Readiness and use cases
Identify repetitive or information-heavy work and the people who own it. Check the quality, sensitivity and accessibility of the data involved.
Start with useful work, then choose the technology.

Start with a useful workflow rather than a tool purchase. Assess readiness, data access, human review and success measures for a controlled pilot.
Identify repetitive or information-heavy work and the people who own it. Check the quality, sensitivity and accessibility of the data involved.
Define a measurable outcome, human review and a small initial scope. Test integrations, failure handling and the quality of results before expanding usage.
Agree approved tools, access rules and guidance for staff. Review licensing and permissions where Microsoft 365 Copilot is part of the proposed approach.
A simple rule-based automation may be more suitable than AI for a predictable process. Use AI where its capabilities add value and the output can be evaluated. Avoid introducing a tool before the workflow and risk boundaries are understood.
Read our full ai & automation overview →An Edinburgh business handling sensitive business information should start with access ownership and working practices. Managed IT can bring devices, Microsoft 365, secure sharing and recovery into the same plan without assuming every user needs identical permissions.
Your ai & automation brief should account for how people work, the systems they depend on and any changes you are planning. The points below help connect those requirements to the wider environment.
Identify administrators, shared accounts and external collaborators. Agree who approves access, how accounts are removed and which systems need additional sign-in protection.
Service planning: Choose a process owner and a measurable starting problem.
Plan migrations around working hours and critical business dates. Define a pilot group, acceptance checks and a rollback approach before moving the wider team.
Before making changes: Check data permissions, sensitivity and approved tools.
A repetitive process, the data it uses, its owner and what a successful improvement would look like.
Request a ai & automation consultation →Not necessarily. The right approach depends on the task, systems and data involved. Copilot readiness can be reviewed when relevant, but licensing or a particular product should not be assumed before the use case is understood.
Peravix is a UK provider with a registered office in London. We scope remote work and support around your systems. Any on-site attendance, installation or specific response commitment in Edinburgh is agreed in advance and recorded in your proposal.
Pricing and lead time depend on your requirements, the existing environment, third-party dependencies and the agreed scope. We confirm the proposed arrangement before you commit. Keep existing services active until any migration or transfer is agreed.
Join up licensing, Teams, SharePoint, OneDrive and identity management. Review permissions and information ownership before migrating files or expanding collaboration.
Build a technology roadmap around business priorities, renewals and risk. Get help defining a project, comparing options or coordinating a transition between suppliers.
Review device protection, identity, updates and exposure across your environment. Prioritise practical improvements and clarify which security responsibilities sit with each provider.
Tell us about your Edinburgh business and what you need from ai & automation. We’ll discuss suitability, scope and the route forward.