Diagnostic PackFour Weeks · Seven DeliverablesDiagnosis · not pitch · not subscription
Operational Intelligence Audit™WP-08
Find out Where You're Losing TimeBefore You Spend a Penny.
Diagnostic. To the workflow. In your operation, on your numbers.
Four weeks. Seven named deliverables. One clear picture of where your operation is bleeding hours and margin - quantified, not narrated. Decision-ready outputs. No commitment beyond Phase 1.
Numbers, Not Narratives. Hours and £, Not Stories.
The audit doesn't produce a slide deck. It produces seven named, branded artefacts - built around your operation, calibrated against your numbers, signed off by your competent persons. The Vital Signs scorecard lands in your hands at the end of week one.
LOGO
Hartwell ME Group
REV-1 · SPECIMEN
VITAL SIGNS · DELIVERABLE 01 / 07
AI Maturity Scorecard.
Aggregate score across six dimensions. Returned at end of week one - board-ready, gap-mapped.
AGGREGATE2.4 / 5.0
STAGEReactive
WORKFLOWS23 mapped
Drafted under your operation · Methodology byBUILTAI
BOARD-READY
SAMPLE COVER · YOUR OPERATION · YOUR NUMBERS · WEEK ONE
THE DIAGNOSTIC COMMITMENT
00Slides. Just structured artefacts.
07named deliverables, every audit
04weeks, briefed → board-ready
“We don't produce a slide deck. We produce seven artefacts you can act on.”
UK construction, FM & M&E · Fixed scope · Four-week clock
Numbers with provenance, not projections. Every audit is scoped, briefed, delivered and signed off to a fixed four-week clock - built for the kind of work where deadlines have real teeth.
01 / 04
0 wks
Audit duration
Briefed Monday, board-ready by week four. No drift, no scope creep, no extension fee.
02 / 04
0
Named deliverables
Vital Signs through Green Light, branded artefacts not slides, every audit, every time.
03 / 04
0.00m
Annual leakage (£)
Hartwell ME Group, the illustrative worked example - six categories of margin leakage quantified, root-caused, sized for AI return.
04 / 04
0k
Recoverable y1 (£)
Of the £1.87m modelled, ~£970k recoverable inside year one - Phase 1 implementation in scope.
AUDIT LEDGER · ILLUSTRATIVE
HOW THE LEDGER WILL LOOK
FILTER5 / 5 shown
WHENWHOWHATSTATUS
ENGAGEMENT DETAIL
Bidroom in a Box + Commercial Control Kit signed for 16-week Phase 1. Sponsor sign-off W-3.
ENGAGEMENT DETAIL
Six-portfolio mobilisation. Cockpit reconciles WIP, Dispatch defends SLA - both in production by W-16.
ENGAGEMENT DETAIL
Pre-acquisition diagnostic. Recovered £680k inside Q1, Flight Plan handed to incoming COO.
ENGAGEMENT DETAIL
Tender response prototype built on the Northgate specimen dataset. Bid director approval first viewing.
ENGAGEMENT DETAIL
RIBA-staged AI integration plan. RAMS Factory + Bidroom phased across stages 3 → 5.
ENGAGEMENT DETAIL
Bidroom in a Box + Commercial Control Kit signed for 16-week Phase 1. Sponsor sign-off W-3.
ENGAGEMENT DETAIL
Six-portfolio mobilisation. Cockpit reconciles WIP, Dispatch defends SLA - both in production by W-16.
ENGAGEMENT DETAIL
Pre-acquisition diagnostic. Recovered £680k inside Q1, Flight Plan handed to incoming COO.
ENGAGEMENT DETAIL
Tender response prototype built on the Northgate specimen dataset. Bid director approval first viewing.
ENGAGEMENT DETAIL
RIBA-staged AI integration plan. RAMS Factory + Bidroom phased across stages 3 → 5.
03 · The Cadence · Four Weeks
Briefed Monday. Board-Ready Friday Week Four. No Drift.
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.
04 · Who & When
When the Diagnosis Has to Land.
5 audit triggers · clicktap to expand
“Two weeks to submit, the bid team is flat-out.”
FIRST MOVE
Two weeks of late variations submitted unevidenced. CVR slipping. Operations team flat-out.
THE AUDIT FIT
Bleed Rate quantifies the give-up; Heat Map sequences Bidroom + Commercial Control Phase 1.
DELIVERABLESBRHMGL
“Margin slips before anyone sees it.”
FIRST MOVE
9-day CVR cycle, decisions on month-old data, margin slipping before anyone sees it.
THE AUDIT FIT
Vital Signs benchmarks the data lag; Cockpit becomes the recommended Phase 2 deployment.
DELIVERABLESVSBRFP
“Six contracts up. SLA evidence chain is too slow.”
FIRST MOVE
Six contracts up for renewal. SLA evidence chain too slow to defend deductions concession.
