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SAMPLE REPORT

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
Download PDF

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.

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

$152,757
Annual Cost Reduction
12
Processes evaluated
66/100
Top-3 avg. AI-readiness (AOS)

The cost-reduction and readiness figures above cover the top 3 processes, selected deterministically by the scoring engine out of 12 processes evaluated.

Recommended pilot
Proposal & Quotation Generation Automation
Annual Cost Reduction
$63,624
Pilot payback
4 months
Year-one investment
$19,352
Portfolio savings
Payback tier: Excellent
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.

The shortlist

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

68/100
Strong Candidate
$63,624
Annual savings
4 mo.
Payback
RiskHigh complexity

Accounts Receivable & Payment Matching (AR)

55/100
Strong Candidate
$49,856
Annual savings
5 mo.
Payback
RiskHigh complexity

Email & Ticket Triage Automation

76/100
Ideal First Agent
$39,277
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 & Quotation Generation Automation2Accounts Receivable & Payment Matching (AR)3Email & Ticket Triage Automation

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 Automation

$39,277
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 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.

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 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.

Process flowchart — today vs. with an AI agent
As-is today
110 HRS / MONTH 280 VOLUME 18% ERROR RATE TRIGGER Email & Ticket Triage Automation System 1 Email arrives in shared customer service inbox Human 2 Customer service representative opens and reads email Human 3 Manual categorisation by topic and priority Exception? Yes Human Escalated Team lead No Human 4 Forward to appropriate department or respond directly Human 5 Update HubSpot CRM record with interaction Human 6 Send acknowledgement to customer Human 7 Track resolution in service log spreadsheet Human 8 Close ticket Resolved OUTCOME
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 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
To-be with an AI agent
Email & Ticket Triage Automation AI 1 Monitors the Outlook shared mailbox continuously AI 2 Reads and interprets the full email content Review needed? Yes Human Responsible person: Reviews & approves escalated cases E Escalates flagged cases No AI 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 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
Autonomy level
Level 1

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.

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
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
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 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 & Quotation Generation Automation

$63,624
Annual savings
68
AOS score
Full business case
Worked business case

Accounts Receivable & Payment Matching (AR)

$49,856
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

Ten more sections are unlocked the moment you purchase your audit — plus the full Implementation Brief.

  1. Selection RationaleDetailed in the full reportLocked
  2. Consolidated Financial FrameworkDetailed in the full reportLocked
  3. Assumptions & Important NoticesDetailed in the full reportLocked
  4. Strategic ConclusionDetailed in the full reportLocked
  5. Per-process Agent Blueprints & Process MapsDetailed in the full reportLocked
  6. Technology ArchitectureDetailed in the full reportLocked
  7. Implementation RoadmapDetailed in the full reportLocked
  8. Sensitivity AnalysisDetailed in the full reportLocked
  9. Monitoring & KPIsDetailed in the full reportLocked
  10. Evaluation & Cost Methodology (Appendix)Detailed in the full reportLocked

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

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.

What you receive
  • AI Opportunity Report
    PDFCEO & management
  • Implementation Brief
    PDFIT & project manager
Unlock the full report
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AI Priority Map · 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 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.