Training for companies

Advisory workshop: Business process audit for AI implementation

A business process audit for AI implementation is a practical workshop for companies that want to use artificial intelligence and automation but do not know where to start.

Order an AI audit for your company Return to training

Brief description

What does this workshop cover?

Business process audit for AI implementation is a practical workshop for companies that want to use artificial intelligence and automation, but do not know where to start. During the audit, we analyze the company's daily work, repetitive tasks, information flow, customer service, documents, sales, administration and the tools used. The goal is to identify processes that can be improved thanks to AI, automation, system integrations or no-code/low-code tools. The result of the audit is a specific map of recommendations: a list of processes to be automated, implementation priorities, assessment of difficulties, potential benefits and a proposal for the first technological steps.

Training purpose

Why organize this training?

The goal of the audit is to determine where AI and automation can deliver the greatest business value in the company. It is not about implementing AI because it is trendy, but about finding specific areas where technology can shorten working time, reduce errors, organize processes, speed up customer service, improve information flow, reduce manual data re-entry, simplify reporting, and increase team efficiency.

Audit scope

The audit shows where AI and automation make real business sense.

The audit is intended for companies that want to implement AI and automation in a structured way, without ad hoc tool purchases and chaotic experiments. It is particularly effective where there are many repetitive activities, documents, emails, customer inquiries, reports, manual data re-entry, or work carried out across many different systems.

Analysis of current business processes

We start by analyzing how the company currently operates: which tasks are performed manually, which activities are repetitive, and where employees lose the most time.

day-to-day team work and customer service process
sales and offer preparation
document, invoice, and form workflows
internal communication and reporting
work in spreadsheets and information flow between departments
systems and tools in use
audit questions: where delays occur, which data is retyped, and how the company monitors case status

Identification of processes for automation

We select processes that are best suited for automation. Priority is given to activities that are repetitive, measurable, time-consuming, and possible to standardize.

repetitive, time-consuming, and error-prone processes
data-driven tasks with a similar pattern
activities involving several people or departments
processes that are difficult to control manually
contact form → CRM → email to customer
customer inquiry → AI analysis → draft offer
invoice → OCR → approval → accounting

Assessment of potential savings

We estimate which automations can generate the greatest impact. We analyze duration, number of repetitions, error risk, and the impact of the process on sales, customer service, or operating costs.

process duration and frequency of repetition
number of people involved
number of errors and delays
impact on customer service quality
feasibility of quick improvements
need for integration with other systems
priorities: quick wins, first stage of automation, processes to be streamlined, and processes not worth automating at this stage

AI Implementation Map

After the analysis, we prepare an AI and automation implementation map: a practical plan showing where to start, what to implement first, and which tools may be needed.

list of processes to be automated
implementation priority and difficulty level
potential business impact
recommended tools
sequence of actions and a proposal for the first MVP
risks, constraints, and recommendations regarding data and security
examples: website inquiry automation, AI for quotations, form integration with CRM, follow-ups, lead dashboard, invoice OCR

Digital Transformation Plan

The audit helps define the broader direction of the company’s digitalization. Often, the first step is organizing data, processes, roles, documents, and communication methods.

current level of company digitalization
tools in use
process gaps
data available in the company
team needs
possible integrations
areas requiring standardization
30-, 60-, and 90-day action plan

Implementation Recommendations

At the end, the company receives specific recommendations: what is worth implementing, which tools to consider, and which process to start with.

deployment of ChatGPT or Copilot in the team
company prompts and a safe AI usage procedure
automation of emails, forms, and document workflows
integration of CRM with contact form
Make, n8n, or Power Automate
invoice and form OCR
AI for sales proposals, chatbot, or AI assistant
management dashboard

Step-by-Step Audit Process

We conduct the audit in a structured process, from an initial conversation to discussing the results and indicating the first implementation step.

initial conversation with the owner, management board, or manager
collecting information about processes, tools, documents, and operational issues
process workshop and documenting selected processes step by step
assessment of AI and automation potential
preparation of recommendations and priorities
discussion of audit results
practical exercises: process description, identification of time waste, priorities, implementation list, and initial action plan

Audit outcomes

list of processes that can be automated
assessment of AI implementation potential
action priorities
recommended implementation sequence
proposed tools
indication of quick improvements
list of risks and constraints
recommendation for the first MVP
action plan for the following weeks
PDF summary

Recommended variant

8-hour program as a practical workshop for the company

It is best to match the scope to the company’s stage: the Mini AI Audit checks whether AI and automation are relevant, the Standard Audit organizes the key SME processes, and the Premium Audit provides an implementation roadmap and a 30/60/90-day action plan.

