An AI audit for SMEs is a framed diagnosis: it identifies high-leverage processes, available data, constraints (LPD, tools, teams) and results in a prioritized plan — often with a realistic first pilot stage. PG Management (Sion, Valais) conducts it as an advisory + technical feasibility mandate, not as a list of generic “AI tools”.
What is an AI audit for in SMEs?
THE Swiss SMEs do not need an abstract “AI strategy”: they need clarity on what flow slows down the margin, Or the hours are lost, and what level of automation is reasonable with the systems already in place (CRM, messaging, accounting).
The audit answers three questions: feasibility, Expected ROI, deployment path — with safeguards on data quality and governance.
- Mapping of irritants (reminders, quotes, qualification, support)
- Business / technical alignment (no decorative POC)
- Prioritization: quick wins vs structuring projects
Direct benefits
- Decisions based on real flows, not AI hype
- Budget and schedule consistent with an SME
- Clear vision: costs and ranges
What does the audit contain?
The scope adapts to your sector (services, light industry, hotels, offices) and your location (Valais, French-speaking Switzerland). Typically:
1. Targeted interviews
Management, operations, IT or tool manager: we capture business rules, exceptions and volumes.
2. Systems review
Messaging, CRM, ERP, files: where data flows, where double entry is expensive.
3. AI/automation scenarios
For each irritant: business rule, level of tailor-made AI agent vs simple workflow, success indicators.
4. Summary & roadmap
Next steps, dependencies, risks — linked to our page ChatGPT vs AI agent when the architectural choice arises.
Method — steps
- Preparation : short questionnaire + useful documents (process diagrams, anonymized exports if necessary).
- Workshop in person or video — often from Sion for the Valais teams.
- Analysis : technical feasibility, integrations, security.
- Deliverable : structured report + pilot phase proposal.
For a no-obligation introduction, you can also start with our free AI audit questionnaire.
For what type of business? When to do it?
For whom: SME of ~15 to 250 people with measurable repetitive processes (sales, ops, support, admin). When : before investing in a custom tool or a AI agent, when teams are saturated or when growth disrupts manual processes.
THE deliverable includes an overview of costs — extended by our guide AI project cost SME Switzerland — and links to related cases (AI automation in Valais).
What AI auditing is not
To precisely frame sovereignty and compartmentalization, see also Dedicated AI for Swiss SMEs.
- This is not not a disguised sales pitch: the objective is an actionable diagnosis, not a list of products.
- This is not not a supplier product demo: we stay on your flows and your tools.
- This is not not a quote without diagnosis: the useful costing comes after understanding the scope.
- It is analytical work with a deliverable (prioritization, impact × feasibility matrix) that you can reuse even if you do not continue with us — see also the cost guide and the AI agents.
Statistics on the adoption of AI in Swiss SMEs
According to the study AXA carried out with Sotomo with Swiss SMEs (2025), approximately a third of the companies surveyed already say they use AI in their processes — and a comparable share indicates they have clear rules of use, which leaves significant room for structuring governance and training.
PG Management internal observation (unpublished): SMEs that go through an audit or formal framework before deploying generally obtain significantly more stable results than “ChatGPT without scope” experiments — often a multiple of around two to three on the probability of switching to sustainable production, according to our mandated feedback.
To continue with a budget: AI project cost · for positioning: ChatGPT vs agent · hub: Services.
Frequently asked questions
Book an AI audit or discuss your project
We often follow the audit with a structured pilot phase — see our services and the making contact.