THE AUDIT FIT
Bleed Rate maps the £100k concession; Dispatch Desk slotted Phase 1 across portfolios.
DELIVERABLESBRDRGL
“Four days of FD time, every month, on the same board pack.”
FIRST MOVE
Board pack manually rebuilt every month, 4 days of FD time, narrative inconsistent quarter-on-quarter.
THE AUDIT FIT
Vital Signs scorecard becomes the baseline; Dry Run proves margin recovery on one report cycle.
DELIVERABLESVSDRFP
“Sponsor wants visibility this quarter, not next.”
FIRST MOVE
Capability gap while in-house team is being rebuilt. Sponsor wants visibility now, not next quarter.
THE AUDIT FIT
Audit delivers Phase 1 Green Light proposal in 4 weeks - sponsor-ready, fixed-scope, opt-in.
DELIVERABLESVSFPGL
ranked.
05 · Heat Map · Prioritised AI Opportunities
Six Opportunities. Six Criteria. One Sequence.
Click a column header to sort, and a phase chip to filter.Tap a phase chip to filter - all six criteria are shown on every card. The ranking is the same one we present at the week-three review - board-ready, defensible, and reproducible.
FIT SCORE12345LOWHIGH FIT
OPPORTUNITY
PHASE
Tender response automation
Bidroom in a Box™
5
5
4
3
3
4
24
P1
Variation pack production
Commercial Control Kit™
5
4
4
3
3
4
23
P1
CVR & WIP rebuild
Margin Cockpit™
4
3
5
2
4
4
22
P2
RAMS & method statements
RAMS Factory™
3
5
5
4
2
3
22
P2
Deductions defence pack
Dispatch Desk™
4
3
3
3
4
4
21
P3
Pre-con package builder
Pre-Con Pack™
3
3
4
3
4
4
21
P3
Tender response automationBidroom in a Box™P1
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
Total fit score24
Variation pack productionCommercial Control Kit™P1
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
Total fit score23
CVR & WIP rebuildMargin Cockpit™P2
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
Total fit score22
RAMS & method statementsRAMS Factory™P2
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
Total fit score22
Deductions defence packDispatch Desk™P3
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
Total fit score21
Pre-con package builderPre-Con Pack™P3
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
Total fit score21
bleeds.
06 · Bleed Rate · Quantified Leakage
Where the Operation Bleeds.
£0.00m
Hartwell ME (illustrative) · annual leakage modelled
Six categories of margin leakage, quantified down to hours and £ per line, root-cause-traced and cross-referenced to the Heat Map opportunity that addresses each one.
CATEGORYHOURS / YR£K / YRROOT CAUSE
Tender admin burden2,400£480k
Bid team spends 60% of capacity on document chasing, gap analysis and formatting, not technical authoring.
Variation under-recovery1,800£520k
Late variations submitted without full evidence trail. Average 14% commercial give-up vs entitlement.
WIP & valuation drag1,200£380k
CVR cycle takes 9 days. Decisions made on month-old data. Margin slips before anyone sees it.
RAMS production cost2,100£280k
Each RAMS takes 3.5 hours. SHEQ team works 12-hour days during mobilisation peaks.
Reporting overhead1,400£110k
Board pack manually rebuilt every month. 4 days of FD time. Inconsistent narrative quarter-to-quarter.
Deductions concession700£100k
FM contracts: deductions accepted without challenge because evidence chain is too slow to compile.
Estimate your bleed rate
What might your operation be giving up?
Hartwell M&E’s audit found 4.2% of turnover leaking. Set your profile for an illustrative range. The audit produces the real number.
£25m
24
14
30 days
Illustrative annual leakage
£810k–£1.10m
≈ 3.8% of turnover · your profile sits toward the lower end of the band
A transparent model anchored on the published Hartwell audit (4.2% of turnover); the band spans roughly 3–6%. Illustrative, not a quote. The four-week diagnostic quantifies your actual leakage across six categories.
proof.
07 · The Proof · Worked Example
One Audit. Seven Packs to Install.
Hartwell M&E · illustrative worked example · £45m
Here's how the diagnostic runs on an illustrative £45m M&E business — Hartwell M&E Group, our worked example. £1.87m of annual bleed modelled across six categories, each routed to the workflow pack that addresses it. The Dry Run prototype demonstrates the uplift on a full-length 142-page tender pack; on a live audit it runs on a document from your own pipeline. The Phase 1 proposal lands at week four with recovery range, fee and timeline set out.
Illustrative worked example. Hartwell M&E Group is a fictional contractor. Figures show the shape of a typical audit output — not client-specific claims, and not a guarantee of recovery, savings or outcomes.
Hartwell M&E Group · 4-Week Diagnostic£45m turnover · 180 staffILLUSTRATIVE
Bleed Addressed
£1.87m
Six categories, each routed to the workflow pack that addresses it.
