Four weeks to see the work clearlyand choose what comes next.

Vital Signs™: AI Maturity Scorecard. Page one of the fictional Hartwell M&E example.Open the reader PDF3 pages

The Audit maps your workflows, documents, data and governance, then returns seven named deliverables for your team to review. Any implementation is optional and agreed separately.

Arrange an Audit Call See the seven deliverables

Scope

from the first brief to a decision: Four weeks
named deliverables, yours to keep: Seven
implementation, agreed separately: Optional
scope and fee, in writing: Agreed first

Is the Audit the right first step?

One way to start. Not a prerequisite for every engagement.

An Operational Intelligence Audit is one way to start; it is not a prerequisite for every engagement. It suits an operation that wants its workflows, documents and data mapped before choosing a pack or a build.

01
A defined outcomeThe change or deliverable is clear enough to scope.
02
Usable source informationThe team can identify the material the work relies on.
03
Named reviewersResponsible people can review and decide what is issued.
04
Start elsewhereA workflow pack or a Built to Order brief can begin without an Audit. Compare the three ways to buy

The four-week cadence

Four weeks. From the first brief to a decision.

W1
Shape & scope
Discovery
Document inventory submitted. Three working sessions booked. Vital Signs scorecard issued at end of week - board-ready, gap-mapped, signed off.
W2
Hours & £
Diagnosis
Bleed Rate analysis. Time and cost quantified across six categories. Root causes traced. First findings reviewed with operations lead mid-week.
W3
Roadmap & rules
Direction
Heat Map ranks AI opportunities. Dry Run prototype produced on a real document. Guard Rail governance framework drafted, RAG-classified, ISO-aligned.
W4
Board pack
Decision
Flight Plan blueprint and Green Light Phase 1 proposal delivered. Board pack ready. Decision yours: act, defer, or take the artefacts elsewhere.

What you get back

Seven deliverables. See what each one makes clear.

Explore each first page, then open the full document to inspect the detail before discussing your own Audit.

01VSMaturity
Vital Signs™
Pulse check across bid, commercial, compliance, reporting, systems, governance - scored 1-5, gap-mapped.
3 pagesOpen the reader PDF3 pages
02BRLeakage
Bleed Rate™
Six leakage categories quantified, with annual cost, supporting evidence and improvement opportunities.
3 pagesOpen the reader PDF3 pages
03HMRoadmap
Heat Map™
Six AI opportunities × six criteria, weighted-total ranked, placed into Phase 1, 2 or 3 of the engagement.
3 pagesOpen the reader PDF3 pages
04DRPrototype
Dry Run™
One real document, run through one workflow, audit-grade governance. The proof-of-fit doc.
2 pagesOpen the reader PDF2 pages
05GRGovernance
Guard Rail™
RAG data classification, four-gate approval process, audit-trail requirements, ISO 42001 alignment.
3 pagesOpen the reader PDF3 pages
06FPBlueprint
Flight Plan™
12-month transformation in three phases - prove-and-recover, visibility-and-control, extend-and-integrate.
3 pagesOpen the reader PDF3 pages
07GLProposal
Green Light™
Phase 1 implementation. Fixed scope, 16 weeks, two workflow packs, eight KPI targets. Opt-in, not opt-out.
3 pagesOpen the reader PDF3 pages

About these examples. Hartwell is fictional. Its figures, timescales, targets and states are not client results or promised outcomes.

Green Light is an optional proposal: its 16-week, two-pack and eight-target example is not a standard implementation promise. “Audit-grade” describes the sample review structure; ISO 42001 alignment does not imply certification.

Vital Signs™Maturity · 3 pages
Bleed Rate™Leakage · 3 pages
Heat Map™Roadmap · 3 pages
Dry Run™Prototype · 2 pages
Guard Rail™Governance · 3 pages
Flight Plan™Blueprint · 3 pages
Green Light™Proposal · 3 pages

Worked example

See how the Audit works.

Hartwell M&E is a fictional £45m contractor. Its model shows how evidence can be structured and reviewed; it is not a client result or a forecast for your business.

