Report template v1.0
AI Opportunity Audit and Roadmap
- 00Engagement detailsBusiness · Main contact · Prepared by · Date of audit
- 01Scope and exclusionsProcess examined · Why it was chosen · Evidence seen · Explicitly out of scope
- 02Step 1 — Map where the time and the enquiries goStep · Who touches it · What it waits for · Typical wait
- 03Step 2 — Find the bottlenecks, not the annoyances4 tests · Candidate · Tests met · Evidence
- 04Step 3 — Score each candidate on impact, effort and riskCandidate · Impact · Effort · Risk
- 05Step 4 — Apply the four tests before AI goes anywhere near itTest · Pass / fail · Note
- 06Step 5 — The 30-day planThe one thing being changed · What we expect to happen · The single number we will judge it by · That number today
- 07Beyond the first 30 daysNext candidate · Depends on · Not before
- 08Indicative build and running costsItem · One-off · Ongoing · What moves it
- 09What happens nextFollow-up call booked for · Who is on the call · Decision needed by
Excerpt — Step 3 — Score each candidate on impact, effort and risk
| Candidate | Impact | Effort | Risk | Impact ÷ effort | Keep or strike |
|---|---|---|---|---|---|