AI opportunity audit
Know exactly what to automate, and what it is worth.
We map how work actually moves through your teams and tools, score every candidate workflow on value, feasibility and risk, and hand you a costed roadmap. You decide what to build with real numbers in front of you.
- 2 to 3 weeks
- 2–3 wk
- To a costed roadmap
- 20+
- Workflows scored
- 1
- Build ready to start
In short
Velum's AI opportunity audit is a two to three week engagement that maps your workflows, systems and handoffs, scores each automation candidate on value, feasibility and risk, models the hours and cost saved, and delivers a prioritised 90-day roadmap with scope and acceptance criteria for the first build.
A good fit for
- Leadership teams with an AI mandate and no plan yet
- Operations leaders drowning in manual work
- Companies that tried a chatbot and saw no return
What you get
6 deliverables, all yours.
Everything below is handed over at the end, documented and owned by your team.
Scope this with us- 01
Workflow and systems map
Every step, tool, handoff and exception in the functions we review, drawn with the people who do the work.
- 02
Scored opportunity list
Each candidate ranked on value, feasibility and risk, so the first build is the one with the clearest return.
- 03
Hours and ROI model
Hours saved, cost avoided and payback per workflow, with the assumptions written down so finance can check them.
- 04
Data and security review
What data each workflow touches, where it can run, and the approvals it needs before anything is automated.
- 05
90-day roadmap
Sequenced builds with owners, milestones, budget ranges and the date each one becomes the default way of working.
- 06
First build scope
A ready-to-sign scope for the first agent, with acceptance criteria agreed before a line of code is written.
How it runs
From first call to done.
- Day 1
Discovery
A 30-minute call to agree the functions in scope and who we need to talk to.
- Week 1
Interviews and shadowing
Short sessions with the people doing the work, plus read-only access to volumes and tools.
- Week 2
Scoring and modelling
Candidates scored, ROI modelled and feasibility tested against your real systems.
- Week 3
Roadmap readout
A working session with leadership to agree the roadmap and the first build.
Timeline
2 to 3 weeks
Pricing
Fixed fee, agreed after a discovery call. Credited against implementation if you build with us.
Where this applies
Solutions this service delivers.
- Revenue operations
RevOps engine
One revenue engine, first touch to renewal.
Leads routed in minutes, a forecast within five percent, renewals seen 120 days out, and a Monday revenue review that prepares itself.
- ± 5%
- Forecast accuracy
- < 2 min
- Lead routing
- 120 d
- Renewal runway
- Accounting & finance ops
AI accounting
Books that are ready before month end.
Invoices coded and matched on arrival, the bank reconciled daily, receivables chased on time and a close that takes days instead of weeks, with your controller approving what posts.
- 3–4 d
- Month-end close
- 90%+
- Transactions auto-matched
- −75%
- Cost per invoice
- Enterprise, every department
Personal agents
An agent for every employee, fluent in their job.
Every person gets an agent that knows their role, their tools and their permissions: it triages the inbox, preps every meeting, drafts the follow-ups and keeps their systems up to date, with IT controlling what it can see and do.
- 5–7 h
- Saved per employee, weekly
- 1 console
- For every agent
- 0
- Sends without approval
Before you ask
01What do you need from us?
A sponsor, two to four hours from each team in scope, and read-only access to volumes and the main tools. We do the rest.
02Do we have to build with you afterwards?
No. The roadmap and scope are yours. Many clients build the first agent with us, and the audit fee is credited if they do.
03How is this different from a consultancy strategy deck?
Every recommendation is tested against your real systems and comes with a build scope and acceptance criteria, not a slide of possibilities.
Other services
Pair it with.
Custom AI agent development
Agents built around how your team already works.
We design, build and ship AI agents that do real work inside your tools: reading documents, updating systems, drafting replies and making routine decisions, with a person approving anything that matters. Tested on your real cases before launch.
4 to 8 weeks per agentWorkflow automation & integrations
Your systems, finally talking to each other.
We connect the tools your business already runs on and automate the handoffs between them: forms to records, orders to fulfilment, tickets to teams, data synced both ways. Predictable steps run as automations; judgement calls go to an agent or a person.
1 to 4 weeks per workflowEnterprise AI rollout
AI across the company, with IT still in control.
We roll out personal agents and shared agents across departments: role templates, single sign-on, permissions, data-loss prevention, a governance console and the change management that gets people to actually use them. One platform instead of a dozen shadow tools.
Pilot in 6 weeks, rollout by department
Start with a 30-minute call.
We will tell you honestly whether this service fits, and what it would take.