Get Efficient + Grow: People-first AI/automation approach

Using proven product management frameworks and people-led AI/automation implementation, we help you optimise your operations, without amplifying broken systems.

What our clients say

SME: Financial Services: Workshop

To introduce new ways to utilise AI in the business, we conducted an AI training session in the morning and employed Six Thinking Hats across the teams to identify potential applications of AI.

"The AI workshop was a game-changer for our business. It gave our team practical, basic AI training and a safe place to start thinking about adopting AI tools in a way that helped them do their roles more effectively. Using the Six Thinking Hats framework, we explored AI’s opportunities and risks, identifying real use cases tailored to our needs. The group activities meant that the teams could collaborate and create their own solutions for using AI in their processes. Starting our AI journey with this collaborative style worked for our business culture as we didn't want it to feel top-down.

The day ended with an individual pledge to start using ChatGPT, the session provided immediate, actionable steps for responsible AI adoption. We left feeling ready to start using AI by the end and we started to see the use of AI after the workshop across the business."

Former CEO, Nicky Johnson

SME: Research, Training + Pilot

Ahead of time, employee research was carried out to understand the needs in the process of where to automate and use AI, then bringing the business together to introduce and test AI use cases.

Enterprise: AI Hackathon

The morning comprised of deep diving challenges, with an afternoon of ideation. The next day, meeting with stakeholders to create a product roadmap to prioritise AI projects and training.

Implementing AI into our marketing function has been a game-changer. Through AI training and working together under Chloe's guidance, we co-developed a CustomGPT tailored to support the content generation and re-purposing process.

This has transformed how we work as a team, increasing our capacity to meet the demands of a growing business by offsetting lower-level tasks to AI. What used to take hours can now takes minutes, allowing our marketing team to focus on other higher-impact activities and creativity rather than repetitive content drafting. The CustomGPT maintains brand consistency, aligns with our voice and messaging, and has significantly improved prompt efficiency.

It was easier to implement than I thought. We've increased productivity, reduced time spent on tasks and now have an AI assistant that empowers our team. We’re very happy with the outcome"

Group Marketing Manager, MPA

“Two big things that came out of the hackathon were how we could use AI to support our sales funnel, and how we can look at feeding in data from our customer test drives and calls to Dealers to understand what the booking lead time is. Doing this means we can get AI to analyse how to reduce the time between customers needing assistance and receiving it. It’s certainly a long-term project, but it was good to get the conversation started.

Since the hackathon, we’ve done some ‘lunch and learn’ sessions, with F2F and remote participation, and I’ve definitely seen more people using AI. For example, someone in my team recently created a Dealer survey using AI, so it’s great to see people using it in a more positive way.”

Head of Service Quality, Customer Services

Training and Workshop Services

Introduction: AI Basics and Tools

  • In this session, we take you through what AI and automation for beginners. By the end of this workshop, you’ll understand the buzzwords in AI and automation and have an overview of how AI works at the back-end to make the most of it in your business. We’ll show you the basics of prompt design and engineering, getting started with CustomGPTs, Gemini Gems, CoPilot Studio and Claude Projects.

  • Instead of imposing solutions from above, we work with your team to identify real use cases and explore the "art of the possible" together.

    By the end of the day, your team will understand what AI and automation are, have identified key use cases for both quick wins and longer-term projects, and possess a clear roadmap showing your business's digitisation and AI maturity levels. We'll also map out what data you could be collecting based on your specific use cases.

    Most importantly, we provide ongoing coaching and training follow-up to support implementation and build your team's confidence as they put these insights into practice.

  • We’ll explore the differences between AI, AI automation and AI agents, the use cases for AI agents and how you can build them for your business using a range of tools.

Implementation: Applying AI in Your Business

  • We start with creating a process map to demonstrate how typical sales processes work. Then we show you the AI tools that can be used in sales such as Crystal AI, Whalesync and Air, meeting tools such as Otter.ai, streamlining your processes and research such as ChatGPT Tasks and using existing tools such as Hubspot and their AI functions.

  • We start with creating a process map to demonstrate how typical marketing processes work. Then we show you the “art of the possible” of existing AI tools that can be used in marketing such as ChatGPT and Perplexity for research, AI avatars for video content in different languages using Heygen and existing tools such as Hubspot AI and Canva AI, and their AI and automation functions to speed up your processes, and Sora, Runway, Kling and Midjourney for video creation with music on Suno for testing ideas or adverts.

  • We start with creating a process map to demonstrate how typical research processes work. Then we show you the AI tools that can be used in research such as ChatGPT and Perplexity and Dovetail using existing tools such as UserTesting and Miro and their AI functions, as well as AI prototyping tools, plus app tools such as Cursor, You and Bolt.

Implementing AI and Automation with our technical partners

Us: Product Management Frameworks

  • Design thinking methodologies and user journey mapping to identify real use cases and create solutions that solve actual customer problems

  • Map current workflows, identify bottlenecks, and redesign processes using lean principles and value stream mapping for maximum efficiency

  • Strategic decision-making with impact/effort matrices, RICE scoring, and MoSCoW prioritisation to focus resources on highest-value initiatives

Partner: Google and Third-Party AI Tools

  • Leverage Gemini integration, Apps Script automation, and Google Cloud AI for seamless workflow enhancement

  • Enhanced research capabilities with AI-powered search, real-time information gathering, and intelligent insights

  • Use Airtable plus connected systems through Zapier, Make.com, and your platforms

Partner: Microsoft AI and Automation

  • Automate workflows with Power Automate, build custom apps with Power Apps and Teams

  • Enhance productivity across Office 365 with AI-powered assistance for writing, analysis, and task automation

  • Deploy enterprise-grade AI solutions including cognitive services, machine learning, and intelligent automation

Ready to get efficiency built into your business?