Phase 1

AI2U
Your AI Assistant

AI2U Internal Homework Report

Industry Identification & Context Analysis

Section 1 - Industry Identification & Context

1.1 Industry Classification

1.2 Industry Summary

Section 2 - Regulatory & Compliance Environment

2.1 Mandatory Compliance Frameworks

2.2 Operational Compliance Obligations

Section 3 - Industry Operations & Process Structure

3.1 Core Operational Activities

3.2 Procedural Structure

3.3 High-Volume or Repetitive Processes

Section 4 - Technology & Systems Landscape

4.1 Common Systems in This Industry

4.2 Data Environment

Section 5 - Industry Performance Metrics

5.1 Key Performance Indicators (KPIs)

5.2 Measurement Cycles

Section 6 - Market Value Proposition

6.1 What This Industry Offers Its Customers

6.2 Pricing Structure

Section 7 - Industry Challenges & Pain Points

7.1 Structural Pain Points

7.2 Operational Pain Points

Section 8 - Competitor & Market Analysis

8.1 Competitors Identified

8.2 Competitive Strengths & Weaknesses

Section 9 - Expected AI Applications

Phase 2

KYC

Help us understand your business needs and technical requirements

1
Business Info
2
Goals
3
Systems
4
Data
5
Workflows
6
Budget & Risk

Business Information

Goals & Objectives

Current Systems

Data Infrastructure

Workflows & Processes

Budget & Risk Assessment

3

High Level Discovery

We sit with stakeholders and necessary people to understand requirements and define project scope.

Outcome

Scope proposal which includes our costing model

Phase 4 Deep discovery

Click on each workshop to view calendar, participants, and project tasks

Participants

J
John Smith
S
Sarah Johnson
M
Mike Chen
E
Emily Davis

Schedule

December 2025
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Tasks & Activities

Budget Review & Analysis
Dec 3
John Smith
Financial Planning Session
Dec 10
Sarah Johnson
Cost Optimization Workshop
Dec 17
Mike Chen
Final Budget Approval
Dec 24
Emily Davis
Implementation Planning
Dec 31
John Smith

Participants

L
Lisa Anderson
T
Tom Wilson
R
Rachel Brown

Schedule

December 2025
Mon
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Tasks & Activities

Process Documentation
Dec 3
Lisa Anderson
Workflow Optimization
Dec 10
Tom Wilson
System Integration Review
Dec 17
Rachel Brown
Admin Training Session
Dec 24
Lisa Anderson
Policy Updates
Dec 31
Tom Wilson

Participants

D
David Martinez
J
Jennifer Lee
R
Robert Taylor
A
Amanda White

Schedule

December 2025
Mon
Tue
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Tasks & Activities

Operations Assessment
Dec 3
David Martinez
Strategy Development
Dec 10
Jennifer Lee
Resource Allocation
Dec 17
Robert Taylor
Implementation Roadmap
Dec 24
Amanda White
Performance Metrics Setup
Dec 31
David Martinez
LOOMER

Final proposal

Comprehensive AI & Automation Solution

Proposal Date
December 4, 2025
Valid Until
January 4, 2026
Proposal ID
PROP-2025-001

Technology Stack

UiPath
Robotic Process Automation platform for workflow automation
Vertex AI
Google Cloud AI platform for machine learning and predictive analytics
Twilio
Communication APIs for SMS, voice, and messaging integration

Investment Breakdown

Item Description Amount
UiPath License Monthly license for automation platform R12000
Vertex AI AI/ML platform usage and API calls R13000
Twilio Services Communication services and messaging R150000

What's Included

24/7 Support
Round-the-clock technical support and assistance
Unlimited Updates
Regular system updates and feature enhancements
Security Monitoring
Advanced threat detection and security protocols
Performance Analytics
Detailed reporting and performance insights
Accept Proposal

Client Portal