Growth
AI Consulting and Roadmap
There is a roadmap between trying AI and actually using it across a company. We assess your readiness, prioritise use cases, write the rules for tools and data, and plan the first pilot project together with its success criteria.
Short answer
AI consulting is a service that helps a company decide which work to use AI for, with which tools and under which rules. UNIT İstanbul assesses your readiness, ranks use cases by impact and ease, defines the pilot project and its success criteria and writes data security rules; when implementation is needed, the Unit Software development team steps in.
What is AI consulting, and who is it for?
AI use in companies usually starts scattered: one team drafts emails with a chat assistant, another has reports summarised, and a manager says "we need an AI project too". AI consulting turns that scatter into a plan. The aim is to find where AI genuinely saves time or improves quality in your company, roll it out under safe rules and start the investment with a measurable pilot.
UNIT İstanbul is an agency that has managed the digital growth of brands through measurement since 2009. We deliver enterprise AI consulting with the same discipline: business goal first, then data and process, the tool last. If the consulting shows that something needs to be built, our software brand Unit Software steps in; if not, we recommend moving ahead with off-the-shelf tools. The service is especially useful when:
- Leadership wants to invest in AI but it is unclear where to start.
- Employees use different AI tools on their own and nobody knows which data goes into them.
- An earlier trial was run, but its result could not be measured or the project stalled.
- Quotes have come in from several vendors and you cannot decide between an off-the-shelf tool and custom software.
- Repetitive work in marketing, sales or customer service keeps growing and the team cannot carry the load.
This page should not be confused with our digital marketing consulting service: that service audits your ad accounts, SEO and measurement setup, while AI consulting decides where and under which rules AI will be used across the whole company.
How ready is your company for AI?
AI solutions work only as well as the ground they are built on. That is why we start consulting with a readiness assessment. Instead of handing out a score, we ask concrete questions in each area and write every gap into the roadmap as a task.
| Area | What do we look at? | What happens when it is missing? |
|---|---|---|
| Data | Where are documents, customer records and product information, how current are they, and who owns them? | The model answers with outdated or conflicting information |
| Process | Are the steps written down, who approves what, and how are exceptions handled? | When an unclear process is automated, the confusion simply speeds up |
| Team | Who owns the work, who will check the output, and how open is the team to change? | The new tool goes unused or is used without oversight |
| Tools | Which software is in use, can it be connected, and which licences exist? | Several tools are bought for the same job and costs spread |
| Rules | Is there a written AI usage policy and a data classification? | Personal or confidential data ends up in unapproved tools |
How are AI use cases found and prioritised?
The best AI ideas usually come from the people who do the work every day. We hold short interviews with department leads and map together where a typical week's work goes. Repetitive, text-heavy tasks with fairly clear rules make the shortlist. We then assess each candidate with two questions: what will its impact be, and how easy is it to implement?
| Impact and ease | What it means | Our recommendation |
|---|---|---|
| High impact, easy to implement | Work with data ready, low risk and results visible quickly | First pilot candidate |
| High impact, hard to implement | Work that connects several systems or handles sensitive data | Next step on the roadmap, together with the preparation work |
| Low impact, easy to implement | Small tasks the team can solve alone with off-the-shelf tools | Added to the usage guide as an example |
| Low impact, hard to implement | Effort and risk outweigh the value gained | Removed from the list for now |
We add a risk dimension to this table: an answer that goes straight to a customer needs more oversight than a summary prepared for internal use. The result is a list of use cases in which every row names an owner, a rationale and a prerequisite.
Off-the-shelf tool or custom solution?
Not every use case needs custom software. For most companies the right start is an off-the-shelf tool with an enterprise plan and the right settings. A custom solution makes sense when you need to connect company data, talk to existing systems or offer a service open to customers.
| Approach | When does it fit? | What to watch |
|---|---|---|
| Off-the-shelf tool (such as ChatGPT, Google Gemini, Microsoft Copilot) | Individual work such as writing, summarising and research | Enterprise accounts, data settings and usage rules |
| Automation connecting existing tools (such as n8n, Make, Zapier) | Recurring flows from form to CRM or from email to report | Who owns the flow and what happens when it fails |
| Custom solution | An assistant answering from company knowledge, a customer-facing bot, a multi-step agent | Data preparation, security, monitoring and maintenance |
We stay neutral throughout the consulting: our recommendation follows what the use case needs, not a product we want to sell. When a custom solution is needed, the technical detail is covered on our AI integration page; depending on the work, delivery continues through our AI automation, AI chatbot or AI agent development services.
