What is the AI Audit from Benian Technologies?

The AI Audit is a 4-week productized engagement where Benian Technologies analyzes your business operations, identifies the highest-ROI automation and agent opportunities, and delivers a build-ready implementation roadmap with an ROI-ranked opportunity matrix. The plan is yours to keep whether you move forward with builds or not.

How much does the AI Audit cost?

The AI Audit from Benian Technologies is a fixed-fee engagement priced at $5,000. It includes workflow mapping, stakeholder interviews, AI opportunity identification, ROI projections, and a phased implementation roadmap you own afterward.

What do I get from the AI Audit?

You receive an ROI-ranked opportunity matrix showing exactly where automation and AI can drive the most value in your business, a phased implementation roadmap with timelines and resource requirements, and specific recommendations across workflow automation, voice AI, agentic AI, data intelligence, and AI agent deployment.

How long does the AI Audit take?

Four weeks end-to-end: Week 1 is stakeholder discovery, Week 2 is system review and data maturity scoring, Week 3 is opportunity scoring and ROI projection, Week 4 is the deliverable presentation and PDF report.

Map the work.
Rank the wins.
Build the math.

Start the audit

A productized engagement,
not an open-ended consult.

Discovery, system review, opportunity scoring, delivery. Four weeks, fixed scope, fixed fee. The roadmap on day 28 is what you bought — whoever ends up building from it.

Auto · playing

Week 01

Discovery

3–6 stakeholder interviews · 60 min each

CEO, ops lead, dept heads
Capture pain points verbatim
Catalog the workflows that hurt

→ Process inventory · 8–15 documented workflows

CEO

"We close 30% of inbound. Should be 60%."

OPS LEAD

"Mondays are 4 hours of voicemails."

CTO

"Three CRMs. Nothing reconciles."

ai-audit-halberd-wealth.pdf

Benian Technologies

AI Transformation
Audit Report

Prepared for Halberd Wealth Partners · 68 employees

April 2026 · 47 pp

Page 1 / 4

A 47-page document
your CTO can ship from.

Executive summary on page 3, opportunity matrix on page 14, phased roadmap with investment and risk on page 24. Specific enough that another vendor could build from it.

Executive summary

What to do, in what order, with what payback.

Opportunity matrix

14 ranked workflows scored by effort and ROI.

Phased roadmap

Quick wins · Foundation · Transform, with timelines.

Investment + risk

Cost lines, ongoing fees, and what could go sideways.

Consultants advise.
Engineers build. We do both.

Typical consultants

Strategic advice
Slide decks
Recommendations
No implementation
Long engagements

Typical dev shops

Technical builds
Code delivery
Fast execution
No strategy
Build wrong thing

Benian Technologies

Strategic roadmap
ROI-ranked priorities
We build what we recommend
Roadmap is yours either way
ROI measured in weeks

The roadmap is yours to keep. Whether you build with us or not.

Start the audit

Tell us what your team does all day.

We’ll book a 30-minute scoping call and let you know whether four weeks of audit work would actually move the needle for you.

Book a scoping call

Map the work.Rank the wins.Build the math.

A productized engagement,not an open-ended consult.

Discovery

AI TransformationAudit Report

A 47-page documentyour CTO can ship from.

Consultants advise.Engineers build. We do both.

Tell us what your team does all day.

Map the work.Rank the wins.Build the math.

A productized engagement,not an open-ended consult.

Discovery

AI TransformationAudit Report

A 47-page documentyour CTO can ship from.

Consultants advise.Engineers build. We do both.

Tell us what your team does all day.

Map the work.
Rank the wins.
Build the math.

A productized engagement,
not an open-ended consult.

AI Transformation
Audit Report

A 47-page document
your CTO can ship from.

Consultants advise.
Engineers build. We do both.

Map the work.
Rank the wins.
Build the math.

A productized engagement,
not an open-ended consult.

AI Transformation
Audit Report

A 47-page document
your CTO can ship from.

Consultants advise.
Engineers build. We do both.