8-hour program

Recommended workshop plan.

1Initial conversation and definition of business objectives45 min

2Collecting information about processes, tools, and documents60 min

3Process workshop: detailing selected areas120 min

4Identification of processes for automation90 min

5Assessment of AI potential, cost, complexity, and risks90 min

6Implementation priorities and selection of the first MVP60 min

7Recommendations for tools, integrations, and security principles75 min

8Review of results and action plan for the coming weeks60 min

Audit options

Business process audit for AI implementation — from $1,291 net

The audit price depends on the number of processes analyzed, company size, number of meetings, and the scope of implementation recommendations. The audit can be carried out as a short strategic consultation, a one-day workshop, or a full process analysis with an AI implementation roadmap.

Mini AI AuditPLN 4,900 net

A 3-hour audit for companies that want to quickly verify whether AI and automation make sense in their context.

discussion with the owner or manager
analysis of 1–2 areas of the company
identification of basic processes for automation
recommendation of first steps
short summary by email or PDF

Standard AuditPLN 8,900 net

One-day workshop and the best basic option for SMEs.

analysis of 3–5 processes
workshop with the owner or managers
assessment of potential savings
implementation priorities
tool recommendations
PDF summary

Premium AuditPLN 14,900 net

2 days + implementation roadmap for companies that are seriously planning AI or automation implementation.

analysis of the company’s most important processes
workshops with the team
process map
selection of the first MVP
30/60/90-day action plan
PDF report and wrap-up meeting

Prices start from:

$1,291 net — Mini AI Audit
$2,346 net — Standard Audit
$3,927 net — Premium Audit with implementation roadmap

On request, we prepare an individual offer tailored to the industry, number of processes, existing systems, and the company’s business objectives.

Strategic service

Business process audit for AI implementation — from $1,291 net

Not sure how to start implementing AI in your company? Order a business process audit and verify which areas of your organization can be improved with artificial intelligence, automation, and system integration.

Standard Audit for $2,346 net or Premium Audit for $3,927 net

Order an AI audit for your company See other training courses

Related paths

Contact

Describe the process you want to improve.

A few concrete sentences are enough for us to suggest an audit, automation, an AI agent, a web application or a systems integration.

A reply with a recommended next stepThe option to begin with an audit or a focused MVPA solution designed for security and maintainability

Prefer a structured form? Book a free consultation

kontakt@smartcodeit.pl 882 121 238ul. Częstochowska 12/2, Gliwice

What does this workshop cover?

Why organize this training?

The audit shows where AI and automation make real business sense.

Audit outcomes

list of processes that can be automated
assessment of AI implementation potential
action priorities
recommended implementation sequence
proposed tools
indication of quick improvements
list of risks and constraints
recommendation for the first MVP
action plan for the following weeks
PDF summary

Recommended variant

8-hour program as a practical workshop for the company

Business process audit for AI implementation — from $1,291 net

Standard Audit for $2,346 net or Premium Audit for $3,927 net

Describe the process you want to improve.

A few concrete sentences are enough for us to suggest an audit, automation, an AI agent, a web application or a systems integration.

A reply with a recommended next stepThe option to begin with an audit or a focused MVPA solution designed for security and maintainability

Prefer a structured form? Book a free consultation

Advisory workshop: Business process audit for AI implementation

What does this workshop cover?

Why organize this training?

The audit shows where AI and automation make real business sense.

Analysis of current business processes

Identification of processes for automation

Assessment of potential savings

AI Implementation Map

Digital Transformation Plan

Implementation Recommendations

Step-by-Step Audit Process

Audit outcomes

8-hour program as a practical workshop for the company

Recommended workshop plan.

Business process audit for AI implementation — from $1,291 net

Prices start from:

Business process audit for AI implementation — from $1,291 net

Services that naturally connect to this training

Other training for companies

Describe the process you want to improve.

Advisory workshop: Business process audit for AI implementation

What does this workshop cover?

Why organize this training?

The audit shows where AI and automation make real business sense.

Analysis of current business processes

Identification of processes for automation

Assessment of potential savings

AI Implementation Map

Digital Transformation Plan

Implementation Recommendations

Step-by-Step Audit Process

Audit outcomes

8-hour program as a practical workshop for the company

Recommended workshop plan.

Business process audit for AI implementation — from $1,291 net

Prices start from:

Business process audit for AI implementation — from $1,291 net

Services that naturally connect to this training

Other training for companies

Describe the process you want to improve.