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AI & Automation Opportunity Assessment

Identify the projects that will deliver the biggest impact — and know exactly where to start

Picking the wrong project wastes time, budget, and momentum

Too many automation projects fail because they’re chosen for the wrong reasons — they look exciting, seem easy, or promise quick wins that never materialise.

We focus on finding the opportunities that will genuinely improve performance, deliver measurable ROI, and can be built without spiralling complexity

Business IQ tagline "because change is a constant" highlighting commitment to continuous business transformation
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You’re not alone if...

We see the same patterns across businesses of all sizes: great intentions, but misplaced priorities.

Icon of arrows landing wide of the mark – invested in projects that looked promising but failed to deliver

You’ve invested in projects that looked promising but failed to deliver

Warning triangle icon – biggest process issues stay hidden until they cause major slowdowns

Your biggest process issues remain hidden until they cause major slowdowns

Person tangled icon – underestimated the time and cost to automate key workflows

You’ve underestimated the time and cost to automate key workflows

Compass icon – unsure where automation would have the most impact

You’re unsure where automation would have the most impact

Our process eliminates the guesswork so you can move forward with confidence.

Business IQ tagline "because change is a constant" highlighting commitment to continuous business transformation

Trusted by market leaders and ambitious SMBs 

Lloyds Bank logo – trusted UK financial institution featured by Business IQ
Bird Contracting Ltd logo – UK SMB highlighted in Business IQ’s client partnerships
Sainsbury’s Bank logo – leading UK bank featured in Business IQ’s trusted by section
NatWest Group logo – major UK bank highlighted in Business IQ’s client showcase
B4G logo – small business client showcased by Business IQ
Grant Thornton logo – international professional services network trusted by businesses

From “where could we automate?” to “let’s build this first"

Turn uncertainty into a clear, prioritised action plan for automation success.

Hand icon showing one finger – map the current automation landscape
Map the current landscape

We review your workflows, systems, and data to understand how work flows through your business.

Hand icon showing two fingers – identify automation gaps and opportunities
Identify gaps and opportunities

We highlight inefficiencies, missed integration points, and areas where automation could have the greatest effect.

Hand icon showing three fingers – prioritise automation opportunities with clarity
Prioritise with
clairty

We rank each opportunity by ROI, impact, and feasibility so you know exactly where to focus first.

With a clear picture of your operations and a ranked list of opportunities, you’ll have the confidence — and the plan — to take action immediately.

Business IQ tagline "because change is a constant" highlighting commitment to continuous business transformation

What you'll leave with

You’ll walk away with a clear, actionable blueprint—not just a list of problems. It’s a focused plan you can act on immediately, whether you deliver it in-house or with our support.

Green map icon – visualising workflows, systems, and data flows for automation readiness
Mapped Landscape

A visual map of your current workflows, systems, and data flows—showing exactly how everything connects today

Blue graph with magnifying glass – automation gap analysis and opportunity report
Gap & Opportunity Report

Highlights of where automation can deliver the biggest impact, including quick wins and strategic upgrades

Teal flowchart icon – prioritised automation roadmap ranked by ROI and impact
Prioritised Roadmap

Clear, staged actions ranked by ROI, effort, and business impact to move from current state to AI-enabled operations

Blue warning triangle – automation risks and dependency overview
Risk & Dependency Overview

Awareness of potential blockers and how to navigate them

Purple speedometer with stars – capability scorecard measuring AI and automation readiness
Capability Scorecard

A baseline measure of your readiness to track progress over time

Business IQ tagline "because change is a constant" highlighting commitment to continuous business transformation

How to take action today

Choose the level of depth that you need.

Essentials
from £1,250

Best for small teams who need a quick, focused scan of where automation could help most

Essentials plan ticks – mapped landscape, gap assessment, prioritised roadmap, review call

Mapped landscape

Essentials plan ticks – mapped landscape, gap assessment, prioritised roadmap, review call

Gap & opportunity assessment

Essentials plan ticks – mapped landscape, gap assessment, prioritised roadmap, review call

Prioritised roadmap (Essentials version)

Essentials plan ticks – mapped landscape, gap assessment, prioritised roadmap, review call

1-hr review call

Get clear direction and simple, actionable next steps

Team
from £2,500

Best for growing businesses ready to act quickly on the biggest wins

Team plan ticks – risk & dependency overview, capability scorecard, stakeholder interviews, feasibility pack

Everything in Essentials

Team plan ticks – risk & dependency overview, capability scorecard, stakeholder interviews, feasibility pack

Risk & Dependency overview

Team plan ticks – risk & dependency overview, capability scorecard, stakeholder interviews, feasibility pack

Capability scorecard

Team plan ticks – risk & dependency overview, capability scorecard, stakeholder interviews, feasibility pack

Stakeholder interviews

Team plan ticks – risk & dependency overview, capability scorecard, stakeholder interviews, feasibility pack

Feasibility pack

Uncover the gaps and map the upgrades that will accelerate your AI adoption

Enterprise
from £4,500

Best for organisations planning a strategic, multi-phase automation programme

Enterprise plan ticks – expanded roadmap, full process review, top opportunities report, executive summary

Everything in Team

Enterprise plan ticks – expanded roadmap, full process review, top opportunities report, executive summary

Expanded Roadmap with phased delivery plan

Enterprise plan ticks – expanded roadmap, full process review, top opportunities report, executive summary

Full process & systems review

Enterprise plan ticks – expanded roadmap, full process review, top opportunities report, executive summary

Top 10 opportunities report

Enterprise plan ticks – expanded roadmap, full process review, top opportunities report, executive summary

Executive-ready summary pack

A complete systems and process blueprint — ready for immediate optimisation and AI rollout

Find out exactly where automation will deliver the biggest impact in your business. Book your Opportunity Assessment today.

What our clients say

Joanna Wolthuis testimonial for Business IQ – praising attention to detail, stakeholder management, and delivery in consultan

Joanna Wolthuis

Bird Contracting Ltd

I have no hestitation in recommending... I have always been impressed by their attention to detail, excellent stakeholder management and ability to "get things done".

Jason Hargreaves testimonial for Business IQ – highlighting pragmatic, delivery-focused approach and clear solutions at strat

Jason Hargreaves

Lloyds Banking Group

Pragmatic and open in their approach, delivery focused and uncomplicated with the ability to understand challenges at the strategic level, and then clearly define, articulate, and implement solutions at the operational level.

John Claxton testimonial for Business IQ – recognising hard work, ownership, and outstanding outcomes in business consultancy

John Claxton

NatWest Group

They work incredibly hard, take complete ownership, and produce outstanding outcomes.

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