ADVISE
Build Your AI & Automation Program the Right Way
What Are Advisory Services for AI & Automation?
Advisory services help organizations design and build the program infrastructure behind their automation and AI investments. This includes governance models, operating structures, technology architecture, platform decisions, and the internal capability needed to run and grow a program. Advisory is distinct from implementation — it focuses on the decisions and foundations that determine whether implementation succeeds.
We’ve had a great experience working with Ashling. They took the time to understand our business, were flexible to our needs, and worked exceptionally with our supply chain team to deliver the automations within a tight timeframe.
[The discovery with communications mining] was absolutely painless on our end of things. It was done within four weeks. We were the last automation initiative to start and the first to finish and show real impact.
Ashling combines deep automation expertise with a really strong understanding of our business. They are proactive, well-prepared for every interaction, and translate complex technical concepts into clear, actionable recommendations.
Clear and concise communication. Utilized great tech experience combined with business understanding to provide obtainable efficiency goals.
WHAT WE DO
Advisory Services
Operating Model Design & Build
How should your AI and automation program be structured, funded, governed and operationalized?
Automation and AI programs succeed or fail at the program level, not the project level. Without a shared vision, clear governance, and a funding model that reflects how your organization actually works, individual automations deliver isolated wins that never add up to something bigger.
Ashling's Program Strategy & Governance service builds the foundation that makes scale possible. We work with your leadership team to define where automation fits in the enterprise strategy, establish how decisions get made and communicated, determine how the program gets funded, and prepare your organization for the change that follows. The result is a program that leadership trusts, teams can execute against, and the business can measure.
What we establish:
- Automation & AI vision aligned to enterprise priorities
- CoE charter and operating model
- Governance and reporting structures
- Benefit realization framework
- Automation funding model
- Stakeholder communication and engagement plan
Architectural Design & Build
What infrastructure and technology does your program actually need to succeed?
Architecture decisions made early are hard to undo later. They surface when you're scaling, when a security review stalls a deployment, or when vendor lock-in limits your options. We define a reference architecture across your full automation and AI landscape — designed for security, governance, and cost efficiency from the start, not retrofitted after the fact.
- Automation architecture design and review
- Platform selection and vendor evaluation
- Integration and orchestration guidance
- Agentic AI and LLM architecture advisory
- Migration planning and risk assessment
Training, Enablement & Workshops
How do you build the internal capability to run your program without staying dependent on outside help?
Our goal is client autonomy. That means investing in your people alongside your program — building the skills, assets, and team structure that make sustainable, independent delivery possible. We meet your team where they are, whether that's foundational Agentic AI training or hands-on enablement, and we build toward a clear picture of what self-sufficiency looks like for your organization.
- Developer and citizen developer training
- Process owner enablement
- CoE capability building
- Platform-specific workshops (RPA, agentic AI, IDP, and more)
- Change management and adoption support
The Six Elements of an Operating Model
Ashling's advisory work is structured around six areas where operating model decisions determine whether a program scales or stalls.
Strategic Direction & Governance
Defines the overarching vision, goals, and guardrails for your automation and AI program. Covers how decisions are made, how the program is funded, and how the organization prepares for and manages change. Without this, programs operate without a consistent mandate and struggle to maintain leadership support over time.
Architecture & Security
Establishes the technical infrastructure; platform components, connectivity, security policies, and application management procedures that your automation program runs on. An enterprise-grade architecture designed from the start prevents the technical debt that limits scale later.
Talent & Velocity
Defines the roles, responsibilities, training plans, and communities of practice that keep your team capable and your program moving. Automation programs slow down when the people running them don't have the clarity or skills to keep pace with evolving technology and growing demand.
Pipeline & Priority
Governs how automation opportunities get identified, assessed, and sequenced. Covers intake methodology, opportunity assessment criteria, and business engagement. It ensures the right work gets selected, owned, and delivered in an order that maximizes impact.
Continuous Improvement
The delivery methodology, technical standards, and testing approach that ensure every automation is built consistently, safely, and to a standard that holds up in production. This is what separates programs that deliver reliable output from those that accumulate exceptions and rework.
Value Tracking & Insights
Defines how the program is measured and communicates its impact, across cost savings, risk reduction, and strategic value. Includes process reimagination to keep the roadmap current and transparency frameworks that give leadership the visibility they need to keep investing.
