AI strategy and roadmap
A clear view of where AI creates value in your business and a sequenced 18-month plan.
- Value-at-stake assessment
- Roadmap and investment case
Ferrokshar AI
We help leadership teams find where AI creates value, build it into everyday work and govern it with confidence, on their own data and measured in their own results.
How we help
From AI strategy to AI at work
AI readiness assessment
A four-week review of your data, systems, skills and policies, with the gaps to close first.
- Data and systems review
- Skills and policy check
Use-case portfolio
The right first use cases, chosen by value and effort and designed with the people who will use them.
- Opportunity mapping by function
- Business cases and success measures
Agents and automation
AI agents and automation embedded in finance, operations, sales and service workflows.
- Workflow redesign
- Build with trusted partners, measured by us
Data, ERP and CRM foundations
The clean, connected data AI depends on, from your ERP, CRM and operations.
- Data strategy and governance
- System selection, vendor-independent
AI governance and risk
Policies, controls and accountability so AI is used safely, legally and in line with your values.
- AI policy and controls
- Board and leadership briefings
The AI value stack
Value sits at the top. It depends on everything below.
AI only pays when it is built on good data, the right models and redesigned workflows, all under clear governance. We work on every layer so value is not lost between them.
AI maturity
Where are you on the journey?
Select a stage to see what it looks like and what we would do next.
Stage 02
Experiment
What it looks like
A few pilots run in pockets of the business, with little shared data or measurement.
What we do next
Choose pilots by value, define success measures and fix the data each pilot needs.
Assess your AI maturity →AI readiness check
How ready is your company for AI?
Five questions, two minutes. Your answers stay in your browser.
01Does your company have an agreed AI policy and leadership sponsor?
02How would you describe the data in your ERP, CRM and core systems?
03How many AI use cases are running in day-to-day work?
04Do you measure the value AI delivers?
05Do your people have the skills to use AI well?
AI process assessment and custom AI tools
We study how your company really works, then build AI tools made for it
Off-the-shelf AI only goes so far. We assess every core process in your operations, find where time, money and quality are lost, and build AI tools designed around your people, your data and your systems.
How we help companies do better with AI
Save timeAutomate repetitive admin, data entry, reporting and follow-ups.
Decide fasterForecasts, dashboards and instant answers drawn from your own data.
Serve customers betterQuicker quotes, replies and service, with fewer errors.
Grow without adding headcountLet your team handle more volume with the same people.
The complete process assessment
- Weeks 1 to 2MapWe walk the floor, shadow your teams and review your systems to map every core process, from order to cash, procure to pay and hire to retire.
- Weeks 2 to 3MeasureEach process is scored on time, cost, error rate and AI fit, so you see exactly where value is lost.
- Weeks 3 to 4DesignA ranked portfolio of AI tools and automations, each with a business case, an owner and a payback period.
- Weeks 5 to 12BuildWe build and test custom AI tools on your data and connect them to your ERP, CRM, email and documents.
- OngoingAdopt and measureWe train your people, hand over ownership and report the hours and dollars saved every month.
Examples of custom AI tools we build
Quoting assistantTurns drawings, emails and specifications into accurate quotes in minutes.
Invoice and payables agentReads, matches and routes supplier invoices for approval.
Company knowledge assistantAnswers staff questions from your SOPs, manuals and policies.
Customer email triageSorts incoming requests, drafts replies and flags what is urgent.
Production and crew schedulerBuilds schedules that adjust when orders, people or machines change.
Sales follow-up agentDrafts follow-ups after every quote and keeps your CRM up to date.
Management report writerWrites the first draft of monthly reports straight from your ERP data.
Document checkerCompares contracts, purchase orders and invoices and flags mismatches.
AI Time-Back Calculator
How much time could AI give your team back?
Move the sliders. Share your number with your team, then let us find the real one.
Hours back each year2,304
Value of that time$103,680
Equal to full-time people1.3
Illustrative estimate. Assumes AI and automation take on 30% of the repetitive work you describe, over 48 working weeks. Your real figure comes from a process assessment.
Share your number
Get your real number →Where AI helps
Simple ways AI saves time and money
Less manual work in finance
Invoices, forecasts and month-end tasks done faster, with fewer errors.
Check how ready you are for AI →Invoice and payables automation
Agents read, match and route supplier invoices for approval.
Quick to startCash-flow forecasting
Weekly forecasts that learn from orders, payments and seasonality.
Bigger projectMonth-end close assistant
Reconciliations and variance commentary drafted for review.
Quick to startSpend anomaly detection
Flags duplicate, unusual or out-of-policy payments.
Bigger projectBoard pack drafting
Turns management data into first-draft board commentary.
Quick to startOur approach to AI
From pilot to P&L in four steps
01
Assess
Readiness, value at stake and the first five use cases.
02
Prove
Focused pilots with success measures agreed up front.
03
Embed
Integration with your systems, training and new ways of working.
04
Scale
A governed portfolio with benefits tracked every month.
AI insights
Our latest thinking on AI
The AI agenda for owner-led companies
Where artificial intelligence creates value in mid-sized businesses, what it really costs and how to move without betting the company.
Agentic AI in the back office: what to automate first
AI agents can now complete multi-step work in finance, procurement and customer service. Here is how to choose the first ones.
From AI pilot to P&L: closing the value gap
Why so many AI pilots never reach production, and the operating changes that turn experiments into earnings.
What every board should ask about AI
Ten questions that help directors oversee AI strategy, risk and investment without needing to be technologists.