Problems addressed
- Repeated data entry and manual document routing
- Status information scattered across inboxes and spreadsheets
- Slow handoffs and avoidable checking
- AI ideas without a defined process, owner or risk boundary
AUT / 04 Urquhart / capability
Workflow automation
Remove repeated work without automating confusion.
Process review, controlled automation and AI assistance for small businesses that need fewer handoffs, less re-entry and clearer operational visibility.
Who it is for
A defined service for a recognisable technical problem.
- Owner-led businesses with repeated administrative work
- Teams moving information between email, forms and spreadsheets
- Operations leaders who need a realistic automation roadmap
Included
- Current-process map and problem definition
- Opportunity, dependency and risk assessment
- A prioritised target workflow
- Testing, documentation and handover for implemented scope
Not included
- Undefined company-wide transformation
- Guaranteed savings before a baseline exists
- Third-party subscription and usage costs
- Legal, accounting or regulated professional advice
Delivery process
Reduce uncertainty in deliberate stages.
Observe
Map the real workflow, exceptions, data and owners.
Prioritise
Select a bounded opportunity with measurable acceptance criteria.
Build
Implement the smallest controlled system that proves the workflow.
Operate
Document ownership, monitoring, failure handling and future improvements.
Starting prices
Choose the smallest useful commitment.
Platform subscriptions, AI usage, hosting and other third-party services are separate.
See the complete price listAutomation Opportunity Review
One process and immediate opportunities
Full Workflow & AI Audit
Process map, waste analysis, risks and roadmap
Small Single-Task Automation
One bounded, low-risk process
Evidence and limits
Credibility comes from what can be checked.
- The existing process and exceptions are mapped before implementation.
- Acceptance criteria are defined around observable workflow behaviour.
- Any benefit estimate is labelled as an assumption until operational data supports it.
Questions
Before you enquire.
Where should we start?
Choose one repeated, rules-based workflow with a clear owner and enough volume to justify attention.
Do we need AI?
Often not. Reliable rules, forms and integrations should be considered before adding probabilistic AI behaviour.
Can you connect our existing systems?
Often, if they provide suitable APIs or export routes. Access, permissions and vendor limitations are assessed during discovery.
Start with evidence
Describe the current system and the outcome you need.
Include the main constraint, the people affected, the timescale and any existing specification. UDS will confirm the most proportionate first step.
Send the project brief