How is the pilot chosen and how is success measured?
The pilot is the first concrete step on the roadmap. It should be narrow in scope, have a clear owner and produce a measurable result. Before the pilot starts we record the current state, so that at the end the question "did it get better?" rests on a comparison rather than an impression. Depending on the use case, we choose the relevant indicators from these:
- Time saved: how long a task takes from start to finish.
- Requests answered: how many questions or applications the same team can handle.
- Error rate: the share of outputs that need correcting, and the types of error.
- Adoption: which employees actually use the tool, and why the others do not.
- Quality: the reviewer's assessment of the output and customer feedback.
At the end of the pilot one of three decisions is made: roll it out, fix it and try again, or stop. Stopping is a valuable outcome too; it prevents a large budget going to the wrong use case.
Governance: usage policy, data protection and security
The biggest risk in AI use is often not technical but the absence of rules. An employee pasting a customer list or a draft contract into a personal account can have serious consequences under data protection law, such as the GDPR or Türkiye's KVKK, and for commercial confidentiality. That is why the consulting ends with a plain AI usage policy written for your company.
| Data type | Example | Which tools may it go into? |
|---|---|---|
| Public information | Website copy, published product information | All approved tools |
| Internal information | Internal process documents, meeting notes | Only approved tools used with an enterprise account |
| Personal data | Customer name, phone number, order history | Only tools whose data processing terms have been reviewed, with masking |
| Confidential or special category data | Health information, contract terms, financial statements | No external tool by default; exceptions only with written approval |
- A list of approved tools and the type of account each one must be used with.
- The tasks in which AI output may not be used without human review.
- How customers are informed when they receive content or an answer prepared with AI.
- The assessment steps to follow when someone requests a new tool.
We carry out the legal interpretation together with your legal adviser or data protection team; we prepare and document the policy text, the data classes and the technical safeguards.
Where does AI help in marketing and sales?
As a marketing agency, this is where our knowledge runs deepest. From our daily work we know where AI speeds up advertising, content and reporting, and where it still needs a human eye. Use cases we often assess for marketing and sales teams include:
- Drafting ad copy and visual variations, leaving the final choice and brand fit to the team.
- Summarising search term reports, campaign data and competitor ads to highlight what deserves a closer look.
- Producing the first draft of weekly and monthly reports and leaving the interpretation to a specialist.
- Classifying incoming leads by topic and priority and passing them to the sales team in the right order.
- Producing drafts in the brand voice for content calendars, product descriptions and FAQs.
All of this is about using AI inside your own company. Getting your brand cited as a source in ChatGPT, Gemini or Google's AI answers is separate work; for that, see our GEO (generative engine optimisation) page.
How do teams adapt to the change?
Buying a tool does not mean it will be used. Employees may worry that their work will change, that they will be blamed for mistakes or that the tool will make them redundant. That is why we identify use cases together with the teams and run the pilot alongside the people who do the work.
At the end of the consulting we prepare a short usage guide for every approved use case: which tool, which steps, which data; how the output is checked; who to contact when something goes wrong. Over time the guides are updated with examples from the people who use the tool best.
When is AI not the right answer?
Honest consulting includes not recommending AI. In the following situations we recommend a simpler solution or preparation work first:
- Work that needs exact calculation or rule-based decisions: conventional software is more reliable and more economical.
- If the process is not yet written down: the process must be clarified first, then automated.
- If the data is scattered or out of date: the data must be organised first.
- If the cost of an error is high and human review cannot be put in place: AI should be used only for drafts and first-pass review.
What do you have when the consulting ends?
At the end of the consulting you hold a written roadmap showing what your company will do with AI, what it will not do and in which order it will proceed. The document is yours; you can carry out the implementation with your own team, a vendor of your choice or Unit Software. To discuss your current situation and get a free initial assessment, reach us through our contact page.
