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AI Opportunity Audit · 3 November 2026

ASG OS: grow the engineers, not the back office.

You want to grow from about 15 engineers to 30 while the service desk stays at around six. Everything we found across 22 processes comes back to three things.

Keep the work you've already earned

Every quote owned and followed up, large bids watched, lost quotes given a second chance, and every client looked after on a rhythm that suits their tier.

£922krevenue a year within reach (about £231k at margin)

Grow the engineers, not the back office

The chasing, gathering and drafting move to the system, so the same desk supports twice the engineers and senior time goes back on the business.

6 hiresavoided at 30 engineers, about £228k a year

Run ASG from one place

One brain connected to Simpro, Sage, Job Logic and SharePoint. The numbers live, the ASG way written down once, and every team reporting up each week.

Liveleads, quotes, conversions and debtors, without chasing anyone

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How we'd solve each

What you told us, what should happen, how we help

1Keep the work you've earned

You told us

80 quotes a month; 55% won by number, 28% by value. 28% on £150k to £500k bids. £2.4m of repair quotes without an outcome. ~£200k a year of maintenance lost from finished projects.

What should happen

An owner and next action on every quote, large bids flagged, a reason on every close, a second approach on every loss, and a touchpoint rhythm per tier.

How we help

Quote chasing and recovery agent; churn-risk and touchpoint agent; a defined after-the-job process: close-out pack, maintenance quote, named handover to service, courtesy call.

2Grow the engineers, not the back office

You told us

15 to 30 engineers with the desk at about six. 270 to 450 hours a year of senior time on invoice checks. Reports rewritten by the desk; POs and supplier dates chased by hand.

What should happen

Engineers capture once on site, drafts are ready to check, and every invoice arrives with its evidence gathered. People keep every decision.

How we help

A site flow built for engineers: job pack on their phone, tap-through checklist, variations flagged on the spot, reports drafted for the PM to check. Plus the supplier-invoice review pack.

3Run ASG from one place

You told us

"Good at reporting down, need our guys reporting up." 14 Simpro exports a month built by hand. Knowledge and survey notes held by individuals.

What should happen

One version of the truth: live trends for leads, quotes, conversions and debtors; the ASG way written once; each team reporting its own numbers weekly.

How we help

ASG OS: the central brain, dashboards and the weekly report-up, used by the team and their AI tools alike. It connects to Simpro, Sage and AutoEntry, Job Logic (by export) and SharePoint. None of your core systems are replaced, engineers get nothing new to log into, and eight hand-carried routes stop.

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The plan

In order, money first

Quotes first, then the foundations, then out across the business. Two-week sprints, with findings presented to you at the end of each.

1Win and recover quotes

Sprints 1 and 2

3One place to run it from

Sprints 1 to 4

1Keep every client

Sprints 3 to 5

2Admin off the desk

Sprints 4 to 6

2Free up senior time

Sprints 5 to 7

Workstream

Sprint 1wk 1 to 2

Sprint 2wk 3 to 4

Sprint 3wk 5 to 6

Sprint 4wk 7 to 8

Sprint 5wk 9 to 10

Sprint 6wk 11 to 12

Sprint 7wk 13 to 14

3OS foundation and data-flow mapping

3Dashboards and weekly report-up

1Quote chasing and large-bid flag

1Lost-quote recovery

1Tiers and churn-risk agent

1After the job: handover and maintenance upsell

3Sage and AutoEntry: debtors against creditors

2On-site flow: engineer checklist and reporting

2Supplier-invoice review pack

3Procedures library

Training: every team, every sprint

Hardening, handover and next-wave plan

Findings to you, every sprint

90 days: usable system

BuildPilot or running alongsideTrainingLiveProcess agreedFindings presentedUsable system inside 90 days

Green dots mark where each piece goes live; the forecast counts its revenue a little after that. Marketing track (AI video editing, Claude projects) in sprints 2 and 3.

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The forecast

How the value builds in year one

Cumulative revenue as each piece goes live: about £759k in the first year (around £190k at margin), then about £922k a year once everything runs. Hires avoided and time released come on top.

What waiting costs

£77kof revenue within reach goes unclaimed each month (about £19k at margin; ~£18k a week)

£231kof first-year revenue forgone if the start slips three months (about £58k at margin)

80 hrsof team time a month on work the system would take on, worth about £3.2k, kept separate

Lever	Basis (from our conversations)	A year
1Large bids	~48 bids of £150k to £500k (40 so far this year), average ~£300k, +3 points of win rate. Your target of 35% would be +7.	£432k
1Repair quotes	10% of the ~£2.4m left without an outcome last year (assumption).	£240k
1Maintenance	Half of the ~£200k a year you estimated is lost from finished projects.	£100k
1Clients kept	One tier 2 relationship kept, around £150k a year.	£150k
2Desk held at six	At 30 engineers: 12 desk staff the old way, 6 with the OS. £38k per role (assumption).	£228k

Revenue, hires avoided and time are different kinds of value and aren't added together. Assumptions are replaced with your own data in sprint 1. Margin of 25% in line with the job examples you showed us.

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Next steps

You now know how ASG can do all three

1Keep the work it's already earned 2Grow the engineers, not the back office 3Run the business from one place

Agree the plan

Confirm the order and name one owner for each part of the OS.

Sprint 1 starts

We map how your information flows, connect Simpro and set the starting numbers from your own data.

Findings every two weeks

At the end of each sprint we show you what's built, what we found and what's next.

Investment

Staged, so you're never committed blind

We'll walk through the investment options together. Whichever you choose, the work runs in two-week sprints with a review at the end of each, so you see the results before the next piece starts.

Kaiyan Ali
Founder, Montaj Digital · kaiyan@montajdigital.io · asg-follow-up.vercel.app