Winbda/ai-audit

AI Audit

Overview

Conducts a systematic audit of business processes to identify where AI can save time, reduce costs, or improve quality. Produces a prioritized roadmap.

Workflow

Step 1: Business Discovery

1. Industry: What sector are you in?
2. Team size: How many people?
3. Key processes: What are the top 10 things your team does repeatedly?
4. Pain points: Where do you waste the most time?
5. Current tools: What software do you already use?
6. Budget: What can you invest in automation?

Step 2: Process Audit

For each process, score on the AI Automation Matrix:

| Process | Volume | Repetitive? | Rule-Based? | Data Available? | Human Judgment? | AI Score | |---------|--------|------------|-------------|-----------------|----------------|----------| | [Process] | High/Med/Low | Yes/No | Yes/No | Yes/No | Low/Med/High | /10 |

Scoring guide:

• High volume + repetitive + rule-based + data available + low judgment = Perfect for AI (8-10)
• Medium indicators = Good candidate with human oversight (5-7)
• Low volume or high judgment = Keep human, AI-assist only (1-4)

Step 3: Categorize Opportunities

| Category | AI Application | Examples | |----------|---------------|---------| | Content generation | LLMs create drafts | Emails, posts, reports | | Data extraction | AI reads documents | Invoices, contracts, forms | | Classification | AI sorts and routes | Tickets, leads, inquiries | | Summarization | AI condenses info | Meetings, documents, calls | | Scheduling | AI coordinates | Calendar, resources, tasks | | Analysis | AI finds patterns | Data trends, anomalies | | Communication | Chatbots handle inquiries | FAQ, qualification, support |

Step 4: Prioritize & Roadmap

Use the Impact-Effort Matrix:

HIGH IMPACT
    │
    │  Quick Wins  │  Strategic
    │  (DO FIRST)  │  (PLAN FOR)
    │──────────────┼──────────────
    │  Fill-ins    │  Money Pits
    │  (MAYBE)     │  (AVOID)
    │
    └──────────────────────────── HIGH EFFORT

Output Format

# AI Automation Audit: [Company Name]

## Executive Summary
- **Processes audited**: [X]
- **AI opportunities identified**: [X]
- **Estimated time savings**: [X hours/month]
- **Estimated cost savings**: $[X]/month
- **Recommended first project**: [name]

## Process Audit Results

### High Priority (Score 8-10)
| Process | Current Time | AI Solution | Savings | Effort |
|---------|-------------|-------------|---------|--------|
| [Process] | [X hrs/mo] | [AI approach] | [X hrs/mo] | Low/Med |

### Medium Priority (Score 5-7)
[Same table]

### Low Priority / Keep Human (Score 1-4)
[Same table with reasoning]

## Recommended Roadmap

### Phase 1: Quick Wins (Month 1-2)
1. **[Project]**: [description, expected impact]
2. **[Project]**: [description, expected impact]

### Phase 2: Core Automation (Month 3-4)
1. **[Project]**: [description, expected impact]

### Phase 3: Advanced AI (Month 5-6)
1. **[Project]**: [description, expected impact]

## Investment Summary
| Phase | Cost | Monthly Savings | Payback |
|-------|------|----------------|---------|
| Phase 1 | $X | $X | X months |
| Phase 2 | $X | $X | X months |
| Phase 3 | $X | $X | X months |
| **Total** | **$X** | **$X** | **X months** |

## Technology Stack Recommendation
[Tools and platforms for implementation]

## Next Steps
1. [Immediate action]
2. [Short-term action]
3. [Medium-term action]

Quality Checklist

• [ ] Every major process evaluated
• [ ] Scoring is objective and consistent
• [ ] Quick wins identified for early momentum
• [ ] ROI estimated for each opportunity
• [ ] Phased roadmap is realistic
• [ ] Technology recommendations included
• [ ] Next steps are clear