Missed commercial recovery
Commercial Control Kit
£620kP1
Aged WIP & CNI drag
Margin Cockpit
£410kP2
Tender & bid admin
Bidroom in a Box
£340kP1
Invoice blockers
Margin Cockpit
£235kP2
Reporting overhead
Built to Order
£165kP3
SLA penalties
Dispatch Desk
£100kP3
Dry Run™ Uplift
47 min
vs 11h 30m manual
Time to first usable artefact on the specimen 142-page tender pack. On a live audit, the Dry Run uses a tender from your own pipeline.
Quality score (peer review)
51 → 68
RFI / clarification gaps
14 → 8
Risk register completeness
9 unflagged → 4 unflagged
Audit-trail signed lines
0 → 11
Phase 1 ROI
7.5×
mid-range
Phase 1 recovery as a multiple of the fee in the Green Light proposal — the fee itself is engagement-specific.
Phase 1 return
7.5× fee
Phase 1 recovery (mid)
£414k
Phase 1 range
£350k–£477k
12-month trajectory
£708k–£970k
Every line traceable through the per-pack workflow that addresses each bleed category: see the full set of deliverables for the per-finding evidence chain.
08 · Clear Lines, Every Audit
What We Diagnose. What the Audit Doesn't Do.
The Audit Delivers
01
Quantifies leakage across six operational categories with hours and £ per line
02
Ranks AI opportunities against six criteria, weighted-total scored
03
Produces a working AI prototype on one of your real documents
04
Drafts an RAG data classification framework, ISO 42001 aligned
05
Sequences the 12-month transformation across three phases with decision gates
Hands every artefact in your operation's livery, on your numbers, signed off in week 4
!The Audit Doesn't
01
Locks you into BuiltAI workflow packs - Phase 1 is opt-in, not opt-out
02
Replaces your operational, commercial or SHEQ leadership - these stay yours
03
Promises savings - quantifies them, with assumptions explicit
04
Hand-waves at AI - every recommendation is workflow-specific
05
Fishes for licence revenue - most of the £970k is process, not product
06
Extends without your sign-off - week 4 closes the engagement, full stop
07
Keeps your data - source materials returned or deleted post-audit
decision.
09 · The Decision · Three Paths
After Week Four, the Call is Yours.
No phase-2 trap · No retainer pre-sell · No data tail
The audit ends in week four. The artefacts are yours from the moment they land. Three paths are designed in - picking 02 or 03 doesn't cost anything more than the audit itself.
OPERATIONAL INTELLIGENCE AUDITPHASE-1
01Act on it
Sign Phase 1. We start the rebuild on Monday week five.
Phase 1 implementation begins immediately after week-four sign-off. Scope is fixed: 16 weeks, two workflow packs from the Heat Map P1 row, eight KPI targets, fixed fee.
WhoPhase 1 named lead, sponsor named
When16 weeks, weekly cadence
GovernanceEight KPI gates, monthly steering
BEST FOR
The Heat Map is clear
P1 ranking has internal buy-in
Sponsor wants visibility this quarter
OPERATIONAL INTELLIGENCE AUDITPARK
02Defer the call
Take the artefacts. Decide on your timeline. No clock starts.
Vital Signs through Green Light artefacts are yours, in perpetuity, the moment they land. Use them internally, present them to the board, run them past your existing partner - the audit ends, the case continues.
WhoYour team, your timeline
WhenNo follow-up cadence
GovernanceYour governance only
BEST FOR
Internal alignment still forming
Budget cycle 6+ months out
Other in-flight transformation work
OPERATIONAL INTELLIGENCE AUDITEXPORT
03Take it elsewhere
Hand the Flight Plan to a different partner. We sign your closure.
The Flight Plan and Green Light proposal are deliverables you commissioned and own. Hand them to whichever delivery partner fits - internal team, system integrator, alternative consultancy. We'll countersign closure if needed.
WhoYour selected partner
WhenTheir cadence, not ours
GovernancePer their engagement
BEST FOR
Existing strategic partnership
In-house build capacity coming online
Sponsor-mandated alternate path
earned.
10 · Earned Trust over Lock-in
We Earn the Next Engagement. Every Time.
The clauses other consultancies hide in §11.3 of the master agreement - auto-renewing retainers, IP tails, training-set ingestion - aren't in ours. Here's what the audit deliberately doesn't do, and the clause where we say so.
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 weeks, full stop. If we need a fifth we waive the difference - that's our risk to hold, not yours.
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 materials returned or deleted post-audit. UK data residency by default. Never used to train any model.
MSA §8.4
diagnostic.
11 · Book the Audit
Find out Where You're Losing Time - Before You Spend a Penny.
Thirty minutes. Your operation, your numbers, your three biggest workflow constraints. We come back with audit scope, fee, week-one sessions and a delivery date - this week.
