Consult

Find what is worth doing

Understand the work before recommending the technology. What to do now, what to do later, and what not to do at all.

Consult

Consultancy, Discovery & Roadmapping

  • Workflow and process mapping
  • AI use-case discovery
  • Data and systems readiness reviews
  • Automation roadmap creation
  • Recommended build options
Consult

AI Training, Safe Use & Governance

  • AI awareness sessions
  • Safe AI use training
  • AI productivity workshops
  • Prompting and practical AI skills
  • AI implementation and governance workshops
  • AI usage policy and guidance support
Consult

IT Systems & Technical Foundations

  • Systems mapping and tool reviews
  • Microsoft 365 and SharePoint reviews
  • Cloud services reviews
  • Existing automation and legacy script reviews
  • Technical documentation and supportability reviews
Consult

Data Readiness & Reporting Reviews

  • Data quality reviews
  • Data mapping
  • Reporting reviews
  • CRM data quality reviews
  • Data improvement roadmap
Consult

Sector & Function-Specific Discovery

  • Operational reviews
  • Learner and employer communication workflow reviews
  • Evidence and compliance process reviews
  • Event, booking and attendance process reviews
  • Sales, customer service and professional services admin reviews
More about Consult

Build

Make the useful improvement real

The smallest useful version, tested with real examples and real users, measured, documented and handed over.

Build

CRM, Sales & Pipeline Automation

  • CRM workflows
  • CRM automations
  • Sales follow-ups and pipeline alerts
  • AI-generated call or meeting notes into CRM
Build

Microsoft 365 & Workplace Automation

  • Power Automate workflows
  • SharePoint process automation
  • Outlook, Teams and shared mailbox workflows via Graph
  • Excel and OneDrive automation
  • Internal approval and admin workflows
Build

Document, Email & Admin Automation

  • Word and PDF document generation
  • Certificate, proposal, quote and onboarding pack automation
  • Automated confirmation, reminder and completion emails
  • Internal alert and notification workflows
  • Document storage and archiving automation
Build

Data, Reporting & Business Intelligence

  • Data preparation
  • Data mapping
  • Dashboard reporting
  • Exception reporting and data quality checks
  • Automated MI packs
Build

AI Insight & Unstructured Data Analysis

  • Call and meeting transcript summaries
  • Action, pain point and next-step extraction
  • Customer feedback and survey theme analysis
  • Complaint or risk classification
  • Document and email summarisation
Build

Internal Knowledge Search & Assistants

  • Internal AI chatbots
  • Knowledge-base search tools
  • RFP, DDQ and security questionnaire assistants
  • Policy and process assistants
  • Sales or customer support knowledge assistants
Build

System Integration & Custom Automation

  • API integrations
  • Webhook handlers
  • Azure Functions and GCP services
  • Scheduled automation jobs
  • Database or system-to-system syncs
  • Custom scripts and lightweight internal tools
More about Build

Sustain

Develop the capability to keep improving

Documentation, handover, adoption support and clear ownership — plus development routes for your people where a genuine skills gap exists.

Sustain

Team Upskilling & Capability Building

  • Upskilling existing team members to maintain and improve automations
  • Practical AI and automation training for internal teams
  • Internal champion training
  • Workflow ownership training
Sustain

Apprenticeship & Workforce Development Routes

  • Apprenticeship pathway recommendations, where there is a genuine skills gap
  • AI, automation, data or IT apprenticeship route planning
  • Upskilling existing staff through apprenticeship programmes
  • Supporting clients to build internal capability over time
  • Linking automation and AI projects to long-term workforce development
Sustain

Handover & Adoption Support

  • User guides and standard operating procedures
  • Handover sessions
  • Adoption workshops
  • Manager briefing sessions
  • Internal process and good practice documentation
Sustain

Ongoing Improvement Support

  • AI usage and governance reviews
  • Automation improvement reviews
  • Data quality improvement reviews
  • Light-touch optimisation recommendations
  • Review of future automation and AI opportunities
More about Sustain

Tell us what is getting in the way.

You do not need a finished brief or a preferred technology. Tell us what is slow, repeated, difficult to trust or harder than it should be. We will arrange a short conversation and tell you whether we think there is a useful next step.

  • A conversation, not a pitch
  • We will say if we are not the right fit
  • No obligation to buy a build
Start the conversation

Or call 01325 731 050
hello@balticaugment.com