How we work
Kick-off and goals
We meet leadership to agree in writing on expectations of AI, priority business goals, the scope and the decisions the consulting must deliver by the end.
Readiness assessment
We review the current state across data, process, team, tools and rules, and record which AI tools are already in use and which data goes into them.
Use case discovery and prioritisation
With department leads we identify candidate use cases, assess each for impact, ease and risk, and rank them with an owner and prerequisites.
Tool and approach decision
For the priority use cases we compare off-the-shelf tools, automation and custom solutions, and review data processing terms and total cost items together.
Pilot project
We test the chosen use case in a narrow scope with the team that does the work, compare it with the baseline and decide whether to roll out, fix or stop.
Roadmap and handover
We deliver the policy, guides and roadmap, and plan together who will carry out the implementation, in which order, and how progress will be tracked.
What we deliver
- Readiness assessment covering data, process, team, tools and rules
- List of use cases ranked by impact, ease and risk
- Decision note comparing off-the-shelf tools, automation and custom solutions
- Pilot project plan, baseline measurement and success criteria
- AI usage policy and data classification written for your company
- Usage guides for approved use cases
- Phased AI roadmap with owners and prerequisites
Get a quote
How does the quote process work?
It starts with a message. We prepare the rest, and no work begins until you have seen in writing what you pay for, why, and how much.
Message us
Tell us briefly about your business, your goal and your website, on WhatsApp or by email.
Free initial analysis
We review your search visibility, how AI answers mention you and any ad accounts you run, and prepare a one-page summary.
Strategy call
We go through the summary together and agree on priorities, goals and the metrics we will track.
Written proposal
We send a proposal that spells out scope, deliverables, timeline and fee. We start once you approve it.
Request a quote
Fill in the form; we will review your goal and current position and come back to you with a written proposal.
Service:AI Consulting
Frequently Asked Questions
- What is the difference between AI consulting and AI integration?
- Consulting decides what will be done, why and in which order: it defines the use cases, tools, rules and pilot. Integration builds the chosen solution as software and connects it to your systems. If a custom solution is needed after the consulting, the work is carried out with the Unit Software development team; if not, we recommend moving ahead with off-the-shelf tools.
- What size of company is AI consulting suitable for?
- There is no single size threshold. What matters is that there is an AI decision to be made and an owner to carry it out. In small teams the scope usually stays limited to a few use cases and a simple usage policy; in organisations with many departments the assessment proceeds department by department.
- Do we need a technical team to work with an AI agency?
- No. During the consulting, a manager who will own the work and department leads who can describe the use cases are enough. If a custom solution is built, Unit Software takes on the technical side; on your side we work with IT or system administrators only on access and security.
- Should we ban employees from using tools like ChatGPT?
- We usually recommend rules rather than bans. Bans rarely stop usage; they mostly make it invisible. Approved tools, enterprise accounts and a clear policy showing which data may go into which tool both reduce risk and let the team benefit from AI with confidence.
- How is our data protected during the consulting?
- We keep the information we need for the assessment to a minimum; in most cases process descriptions and sample, anonymised records are enough. If access to personal data is needed, we work under a confidentiality agreement, with permissions you set, inside your company's own environment. We also review the data processing terms of any tool used in the pilot in advance.
- How long does AI consulting take?
- The duration depends on the size of the company, the number of departments to review and the scope of the pilot. An assessment focused on one department is completed quickly; work covering several departments and including a pilot takes longer. We share the timeline in writing, phase by phase, after the kick-off meeting.
- What determines the cost of consulting?
- The departments to review, the number of people to interview, the complexity of data and systems and the scope of the pilot determine the cost. Consulting and implementation are quoted as separate items, so once you have the roadmap you are free to decide who carries out the implementation.
- Will AI consulting make our brand appear in AI answers?
- No, these are separate pieces of work. Consulting is about using AI inside your own company. Getting your brand cited as a source in ChatGPT, Gemini or Google's AI answers is the subject of marketing work such as GEO and AEO. UNIT İstanbul offers both services, and they can be planned together if needed.
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