Where is AI helping?
Map tools and tasks, including useful practices worth keeping.
For UK companies and regulated firms
A clear view of AI use. A plan your team can maintain.
Our AI review and governance blueprint maps observed tools and tasks, assesses readiness and recommends use conditions, responsibilities, training and next steps. Your team receives the records and roadmap to take those decisions forward.
Fixed scopeShort engagementReview and blueprint
Scope first. Meeting only if useful.
The management problem
Four questions the review answers
Different teams may use different models, source materials and working practices. AI can also arrive through software vendors without a separate internal AI project. The practical issue is whether leadership has one current picture of actual use and where it starts to matter.
What needs to change?
Identify priority gaps in data handling, review steps and responsibility.
What can we allow?
Recommend decisions for each use, with clear conditions and an owner for client approval.
What happens next?
Define training recommendations, a prioritised plan and records your team can maintain.
AI agents and connected actions
Who is acting in your company’s name?
Some AI uses draft or summarise information. Others can act in connected systems, depending on their access and configuration. The review records the task, permitted actions, account, owner and evidence available.
An employee sets up an AI assistant to send replies and update records. They change role, but the access remains active. Who authorised the task? What has it changed? Who can stop it now?
Illustrative scenario. Reported use, proposed actions and verified evidence remain distinct. This review does not imply continuous monitoring or an automatic discovery scan.
What the review examines
Five readiness pillars, grounded in observed work
The review combines confidential discovery and selected company evidence within an agreed scope. Each pillar has its own evidence and limits. The readiness profile informs practical recommendations; it has no overall average or automatic compliance sign-off.
- 01
Strategy, vision and culture
What is AI for, and do staff understand the direction?
- 02
AI decision governance
Who checks AI-assisted work and owns the outcome?
- 03
AI solution governance
Which uses are permitted, on what terms, and who decides?
- 04
Value and measurement
What work does AI help, and what evidence shows a benefit?
- 05
Operating model and skills
Do people have the skills and practices to use AI well?
What the client receives
Your AI review and governance blueprint
Six connected outputs link each material AI use to supporting evidence, proposed decisions and a practical route forward. AIDA recommends; client owners approve and implement changes.
- 01
AI Use Map and workflows
Observed tools, tasks, account types and common workflows, including intended benefits, data exposure and connected actions within scope.
- 02
Readiness and governance gaps
An evidence-based readiness profile, priority gaps and proposed responsibilities. Missing evidence stays an open question.
- 03
Tool and use assessments
Recommendations to approve a defined use, approve with conditions, defer pending evidence or restrict it. The client records the final decision.
- 04
Client-maintained Excel register
A record linking each use to its owner, tool, account, conditions, evidence, review dates and change history.
- 05
Training recommendations
A learning plan grounded in each team's tasks, permitted tools and review responsibilities. The client or chosen provider delivers training and checks competence.
- 06
Roadmap and evidence handover
A prioritised plan and a handover map identifying each record, its owner, its source and how the team can refresh it.
How it works
A defined scope, shared drafts and clear decisions
Work is scaled to the teams and decisions in scope. Working sessions review selected tasks and draft findings. A short check-in with the client lead can track actions and blockers during active work, if agreed.
- 01
Agree the scope
The sponsor and nominated lead agree the boundary, evidence, confidentiality, timetable and fee.
- 02
Walk through real work
Selected process owners and frontline staff describe tasks, benefits, concerns and review practices. Available company records provide context.
- 03
Review draft findings
AIDA shares maps, gaps and proposed decisions. Client owners check the evidence and resolve material questions at agreed decision points.
- 04
Agree the handover
Record decisions and open actions. Hand over the blueprint, register, training recommendations and roadmap with named client owners.
Clear boundaries
Advisory scope and clear client responsibilities
Stage 1 is a standalone advisory engagement. Your company approves use decisions, names owners and implements changes internally or with its chosen suppliers. Scope, evidence, timetable and fee are agreed in writing.
What it is
- A review of observed AI use and useful practices within an agreed scope
- Readiness, governance gaps and recommended tool and use conditions
- Proposed responsibilities and a client-maintained Excel register
- Training recommendations, a roadmap and an evidence handover map
What it is not
- Legal advice or a privacy compliance assessment
- A cybersecurity assessment or penetration test
- An internal or statutory audit
- Model validation or source-code review
- Compliance certification or a guarantee of outcome
- Continuous monitoring, automatic discovery scans or routine inspection of individual prompts
- An exhaustive inventory of every AI interaction
- Implementing changes or delivering training as part of Stage 1
Why this matters now
AI often arrives before the organisation has one management view
Formal rollout is only one route by which AI enters a business. Employees choose tools, vendors add AI features to existing products, and teams develop different working practices. The result can be useful innovation alongside fragmented visibility.
The first question is not "What should our AI strategy be?" It is "What is already happening?"
Who it is for
For organisations where AI use is spreading across teams and tools
- CEOs, COOs and senior leaders who need a current management picture
- Risk, Compliance and Governance leaders
- CIO, CTO, CDO and AI or Data leaders
- Organisations beginning or expanding an enterprise AI rollout
- Organisations with multiple SaaS vendors or embedded AI capabilities
- Small and mid-sized regulated or non-regulated firms without a dedicated AI governance function
A proportionate next step
Use the blueprint independently. Add advice where useful.
- Stage 1
AI review and governance blueprint
A standalone engagement with scope, evidence requirements, timetable and fee agreed in advance. Your company can use the blueprint internally or with suppliers of its choice.
- Stage 2 · Optional
Advice during your rollout
Separately scoped advice to refine governance design, develop working materials and review progress evidence. Your team and suppliers implement the changes; your company retains approval and ownership.
No sensitive data or production access for the scoping call
Start with a 30-minute scoping conversation
Discuss which teams and AI uses matter, what management needs to decide and which records and owners are available. A written proposal then sets out scope, deliverables, evidence, timetable and fee. You can also request the one-page scope first.
Prefer email? contact@aidecisionassurance.com