Your Brand Merchandise
A branded merchandise company with strong demand but operations built on manual processes. We mapped every workflow, identified £75K+ in annual opportunity, and designed a phased AI strategy to unlock scalable growth.
£75K+
Annual opportunity identified
7
AI solutions designed and costed
305%
Projected first-year ROI
28.7hrs
Monthly manual time recovered
Growing demand, but every process was manual
YBM's founder was spending 55 minutes creating every quote presentation from scratch. Supplier invoices were scattered across inboxes. Product research meant logging into 3+ supplier platforms per quote. No systematic follow-up existed for pending quotes — opportunities were slipping through the cracks. The business was growing, but the team was hitting a ceiling.
Full operational audit and AI opportunity assessment
We interviewed stakeholders across sales, operations, and finance. We mapped three core business engines end-to-end, identified every bottleneck, and designed seven AI-powered solutions — each costed, ROI-modelled, and prioritised into a phased roadmap. The result: a clear, actionable plan to recover £75K+ in annual value.
What we delivered
Stakeholder Interviews & Process Mapping
We ran deep interviews across sales, operations, and finance to understand how the business actually functions day-to-day. From that, we mapped three core engines — Quote-to-Order, Order Fulfilment, and Financial Operations — identifying every time sink, quality risk, and critical bottleneck.
AI Opportunity Matrix
Every bottleneck was assessed for AI and automation potential. Seven solutions were designed and fully costed — from smart presentation templates (694% ROI) and automated invoice processing to a unified multi-supplier search platform and an AI-powered lead generation system worth £40K in projected annual revenue.
Solution Design & ROI Modelling
Each solution was modelled with projected time savings, cost savings, revenue uplift, implementation cost, and break-even timeline. No guesswork — every recommendation was backed by data from the interviews and benchmarked against the business's actual numbers.
Prioritised Implementation Roadmap
Solutions were sequenced by impact, cost, and dependency. Quick wins like template automation and invoice processing were first in line, building momentum and freeing cash flow for the larger platform plays. Total projected break-even across all solutions: 13 months.
Know there's opportunity but not sure where to start?
We audit your operations, find the highest-impact opportunities, and give you a costed roadmap to get there.