Ready to Build on Solid Ground?
Whether you're launching a new automation program or course-correcting an existing one, our Advisory team will meet you where you are.
IN THE NEWS
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We'll dive into AI Economics, Operating Model & Change Management strategies with tips and insights from Ashling & SS&C Blue Prism.
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Advisory FAQs
This is one of the most common situations we see. Early automation wins are relatively easy to land — the hard part is building the program infrastructure that sustains momentum beyond them. Stalled programs usually share the same root causes: no clear pipeline governance, inconsistent prioritization, limited executive visibility, or an architecture that wasn't designed to scale. Advisory addresses all of these directly. We come in, diagnose what's slowing you down, and build the structure that gets the program moving again.
Pilots are designed to prove a concept, not a program. What works for three automations in a controlled environment breaks down when you're managing thirty across multiple business units. Scaling requires governance, standardized development practices, a prioritization model, and organizational alignment that pilots don't test for. If your results plateaued after the pilot phase, the gap is almost certainly in program design, not the technology.
AI and automation business cases get rejected due to framing. Leadership needs to see a clear connection between AI and automation investments and business outcomes: cost reduction, risk mitigation, throughput, employee capacity. We help organizations build business cases that speak that language, with ROI models grounded in your actual processes and benchmarked against what we've seen across comparable programs.
Low ROI usually traces back to one of three things: the wrong processes were automated first, the solutions aren't being maintained and optimized over time, or the value isn't being measured and reported in a way that captures the full picture. Advisory can help you audit where the gap is and build a value realization framework that gives leadership an accurate view of what the program is actually delivering.
Readiness for agentic AI is a program maturity question. Organizations that get the most out of agentic automation already have a stable RPA foundation, clear process ownership, and governance structures that can absorb more complexity. If those aren't in place, introducing agentic AI creates more risk than value. We help organizations assess where they are, identify what needs to be in place first, and build a sequenced roadmap that makes the transition durable.
Platform migration is one of the highest-stakes decisions in an automation program, and it's frequently underestimated. The right answer depends on your current architecture, the volume and complexity of your existing automations, your team's capabilities, and where you want the program to go. We help organizations run an honest evaluation — including total cost of migration, timeline risk, and whether the platform you're considering actually solves the problems you're trying to fix.
Program governance defines how decisions get made, actions get taken, and information flows across your automation and AI program. It determines who has authority to prioritize work, how conflicts between business units get resolved, and how the program communicates upward to leadership. Without it, automation programs fragment into disconnected initiatives that compete for resources and struggle to demonstrate enterprise value.
Centralized governance means a single CoE owns the automation program — setting standards, managing the pipeline, and controlling delivery across the organization. Federated governance distributes that authority across business units, with the CoE playing more of an enablement and standards role. Neither is universally better. The right model depends on your organization's size, culture, and how automation is funded. Ashling helps you evaluate the tradeoffs and design a governance model that fits how your organization actually operates.
A CoE charter defines the purpose, scope, and authority of your automation program. It typically covers the program's mission and strategic objectives, the roles and responsibilities within the CoE, how work gets prioritized and approved, how the program interacts with business units, and how performance gets measured and reported. Without a charter, CoEs tend to operate reactively and struggle to maintain consistent standards across the organization.
Automation funding models generally fall on a spectrum between centrally funded — where a shared budget covers all automation investment — and business-led funding, where individual business units fund their own initiatives. Most enterprise programs land somewhere in between, using central investment to build shared capabilities and platform infrastructure while allowing business units to fund specific use cases. The right model depends on your organizational structure, the maturity of your program, and how you want to balance speed with governance. Ashling helps you design a funding model that matches your goals and sustains momentum as the program scales.
Change management in automation covers how you prepare employees for new ways of working, maintain trust in the technology, and sustain adoption over time. It includes stakeholder engagement planning, communication strategies, training and enablement, and ongoing reinforcement. Automation that isn't adopted doesn't deliver value — and resistance is almost always the result of inadequate change management, not the technology itself.
A well-scoped engagement produces six core artifacts: an Automation & AI Vision document, a CoE charter, governance and reporting structures, a benefit realization framework, an automation funding model, and a stakeholder communication plan including engagement materials. These give your program a documented foundation that leadership can align to and teams can execute against.