Sample deliverable

What an audit actually looks like.

This is an illustrative example, not a real client’s data. The numbers here are placeholders while we finish our first case studies, and we will replace them with real, client-approved figures as they are ready. We built it to show the format and the rigor you get: every task mapped to a specific fix, every dollar figure a conservative range, and every number tagged with where it came from. The operation below is a made-up mid-size producer with about 45 staff.

What’s in the deliverable

One document, four parts.

The audit is a single report, not a slide deck. It has four parts, and they always come in the same order.

PART 01

Executive summary

The conservative headline number and a short read on your operation, so you can see the bottom line before the detail.

PART 02

The opportunity table

Each manual task, the specific AI fix for it, what it is worth per year, the hours it frees, and where the figure came from.

PART 03

Assumptions and math

The workings behind each figure, the tools we picked with real pricing, and every assumption labeled so your engineers can check us.

PART 04

The 90-day plan

Quick wins first, then a phased rollout: what to build, what to buy, and what to skip. Yours to run, with us or without us.

Part 2, illustrative

The opportunity table.

Each row is one manual task, the AI fix for it, and what it is worth. The source column shows where the number came from: “Client” means it came from the operation’s own intake figures, and “Estimate” means it is our conservative estimate, flagged as such. These five rows are illustrative, and the dollar figures are conservative ranges rather than a promise.

#Manual task todayAI fixHard $ / yrHours/wk freedSourceEffort
01 Field tickets re-keyed into the ERP by two techs at the end of every shift Photo and PDF ticket extraction into structured entry, with a person approving each one $2,400 to $3,900 4 to 6 Client Low
02 Compressor run-data reviewed weekly in spreadsheets, so failures are caught late Threshold and trend alerting on the run data you already collect, with an early-warning digest $1,800 to $3,200 2 Estimate Medium
03 Regulatory filing drafts written from scratch each cycle by the ops manager Draft generation from captured field data, with the manager reviewing and signing $1,100 to $1,600 3 Client Low
04 Vendor invoices matched to tickets by hand in accounting Automated invoice-to-ticket matching with an exception queue for the edge cases $600 to $700 1 to 2 Client Medium
05 Dispatch calls summarized manually for the daily ops report Call transcription into an auto-drafted ops summary, reviewed at stand-up Capacity only 2 Estimate Low

Across these five rows, the conservative hard-dollar total lands around $5,900 to $9,400 a year, the cash spending that stops. On top of that, roughly 12 hours a week of salaried time is freed for other work. The top three items could be in place within 90 days, phased so the field never stops.

How to read it: hard dollars are cash spending that stops, capacity is salaried hours freed for other work, and the headline number counts hard dollars only.

Get your own

Yours is built from your numbers.

The example above uses invented figures. Your audit would run the same format on your operation, with every number traced to your intake and checked by a person before it reaches you.