Find the best AI and automation opportunities in one day
A practical workshop that maps your real processes, pinpoints high-value use cases, and produces a prioritised shortlist with clear next steps.
Designed for CTOs, CDOs, COOs and business owners. Suitable for teams that want clarity before committing to build.
What you get
At the end of the day you will have:
A shared view of your end-to-end process (including the gaps and failure points)
A shortlist of AI and automation opportunities, described in plain English
A quick view of your data and skills readiness (what is possible now vs later)
A prioritised set of use cases mapped by value and urgency
Recommended next steps: quick wins, discovery items, and longer-term bets
Who it's for
This workshop is a good fit if you're:
Seeing operational bottlenecks, handoffs, or repeated rework across teams
Under pressure to "do something with AI" but want to avoid gimmicks and wasted spend
Unsure whether your constraints are data, tools, process design, or skills
Looking for a credible roadmap that leadership can support
One-day workshop agenda
What happens
1) Welcome and context setting
We align on goals, what "good" looks like, and how we'll work together. We also share a few examples of the kinds of outcomes teams typically achieve to set the tone for practical, measurable work.
Output:
Agreed objectives, scope boundaries, and working assumptions.
2) Business process mapping
We capture frustrations and blockers as they happen in reality, not how the process looks in documentation.
How it works:
- •Frustrations captured on post-its
- •Post-it colour indicates effort level
- •Group into themes, then map into an end-to-end process across the business
- •Identify what is missing, why it is missing, and where decisions stall
Output:
A clear current-state process map and a set of pain points tied to steps in the process.
3) AI/ML opportunity spotting
We identify the biggest problems, then stress-test whether AI or automation is actually the right answer.
We look at:
- •Context and constraints: data, tools, people, governance
- •Whether this is an AI/ML problem, an automation problem, or simply a process redesign problem
- •What can be solved now, what needs discovery, and what is not worth doing
Output:
A list of use cases with short descriptions, assumptions, and feasibility notes.
4) Data and skills maturity assessment
A quick diagnostic to avoid building plans that fail due to readiness.
We cover:
- •Data availability, quality and accessibility
- •Skills inventory: internal capabilities, roles and responsibilities, appetite for experimentation
- •Current tech stack: tools and platforms already in place
Output:
A readiness snapshot and the key capability gaps that affect delivery.
5) Prioritisation and value framing
We turn ideas into a plan. Together, we plot opportunities on a value vs urgency framework (and sanity-check effort and risk).
Output:
A prioritised shortlist with:
- •Quick wins (low effort, high value)
- •Near-term discovery (uncertainty to resolve)
- •Strategic initiatives (bigger bets with clear business case requirements)
Close and next steps
We summarise decisions made, confirm ownership, and agree the immediate follow-up actions.
Output:
An agreed action plan (who does what, by when) and options for how Epoch can support.
Deliverables — what you receive after the workshop
Digital version of the process map
Use case register (problem statement, proposed approach, dependencies, risks)
Data and skills maturity snapshot
Prioritisation matrix (value/urgency + notes)
Recommended 30/60/90 day plan with options for delivery support
How we support longer-term transformation
If you want help moving from "prioritised ideas" to "delivered outcomes", we support end-to-end AI and automation programmes, including:
Deep discovery on processes, data flows, and operational constraints
Stakeholder interviews and leadership-ready reporting
Use case design, proof-of-value, and implementation support
Governance, measurement, and capability uplift so it sticks
Frequently asked questions
Is this a sales pitch?
No. It's a working session designed to create clarity and a plan. If you want help delivering afterwards, we can discuss options, but the workshop stands on its own.
Do we need clean data to get value?
Not necessarily. We assess readiness and focus on what's feasible now, plus what needs discovery or data improvement.
What types of opportunities does this typically uncover?
Automation candidates, decision support, forecasting, triage and routing, knowledge retrieval, document processing, and workflow improvements. We'll be honest where AI is not the right tool.
Who should attend?
A cross-functional group: process owners, someone with data knowledge, and a senior sponsor who can make trade-offs. Usually 6–12 people works well.
Ready to get started?
Book a discovery call to discuss your challenges and see if our workshop is the right fit for your organisation.
Book a discovery call