Annual leakage modelled: £1.87m
Of modelled turnover: 4.2%
Hours modelled each year: 9,600

Bleed Rate model and estimatorSix source categories, pack routes and adjustable assumptions

Missed commercial recovery
Commercial Control Kit
£620k modelled each year
Aged WIP & CNI drag
Margin Cockpit
£410k modelled each year
Tender & bid admin
Bidroom in a Box
£340k modelled each year
Invoice blockers
Margin Cockpit
£235k modelled each year
Reporting overhead
Built to Order
£165k modelled each year
SLA penalties
The Dispatch Desk
£100k modelled each year

Example reading view. Interactive controls load on demand.

A starting profile.

The fictional Hartwell model uses 4.2% of turnover as its midpoint. This is a model, not a forecast or quotation.

Annual turnover: £25m
Tenders / year: 24
RAMS packs / month: 14
CVR cycle (days): 30 days

Annual leakage modelled

£810k–£1.10m

≈ 3.8% of turnover · the starting profile sits toward the lower end of the band.

The Hartwell band spans roughly 3–6% of turnover. A four-week diagnostic can examine the underlying evidence across six categories.

Arrange an Audit Call

Heat Map prioritiesSix opportunities scored against six criteria

Example reading view. Interactive controls load on demand.

Six opportunities. Six criteria.

A standalone scoring demonstration. Each criterion is scored from 1 to 5; the unweighted total adds all six scores, out of 30. These opportunities and phases are separate from the fictional Hartwell weighted ranking. Read the fictional Hartwell Heat Map: weighted ranking out of 5.

Tender response automation
Bidroom in a Box® · P1 · Unweighted total 24 out of 30
Value
5 out of 5
Speed
5 out of 5
Data
4 out of 5
Risk
3 out of 5
Complexity
3 out of 5
Governance
4 out of 5
Variation pack production
Commercial Control Kit™ · P1 · Unweighted total 23 out of 30
Value
5 out of 5
Speed
4 out of 5
Data
4 out of 5
Risk
3 out of 5
Complexity
3 out of 5
Governance
4 out of 5
CVR & WIP rebuild
Margin Cockpit™ · P2 · Unweighted total 22 out of 30
Value
4 out of 5
Speed
3 out of 5
Data
5 out of 5
Risk
2 out of 5
Complexity
4 out of 5
Governance
4 out of 5
RAMS & method statements
RAMS Factory® · P2 · Unweighted total 22 out of 30
Value
3 out of 5
Speed
5 out of 5
Data
5 out of 5
Risk
4 out of 5
Complexity
2 out of 5
Governance
3 out of 5
Deductions defence pack
Dispatch Desk™ · P3 · Unweighted total 21 out of 30
Value
4 out of 5
Speed
3 out of 5
Data
3 out of 5
Risk
3 out of 5
Complexity
4 out of 5
Governance
4 out of 5
Pre-con package builder
Pre-Con Pack™ · P3 · Unweighted total 21 out of 30
Value
3 out of 5
Speed
3 out of 5
Data
4 out of 5
Risk
3 out of 5
Complexity
4 out of 5
Governance
4 out of 5

Dry Run and workflow routingOne sample document, before-and-after review evidence

Hartwell example

Dry Run™ on a 142-page tender pack

These comparison figures belong to the fictional Hartwell scenario. A live Audit uses a document from your operation and records its own before-and-after evidence.

Measure	Before	After	Difference
Time to first usable artefact	11h 30m	47 min	−93% time
Quality score (peer review)	51	68	+17 pts
RFI / clarification gaps	14	8	−6 gaps
Risk register completeness	9 unflagged	4 unflagged	−5 unflagged
Audit-trail signed lines	0	11	+11 traces

05 / Supporting examples

Six supporting examples. Evidence you can follow.

These examples show content, review stages and targets. They do not record a live client engagement or prove that a control has operated.

01 · Findings Pack

Supporting example · AMBER

Why it matters

Links findings to evidence and gives board reviewers a clear basis for challenge and action.

Review control illustrated

The sample links findings to source references and shows drafter, senior and client review stages.

Findings Pack - Tier-1 M&E contractor (sample)

FND-PACK · v1.2 · QA2-approvedAMBER

FND-014 · Variation evidence chain breaks at site instruction

Eight of twelve sampled variations carry no instruction-trail entry between site and commercial. Of those, three were priced and two were paid before the trail was reconstructed retrospectively - exposing the position to challenge.

