Licenses and token spend, little impact
Staff get access and some training, then the ROI gets questioned.
AI AND AUTOMATION ENABLEMENT WORKSHOP
Find out where AI will actually save your firm time
A facilitated process to identify the real inefficiencies in your business and show you which ones AI and automation can fix first.
Buying AI is easy. Knowing where to start isn’t.
Most firms start with the licences and hope value follows. The gains come from understanding your own processes first, then choosing the right tool for each one.
A mandate with no map
The board says “we must use AI” and operations are left to work out how.
Inefficiencies you can’t pinpoint
You know time is being wasted, but not where or by how much.
Using AI for the sake of it
AI gets aimed at whatever is easiest, not what actually costs you.
What an AI enablement plan delivers
We get your teams in a room, surface the tasks that eat their days, and rank them by impact and effort. You leave knowing exactly what to tackle first and what it’s worth.
A ranked opportunity list
Every task your teams flag, mapped by impact and complexity.
Three agreed priorities
A shortlist your teams have chosen, not one imposed on them.
Quick wins first
The high impact, low complexity work that pays back fastest
Ideas from the front line
The people doing the work tell you where it’s broken.
A costed scope of work
A proposal with clear KPIs so ROI is measurable, not assumed.
Genuine team buy in
Adoption is far easier when staff helped choose the target.
PRO DRIVE 360 METHODOLOGY
Pro Drive 360 – a structured, repeatable approach to IT
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Audit
Identifying the gaps
We audit your entire IT environment and critical business infrastructure, covering everything from cyber security and compliance to core systems and tools like AI. By benchmarking your systems against our evolving standards, we provide a clear risk assessment of your current technical infrastructure.
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Roadmap
Prioritising actions
We translate your risk assessment into a strategic IT roadmap built around your business goals and modern industry developments. This strategy provides clear, costed plans that prioritise the exact actions required to maintain compliance, unlock productivity gains, and support ongoing growth.
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Align
Meeting the standard
We technically align your IT to our best practice standards to rapidly reduce risk and immediately unlock productivity gains. In parallel, we maximise your IT investment by progressing towards key milestones on your strategic roadmap. These concurrent workstreams mean you’re covered today and set up for success tomorrow.
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Enforce
Maintaining the standard
We keep enforcing the highest standard of IT for your firm by continuously monitoring, auditing and updating your environment as our set of best practice standards evolve - with the latest regulations, new cyber threats and application updates.
Everything the workshop covers
Pre-workshop prep
We review your line of business applications and how your teams work before we start.
AI and automation briefing
Where AI stands today, what it can and can’t do, and the benefits and risks.
Facilitated ideation
Your teams capture the tasks that are slow, complex, repetitive or simply annoying.
Impact and complexity mapping
Every task plotted so the best opportunities become obvious to everyone in the room.
Process mapping follow-ups
One-to-one sessions with the people who own the three agreed tasks.
Costed proposal with KPIs
A scope of work showing how to automate each task, and how you’ll measure the gain.
Designed for law, accounting and financial services firms
Our AI work reflects the confidentiality and accuracy your sector demands, aligning Copilot to your data, workflows and compliance rules.
How our AI adoption service helped firms like yours
25+
years supporting professional services firms
200+
factors assessed through the governance model
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MSP Secretaries is a Surrey-based provider offering company secretarial and corporate services to businesses across the UK.
- Problem
With the technology platform unashamedly being the core element of their offering, MSP Secretaries and Share Registrars were keen to demonstrate the level of security it offers their clients’ data.
- Solution
MSP Share adopted the UK-government-backed Cyber Essentials security standard, of which they were already aware, alongside the IASME governance standard.
- Outcome
Following the successful completion of their security certification, MSP Secretaries and Share Registrars invited tenders for the management of their entire IT platform and network. They sought a partner who could provide both technical expertise and strategic guidance around innovation and security. Having already supported the certification project, Pro Drive was selected as their IT partner. Further improvements, including an advanced wireless system across all offices, are already in the pipeline.
Explore other ways Pro Drive can strengthen your IT
AI & Microsoft Copilot
Safe, practical AI for law, accounting and financial services firms
Cyber Security
Protect your firm from evolving threats and reduce security uncertainty.
Strategic IT Planning
Create a roadmap for better technology decisions and predictable investment.
Ready to find out where AI fits in your business?
Start with a half day workshop and leave with three costed opportunities.
FAQS
Common questions about our AI and automation enablement workshop
No. Copilot is one option among several, and often not the right one. The workshop looks at your processes first, then matches each opportunity to whatever suits it best, whether that’s Copilot, the Power Platform, an AI agent, straightforward automation between systems, or simply better use of data you already hold. We have a separate service for firms specifically looking to roll out Copilot safely.