PiedmontIT ADVISORS

Sample AI Opportunity Map

What a sample AI Opportunity Map looks like.

Every Piedmont IT Advisors engagement starts with a free AI evaluation. This page is the document it produces: a map of where a team’s hours go, where an agent can help, and what stays human. The company below is fictional — the format is real.

Sample — fictional company

Prepared for: Carolina Ridge Building Supply (sample company — fictional)
Business: Building-products distributor · 34 people · two locations (Rock Hill + satellite yard)
Prepared by: Piedmont IT Advisors — free AI evaluation deliverable

This is a sample map for a fictional company, written to show what an evaluation produces. Every figure below is an illustrative estimate based on the sample scenario — not a result, a case study, or a promise.

Where the hours go.

1

Order and invoice processingest. 9 hrs/week

Orders arrive by email and phone. The office manager re-keys them into the system, then matches invoices against them by hand at week’s end. Errors surface at delivery, when they’re expensive.

Agent support: an agent reads incoming order emails and drafts the entries for one-click review; a second pass matches invoices to orders and flags only the mismatches.

Your people keep: exception calls, pricing decisions, the customer relationship.

2

The Friday reportest. 4 hrs/week

The operations lead spends Friday afternoon pulling numbers from three spreadsheets into the weekly summary the owner reads Monday.

Agent support: an agent assembles the report from the same sources every week, same format, and flags anything that moved more than usual.

Your people keep: reading it, deciding what it means, acting on it.

3

Quote follow-ups that never get sentest. 5 hrs/week

Reps quote well, then the floor gets busy and follow-ups slip. Quotes go cold quietly — nobody decided to lose them.

Agent support: an agent drafts each follow-up on schedule and queues it for the rep to approve and send in one click.

Your people keep: the send button, the conversation, the close.

4

Documentation and onboarding paperworkest. 6 hrs/week (spiky)

How things are done lives in two veterans’ heads. New hires shadow for weeks; every departure takes knowledge with it.

Agent support: a documentation agent turns shadowing notes and marked-up examples into written procedures and checklists, and assembles onboarding packets from them.

Your people keep: verifying the procedures are right — they’re the experts being captured.

The shape of it

18–24 hours a week, handed back.

Across these four workflows, roughly 18–24 hours per week return to the team this business already has — the strongest people’s time, handed back to the work only they can do. No part of this plan needs a new hire.

1

Order-entry agent

Biggest pile, clearest rules — it builds first.

2

Friday report agent

Fast win; the owner sees it weekly.

3

Quote follow-up agent

Revenue-side; reps approve every send.

4

Documentation agent

Slower payoff, permanent value.

What stays human, always: approvals, exceptions, pricing, and every customer conversation that matters.

Why Piedmont IT Advisors

Three things nobody else has.

A human approves everything.

Agents do the work, but nothing leaves the building unreviewed. A person approves anything that goes out — every draft, every send, every time.

Prices in the open.

Every price we charge is published on this site. You don’t need a sales call to learn what something costs — it’s on the pricing page.

Your map starts with a free evaluation.

Equip the team you have with AI agents — not more hires. The evaluation looks at your workflows the same way this sample looks at Carolina Ridge’s — and the map is yours to keep either way.

Sample document. Carolina Ridge Building Supply is a fictional company, and every figure on this page is an illustrative estimate, not a result or a promise.