AI Pilot: AI and Innovation in an SME

Challenge: An accountancy firm needed to reduce administrative burden and improve process efficiency, while building capability and willingness to adopt AI across their teams.

Approach: Employee research to map processes and identify automation opportunities and attitudes toward AI, followed by a training programme and pilot implementation with ChatGPT licences across selected teams to test use cases in practice for R&D Tax Credits and Marketing.

Outcomes

• Developed custom GPTs as AI agents that reduced process time by 50%

• Eliminated administrative bottlenecks, improving customer turnaround times

• Reduced employee stress from delivery target pressure

• Established a shared resource hub for AI prompts, techniques, and use case ideation

• Catalysed cultural shift toward experimentation and innovation where none previously existed

• Createda scalable framework for ongoing AI adoption across the business