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Your top 3 AI opportunities, ranked by AI Foundation Audit
- Company
- Pennine Wholesale Solutions Ltd
- Industry
- Wholesale distribution of electrical and industrial supplies
- Company size
- 150-500 employees
- Audit date
- 3 July 2026
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).
The headline numbers
Here is what the audit found, in one paragraph.
- Annual Cost Reduction
- £50,098
- Portfolio payback
- 4 months
- Year-one investment
- £15,238
- Portfolio savings
- £120,282
- Year-one investment
- £45,220
- Three-year net
- £315,626
- Portfolio payback
- 4–8 months
- FTE capacity returned
- 1.8
Your top 3 AI opportunities
Proposal Generation
Strong CandidateAccounts Receivable
Strong CandidateEmail & Ticket Triage
Ideal First AgentWhere every process lands
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.
One opportunity, fully built out — Email & Ticket Triage
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.
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.
- 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 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
- 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.
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.
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.
- 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
The full per-process blueprint, architecture and sensitivity analysis live in the 61-page Implementation Brief.
Two more business cases, fully built
Proposal Generation
Accounts Receivable
The profile this audit was scored against
- Country
- UK
- Company size
- 150-500
The full report at a glance
- LockedSelection RationaleDetailed in the full report
- LockedConsolidated Financial FrameworkDetailed in the full report
- LockedAssumptions & Important NoticesDetailed in the full report
- LockedStrategic ConclusionDetailed in the full report
- LockedPer-process Agent Blueprints & Process MapsDetailed in the full report
- LockedTechnology ArchitectureDetailed in the full report
- LockedImplementation RoadmapDetailed in the full report
- LockedSensitivity AnalysisDetailed in the full report
- LockedMonitoring & KPIsDetailed in the full report
- LockedEvaluation & Cost Methodology (Appendix)Detailed in the full report
Plus a full implementation brief
LockedA technical implementation roadmap your IT team can act on immediately. Includes API specifications, integration architecture, and phased deployment plan.
- Process analysis
- Agent specifications
- Integration architecture
- Data requirements
- Security & compliance
- Implementation phases
- Testing plan
- Go-live checklist
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 Report16-page decision reportCEO & management
- Implementation Brief61 pages of technical depthIT & project manager
Delivered to your inbox within 24 hours.
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.