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Leopartis Advisory engagement
AI and Process Automation
Choose it when: Staff spend hours on repetitive admin and you want it done by tools, safely.
The problem it solves
Your team retypes the same information all day, or you have tried AI tools that nobody uses after the first week.
What we do
- Map one or two recurring processes step by step, with time spent on each
- Shortlist tools that fit your budget and how your team works
- Set up one automation and test it with real work
- Set rules for what data may go into AI tools and what may not
What you receive
- A process map with the time each step takes
- A tool shortlist with monthly costs
- One automation live and in use
- A written procedure and an AI data-use policy
What we need from you
- The staff who run the process, for two working sessions
- Admin access to the tools you already use
Not included: custom software development or ongoing tool subscriptions, which you pay for directly.Fee: fixed, set in the engagement letter.
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