Classification · Risk · Effort

Impact · COMMERCIAL - exposed to retrospective challenge
Risk level · HIGH - three live, in-cycle examples in the sample
Effort to fix · M - site report template + 2 weeks of cadence
Recommended pack · Commercial Control Kit™

Linked evidence

Reference	Type	Source
EVD-021	Email thread	Site → Commercial · 14 Mar
EVD-022	Site daily report (3 dates)	Project diary
EVD-024	Variation register entry	Cost report Apr

Sign-off

QA1 (drafter check)passed
QA2 (senior review)passed
Client approvalin review

02 · Baseline KPI Sheet

Supporting example · AMBER

Why it matters

Creates an agreed starting point so later impact claims can be compared using the same definitions and sources.

Review control illustrated

The sample gives each metric a source, named owner and confidence rating, followed by review stages.

Baseline KPI Sheet - sample

BKPI · v1.0 · Owner-confirmedAMBER

Metric register

Metric	Baseline	Source	Owner	Confidence
Tender response cycle (days)	14.2	Last 6 ITTs	Commercial dir.	High
Clarification close-rate (%)	51	Bid log Q1	Bid manager	Medium
Variation evidence index (%)	44	Cost report sample	QS lead	Medium
RAMS rework rate (%)	38	H&S log 90 days	H&S manager	High

Re-measurement cadence

Frequency · Monthly, against the same source
First re-measurement · Day 60 of the engagement
Method · Same source + same definition + same owner - no re-baselining mid-engagement

Sign-off

BuiltAI delivery leadpassed
Client operational ownerpassed
Client sponsorin review

03 · Risk & Governance Assessment

Supporting example · AMBER

Why it matters

Gives procurement, legal and insurance reviewers a dated, traceable view of AI use, data classification and approval gaps.

Review control illustrated

The sample separates current uses by sanction and classification, records actions and identifies approval gaps for review.

Risk & Governance Assessment - sample

RGA · v1.1 · Procurement-readyAMBER

AI usage map (current state)

Service	Sanctioned?	Classification	Action
Microsoft 365 Copilot	Yes	Green/Amber	Continue under AUP
Public ChatGPT (consumer)	Shadow	Red exposure	Block; route to enterprise tenant
Custom GPTs in marketing	Yes	Green	Document; add to approved tools list

Approval gate gaps

QA1 missing · RAMS template approval gate is informal - no recorded reviewer
Client approval missing · Variations issued before client sign-off in 3/12 sampled cases

Procurement-disclosure readiness

Current AI Schedule covers 2 of the 5 BuiltAI canonical clauses (Permitted Use, Approved AI Tools). Definitions, Human Approval Gate and AI Output IP are absent. Recommended: install full AI Governance Policy Pack before next procurement cycle.

04 · Pilot Recommendation

Supporting example · GREEN

Why it matters

Gives an operational owner a defined pilot to assess, with scope, responsibilities and measurable exit criteria.

Review control illustrated

The sample records the recommended pack, tender scope, owners, exclusions, baseline figures and pilot targets.

Pilot Recommendation - sample

PILOT · BIDROOM · v1.0GREEN

Headline

Pilot Bidroom-in-a-Box on the next two tier-1 ITTs. Target: clarification close-rate to 95%+ and tender cycle to ≤10 days, against a 14.2-day, 51%-close baseline.

Scope

Pack · Bidroom-in-a-Box
Tenders in scope · Next 2 tier-1 ITTs (≥£500k)
Owners · Bid manager (lead) · QS for pricing · Tech director for narrative QA
Out of scope · Tier-2/3 framework call-offs · Public sector OJEU bids

Exit criteria

Metric	Baseline	Pilot target
Clarification close-rate (%)	51	95+
Tender response cycle (days)	14.2	≤10
Win-rate uplift (pp)	0	+3 to +5

05 · 90-Day Roadmap

Supporting example · GREEN

Why it matters

Turns a proposed pilot into phased action, with clear milestones from mobilisation to handover.

Review control illustrated

The sample sets out three 30-day phases with mobilisation, operating and handover milestones.

