbreviations, and vague technical descriptions to determine the primary intent — covering order status, product technical questions, complaints, account and pricing queries, and general enquiries
The agent does not
  • The agent does not approve or issue goodwill gestures, credits, or refunds — all financial decisions above £200 remain with the head of customer experience per the established authorisation policy
  • The agent does not access, store, or transmit customer personal data outside the approved systems (Outlook, HubSpot CRM, SAP Business One) in compliance with GDPR and the internal data protection policy
  • The agent does not send a final substantive resolution response for complaints or multi-issue queries without a human representative reviewing and approving the draft
  • The agent does not make policy exceptions or interpret consumer rights legislation — any query touching FCA guidance or statutory complaint rights is flagged for the team lead or head of customer experience
The agent escalates
  • VIP account emails are escalated immediately to the 1 customer service team lead handling escalations, bypassing the standard routing queue
  • Complaints involving missing deliveries where the order value exceeds £1,000 go directly to the 1 head of customer experience for policy decisions and complaint resolution
  • Emails where negative sentiment is detected but the query does not meet the £1,000 threshold are flagged to the team lead with a sentiment score and suggested draft for review before any response is sent
  • Multi-issue emails where the agent cannot confidently assign a single category — approximately 15 percent of emails are non-standard — are queued for human triage with a structured summary of extracted intent signals
  • Out-of-hours emergencies received outside Monday to Friday 8am to 6pm operating hours are routed according to the documented on-call rota, with an automated alert to the on-call contact

Full per-phase deliverables, integration spec and agent task list are included in the paid report.

Process flowchart — today vs. with an AI agent
As-is today
110 HRS / MONTH 280 VOLUME 18% ERROR RATE Trigger System Human Human Outcome Human Outcome Email & Ticket Triage 1 Email arrives in shared customer service inbox 2 Customer service representative 3 Manual categorisation by topic Exception (VIP / complaint)? Yes Escalated No 4 Forward to appropriate department 5 Update HubSpot CRM record with interaction 6 Send acknowledgement to customer 7 Track resolution in service log spreadsheet 8 Close ticket Resolved
Process steps in detail
1Email arrives in shared customer service inbox
2Customer service representative opens and reads email
3Manual categorisation by topic and priority
4Forward to appropriate department or respond directly
5Update HubSpot CRM record with interaction
6Send acknowledgement to customer if not immediate response
7Track resolution in service log spreadsheet
8Close ticket and send satisfaction survey for complex cases
EVIP account emails are escalated immediately to the 1 customer service team lead handling escalations, bypassing the standard routing queue · Complaints involving missing deliveries where the order value exceeds £1,000 go directly to the 1 head of customer experience for policy decisions and complaint resolution · Emails where negative sentiment is detected but the query does not meet the £1,000 threshold are flagged to the team lead with a sentiment score and suggested draft for review before any response is sent · Multi-issue emails where the agent cannot confidently assign a single category — approximately 15 percent of emails are non-standard — are queued for human triage with a structured summary of extracted intent signals · Out-of-hours emergencies received outside Monday to Friday 8am to 6pm operating hours are routed according to the documented on-call rota, with an automated alert to the on-call contact
To-be with an AI agent
AI Agent AI Agent AI Agent Human Email & Ticket Triage 1 Monitors the Outlook shared mailbox 2 Reads and interprets the full email content Review needed? Yes Responsible person: Reviews & approves escalated cases E Escalates flagged cases No Process completion End
Process steps in detail
1Monitors the Outlook shared mailbox continuously during operating hours (Monday to Friday, 8am to 6pm) and ingests each new inbound email as it arrives, extracting sender identity, subject line, and body text for downstream processing
2Reads and interprets the full email content, resolving informal language, abbreviations, and vague technical descriptions to determine the primary intent — covering order status, product technical questions, complaints, account and pricing queries, and general enquiries
EVIP account emails are escalated immediately to the 1 customer service team lead handling escalations, bypassing the standard routing queue · Complaints involving missing deliveries where the order value exceeds £1,000 go directly to the 1 head of customer experience for policy decisions and complaint resolution · Emails where negative sentiment is detected but the query does not meet the £1,000 threshold are flagged to the team lead with a sentiment score and suggested draft for review before any response is sent · Multi-issue emails where the agent cannot confidently assign a single category — approximately 15 percent of emails are non-standard — are queued for human triage with a structured summary of extracted intent signals · Out-of-hours emergencies received outside Monday to Friday 8am to 6pm operating hours are routed according to the documented on-call rota, with an automated alert to the on-call contact
Autonomy level
Level 1

