AI implementation · audit to daily use
AI implementation, from audit to daily use
Most AI rollouts stall after the licences are bought. We start with an audit of your processes, pick the use cases with a clear payoff, connect ChatGPT, Copilot or Claude to your CRM and documents, and stay until the team uses it every day.
- Readiness audit with 5–10 ranked use cases
- Integration with your CRM, ERP and file storage
- AI use policy and team training included
Price Custom quote, after the audit
01 · AI readiness audit
What the audit looks at
The result is a map of 5–10 use cases, each with expected hours saved, data needed, risk and effort, ranked so you know what to do first.
Processes
Where time goes: emails, data entry, reports, quotes, support questions, document handling.
Data
Where the information lives (CRM, ERP, SharePoint, Google Drive, inboxes) and how clean it is.
Access and security
Who may see what, which data is personal or confidential, what your IT and legal teams require.
Tools you already pay for
Microsoft 365, Google Workspace, HubSpot and others often include AI features worth switching on first.
02 · What we implement
Tools and integrations
ChatGPT Business or Enterprise
Workspace setup, admin controls, shared custom GPTs for recurring tasks, connectors to your files.
Microsoft 365 Copilot
Readiness of permissions in SharePoint and Teams, pilot group, use cases in Outlook, Excel and Teams.
Claude for Work
Projects with your reference documents for long-form writing, analysis and code review.
Assistants on your documents
Retrieval (RAG) over manuals, procedures and offers, with answers that cite the source file.
CRM and ERP integrations
HubSpot, Pipedrive, Salesforce, Odoo, NetSuite and others via API, n8n or Make.
Agents and automations
Multi-step workflows with approvals, built on the same foundation. See AI agents and automation.
03 · Process
Four steps, with typical timelines
Audit
Interviews, process walkthroughs and a ranked use-case map. Usually 1–2 weeks.
Pilot
One or two use cases with a small group and real data, measured against the current way of working. 2–4 weeks.
Rollout
Integrations, permissions, logging, an AI use policy and documentation for the wider team. 4–8 weeks, depending on scope.
Training and support
Role-based training and a support period while habits form. Scope is quoted after the audit.
04 · Security and compliance
GDPR, the EU AI Act and your AI use policy
GDPR
Data processing agreements, EU data residency where the vendor offers it, minimal personal data in prompts and logs.
EU AI Act
We classify your use cases, flag anything that may fall into high-risk categories, and cover the AI literacy duty under Article 4.
AI use policy
A short, readable policy: approved tools, what data may go in, who reviews output, how to report problems.
Access control
AI tools only see what the user is allowed to see. We check permissions before connecting document stores.
05 · Training included
Implementation without training does not stick
Every implementation ends with role-based sessions on the use cases we built, not a generic prompt course. People learn what the tool does well, where it fails and when to double-check.
If you want to start with training first and implement later, see AI training for teams.
FAQ
AI implementation questions
How long does AI implementation take?
A first use case usually goes from audit to pilot in 3–6 weeks. A company-wide rollout with several integrations takes a few months and is done in stages.
ChatGPT, Copilot or Claude: which one should we choose?
If you live in Microsoft 365, Copilot uses your emails and files with existing permissions. ChatGPT and Claude are stronger general assistants and easier to extend. Many companies use one for the team and an API for automations.
Can AI work with our CRM and ERP?
Yes, if the system has an API or exports data. We connect through native connectors, n8n, Make or a small custom service.
What does the audit deliver?
A ranked map of 5–10 use cases with expected impact, data needed, risks and effort, plus a recommendation on tools and a pilot plan.
What are the running costs after implementation?
Licences per user, API usage for automations and optional support. We estimate them per use case in the audit, before you commit.
Start with an audit, not with licences
A free call to see which processes are worth implementing AI in first.
Book a discovery callPrice: Custom quote, after the audit
Next step
Tell us about your business
A short form. We reply within one business day: whether we can help, and what the first step would be.
Price Custom quote, after the audit
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We reply within one business day. Anything to add? Write to hello@kreal51.com.
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