Resources · Guides

AI & Automation Guides

Working guidance drawn from delivery experience: how to find automation that pays for itself, and how to introduce AI with governance in place from the start.

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Finding your first automation candidate

How to spot high-volume, rules-based work that is genuinely worth automating, and how to size the saving before you commit.

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Mapping a process before you automate it

A short method for capturing how work actually runs today, so automation removes steps rather than cementing them.

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Writing a plain-English AI use policy

The sections a workable policy needs: acceptable use, personal data boundaries, human review and named accountability.

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Triaging AI use cases

A simple grid for separating low-risk productivity uses from decisions that need assurance, oversight and documentation.

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Human-in-the-loop by design

Where to place review points so AI-assisted work stays accountable without slowing the process to a halt.

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Measuring an automation pilot

Choosing before-and-after measures that stand up to scrutiny from a board, funder or finance lead.

Want this applied to your own operation?

The Business Efficiency and AI Audit reviews one priority process and returns a prioritised 90-day roadmap, including automation and responsible AI opportunities.

Ready to see where your operations lose time and money?

Start with a Business Efficiency and AI Audit, or book a discovery call to talk through monthly transformation support.