An autonomy level of 1 (supervised execution) is appropriate because the process involves a mix of rules and judgment — approximately 85 percent of emails follow classifiable patterns, but 15 percent are non-standard and 18 percent have historically been misrouted even by experienced staff. GDPR obligations, FCA guidance applicability, and consumer rights legislation mean that unsupervised outbound responses carry regulatory exposure. The agent executes classification, routing, CRM updates, and draft generation, but a human representative reviews and sends all substantive responses, preserving accountability while capturing the majority of the efficiency gain across 110 hours per month of triage activity.

Human-in-the-loop model

The team lead conducts daily inbox monitoring of the agent's routing decisions and escalation queue. Customer service representatives review and approve agent-drafted responses before sending for all non-acknowledgement communications. The head of customer experience reviews any flagged complaint or policy-exception case before action is taken. A weekly response time report includes agent accuracy metrics (correct routing rate, escalation rate) to support continuous calibration.

The numbers behind it
Hours saved / month
110 hours/month
Effective hourly rate
£31.24
Monthly savings
£2,577
Annual savings
£30,927
Implementation cost
£8,337–£20,409 · £14,373
Three-year net
£78,408
Payback
6 months
Implementation roadmap
123 weeks
Phase 1: Discovery & Integration Mapping
224 weeks
Phase 2: Build & Classifier Training
312 weeks
Phase 3: Pilot Deployment & SLA Validation
Full per-phase deliverables, integration spec and agent task list are included in the paid report.

The full per-process blueprint, architecture and sensitivity analysis live in the 61-page Implementation Brief.

Also in your report

Two more business cases, fully built

Each of your top 3 opportunities gets the same depth of analysis. Here is a preview of the other two.
Worked business case

Proposal Generation

£50,098
Annual savings
68
AOS score
Full business case
Worked business case

Accounts Receivable

£39,257
Annual savings
55
AOS score
Full business case
Audit inputs

The profile this audit was scored against

Country
UK
Company size
150-500
What's inside

The full report at a glance

Eleven more sections are unlocked the moment you purchase your audit.
  1. Selection Rationale
    Detailed in the full report
    Locked
  2. Consolidated Financial Framework
    Detailed in the full report
    Locked
  3. Assumptions & Important Notices
    Detailed in the full report
    Locked
  4. Strategic Conclusion
    Detailed in the full report
    Locked
  5. Per-process Agent Blueprints & Process Maps
    Detailed in the full report
    Locked
  6. Technology Architecture
    Detailed in the full report
    Locked
  7. Implementation Roadmap
    Detailed in the full report
    Locked
  8. Sensitivity Analysis
    Detailed in the full report
    Locked
  9. Monitoring & KPIs
    Detailed in the full report
    Locked
  10. Evaluation & Cost Methodology (Appendix)
    Detailed in the full report
    Locked

Plus a full implementation brief

Locked

A technical implementation roadmap your IT team can act on immediately. Includes API specifications, integration architecture, and phased deployment plan.

For: IT team & project manager
  • Process analysis
  • Agent specifications
  • Integration architecture
  • Data requirements
  • Security & compliance
  • Implementation phases
  • Testing plan
  • Go-live checklist
What you receive

See your own numbers

Run the AI Foundation Audit on your business and get this exact report — built on your processes, your data, your ROI.

  • Executive Report
    16-page decision reportCEO & management
  • Implementation Brief
    61 pages of technical depthIT & project manager
One fixed price, money-back guaranteed.

Delivered to your inbox within 24 hours.

Pricing adapts to your region — see pricing →

easyAI · AI Foundation Audit — sampleRepresentative example — not a real customer
FREQUENTLY ASKED QUESTIONS

Frequently asked questions

Why is this so much cheaper than traditional consulting?+

Because we removed everything you don't need — and we used AI to do it.

No on-site workshops. No 90-minute discovery calls. No senior partner dropping by for coffee. We productised the audit methodology with AI itself: same rigour, automated execution, consistent output every time.

