Diagnose AI opportunities with BEACON™

Combining data and interviews to move from strategy to execution at speed.

BEACON™ identifies the size of the prize across the enterprise, aligns the strategic narrative, and creates a quantified roadmap for AI and automation value creation.

Start with BEACON
DIAGNOSTIC OUTPUT Size of the Prize Quantified
Financial Objectives / KPIs Input data
Process Rationalization Input data
Employee Volumetric Data Input data
Process Library Input data
WHY IT MATTERS

Private Equity needs evidence before execution

Exits are harder, operational value is harder to unlock, and strong strategies often stall between boardroom ambition and operational execution. BEACON™ creates the evidence base required to prioritize, sequence, and launch AI-powered operational excellence.

Strategy–Execution Gap

Strong plans fail when opportunities are not translated into executable demand.

Scaling Difficulty

Automation and AI initiatives often remain isolated pilots without a portfolio-wide operating model.

Pressure on Returns

PE leaders need measurable EBITDA impact, board-ready evidence, and repeatable value creation.

END-TO-END FRAMEWORK

BEACON is the foundation of our transformation approach

01→
02→
03→
04
BEACON

Diagnose

Identify the size of the prize of AI and automation opportunities across the enterprise.

COMPASS

Discover

Evidence-led discovery to validate and scope priority opportunities.

NAVIGATOR

Deliver

Build, run, and scale AI and automation initiatives.

VOYAGER

Sustain

Continuous value engine and operational excellence.

You are here: BEACON Diagnostic Phase

From raw signals to quantified opportunity

BEACON™ combines financial priorities, people data, process intelligence, and operational interviews to build a reliable AI and automation baseline.

Financial Objectives / KPIs

EBITDA, DSO, G&A people, OpEx savings targets.

Employee Volumetric Data

SG&A roles and headcount around key processes.

UAI Labs Process Library

Operational processes by domain with industry benchmarks.

Process Rationalization

Modify and add processes specific to client operations.

THE METHOD

A six-step diagnostic model from opportunity to roadmap

01

Align the strategic narrative

Define the role of automation and AI as a key enabler within the organisation, typically aligned with CIO and operating leadership.

02

Build the value baseline

Combine financial priorities, process data, interviews, and volumetric data to identify where value could be unlocked.

03

Identify high-impact opportunities

Assess enterprise-wide process improvement, automation, AI, and agentic workflow opportunities down to L3 level.

04

Quantify the business case

Prioritize opportunities by expected value, feasibility, complexity, and readiness.

05

Assess maturity

Evaluate capability, operating model, COE requirements, technology architecture, and vendor readiness.

06

Create the roadmap

Develop a 2–3 year roadmap and prepare launch readiness for COMPASS and NAVIGATOR.

What BEACON™ delivers

ALIGN

Strategic AI narrative

Clear alignment on where AI and automation fit into the operating model.

QUANTIFY

Quantified business case

High-impact opportunities sized by value, feasibility, and expected benefit.

ROADMAP

2–3 year roadmap

Prioritized initiatives sequenced around value, complexity, and readiness.

ASSESS

Capability and tech maturity view

Assessment of internal roles, COE design, architecture, vendors, and platform readiness.

LAUNCH

Launch readiness

Day-one readiness for COMPASS discovery and NAVIGATOR delivery.

Designed to move from diagnosis to delivery

BEACON creates the foundation for execution, not just analysis

BEACON baseline

Where we are now

  • Enterprise-wide diagnostic
  • Quantified opportunities
  • Strategic alignment
→

COMPASS discovery

Evidence-led validation

  • Deep-dive analysis
  • Solution design
  • Business case validation
→

NAVIGATOR delivery

Build and scale

  • Implementation
  • Change management
  • Value realization
→

VOYAGER sustain

Continuous improvement

  • Operating model
  • Optimization
  • Scale
BEACON ensures execution readiness
✓

Evidence-backed demand

Validated opportunities with executive buy-in

✓

Prioritized backlog

Sequenced initiatives by value and complexity

✓

Build-ready roadmap

2–3 year transformation plan

✓

Go/No-Go gates

Clear decision criteria for investment

✓

Resource requirements

COE design and capability assessment

✓

COMPASS launch plan

Immediate next steps for discovery phase

Evidence-led diagnostics. Measurable value.

Large UK Retailer

£36Mvalidated savings potential
69priority processes mapped
£8MYear 1 savings target

Enterprise-wide automation and AI programme across Finance, HR, and Supply Chain.

Leisure Operator

£400kconfirmed savings
£4.5M+additional potential
241%estimated ROI

BEACON™ assessment expanded automation beyond isolated pilots into a structured, value-led programme.

Portfolio communications diagnostic

50 FTEsproductivity gains
£8M+Year 1 savings

Communications mining diagnostic engine scaled across multiple platforms.

Ready to identify the size of the prize?

BEACON™ gives PE leaders and portfolio companies a practical, evidence-backed starting point for AI-powered operational excellence.

Book a BEACON diagnostic