AI Foundation Audit — Sample
Your top 3 AI opportunities, scored by the AI Foundation Audit
A worked example of the report you receive — full structure, every number worked through, fully scored. This is what every audit delivers.
- Company
- Pennine Wholesale Solutions Ltd
- Industry
- Wholesale distribution of electrical and industrial supplies
- Company size
- 150-500 employees
- Location
- UK
- Audit date
- 3 July 2026
The sample company is UK-based. Headline figures are converted from GBP at an indicative rate (as of 2026-07-04) for readability; the amounts quoted inside the process narratives — wage rates, policy thresholds and approval limits — are the customer's own figures and stay in GBP. The downloadable sample PDF shows original GBP figures.
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
The cost-reduction and readiness figures above cover the top 3 processes, selected deterministically by the scoring engine out of 12 processes evaluated.
- Annual Cost Reduction
- $63,624
- Pilot payback
- 4 months
- Year-one investment
- $19,352
- Portfolio savings
- $152,757
- Year-one investment
- $57,429
- Three-year net
- $400,845
- Portfolio payback
- 4–8 months
- Staff capacity freed (full-time equivalents)
- 1.8
This is reclaimed capacity, not an automatic cheque — it becomes money when these hours are redeployed to higher-value work; what you do with the time is yours to decide.
Your top 3 AI opportunities
Your top three AI opportunities, ordered by payback speed — the fastest to pay back listed first. The label under each score is its AOS band, not a second recommendation: the pilot is the one named above.
Proposal & Quotation Generation Automation
Accounts Receivable & Payment Matching (AR)
Email & Ticket Triage Automation
Where every process lands
All evaluated processes plotted by ROI and suitability. Your top 3 are highlighted.
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 Automation
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 are escalated to a 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 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 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 judgement — 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.
- Process hours / month
- 110 hours/month
- Effective hourly rate (fully loaded)
- $39.67
- Monthly savings
- $3,273
- Annual savings
- $39,277
- Implementation cost
- $10,588–$25,919 · $18,254
- Three-year net
- $99,578
- Payback
- 6 months
The full per-process blueprint, architecture and sensitivity analysis live in the Implementation Brief.
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.
Proposal & Quotation Generation Automation
Accounts Receivable & Payment Matching (AR)
The profile this audit was scored against
- Country
- UK
- Company size
- 150-500
The full report at a glance
Ten more sections are unlocked the moment you purchase your audit — plus the full Implementation Brief.
- Selection RationaleDetailed in the full reportLocked
- Consolidated Financial FrameworkDetailed in the full reportLocked
- Assumptions & Important NoticesDetailed in the full reportLocked
- Strategic ConclusionDetailed in the full reportLocked
- Per-process Agent Blueprints & Process MapsDetailed in the full reportLocked
- Technology ArchitectureDetailed in the full reportLocked
- Implementation RoadmapDetailed in the full reportLocked
- Sensitivity AnalysisDetailed in the full reportLocked
- Monitoring & KPIsDetailed in the full reportLocked
- Evaluation & Cost Methodology (Appendix)Detailed in the full reportLocked
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.
- AI Opportunity ReportPDFCEO & management
- Implementation BriefPDFIT & project manager
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 hours on your invoice. 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 roughly 90% saving comes from.
Does this audit deliver the same quality as a traditional consulting audit?+
For the one question this audit answers — where AI fits your business and what each opportunity is worth — yes. It is purpose-built for that outcome and focuses precisely on what matters for your specific business. The methodology is dynamic: it adapts to your answers as you complete the wizard, and every quantitative output — ROI, payback periods, savings estimates — is calculated from those answers by a fixed formula built on industry benchmarks and current best practice in AI implementation. The calculation is shown in the report itself, so any number can be checked and reproduced.
A traditional audit takes 6–12 weeks and is fixed at the date it was written. Our methodology is versioned and maintained: when benchmarks or best practice move, the change lands in the next release.
Is the audit fully automated?+
The output is not randomly generated. The audit combines a structured analytical framework with AI technology, and every input is processed through a proprietary scoring model that quantifies automation potential. It rests on a deterministic methodology with transparent logic.
Do I need to schedule any meetings or phone calls?+
No — none. The audit is designed to identify key AI implementation opportunities without meetings or phone calls: a structured wizard plus explicit scoring analysis does the work. That protects your time — and it is a key reason we can deliver within 24 hours at a fraction of traditional consulting cost. If you have specific questions during or after the audit, email us.
Is this suitable for my industry?+
Yes. The methodology is sector-agnostic — it works for manufacturing, services, retail, IT and beyond — because it assesses 40 standardised SMB process types: finance, customer service, HR, sales, operations, IT support and more. It 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 — that part 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. It covers system requirements, data flows, integration points, security controls and 2–3 alternative tech stacks per process. If the capability exists in-house, no external vendor is required.
What if I don't have an internal IT team?+
The Implementation Brief still works for you. Share it directly with implementation partners or external developers: it is detailed enough for them to quote accurately without you re-explaining 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 stands — if the audit identifies no relevant area suited to automation, we start the refund ourselves and you pay nothing.
Is my data secure?+
The audit requires no personal data and no access to your systems. Sensitive financial questions — wage and rate figures — are voluntary: you never have to provide them, and absent values fall back to pre-computed per-country defaults. We collect process information, process it securely, and never use it to train AI models or share it with third parties.
Is this a compliance or certification audit?+
No. AI Priority Map 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 three AI opportunities, the savings maths behind each, and a phased implementation plan. 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 EU AI Act is already in force. Its obligations arrive in stages — general-purpose AI duties have applied since August 2025, and the high-risk requirements phase in through December 2027. While the audit is not a legal compliance tool, its method follows published international practice for responsible AI, so you start from a structured picture of where AI sits in your business. For a full legal review, consult a legal advisor.
Is the audit kept up to date as AI capabilities evolve?+
Yes — and that's a structural advantage of our online format. The methodology, its frameworks and its industry benchmarks are versioned and maintained, and each release carries the changes since the last one — you receive the current version, not a document written months ago. Traditional consulting reports are fixed at the date they were written; 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 — the scoring is designed to work from ranges, and every question shows context examples. You do not need to dig up exact data to get an accurate result.