AI Process Discovery Accelerator

Capture How Your Business Really Works – At Scale, With AI, in Weeks Not Months

 

A 4-6 week structured engagement that uses Copilot and AI to capture how work actually happens, turn it into a clean, searchable Process Knowledge Base in SharePoint, and prep your processes for automation and AI – so your next Copilot project starts on solid ground.

Book Your Discovery

The Challenge

How Work Actually Happens is Rarely Written Down

Every organisation has a picture in its head of how its processes work. Neat diagrams and documented procedures that detail how things are supposed to run. But the reality is almost always messier than the picture.

Processes rarely follow the tidy flowchart. People find shortcuts and build workarounds, and plenty of processes were never written down at all. What that leaves is a gap between how you think work happens and how it actually happens. Most of that real, day-to-day detail lives in people’s heads or written down once in a Teams chat, where it’s hard to see and easy to lose.

That gap matters more now than it used to. Low-code tools and AI have lowered the barrier to building things, which is good news – but it also means more unofficial processes are taking shape across businesses, often without anyone capturing them. At the same time, there are now far better ways to handle the old manual routines that still run on email threads and spreadsheets.

To take advantage of either, you first need a clear view of how the work really runs today.

That’s what the AI Process Discovery Accelerator is built to give you. Over four to six weeks, we use Copilot and AI to capture how your processes actually work – through lightweight recordings rather than weeks of workshops – and turn them into a clean, structured Process Knowledge Base in SharePoint. It closes the gap between the diagram and the reality, and leaves you with a foundation your team can search, reuse and build on.

What’s Included?

Phase 1: AI-Assisted Discovery

We capture how the work really happens, quickly. Minimal workshops, maximum reality.

Lightweight Process Recordings

Real captures of how work happens, through screen walkthroughs, short narrations, and conversations with the people doing the work. Designed to surface the workarounds and exceptions the documented process misses.

AI Assisted Analysis

Copilot and AI do the heavy lifting on the recordings – summarising steps, identifying decision points, and surfacing duplication and friction. Days of analysis turns into hours, without losing the detail.

Phase 2: Process Mapping Your Team Can Actually Use

We turn what we’ve captured into clear, reusable maps with a permanent home.

Human-Readable Process Maps

Every captured process is turned into a clean, structured format that answers three questions. What triggers it, who does what, and where it breaks. The kind of map your team can use, and Copilot can parse.

A SharePoint Process Knowledge Base

Captured processes are stored in a SharePoint knowledge base, designed for search, reuse and Copilot retrieval. A permanent home for how your organisation really works.

Phase 3: Copilot & Automation Readiness

We prepare each process for what comes next, so you know where to start.

Automation & AI Readiness Tagging

Each process is tagged for automation potential, risk and compliance relevance, and AI assist opportunities. When you’re ready to build, you already know which processes are good candidates.

‘Next Best Automation’ Recommendation

Concrete starting points for each process, whether that’s a Power Automate flow, a Microsoft Form or a Copilot Studio agent.

How This Helps

Capture More Processes, Faster

AI does the heavy lifting that used to take weeks of workshops.

A Knowledge Base That Doesn’t Go Stale

Your processes live in a structured SharePoint knowledge base your team can search, reuse and improve.

A Foundation Copilot Can Read

You’ll have your processes structured the way Copilot Studio needs them.

Ownership, Not Shelfware

The Process Knowledge Base is yours, in your tenant, in a format your team can extend.

Who It’s For

This accelerator is built for IT, digital workplace, operations and process-owning teams who:

  • Have heard ‘we need to be ready for AI’ but aren’t sure what that means for their processes
  • Are tired of process documentation going out of date the day it’s written
  • Are planning to deploy Copilot or build Copilot Studio agents, and need the underlying processes ready
  • Have processes that mostly live in people’s heads, and want to change that before someone leaves
  • Need to capture more processes than a workshop-led discovery can practically cover
  • Want a permanent, reusable foundation – not a one-off deliverable

You don’t need to know which processes to capture first. Pick a handful that matter most, and we’ll work out the rest together.

What You Need to Know

Built around your Microsoft 365 tenant – your Process Knowledge Base lives in your SharePoint, accessible to your team and Copilot agents from day one.

Four to six weeks, fixed price.

Light on workshops, heavy on real-world capture. We work around the people doing the work, not the other way around

Microsoft funding may be available to offset the cost of discovery. Get in touch and we’ll let you know if you’re eligible.

Book Your Discovery

Ready to capture how work really happens? Tell us about the processes you want to start with – or the area of the business where things feel hardest to pin down – and we’ll come prepared.