90-Day Roadmap - sample

ROADMAP · v1.0GREEN

Days 1–30 · Mobilise

Sponsor sign-off · Commercial director nominated; budget cap set
Baseline frozen · Owner-confirmed, classification per file recorded
Pack template installed · Bidroom-in-a-Box live in CRM workspace

Days 31–60 · Operate

Pack live on real tenders · First two ITTs run end-to-end through the pack
QA gate active · QA1 + QA2 sign-off on every clarification register
Weekly cadence · 30-minute commercial standup, RAG-status update

Days 61–90 · Embed

Governance handover · AUP + AI Schedule briefed to procurement
Retainer scope agreed · Monthly cadence + cost cap signed off
Board pack issued · First post-pilot board pack with recovery narrative

06 · Data Pack Requirements

Supporting example · GREEN

Why it matters

Makes the information needed for a pilot explicit before delivery starts, reducing avoidable delay and rework.

Review control illustrated

The sample illustrates files, classifications, owners and acceptance states, with a separate acceptance gate.

Data Pack Requirements - sample

DPR · BIDROOM · v1.0GREEN

File-level checklist

File	Classification	Owner	Status
Recent ITT pack (1 example)	Amber	Bid manager	Requested
Clarifications register (current)	Amber	Bid manager	Awaiting upload
Pricing breakdown template	Amber	QS lead	Accepted
Submission narrative (template)	Green	Bid manager	Accepted
Assumptions / exclusions register	Green	Bid manager	Optional

Acceptance gate

All required files Accepted before kickoff date. Red-classified items routed via the secure handling track - never via this checklist. Optional items can land mid-pilot without blocking.

06 / Scope and next step

Scope and fee agreed before work starts.

A 30-minute call establishes fit. If an Audit is useful, the written proposal confirms its four-week scope, seven deliverables, timing and fee. There is no commitment to implementation; the next decision remains yours.

Arrange an Audit Call Explore Discovery

Prepared to scope the Audit now? Use the full request

Four weeks · seven deliverables · output stays yours

Review the Audit commitmentsScope, ownership, source handling and freedom of choice

What is not in the Audit

Phase 2 sales pitch baked into week 4

The audit closes in week 4 with three paths drawn - Act, Defer, Take Elsewhere. We don't hard-close.

MSA §3.1

Workflow-pack pre-sell

Heat Map ranks opportunities against your operation, not our backlog. P1 may not include any BuiltAI pack.

MSA §3.4

Multi-week scope creep

Four-week scope, with any change agreed in writing before work continues.

MSA §4.2

IP carve-outs or licensing tails

Every artefact (Vital Signs through Green Light) is yours, in perpetuity, the moment it lands.

MSA §6.1

Inputs in our training set

Source-material handling, retention and deletion terms are agreed in writing before the audit. Client material is used only for the service and is not used by BuiltAI to train models.

MSA §8.4

Arrange an Audit Call

One way to start. Not a prerequisite for every engagement.

Four weeks. From the first brief to a decision.

Discovery

Diagnosis

Direction

Decision

Seven deliverables. See what each one makes clear.

Vital Signs™

Bleed Rate™

Heat Map™

Dry Run™

Guard Rail™

Flight Plan™

Green Light™

See how the Audit works.

Missed commercial recovery

Aged WIP & CNI drag

Tender & bid admin

Invoice blockers

Reporting overhead

SLA penalties

A starting profile.

Six opportunities. Six criteria.

Tender response automation

Variation pack production

CVR & WIP rebuild

RAMS & method statements

Deductions defence pack

Pre-con package builder

Dry Run™ on a 142-page tender pack

Six supporting examples. Evidence you can follow.

FND-014 · Variation evidence chain breaks at site instruction

Classification · Risk · Effort

Linked evidence

Sign-off

Metric register

Re-measurement cadence

Sign-off

AI usage map (current state)

Approval gate gaps

Procurement-disclosure readiness

Headline

Scope

Exit criteria

Days 1–30 · Mobilise

Days 31–60 · Operate

Days 61–90 · Embed

File-level checklist

Acceptance gate

Scope and fee agreed before work starts.

Phase 2 sales pitch baked into week 4

Workflow-pack pre-sell

Multi-week scope creep

IP carve-outs or licensing tails

Inputs in our training set