Find what is slowing growth, service and follow through.
Common areas we review first.
A practical view of what to fix first, what to leave alone and what can create the clearest value.
Use our first-automation scorecard to compare workflows before your Discovery session.
Then use our automation ROI calculator and payback guide to test the financial case without confusing time returned with cash saved.
AI PlanCurrent-state assessment summary
A written view of repeated work, bottlenecks, existing tools, owners and the operational pressure behind them.
Prioritised opportunity shortlist
A ranked shortlist assessed against repetition, business impact, risk, data readiness and implementation effort.
Step 01
Gather workflow evidence
We review examples of repeated work, delays, handoffs, approximate volumes, existing tools and the people responsible.
Step 02
Score the opportunities
We compare repetition, business impact, risk, data readiness, implementation effort and the level of human review required.
Step 03
Define the first scope
You receive a prioritised next step, including what to leave alone, who should own it and how the first stage should be controlled and measured.
Discovery turns unknowns into a scoped estimate. Complete our seven-gate AI readiness checklist for small businesses, then review how AI automation is implemented. If you want Ostina to take the plan forward, continue into AI automation consultancy and the delivery and onboarding process.
Tell us what you want to improve first.
For example, leads, follow ups, quoting, scheduling, billing, support or internal workflow.
Discovery FAQs
Talk through discovery
03300 244 940No. It is a practical assessment that gives you a written current-state summary, a prioritised opportunity shortlist and a recommended first scope you can use whether or not Ostina implements it.
We need the people who understand the work, examples of repeated tasks or delays, the systems involved, approximate volumes and any rules or risks we must respect. Initial discovery does not require unrestricted system access.
We compare repetition, business impact, risk, data readiness, implementation effort and the level of human review required. We also identify work that should be simplified or left alone.
The scope depends on the number of workflows, people and systems involved. We confirm the discovery format and expected timing before work begins rather than applying one timetable to every business.
You receive a current-state summary, a prioritised opportunity shortlist and a recommended first scope with ownership, control, measurement and optional implementation notes.
Ready to find the next best moves for your business?
