An AI opportunity review for an engineering consultancy

The client

A building services engineering consultancy in London, working across engineering design, project documentation and specialist advice. Its team needed to coordinate technical work, records and communication across client projects.

Before OKII

Meeting notes and action points were being recorded and shared manually. Project documentation and compliance records also involved manual tracking, while much of the team’s internal communication took place through email and meetings.

The opportunity was broader than choosing a single AI tool. The business needed to understand which parts of its existing work could benefit, what staff would need to learn and how any changes could fit alongside the systems already in use.

What we did

We spent time with the team discussing the business and the way its work was carried out. Those conversations informed a written AI opportunity report, starting with the existing processes, tools and recurring bottlenecks.

The report explored uses such as meeting documentation, clearer written communication, finding and summarising information, and support for design and marketing materials. It connected each suggestion to a task or need identified during the review.

We set out a prospective rollout in stages, including training, adoption, information handling and the resources each stage would need. The report also included indicative project costs and timings to support decisions about what to investigate first.

We shared the report ahead of a session to work through it with the team. This gave them an opportunity to consider the recommendations and discuss the next steps together.