AI Opportunity Audit
We review how your business actually runs, identify the repetitive work AI can handle, and give you a clear roadmap of the highest-value opportunities.
We help busy business owners automate admin, improve customer communication, process documents, and build practical AI tools that fit how their company already works.
Most small businesses know AI could help. Almost none have the tech team to make it useful.
You are busy running the company. You do not have developers, data scientists, or the time to work out which tools, models, and platforms actually fit. So the admin keeps piling up and AI stays a someday project. We close that gap: we design, build, and implement practical AI around the way your business already works.
We review how your business actually runs, identify the repetitive work AI can handle, and give you a clear roadmap of the highest-value opportunities.
We build AI-assisted workflows for admin, emails, documents, reporting, customer replies, lead handling, internal knowledge, and task routing, using your existing tools where possible.
For businesses that need more than off-the-shelf software, we build lightweight custom tools: internal dashboards, AI assistants, document processors, quoting tools, customer-service helpers, and operations portals.
If your team spends hours every week on it, there is a good chance we can automate most of it. A few of the most common starting points:
Reads incoming emails, drafts accurate replies, flags urgent messages, and updates your CRM.
Extracts data from PDFs, forms, invoices, contracts, or reports and pushes it into spreadsheets, CRMs, or dashboards.
Lets staff ask questions about policies, procedures, pricing, products, or client information instead of searching through documents.
Scores enquiries, drafts follow-ups, books calls, and reminds staff when action is needed.
Pulls data from multiple tools into one simple view so owners can see what is happening without chasing updates.
We understand your business, bottlenecks, tools, and team.
We identify what can be automated, what should not be, the expected ROI, and the quick wins.
We create the workflow or tool using your real processes and feedback.
We launch it with your team, document it clearly in plain English, and support adoption.
Projects typically start from CHF 1,500 for a focused workflow automation, and CHF 5,000+ for custom AI tools or multi-step operational systems. Everything is scoped and quoted before we start.
Fixed scope · Quoted up front · No open-ended retainers
You do not need to know which AI model, automation platform, API, or database to use. You tell us where time is being wasted. We design the workflow, build the solution, test it with your team, and hand it over in plain English.
Before work starts
A written scope, a fixed price and, for the audit, a map of what to automate first and what to leave alone.
While we build
Your real processes, your existing tools and your team's feedback, with confidentiality designed in from the start.
At handover
Plain-English documentation and training, so your team can run it without me. Support only if you want it.
I have spent around ten years running IT for organisations where getting it wrong is expensive: at Deloitte, at Zurich Insurance where I was Head of Corporate Centre IT and, for a period, Head of Applications, on application engineering projects at DXC Technology, and today leading IT and security operations at a FINMA-regulated Swiss bank in Zürich.
PMBRTN brings that discipline to small businesses that have never had an IT department: property managers, trades, hospitality, agencies. Your systems should just work, your customers' data should stay safe, and nobody should need a manual. I scope every project myself, build on the tools you already pay for, and make sure what we put in place is something your team can actually run.
Book a short call and we'll identify the first 2–3 workflows worth automating. No deck, no jargon, no hard sell.