AI & Automation
AI Strategy & Automation
Identify where AI could improve everyday work and what it needs to succeed. We assess your workflows, information and readiness, then define a focused pilot with clear measures and responsibilities.
- Who it helps
- Teams deciding where AI fits, assessing a specific workflow or turning scattered experiments into a defined pilot.
- What you receive
- An opportunity shortlist, readiness assessment, governance plan and pilot specification with evaluation criteria and an adoption roadmap.
- How it works
- We review the workflow with your team, agree the most useful opportunity and define how to test it. Pilot execution is included only when agreed in the scope.
When you need an AI strategy
Start with the work you want to improve: a task that is slow, costly or inconsistent. We assess whether AI is useful for that task, including the information it needs, the effort to check its output and the consequences of a wrong result.
This service helps leadership teams evaluating AI adoption and teams with experiments that need a clearer purpose. Example opportunities include finding internal knowledge, preparing content for review and assisting customer-service staff. We assess each against your workflow and requirements.
Signs you need a clearer plan
- Staff use different AI tools without clear rules for information or output review.
- A pilot looks impressive in a demonstration but has no representative evaluation set.
- Documents are difficult to find, inconsistent or accessible to the wrong people.
- Proposed automation can take actions, but its permissions and escalation path are undefined.
What we assess
We map the workflow’s inputs, decisions, exceptions and current effort. We review information quality, access rights, freshness and ownership, then compare opportunities by expected value, integration effort, review burden and risk. Clearer processes or conventional automation may also be suitable options.
We assess vendor configuration, data handling, access controls, integration, cost and support. We define where people review results, approve actions and handle exceptions, based on what the system would be allowed to do.
What you receive
Opportunities & readiness
- A prioritized shortlist of AI opportunities, with the value, feasibility and risk of each explained.
- A readiness assessment covering workflows, information access, ownership and integration needs.
Governance & responsibilities
- A governance plan defining permitted uses, approval points, human oversight and escalation.
- A pilot specification setting out the users, information, capabilities and permissions within scope.
Pilot & adoption planning
- An evaluation plan with representative tasks, measures and criteria for proceeding, revising or stopping.
- An integration and adoption roadmap with operating owners, staff preparation and review points.
How we work
We agree the scope, responsibilities and review points before work begins. The strategy defines the pilot and its evaluation plan; building and running it are included only when explicitly agreed.
Understand the workflow
InterPro: Review the task, current effort, information and access requirements. Identify useful opportunities and the prerequisites for testing them.
Your team: Nominate a workflow owner, explain how the work is done and share suitable examples through agreed access arrangements.
Select and define the pilot
InterPro: Compare opportunities and define a focused pilot with representative tasks, permissions, human review and success measures.
Your team: Confirm priorities, participants, information access and approval responsibilities. Agree the criteria for judging the results.
Evaluate the next step
InterPro: Define the evidence needed for an adoption decision. Where pilot execution is in scope, review results against the current process, including correction time, cost and errors.
Your team: Review the findings and confirm whether to proceed, revise or stop. Assign operating and support owners before any wider rollout.
Measuring results
Measures may include task quality, end-to-end time saved, review effort, cost per completed task, escalation rate and material errors. Results should distinguish test conditions from wider production behavior. A shorter drafting step has limited value if the reviewer must spend more time finding and correcting mistakes.
Adoption measures also matter: whether staff understand the boundary, know when to escalate and can complete the task without the tool. Evaluation continues after rollout because information, workflows and model behavior can change.
Engagement options
Start with an opportunity assessment to choose where to focus, or a strategy and governance project to align priorities, responsibilities and a pilot plan. Pilot implementation and testing can be included under an agreed scope, with delivery responsibilities and any partners named in advance.
Ongoing advisory can review performance, vendor changes and decisions about wider use. Scope, deliverables, responsibilities, fees and timing are agreed in the proposal before work begins.
Illustrative scenario: finding answers in internal guidance
Imagine a services firm whose staff repeatedly search approved internal guidance to answer routine questions. This is a hypothetical example of how an engagement could work.
Any decision to expand would depend on the pilot results. No time savings or accuracy result is claimed for this scenario.
- The decision: would an AI-assisted search tool reduce the effort of finding a checked answer?
- Our approach: choose one team and a limited set of approved documents, check access permissions, and compare a small pilot with the current workflow.
- What you would receive: a pilot brief, test questions, an evaluation record, and a recommendation to expand, revise, or stop.
- What we would measure: answer accuracy, source quality, staff review effort, and total time to finish the task.
Relevant experience
For InterProWebHost, an affiliated operating business, we developed a technology roadmap around its Launch, Protect, Grow direction and prepared structured support and product knowledge for future AI-assisted customer service.
The core website, customer platform, bundled service offer and refreshed blog are live. The knowledge preparation supports later evaluation of usefulness, accuracy, permissions and operational fit. The wider AI programme remains in development, with capabilities planned for phased evaluation and rollout.
Read the InterProWebHost case studyCommon questions
What should we prepare before starting?
Bring a description of the workflow, the people involved and the result you want to improve. Existing process notes, tool lists and estimates of time or effort are useful where available. Initial discovery does not require confidential records in the consultation form; we agree appropriate information access as part of the work.
How long does an AI strategy engagement take?
Timing depends on the number of workflows, information readiness and the stakeholders involved. We agree the schedule and review points in the proposal. Any pilot implementation or testing has its own agreed scope and timing.
How are fees agreed?
Fees are set out in the proposal alongside the scope, deliverables, responsibilities and timing. The initial conversation helps establish whether you need an opportunity assessment, a wider strategy or a scoped pilot, including any tool or partner costs that need to be considered.
Does the strategy include building and running a pilot?
The strategy includes defining the pilot and how it will be evaluated. Building, configuring and running it are included only when agreed in the scope. The proposal identifies the work, access arrangements and responsibilities of InterPro, your team and any implementation partners.
Do we need clean, centralized data before discussing AI?
No. Readiness assessment identifies which data and access issues matter for a particular workflow. It can narrow the first pilot to suitable information and make prerequisite work visible before implementation.
Can a pilot use confidential company information?
Only after the information, permissions, vendor configuration and handling arrangements have been reviewed and agreed. Initial discovery does not require sending confidential records through the consultation form.
Can an AI system act on our behalf?
Some workflows may justify bounded actions, but permissions, approval points, logs, rollback and escalation must be designed explicitly. A system's ability to generate an action is not sufficient authorization to perform it.
How do you decide whether a pilot should expand?
Compare representative task results with agreed acceptance criteria, including quality, cost, review effort and errors. Expansion also depends on support ownership and adoption readiness. A pilot can reasonably conclude with revision, deferral or a decision to stop.
Related experience and methods
Which workflow could work better?
Tell us where work is slow, repetitive or difficult to complete consistently. We’ll review your enquiry and contact you to discuss where AI or automation could help and a practical next step.