Data and AI strategy with a costed roadmap

Find and assess opportunities to grow revenue, improve margins or create new products and services with data and AI.

Discuss this work See scope and pricing

Not sure where the problem or the opportunity lies?

You may have a promising idea, an expensive problem or conflicting explanations of what needs to change. Discovery examines the work, systems, data and constraints so the next investment has a clear basis.

An engagement might assess a new data product, an AI-enabled service or an operational bottleneck. We connect the commercial case to the data, systems, people and delivery effort it requires.

You receive the findings, options and recommendation as a standalone piece of work. The next step can be an internal change, a product purchase, a build or no action.

After fast growth

When the business has grown faster than its technology

Discovery is also where a business that has outgrown its systems starts. We establish which technology, data, AI and operating-model constraints are holding it back, and what dealing with each would cost.

  • Systems have multiplied and information is scattered across them
  • The architecture has no owner
  • Manual work has built up between systems
  • Sales, delivery and operations do not join up
  • Suppliers make decisions the business should make
  • AI pilots run without coordination
  • Data ownership is weak
  • Technology spend has become hard to justify
  • Roles and decision rights are unclear
  • Technology leadership has not kept pace with growth

Who this is built for

  • Leaders who know something is worth doing but not exactly what
  • Businesses with informal AI use and no view of where it pays
  • Teams with a problem that has resisted internal diagnosis
  • Organisations that want the facts established before committing budget

What you receive

  • A written report: what we found, what it means, what to do next
  • The sensible options, with their trade-offs and realistic sizing
  • A recommended first step, whoever delivers it
  • A working session to walk the findings through with your team

Typical investment

Fixed scope, fixed price

Know what the answer costs before we start. All figures ex VAT; the final fixed fee is confirmed after scoping.

Focused Discovery
from £7,500
Larger or multi-system environment
typically £7,500 to £15,000

What we need from you

  • A sponsor who can set priorities and people who understand the workflow
  • Relevant process examples, system documentation and agreed access to representative data
  • Time to challenge the findings and agree the next decision

Scope and boundaries

  • The focused entry scope is agreed around one defined question, workflow or system boundary.
  • Implementation, extensive data preparation and specialist assurance are separately scoped.
  • Where evidence is unavailable, the report identifies the limitation instead of treating an assumption as a finding.

Sample extract

What you get

An illustrative extract, not client data. The real document carries your evidence and your numbers.

TechGuidr

Sample extract

An extract from a Discovery report

Situation
Quoting takes three days and two spreadsheets; nobody trusts the pipeline numbers
What we found
The CRM data is usable; the quoting logic lives in one person's head and one macro
Options
Repair the macro, build a quoting workflow with AI drafting, or buy a CPQ product. Compare maintenance, approval requirements and cost before choosing.
Recommendation
The quoting workflow: a short build, human approval kept, CRM writes automated
No-obligation note
The findings and report are yours; build it with us, with your team, or not at all

Client work

Relevant work

Discovery is the right start when the opportunity is valuable but the product, production requirements or measures are not yet clear. The flagship engagement shows where that leads: two AI products built around a research company's own content, both now in production.

Read the full story

Before you commit

Questions before you commit

How is this different from the AI Review?

The AI Review spends ten working days on where AI should change expert work first. Discovery investigates a broader or less defined question across systems, data, users and delivery options, whether or not AI is the answer.

Can another team use the findings?

Yes. The report sets out the evidence, options and next steps so your own team or another provider can use it.

What does a data and AI strategy or roadmap include?

The opportunities worth pursuing, what each would cost and return, the data, systems and people each depends on, the options (improve the process, buy, build or wait) and a sequence with a clear first commitment. It is yours to use with any provider.

What if our data isn’t ready?

That is a finding in itself. Discovery sets out what would need to change in the data, and whether a smaller first step can start before it does.

The route

Other services

Every engagement sits on the route from an idea to a working system. Start wherever you are.

Tell us what you’re trying to work out

Two or three sentences is enough. We will tell you straight whether and how we can help.

Start a conversation Start with the AI Review