Owner group · Four editions

AI Direction

A focused owner workshop that turns one business concern into a preliminary Opportunity Case.

Proposed offer — private review

The situation

Work through one concern.

You have a specific concern and want a practical method to examine its value, feasibility and next step alongside other owners.

Consider another route when: Your team needs company-wide alignment, several priorities need investigation, or you expect a completed system.

Four editions. One method.

Choose the business concern that matters now. Every edition develops a preliminary Opportunity Case.

Direction / Time & capacity

Save Time & Build Capacity

Examine administration, handovers and information preparation. Find where process change or AI assistance could release useful capacity.

The work
Map one recurring task and distinguish hours released from cash savings.
Illustrative measures to investigate
Time per task, repeated touches, turnaround and review effort.
Direction / Margin

Improve Margin

Examine rework, estimating, cost leakage and delivery friction before choosing a technology response.

The work
Trace one source of cost and challenge the assumptions behind a preliminary value range.
Illustrative measures to investigate
Rework effort, delivery cost, estimating variance and cost per job.
Direction / Sales

Strengthen Sales

Examine response consistency, opportunity visibility and follow-up. Identify the process improvements worth testing.

The work
Map the enquiry journey and assign human review to any proposed external communication.
Illustrative measures to investigate
Response lag, follow-up completion and conversion with a defined denominator.
Direction / Decisions

Make Better-Supported Decisions

Organise approved context, expose information gaps and compare options while keeping the consequential decision with the owner.

The work
Build a small Decision Challenge Record: assumptions, alternatives, downside and review point.
Illustrative measures to investigate
Evidence completeness, review effort and completion of decision follow-up.

Something useful to take forward

An Opportunity Case

A baseline, chosen use case, preliminary value range, information needs, risks and a controlled pilot plan.

Illustrative artefact / Opportunity Case

An Opportunity Case

  1. The concern and baseline
  2. Value, evidence and information gaps
  3. Responsibilities, controls and review

Illustrative structure — not a client result or guaranteed outcome.

How the engagement works.

01

Define the concern

Use bounded pre-work to describe the process, establish a baseline and choose a meaningful measure.

02

Compare the possibilities

Explore use cases and test assumptions about effort, value, information readiness and risk.

03

Shape an experiment

Develop a preliminary Opportunity Case with responsibilities, review points and a controlled pilot plan.

Before we begin

Complete a short pre-work template: your chosen concern, non-sensitive baseline figures and process facts. Ranges, sanitised information and fictional examples are welcome.

Value you can question.

Start with a baseline and a preliminary ROI range, including implementation cost, ongoing review effort and confidence. This is an estimate to test, not a promised return.

Time and capacity, margin and cost, revenue and conversion, risk and quality are areas to investigate. They are not promised results.

What you bring.

A short template with process facts, non-sensitive figures or ranges, and the concern you want to examine. No unrestricted business information pack.

A clear boundary.

Included in the concept

  • One topic edition using a shared core method
  • Approximately 210 facilitated minutes and a 15-minute break
  • A preliminary participant-developed Opportunity Case

Outside the scope

  • A validated private company diagnosis
  • Production implementation or live system access
  • Guaranteed savings or final governance policy

A few useful answers.

Are the editions different levels?

No. They are peer workshops focused on different business concerns, using one repeatable method.

Can I bring sensitive company data?

No. Use ranges, sanitised facts or the supplied fictional case. More detailed private evidence requires a separately scoped engagement.

Will I leave with a working automation?

No. The output is a preliminary Opportunity Case and controlled pilot plan. Implementation is separate.

Explore whether it fits.

This is a scoped service outline. Contact NAVE directly to discuss fit.