Investigate business questions
Read offers, conversations, time records and costs together. Answers show the relevant evidence and separate observations from open questions.
Business intelligence · AI systems · implementation
AI systems built for your company’s work.
Systems that investigate questions, use company knowledge and prepare or carry out agreed actions. Built with your information, tested on your tasks and introduced with your team.
Tell us about your business What happens during the review
Your company already holds useful knowledge.
The review shows where AI can use it to answer questions and take on work.
The first release handles a defined job
We agree the inputs, expected outputs and exceptions. Your team tests it with representative cases before it becomes part of daily work. We include instructions, access handover and the ongoing costs in the proposal.
We quote the review before starting. Implementation and ongoing support are separate decisions.
A question from the business
Read a proposal, open the supporting records and inspect the next steps. These examples use fictional data.
Can we take on this project, and what should our proposal say?
Prepare a proposal, but clarify two requirements first.
The request matches the work described in your project library. The requested four-week delivery is shorter than the six weeks in your current plan, and weekend support is not covered by your standard terms.
Customer project brief
Previous project library
Capacity & service terms
See what this is based on
| Customer request | Company information | Action needed |
|---|---|---|
| Comparable work | Two relevant project references | Use approved examples |
| Delivery in 4 weeks | Current plan allows 6 weeks | Agree capacity or a later start |
| Weekend support | Not in standard terms | Clarify coverage and price |
This example does not establish technical feasibility or a binding delivery date. A responsible person reviews both before making a commitment.
See the proposed next steps
Prepared for review
- 1Assemble a draft proposal from the relevant project references and approved service information.
- 2Prepare delivery options and questions about weekend support, with sources for each assumption.
- 3After the owner reviews scope, price and commitments, prepare the agreed response and internal project brief.
Example of the prepared draft
Thank you for the brief. We have two relevant project references to discuss. Our current delivery plan allows six weeks. Before proposing a four-week schedule, we need to confirm additional capacity and agree what weekend support should include. Could you confirm the required coverage hours?
Demo tasks prepared. Nothing has been sent or changed in a business system.
Which jobs are costing more than we allowed for?
Two jobs have €2,400 in costs above plan.
Compare the accepted quote with recorded labour and expenses. The next step is to establish whether the difference comes from extra work, poor estimates or delivery problems.
Accepted quotes
Time records
Project expenses
See what this is based on
| Job | Planned cost | Recorded cost |
|---|---|---|
| J-201 | €6,000 | €7,500 |
| J-202 | €4,500 | €5,400 |
| J-203 | €3,500 | €3,500 |
(7,500 − 6,000) + (5,400 − 4,500) = 2,400 €
A cost difference does not establish who is responsible or whether extra work can be billed.
See the proposed next steps
Prepared for review
- 1Prepare a cost review for J-201 and J-202 with the supporting records.
- 2Ask the project owners to explain work outside the original scope.
- 3After review, propose a revised estimate or customer discussion.
Example of the prepared draft
Please review J-201 and J-202. Recorded costs exceed the estimates by €1,500 and €900 respectively. Confirm which items relate to approved extra work, estimation differences or delivery issues. Attach the supporting records before proposing a customer discussion or a revised estimate.
Demo tasks prepared. Nothing has been sent or changed in a business system.
Can we accept this order without delaying work we already promised?
The current plan is short by 16 working hours.
Your team has 120 hours available, with 90 already committed. This order needs another 46. A different start date or extra capacity needs to be agreed before making a promise.
Team availability
Confirmed commitments
New order estimate
See what this is based on
| Planning input | Hours | Meaning |
|---|---|---|
| Available capacity | 120 | Team availability |
| Existing commitments | 90 | Already promised |
| New order | 46 | Estimated work |
90 + 46 − 120 = 16 hours
This simplified example uses total hours. A real plan also checks skills, deadlines, absences and task dependencies.
See the proposed next steps
Prepared for review
- 1Prepare a plan that protects the existing commitments.
- 2Compare a later start with adding approved capacity.
- 3Ask the responsible manager to choose before confirming the order.
Example of the prepared draft
The new order would require 136 hours in total against 120 available. Before confirming a date, compare a later start with approved additional capacity. Check skills, deadlines and dependencies for both options. Existing customer commitments should remain protected.
Demo tasks prepared. Nothing has been sent or changed in a business system.
What we can build
The choice depends on your process and existing software. For each project, we first establish what the tools support and what is useful in daily work.
Use company knowledge in decisions
Bring internal rules, previous work and approved documents into new tasks. The system prepares options and drafts for your team to review.
Carry work across your tools
After the agreed approval, create tasks, update information and follow up on results. We connect the necessary systems with the right permissions.
Improve against real cases
Test representative tasks, difficult exceptions and feedback from daily use. Improve the system against documented results.
What the handover includes
Tests with your team, the agreed account access, a description of the workflow and instructions for handling failures. We document the running software costs and responsibilities for changes and maintenance. Ongoing support can be agreed separately.
Not sure where to start? See the business reviewOur implementation guarantee
If it fails the agreed test, the fix is on us.
Before implementation, we put the acceptance criteria in writing. If our work doesn’t meet them, we correct it at our expense. The final payment for that stage is due after acceptance.
For example: an enquiry from an agreed channel must reach the right queue, contain the required details and flag anything that needs a person. We check it together against the cases agreed before work starts.
What we agree before starting
We agree in writing what to build, how and when to test it, and what each side needs to provide. Extra work gets a separate quote.
And when the problem starts before the enquiry?
We also check whether customers can find you in Google, ChatGPT and other AI answers. Website and business-profile work can be commissioned separately or included in the wider review.
See our search and AI visibility servicesFrom our website audit
574 property pages were missing from the sitemap.
What we found when auditing a real-estate website. The findings and their implications are documented in the case study.
Read the auditBefore we speak
Do we need to know what AI should do?
No. Tell us which decisions or tasks take too long. The review identifies useful applications and checks whether the information needed is available.
Does the review include implementation?
The review gives you the findings and a plan. You decide which changes to commission, at a price agreed separately.
Do we have to replace our software?
We start with your current tools. If we recommend replacing one, we explain why, what it costs and how to make the switch.
How much time do you need from our team?
We agree who needs to be involved and schedule time with them before starting. The 1–2 weeks cover the tasks agreed with you.
Which question takes too long to answer?
Tell us about a decision, investigation or task that needs information from several people or systems.
We quote the review before starting. Implementation and ongoing support are separate decisions.
Where should we start?
Choose one, or describe the task below in your own words.