Transformation for SMEs

AI advisory and delivery for SMEs

What is worth paying for, and what is not

You already know something inside your business is stuck. What you cannot say yet is whether it is stuck in the process, in a tool you never had, or in something you bought that was never right for you. So this page is not a list to choose from. It is a map, and it starts from one decision: whether your problem is a fix, a build, or a buy.

Know what you are measuring before you decide to fix, build, or buy

Before making anything run itself, or handing work to an AI agent, two questions have to be answered. The first is which number this is being measured by. The second is whether that number already has data behind it. If either cannot be answered, what you build will run, but nobody will be able to say whether it was worth it. So we start by setting up reporting and business metrics that match the business goal, and only then go into the lanes.

Not being able to answer is no failure. It means it is not time to build yet.

Fix, Build, or Buy

Business transformation for SMEs

The problem that walks in on the first call usually has no name yet. You know this part is slow, that part goes wrong often, and the money you spent last time fixed none of it. Separate them one by one and they all land on the same decision, and that decision opens into several ways forward.

These lanes group the choices from step 03 by the service they land on: Keep, Remove and Simplify map to fixing the process; Automate to making it run itself; Agentize (letting an AI agent do part of the work) to AI agents; and Build to building your own tool. The last lane covers buying existing software.

Fix the processMake it run itselfHand it to an AI agentBuild your own toolBuy and connect itActing as your head of technology for a stretch
The person who decides with you whether this is a fix, a build, or a buy: sitting beside you as an advisor, or taking it on as work with an agreed scope.
Standing up an agent fleet
A team of AI agents working on the schedule you set, with people on your team reviewing the work: scope design, a review system to check their work, and handover with rules your team controls.
Product requirements advisory for vibe coding
Turn an idea into a requirement AI can actually build from. Free tools on Productize: a readiness quiz, and an AI that pushes back on your idea and drafts a Product Requirement outline.
On-premise AI bill reading
A pile of bills becomes an Excel file. The enterprise version runs on your own machines and the data stays inside your organisation; or try the free trial, 30 bills a month.
Internal tools built with AI
The internal tool your team has wanted for a long time, from the real problem through to a system in use, handed over with a way to maintain it yourselves.
Claude, ChatGPT and Grok training for accounting, finance and operations teamsA workshop where AI works on the team's own real files: accounting work from pulling data off tax invoices through to reconciliation, and business workflows for operations teams. We can train on Claude, ChatGPT and Grok, including always-on AI agents such as Grok Bot. The team leaves with a new way of working, not just knowledge.
  1. Fix the process

    The work is stuck because the steps are in the wrong order, or because there are no numbers showing where it is stuck. Changing who does what first, or setting up reporting that shows what is really happening, settles it, with nothing to build.

    This lands on service 06, and it is the first lane we check every time, because if the answer is here you invest in nothing. This lane covers business process design and the reporting that shows where work is really stuck. What we sell here is the person who can tell you not to build, rather than one more thing to buy.

    06 Acting as your head of technology for a stretch

  2. Make it run itself

    The same work repeats every day, the result is predictable, and no step needs a human judgement call.

    This lands on service 06, with two ways in: sitting beside you as an advisor while you pick the tools and set the order of the work, or taking it on as work with the scope already agreed.

    06 Acting as your head of technology for a stretch

  3. Hand it to an AI agent

    The work has to read documents, analyse them, decide, and then carry the case across several systems in one pass.

    This lands on service 05, standing up an agent fleet: a team of AI agents with a defined scope, working on the schedule you set, with a review system that checks the work is usable.

    05 Standing up an agent fleet

  4. Build your own tool

    What you need is an advantage that belongs to your business, or no off-the-shelf software on the market answers it.

    Service 04 if you want the internal tool, 03 if the problem is a pile of bills that cannot leave the building, and 02 if your team will build with AI but cannot yet write the brief.

    04 Internal tools built with AI
    03 AI that reads your bills, on your own machines
    02 Product requirements for vibe coding (building software by talking to AI)

  5. Buy and connect it

    Someone already makes this well, and building it yourself costs money and time and returns nothing.

    This lands on service 06 as well, but what you end up with belongs to someone else, not to us. What we sell is choosing the right one and connecting it to what you already run.

    06 Acting as your head of technology for a stretch

Service 01, teaching and coaching your team, does not sit on any one lane. It runs across the whole map, because whichever way the answer goes, your team has to be fluent with AI first to know whether that answer is the right one.

Try the self-assessment on Productize ↗

The six services on this page

  1. 01Training

    Training on Claude, ChatGPT and Grok for accounting, finance and operations teams (using AI to work through documents, numbers and business workflows with the team day to day)

    A workshop where AI works on the team's own real files: accounting work from pulling data off tax invoices through to reconciliation, and business workflows for operations teams. We can train on Claude, ChatGPT and Grok, including always-on AI agents such as Grok Bot. The team leaves with a new way of working, not just knowledge.

    Read service details
  2. 02Advisory

    Product requirements for vibe coding (building software by talking to AI)

    Turn an idea into a requirement AI can actually build from. Free tools on Productize: a readiness quiz, and an AI that pushes back on your idea and drafts a Product Requirement outline.

    Read service details
  3. 03Implementation

    AI that reads your bills, on your own machines

    A pile of bills becomes an Excel file. The enterprise version runs on your own machines and the data stays inside your organisation; or try the free trial, 30 bills a month.

    Read service details
  4. 04Implementation

    Internal tools built with AI

    The internal tool your team has wanted for a long time, from the real problem through to a system in use, handed over with a way to maintain it yourselves.

    Read service details
  5. 05Implementation

    Standing up an agent fleet

    A team of AI agents working on the schedule you set, with people on your team reviewing the work: scope design, a review system to check their work, and handover with rules your team controls.

    Read service details
  6. 06Advisory

    Acting as your head of technology for a stretch

    The person who decides with you whether this is a fix, a build, or a buy: sitting beside you as an advisor, or taking it on as work with an agreed scope.

    Read service details

Not sure which lane your problem is in? Tell us about it

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hello@productize.life