How work moves today
A clear picture of intake, handoffs, tools, decisions, delays, and ownership across the parts of the business being reviewed.
Operations & Practical AI Audit
Find the bottlenecks before buying another tool.
Service Relay maps how work really moves through your business, identifies the places where time and leads get stuck, and turns practical workflow, automation, and AI opportunities into a prioritized roadmap.
01 / Why this exists
When work is moving, but the process keeps fighting you.
Most operational drag is not one dramatic failure. It is repeated handoffs, missed context, late follow-up, duplicated entry, unclear ownership, and software that does not quite match the way the business runs.
Common signs
- Calls, web requests, or quotes are easy to miss.
- Scheduling and follow-up depend on memory or manual reminders.
- Staff move the same information between too many systems.
- Owners lack visibility into what is stuck or waiting.
- AI sounds useful, but nobody is sure where it should actually help.
02 / What you receive
A practical map of what to improve first.
Where time and leads leak
Specific friction points ranked by business impact, operational risk, and how quickly they can realistically be improved.
What to do next
Prioritized recommendations with practical automation or AI opportunities, estimated effort, expected value, and implementation sequence.
03 / The approach
Practical first. AI only where it earns its keep.
Not tool-first
The audit starts with the work, not a software recommendation. Tools only matter if they reduce friction or create measurable leverage.
Built for operators
The output is meant for owners and managers who need cleaner decisions, fewer dropped balls, and a path the team can actually follow.
Implementation-aware
Recommendations are prioritized by value, risk, and effort so the next step is clear instead of turning into another research project.
04 / Process
Five steps from messy workflow to clear roadmap.
Intro call
Confirm fit, scope, team size, and the operational area worth reviewing first.
Workflow review
Review the tools, forms, channels, documents, and handoffs involved in the work.
Process map
Document how requests, decisions, and follow-up move today.
Opportunity review
Identify workflow, automation, and practical AI opportunities with real business value.
Roadmap
Walk through the recommendations, priorities, tradeoffs, and next implementation options.
05 / Pricing
Clear pricing for smaller teams. Custom scope for larger ones.
The audit is designed to be specific enough to create momentum without turning into a long consulting engagement.
Includes intake, workflow review, process map, bottleneck analysis, practical AI and automation review, written roadmap, and walkthrough.
Scoped based on business units, locations, systems involved, stakeholder access, and the depth of review required.
06 / About Doug
Built from operations, systems, and AI experience.
Service Relay is led by Doug Broughton, an AI strategist and solutions architect with 25+ years across operations, software systems, security, automation, and executive advisory.
His work focuses on turning technical possibilities into practical operating models: what to adopt, what to avoid, how to govern it, and how to measure whether it is actually helping the business.
07 / Audit FAQ
Common questions.
Is this an AI consulting engagement?
Not by default. The audit looks at workflow first. AI is considered only where it can make work clearer, faster, safer, or easier to scale.
We are not ready for AI. Is this still useful?
Yes. Many of the best improvements are process, routing, follow-up, documentation, reporting, or automation changes that do not require AI at all.
What do we receive at the end?
You receive a written roadmap and walkthrough covering current workflow, major bottlenecks, prioritized recommendations, and practical next steps.
Do you implement the recommendations?
Implementation can be scoped separately after the audit. The audit is useful even if your internal team or another vendor handles the buildout.
How disruptive is the audit?
It is designed to be focused. We need access to the relevant people, tools, and context, but the goal is to observe and clarify work without creating unnecessary meetings.
What if there is no strong AI opportunity?
Then the recommendation will say so. A clear "not yet" is useful if it keeps the business from spending time or money in the wrong place.
Ready to review the work behind the work?
Book an audit intro.
We will confirm fit, scope, and whether the audit is the right next step for your business.
Book a 15-minute introOr email info@servicerelay.com