If we can’t identify a credible opportunity to create value, you don’t pay for the Digital Roadmap.
We believe Discovery should produce a clear reason to act.
If our assessment cannot identify credible opportunities for AI, automation, data or process improvement that provide a business case for progressing further, we provide your Digital Roadmap at no charge.
SO YOU EITHER LEAVE DISCOVERY WITH
A clear, costed route to improvement
or
You don’t pay for the roadmap.
OUR PEOPLE
Work directly with senior experts
Experienced finance, commercial and technology professionals — not a junior implementation team.
Here’s who you’ll work with, and the results they’ve delivered.

Selina Kirkham
CFO | Chartered Accountant
20+ years in finance creating value and driving growth. Helping scaling and investor backed businesses reach their full potential. Expert in process improvement, systems/ERP transformations using the latest technologies. Focusing on Data-led insights to improve decision making and enable organisations to align through greater data visibility and KPIs.
CASE STUDY
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Jason Sammon
CTO | Full Stack Developer | Trainer
Jason brings 30 years’ experience in software development, digital transformation and platform integration. He turns complex technology into practical solutions, connecting systems and automating workflows to help businesses work more efficiently. As a qualified technology trainer, he helps teams build confidence in software, AI and data analytics, translating technical possibilities into everyday business improvements.
CASE STUDY
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Trudie Newhouse
AI Cyber Security and Compliance Consultant
Trudie brings more than 16 years’ experience as an ISO consultant and lead auditor, helping organisations grow safely and efficiently. She aligns business strategy, management systems, AI governance and cyber security to support confident technology adoption. Her practical approach helps teams strengthen compliance, manage risk and embed clear processes that support sustainable growth and operational resilience.
CASE STUDY
Winget Group
Strengthening manufacturing processes through management systems

Lesley Butchard
Executive Coach and ICF Team Coach
Lesley helps leadership teams navigate change and transformation with clarity, confidence and high performance. With 25 years’ experience as a corporate executive in high-pressure, target-driven environments, she brings real-world leadership credibility together with psychology-backed coaching.
CASE STUDY
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AJ Karwa
Finance & FP&A Director; M&A vendor support
AJ is a finance director and M&A adviser who helps scaling companies through periods of high growth, consolidation and exit bringing over 25 years of experience to bear. AJ specialises in vendor-side M&A and FP&A support, building governed, reliable financial and business data that stands up to buyer due diligence and supports a well-run exit process.
CASE STUDY
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Want to talk to the team?
Tell us where your business is losing time, money or opportunity — we’ll tell you honestly whether we can help.
Why Board North?
Business first
We start with the outcome,
not the software.
Senior expertise
Experienced commercial,
finance and technology
people work directly on the problem.
Independent
We are not tied to a
particular platform or
technology.
Practical
We move from identifying
the opportunity through to
implementation and
adoption.
Measurable
Every project is built around creating identifiable business value.
SCI-TECH DARESBURY
Connected to innovation. Grounded in commercial reality.
Based at Sci-Tech Daresbury, Board North operates at the intersection of business, finance, data and emerging technology. We translate new capability into practical improvements that create measurable value.

01
Agree the business case
Not everything that can be automated
should be automated.
Together we prioritise the opportunities based on factors such
as:
- Business value
- Cost
- Time saved
- Revenue potential
- Complexity
- Risk
- Dependencies
- Speed to benefit
That creates an agreed implementation plan rather than a
long wishlist of AI ideas.
02
Design & Implement
Turn the roadmap into working solutions.
Depending on the opportunity, this could involve:
- AI solutions
- Workflow automation
- System integrations
- Agents
- Reporting and dashboards
- Data improvements
- Process redesign
- Existing software configured differently
We design, build and test solutions around the people who
will actually use them.
03
Embed & Improve
Implementation is not finished when the
technology goes live.
We help teams understand the new way of working, build internal
capability and measure whether the expected benefits are being
delivered.
As technology and business requirements change, the roadmap
can evolve with them.
The aim is not a one-off technology project.
It is continuous improvement in how the organisation works.
BUSINESS OUTCOMES
Built around measurable value
Technology is not the measure of success.
Business improvement is.
Before implementing a solution, we define what should
improve. That could mean:
More revenue
Give commercial teams more capacity and better information to act on opportunities.
Lower operating costs
Remove unnecessary processing, administration and duplication.
More capacity
Allow teams to handle more without automatically adding headcount.
More time
Free experienced people from repetitive work.
Better visibility
Make financial, sales and operational performance easier to see.
Faster decisions
Get information to people while there is still time to act.
Better control
Use workflows, automation and exception reporting to identify where attention is required.
SAFE BY DESIGN
Governance from the start
Move faster without losing control.
AI and automation have to operate within the realities of your organisation.
Depending on the solution, we consider:
- Data security
- Confidentiality
- Access and permissions
- Human oversight
- Accuracy and validation
- Process controls
- AI governance
- Accountability
Governance shouldn’t be something added after implementation. It should be designed into the solution from the beginning.
TRAINING & ENABLEMENT
Build capability inside your organisation
We don’t want your organisation to become
dependent on consultants for every improvement.
Alongside implementation, Board North provides
practical training that helps teams understand how AI
and automation can improve their own work.
CONTINUOUS IMPROVEMENT
Support beyond implementation
Because the questions often start once people begin using the technology.
Board North can provide ongoing implementation support
through timebanks, giving teams access to expertise as they
apply what they have learned and develop new use cases.
This can be used to:
troubleshoot implementation issues;
review new automation opportunities;
improve existing workflows;
help build new solutions;
answer technical questions;
review outputs and processes;
support teams as their use of AI develops.
Find out where AI and automation could
create value in your business.
Start with Discovery. We’ll assess your systems, data and processes, identify the
strongest opportunities and develop a prioritised, costed Digital Roadmap.
And if we can’t identify a credible opportunity to create value, you don’t pay for the roadmap.
