AI and Automation Consultant

AI & Automation Consultant

Location: Liverpool

Expected Start Date - End of September

Assignment Overview

Our client is seeking an experienced AI & Automation Consultant to lead the implementation of automation across its enquiry-to-quotation process.

A detailed process review has already been completed and a series of automation opportunities have been identified. The consultant will be responsible for designing and implementing practical automation solutions that reduce manual effort, improve response times, increase data quality and provide greater visibility throughout the commercial and estimating workflow.

The role requires an individual who can combine business process expertise, automation technology knowledge and stakeholder engagement skills to deliver measurable operational improvements.

Key Responsibilities

Workflow Automation

• Design and implement automated workflows for enquiry intake and distribution.
• Automate document storage, folder creation and tender pack management.
• Develop workflow triggers, approvals and notifications to reduce manual administration.
• Ensure information is consistently captured and routed to appropriate stakeholders.

AI & Intelligent Document Processing

• Develop solutions to review and extract key information from incoming enquiries and tender documentation.
• Implement AI-enabled tools to identify commercial, technical and operational requirements.
• Reduce manual review activities through intelligent data capture and classification.

Estimating Process Automation

• Support the automation of indicative budget and pricing activities.
• Develop automated templates and tools to improve estimating efficiency.
• Standardise outputs and improve consistency of budgetary responses.

Decision Support & Qualification

• Enhance and automate enquiry qualification processes.
• Support the implementation of automated scoring, prioritisation and decision-support tools.
• Improve visibility of opportunity quality and resource requirements.

CRM & Systems Integration

• Integrate automated workflows with Dynamics 365.
• Automate enquiry creation, categorisation and quotation request generation.
• Ensure commercial decisions, approvals and supporting rationale are captured accurately.
• Support reporting, KPI generation and management information requirements.

Customer Communications

• Automate requests for additional information.
• Develop reminder and follow-up workflows.
• Improve consistency and responsiveness of customer communications throughout the enquiry lifecycle.

Deliverables

• Automated enquiry management workflow.
• AI-enabled document review capability.
• Automated tender and estimating support tools.
• Dynamics 365 workflow integration.
• Automated communication workflows.
• Dashboard reporting and management information.
• Process documentation and knowledge transfer materials.

Experience Required

• Proven experience delivering AI, automation or intelligent workflow solutions.
• Strong understanding of business process optimisation.
• Experience implementing workflow automation using Microsoft technologies, RPA platforms or equivalent automation tools.
• Experience integrating business processes with Dynamics 365 or similar CRM systems.
• Knowledge of AI-enabled document processing and intelligent automation technologies.
• Strong stakeholder management and business consulting skills.
• Demonstrable experience taking automation initiatives from concept through to deployment and adoption.

Personal Profile

The successful consultant will be:

• Commercially aware and delivery focused.
• Comfortable working with both operational and technical stakeholders.
• Able to translate business requirements into practical automation solutions.
• Experienced in identifying opportunities to improve efficiency through AI and automation.
• Capable of balancing quick-win opportunities with longer-term transformation objectives.

Expected Outcomes

The assignment is expected to deliver:

• Reduced manual administration.
• Faster processing of enquiries and quotation requests.
• Greater consistency in decision-making and customer communication.
• Improved visibility across the estimating and commercial process.
• Increased productivity within the estimating function.
• A scalable automation framework capable of supporting future business growth.