This is what AI looks like in real business — efficiency and cost savings, delivered. We're not selling theory. We're selling our own working example.

That's where the 90% saving comes from.

Does this audit deliver the same quality as a traditional consulting audit?+

Yes — and in some areas, more. The easyAI Audit is purpose-built for one outcome: identifying AI opportunities. It's dynamic — the methodology adapts to your specific answers as you complete the wizard, focusing precisely on what matters for your business.

Quantitative outputs (ROI, payback periods, savings estimates) reflect industry standards and current best practices in AI implementation. Unlike traditional audits which can take months to deliver and reference outdated industry data, our methodology updates continuously to keep pace with the rapidly evolving AI landscape.

Is the audit fully automated?+

The audit combines a structured analytical framework with AI technology. Every input is processed through a proprietary scoring model that quantifies automation potential. The output isn't randomly generated — it's based on a deterministic methodology with transparent logic.

Do I need to schedule any meetings or phone calls?+

No. The easyAI Audit is designed to identify key AI implementation opportunities without meetings or phone calls — by leveraging a structured wizard and explicit scoring analysis. This protects your time and is a key reason we can deliver in 24 hours at a fraction of traditional consulting cost. If you have specific questions during or after the audit, you can reach us via email.

Is this suitable for my industry?+

Yes. The framework assesses 40+ standardised SMB process types — finance, customer service, HR, sales, operations, IT support, and more. It's sector-agnostic. Whether you run manufacturing, services, retail, or IT, the methodology adapts to your processes, not the other way around.

Who fills out the wizard — me or my IT team?+

You. The wizard is designed for managers who understand the business, not the technology. Your IT team enters the picture with the Implementation Brief — which is built for them.

I have my own IT team — can I use them for implementation?+

Yes. The audit deliverables include an Implementation Brief — a detailed technical specification designed for your internal IT team. They get system requirements, data flows, integration points, security controls, and 3 alternative tech stacks per process. No external vendor required if you have in-house capability.

What if I don't have an internal IT team?+

The Implementation Brief still serves you — you can share it directly with implementation partners or external developers. It's detailed enough that they can return accurate quotes without you having to re-explain your business from scratch.

What if the audit doesn't find any AI opportunities for me?+

You still get a complete report. Even if no process scores high enough to automate right now, the audit delivers a ranked map of every process we scored, the volume thresholds at which each one becomes worth automating (so you know exactly when to revisit), and a starting point built around AI tools you can adopt today. And the 100% money-back guarantee always applies — if no viable opportunity surfaces, request a refund within 7 calendar days of delivery and you pay nothing.

Is my data secure?+

The audit doesn't require any sensitive data — no financials, no personal data, no system access. We collect only process information. Data is processed securely and never used to train AI models or shared with third parties.

Is this a compliance or certification audit?+

No. easyAI is not a certification body and the audit is not a conformity assessment. The methodology is inspired by ISO/IEC 42001 and the NIST AI Risk Management Framework — those frameworks keep the scoring rigorous and the recommendations responsible — but what you receive is a business report: your top 3 AI opportunities, the savings math behind each, and a phased implementation roadmap. If you need formal certification or a legal compliance review, you'll need a certification body or legal advisor.

Does this help with EU AI Act compliance?+

Yes. The audit is EU AI Act-aware — every recommendation is evaluated against the regulatory framework that becomes effective August 2026. While the audit itself is not a legal certification tool, its methodology is informed by ISO/IEC 42001 and NIST AI RMF principles, and provides a structured foundation that draws on responsible AI deployment best practices. For full legal compliance review, consult a legal advisor.

Is the audit always up-to-date with the latest AI capabilities?+

Yes — and that's a structural advantage of our online format. The methodology, frameworks, and industry benchmarks update continuously, often monthly, to reflect the rapidly evolving AI landscape. Traditional consulting reports become outdated within weeks of delivery — sometimes the recommended technology stack is already obsolete by the time implementation starts. We avoid this risk by design.

What if I don't know exact numbers?+

Ranges are fine — the wizard is built for estimates, not precise figures. Every question shows context examples, and the scoring is designed to work from ranges. You don't need to dig up exact data to get an accurate result.