ActiveHub

Illustrative example — not client work

AI Opportunity Assessment Example

See an illustrative example of how ActiveHub can move from a broad list of AI possibilities to a small number of practical recommendations.

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Executive recommendation

Where should this business focus?

The assessment identified several areas where AI could potentially reduce administrative effort, improve access to existing information or accelerate routine work.

The recommendation is not to launch a broad AI programme.

Three opportunities justify action now.

One deserves further investigation.

One should be deferred until underlying information improves.

Three should not be prioritised at this stage.

OpportunityRecommendationReason
First drafts of routine client documentsPursue nowRepetitive work, existing source material and straightforward human review
Internal knowledge searchPursue nowUseful information already exists but is time-consuming to locate
Meeting notes and action extractionPursue nowDefined administrative task with clear human oversight
Client-enquiry triageInvestigate furtherPotential value, but escalation rules and reliability need testing
Management reporting assistanceDeferPotentially useful, but current source information is inconsistent
Fully automated client adviceDo not pursueHigh judgement requirement and disproportionate reliability risk
Replace core business software with an AI platformNo current case for changeNo demonstrated business case for replacing existing systems
Custom AI applicationDo not pursue nowExisting tools should be tested before custom investment is considered

Prioritisation

The ratings are decision aids, not claims of mathematical precision.

HighBusiness valueLow
Investigate / resolve dependencies
Prioritise
Do not prioritise
Selective / low-priority use
Routine document drafting
Internal knowledge search
Proposal drafting
Meeting notes/actions
Administrative email draftingResearch assistance
Enquiry classificationInternal procedure Q&A
Management reporting
Automated client advice
Custom AI applicationCore-system replacement
LowPractical feasibilityHigh
Positions are indicative and follow the ratings in the table. Hollow marker: business value rated unclear. Risk is shown in the table, not on the matrix.
  • Routine document draftingBusiness value: High · Feasibility: High
  • Internal knowledge searchBusiness value: High · Feasibility: Medium–High
  • Meeting notes/actionsBusiness value: Medium · Feasibility: High
  • Administrative email draftingBusiness value: Medium · Feasibility: High
  • Proposal draftingBusiness value: Medium–High · Feasibility: Medium
  • Enquiry classificationBusiness value: Medium · Feasibility: Medium
  • Internal procedure Q&ABusiness value: Medium · Feasibility: Medium
  • Management reportingBusiness value: Medium–High · Feasibility: Low–Medium
  • Research assistanceBusiness value: Medium · Feasibility: High
  • Automated client adviceBusiness value: Potentially high · Feasibility: Low
  • Custom AI applicationBusiness value: Unclear · Feasibility: Low
  • Core-system replacementBusiness value: Unclear · Feasibility: Low

A priority opportunity in detail

Opportunity 1

Routine document drafting

Current problem

Employees repeatedly produce similar first drafts using:

  • existing templates;
  • previous examples;
  • standard wording;
  • client-provided information; and
  • internal knowledge.

The activity requires staff judgement, but part of the initial drafting work is repetitive.

Potential AI role

Use an approved AI capability to create a structured first draft from defined inputs and approved source material.

Potential value

  • reduce blank-page drafting effort;
  • improve initial consistency;
  • make approved structure easier to follow;
  • allow experienced employees to spend more time reviewing substance rather than recreating standard text.

Dependencies

Before testing:

  • identify appropriate document types;
  • confirm approved source material;
  • define which information may be entered into the tool;
  • establish a review requirement; and
  • avoid document types where errors would create disproportionate consequences.

Principal risks

  • invented or inaccurate content;
  • inappropriate use of confidential information;
  • incorrect reuse of previous material;
  • employees treating generated text as final;
  • loss of context when prompts are incomplete.

Human control

Every document intended for external use remains subject to responsible human review.

The employee remains accountable for the final content.

Recommendation

Pursue now

Through a limited, controlled pilot using an existing approved tool.

Do not commission custom development for this use case.

An opportunity we would not pursue

Fully automated client advice

Do not pursue

Why

Client advice depends on:

  • business context;
  • professional judgement;
  • incomplete information;
  • consequences that may not be obvious from the immediate question; and
  • responsibility for the final recommendation.

Although AI may assist employees with research or first drafts, moving directly to automated client advice would create disproportionate reliability and accountability risk.

Human review would remain essential, reducing much of the claimed automation benefit.

The recommended decision

Want this kind of assessment for your business?

This example shows one way an assessment can be presented. The scope, format and depth of a real engagement are agreed for the business and the question.

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