AI & Automation for Small Businesses
Practical AI adoption for small businesses. We start with the problem and the outcome you want, then recommend the right solution, delivered safely. Clear advice, sensible pilots, and human support when you need it.
OCR Intelligence IT helps small businesses adopt AI and automation without the hype. We start with your problem and what you already have, put sensible guardrails in place, then build one useful automation at a time, whether that’s Microsoft Copilot, Google Gemini, ChatGPT, Claude, Zapier, Make or Power Automate.
Every engagement is priced to suit your team. Ask for a quote.
AI readiness check and guided pilot
Before anyone turns on an AI assistant, whether that’s Copilot, Gemini, ChatGPT or Claude, we review whether your data and accounts are ready, then run a short pilot with a clear go or no-go recommendation.
- File sharing permissions, in SharePoint, Google Drive or elsewhere: who can see what, and where sensitive files live
- Data protection and labelling with what your platform provides, such as Microsoft Purview, where your licences allow
- Sign-in controls and managed devices, so AI sits on a controlled estate
- A short pilot with a small group of staff, practical training, and a written go or no-go recommendation
Ask for a quote for a readiness review or guided pilot.
AI policy pack for small businesses
Staff will try AI tools whether you have a policy or not. We help you set plain-English rules that fit a small business, not an enterprise binder.
- Plain-English acceptable use policy your team can actually read
- Simple data classification so people know what must stay private
- An approved software list that fits your platform and the way you work
- Visibility of unapproved AI tools, so you can decide what to allow, coach, or block
Ask for a quote for the policy pack, standalone or with an AI readiness check.
Your first automation
One scoped automation or assistant, built as the right solution for the job, whether that’s Power Automate, Zapier, Make or a custom GPT, documented and handed over so your team can run it.
Typical starting points:
- IT helpdesk FAQ assistant for common how-to questions
- New starter request flow (accounts, laptop, access)
- Invoice or email triage into the right folder or person
- Meeting follow-ups: actions captured and shared after a Teams, Google Meet or Zoom call
We keep the scope tight on purpose: one useful win, then decide what to do next. Ask for a quote.
Ongoing AI support
Optional monthly or quarterly reviews once you are live. Useful if licences, usage, or staff questions start to pile up.
- Usage and licence cost sense-check
- Policy refresh when tools or rules change
- Time for staff questions and small improvements
Ask for a quote for monthly or quarterly support.
How it works
FAQ
Do we need to buy AI licences first?
Not always. A readiness check and policy pack can come first, so you know whether Copilot, Gemini, ChatGPT, Claude or another option is a good fit before you buy licences. If you already have licences, we can plan a safe pilot around them.
Is our data safe?
We design around your existing accounts, permissions, data and device controls. No approach is risk-free; the aim is to reduce obvious gaps before staff use AI on company data. Specifics depend on your licences and how each system is configured.
How long does it take?
A free review is a short call. A readiness check and small pilot often fit into a few weeks, depending on how quickly we can access your tenant and gather a pilot group. A first automation is scoped to stay manageable. We will give a realistic timeline in the quote.
Do you only work with Microsoft?
No. We are not tied to any one vendor. We start with the problem, then recommend the right solution, whether that’s Microsoft, Google, OpenAI, Anthropic or an automation platform. We will also say honestly when we are not the right fit.
Will this replace our people?
No. The point is to cut repetitive busywork so your team can spend time on the awkward, sensitive, and customer-facing work that needs a human.
Book a free IT review
Tell us about your setup and where AI or automation might help. We will reply with clear next steps, no jargon.