Enterprise Value Optimisation
See the whole business. Optimise what matters.
EVO maps your organisation, values every opportunity and keeps your people in control of what gets deployed.
Tools, ideas and pilots are everywhere. One prioritised portfolio is not.
- 01
Disconnected tools
Each function buys its own AI. Nobody sees what overlaps or what it adds up to.
- 02
Ideas without value
Long lists of use cases, few with a value, confidence, owner or evidence.
- 03
Pilots without a path
Proofs of concept that impress, then stall before production or measured benefit.
Outcomes
Start with the business outcome. The engine comes later.
EVO looks across the whole organisation and returns one live portfolio your board can act on.
A live portfolio
Opportunities kept current as evidence arrives — not a static consultancy report.
Decision-ready detail
Owner, value range, confidence, effort, dependencies, risk and the next decision for each one.
A roadmap to authorise
Now, Next and Later, sequenced by value and readiness.
Proof before deployment
Working demonstrations on your own use cases and data.
The 14 outcome lenses EVO applies Executive Intelligence · Revenue Automation · Customer Operations Automation · Operations & Service Automation and 10 more
- Executive IntelligenceBoard & Executive
- Revenue AutomationSales
- Customer Operations AutomationCustomers
- Operations & Service AutomationOperations
- Finance AutomationFinance
- Procurement IntelligenceProcurement
- Workforce IntelligencePeople
- Technology & Private AITechnology
- Trust & GovernanceRisk & Governance
- Corporate Development IntelligenceCorporate Development
- Public Sector IntelligencePublic Sector
- Fleet IntelligenceFleet & EV
- Specialist Asset IntelligenceSpecialist Assets
- Innovation & New VenturesInnovation
How EVO works
From a map of the organisation to measured value.
- 01
Map
Discover · Identify
A working map of the organisation — processes, systems, people, data and constraints — and every place value could be created.
- 02
Value
Value · Prioritise
Each opportunity gets a low, expected and high case with stated assumptions, then a place in Now, Next or Later.
- 03
Prove
Prove · Deploy
Working demonstrations on your own use cases before anything is connected to the systems you already run.
- 04
Control
Supervise · Optimise
Permissions, human approval and evidence on every action, with realised value tracked against a baseline.
All 8 steps in detail Discover → Identify → Value → Prioritise → Prove → Deploy → Supervise → Optimise
- 01DiscoverMap the organisation, processes, systems, people, data, constraints and ambitions.
- 02IdentifySurface AI, automation, integration and operating-model opportunities.
- 03ValueEstimate revenue, cost, time, experience and risk outcomes with stated assumptions.
- 04PrioritisePlace each item into Now (0–30 days), Next (30–90 days) or Later (strategic).
- 05ProveBuild working demonstrations against the customer's own use cases and evidence.
- 06DeployConnect the chosen capabilities into existing systems and operating processes.
- 07SuperviseApply permissions, human approval, evidence, QA, audit and escalation.
- 08OptimiseTrack realised value and identify the next best opportunity.
Assurance
People stay accountable. Agents act within authority.
Every recommendation shows its evidence, and separates observed fact, supplied information, calculation, assumption and inference.
Permissions
Every agent has a defined scope and limits, set by role.
Human approval
Material actions pause for a named approver before anything happens.
Evidence
Each action records its source, reason and outcome.
Monitoring
Exceptions, quality and realised value are tracked continuously.
Escalation
Out-of-limit cases go to named business owners.
See EVO in action
Value, readiness and control on one screen.
Drill into a business area, open a decision gate and read the evidence behind every number — on an illustrative organisation.
An illustrative EVO portfolio
£4.8m identified annual value
- Opportunities
- 127
- Ready now
- 21
- In pilot
- 6
- Live
- 14
- Automate prospect research and qualification£185k
- Draft first-touch outreach from verified buyer signals£142k
- Profile third-party spend across all business units£138k
Questions
What leaders ask first.
Do we have to replace our systems?
No. EVO connects to the systems you already run — Microsoft 365, CRM, ERP, finance, documents and operational platforms — through secure connectors with your identity and permissions.
Is this another AI tool?
No. EVO starts with the whole organisation and ends with one prioritised portfolio. Specialist engines are used only once the problem and its value are clear.
How do you avoid overstating value?
Every opportunity carries a low, expected and high case with stated assumptions, and a confidence score kept separate from value. Benefit is only “confirmed” once your finance lead signs it off against a baseline.
What should we provide?
Relevant, current CRM exports, financials, organisation charts and process evidence help replace assumptions and improve the accuracy of optimisation results. Completeness and quality matter more than file volume. Agree a secure sharing route with us before supplying confidential data.
Can we take the opportunities away?
Yes. Every opportunity can be downloaded with its evidence and proposed delivery plan, including owners, dependencies, approval gates and next steps. Unvalued opportunities clearly retain their data gaps.
Who stays in control?
Your people. Agents act within authority set per automation; material decisions pause for a named approver; every action is evidenced and auditable.
Get in touch
Let’s find your next opportunity.
Tell us where you want to create value. We’ll help you understand where to start and what comes next.
Prefer email? customer@sourcingai.co.uk
Want an EVO overview or onboarding pack? Request a copy by email .