Department
Sales
Call notes become CRM-ready fields: pain, budget, owner and next step.
AI Adoption Consultant for UK SMEs | Controlled Pilots

For UK SMEs moving beyond ad hoc AI use: define approved sources, the human reviewer, blocked actions and one measurable 30-day result.
Department use cases
Department
Call notes become CRM-ready fields: pain, budget, owner and next step.
Department
Updates from Teams, boards or forms become a source-linked status summary.
Department
Invoice lines are checked against supplier, threshold and purchase-order rules.
Department
New-starter packs are drafted from approved policy and onboarding checklists.
Department
Ticket threads become handoff summaries with issue, fixes, risk and next action.
Department
KPI commentary is drafted from approved numbers with assumptions shown.
For engineers
FAQ
The AI Rollout Diagnostic is £1,500 fixed for two weeks. It covers one workflow decision and ends with a build, pause, clean-first or do-nothing recommendation.
No. The diagnostic can recommend Copilot, ChatGPT, Claude, private tools, or no new licence until the workflow is clear.
Yes, if approval, source boundaries, data handling and audit trail are designed before the pilot scales.
Both. The work can include workflow design, governance, Microsoft 365 guardrails, Copilot rollout, MCP/tool surfaces, and technical implementation where needed.
Talk to Gyorgy