AI & Technology Advisory Service (TAS): your fractional CTO

A structured quarterly programme that identifies, prioritises and oversees high-ROI automation opportunities across your organisation.

Technology Advisory Service (TAS)

We help SMEs with established leadership teams make smarter technology decisions. From AI adoption to CRM upgrades, compliance, and beyond, TAS ensures your strategy, governance, and tools support growth.

Each Quarter, we:

Map your departments

Identify high-friction, high-cost activities

Surface AI Automation opportunities per area

Calculate ROI and impact

Select the best candidates

Oversee delivery of automation

Pricing

(based on quarterly engagement)

£6k/Quarter

Minimum term: 2 quarters

"Agentimise were friendly, knowledgeable, and solutions-focused. Their expertise in AI integration and process automation was invaluable, and I’d happily recommend them without hesitation."

"Agentimise were friendly, knowledgeable, and solutions-focused. Their expertise in AI integration and process automation was invaluable, and I’d happily recommend them without hesitation."

George Payas, Regional Marketing Manager - Glamox UK

How it works

A simple, structured path for your technology & AI strategy.

We make sure technology, including AI, becomes part of your business strategy, not a side project.

Here’s how the Technology Advisory Service works across each quarter:

1

Assess & Map

We review your organisation, from internal organisation structure and outsourced functions, to existing technologies, tools and AI readiness.


Outcome: Clear view of your business structure and where the inefficiencies are.

2

Discovery Workshops (Across Departments)

We run structured AI Discovery sessions across major business functions (e.g. Sales, Marketing, Ops, Finance, HR).

Each session identifies:

  • What consumes time or money

  • Where handoffs break down

  • What’s too hard or too expensive to pursue today

  • Where risk, delay or inefficiency exists

Outcome: Each department surfaces 3 candidates for automation opportunities.

3

Prioritise Return on Investment

From all potential automation opportunities we calculate which ones will provide your business with the most gains. Based on time saved, cost to implement, revenue gained and overall level of "pain" the business feels.


Outcome: Focused, commercially justified roadmap.

4

Review & Optimise

Every quarter we measure results, refine strategy, and adapt to new tools, compliance updates, and emerging AI trends.


Outcome: Ongoing ROI and future-proof adoption.

The difference we make:

Without:

  • Leadership team lacks clear technology & AI vision

  • Time wasted testing tools without results

  • No trusted expertise to guide adoption

  • IT team too busy with day-to-day ops to think strategically

  • Risk of falling behind competitors

With:

  • Clear roadmap for AI, systems, and compliance aligned to strategy

  • Leadership alignment and confidence in tech decisions

  • Quick wins delivered with measurable ROI

  • Experienced CTO at the table without full-time cost

  • Future-proof adoption that evolves with your business

What's included in the Technology Advisory Service

Engage a technology expert

Direct access to a senior strategist who blends AI expertise with broader SME technology experience.

Tailored roadmap

A phased plan for AI adoption, IT systems, and compliance aligned with your business goals.

Leadership alignment

Quarterly workshops

(on-site or virtual) to keep your leadership team informed, engaged, confident.

Execution oversight

Hands-off-keyboard guidance: we advise & oversee integrations and adoption without disruption.


Quarterly reviews

KPI-driven performance tracking and ROI reports, refining plans to keep momentum strong.

Future insights

Early access to emerging AI tools, compliance standards, and technology trends.

Is your business ready to scale with AI?

For SMEs, the challenge isn’t whether AI can help – it’s how to adopt it without risk, distraction, or wasted investment.

Our Technical Advisory Service gives you a fractional CTO who:

  • Unlocks the potential of AI tools in your specific workflows

  • Guides your leadership team through adoption without disruption

  • Delivers measurable value you can track quarter by quarter

Who it’s for (and who it’s not)

Our service works best with SMEs who want to embed AI at a leadership level. If that doesn’t sound like you, we’ll point you in the right direction.

Best fit if you are:

  • An SME with an established leadership team

  • Operating under frameworks like ScalingUp, EOS, or Summit

  • Lacking an internal technology/AI visionary (no CTO or equivalent)

  • Wanting leadership-level expertise without hiring full-time

  • Committed to improving technology and adopting AI strategically, not just experimenting

Probably not a fit if:

  • You’re looking for IT support or helpdesk services

  • You want hands-on coding or document production

  • You’re unwilling to involve your leadership team in adoption

  • You expect instant results without change management

  • You’re not prepared to commit at least 2 quarters

Frequently asked questions

Is this the same as a CTO or IT partner?

Do you deliver AI tools directly?

How soon will we see ROI?

How much leadership time does this require?

What happens after the initial 2 quarters?

How do we know this will deliver ROI?

Contact the Agentimise team

Book a no-obligation call to see if the Agentimise Technology Advisory Service is right for your leadership team.

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