Unlocking Tech
01 / Services / AI Strategy

AI consulting services, including what not to build

Our AI consulting services put a senior engineer inside your problem for two to four weeks, looking at your real data. You get a sequenced, costed roadmap — and an honest list of the ideas that aren't worth it yet.

Illustrative examplePick a use case to see how it scoresFrom opportunity map to roadmap

Roadmap

  1. Phase 1months 0–3
    • Customer email triage
    • Supplier invoice data extraction
  2. Phase 2months 3–6
    • Demand forecasting
  3. Phase 3months 6–12
    • Internal assistant over procedures
  4. Don't build
    • Website chatbot with no knowledge base
    • Agent that approves payments on its own

Candidate use cases

  1. Customer email triage

    Do now · Impact 5/5 · Effort 2/5

    Why
    High, repetitive volume, the emails already sit in a shared inbox and the result is measurable straight away. The fast first win.
    Metric:
    Time to first response
    On the roadmap:
    Phase 1 · months 0–3
  2. Supplier invoice data extraction

    Do now · Impact 4/5 · Effort 2/5

    Why
    A manual process with clear rules and an ERP the result has to land in. Exceptions stay with a person.
    Metric:
    Invoices posted without manual correction
    On the roadmap:
    Phase 1 · months 0–3
  3. Demand forecasting

    Next · Impact 5/5 · Effort 4/5

    Why
    High value, but the sales history has gaps. Data readiness gets fixed first; the model comes after.
    Metric:
    Stock-outs and overstock
    On the roadmap:
    Phase 2 · months 3–6
  4. Internal assistant over procedures

    Next · Impact 4/5 · Effort 5/5

    Why
    Useful for the team, but it depends on up-to-date documentation and someone who owns it. It comes in once phase 1 has proven the return.
    Metric:
    Questions resolved without escalation
    On the roadmap:
    Phase 3 · months 6–12
  5. Website chatbot with no knowledge base

    Don't build · Impact 1/5 · Effort 2/5

    Why
    No knowledge base and no owner: it answers badly and nobody fixes it. It stays on the do-not-build list until both exist.
    On the roadmap:
    Don't build
  6. Agent that approves payments on its own

    Don't build · Impact 2/5 · Effort 5/5

    Why
    A financial action with no human review: the risk outweighs the gain. Invoice extraction already covers the safe part of the work.
    On the roadmap:
    Don't build

Fictitious use cases and scores, only to show the method: impact and effort from 1 to 5, the call, and where each one lands on the roadmap.

02 /

Selected work

Case study· Luxembourg

Right-On-Skill · Nearshore tech team for an AI training company

Tech Lead + Frontend Developer extending the engineering team for an AI training platform.

Problem
Scale the team without diluting architectural ownership.
Approach
We diagnose before we propose. Skilled talent placed in two weeks, fully aligned.
Outcome
Architectural foundation ready to scale. AI layer plugs in cleanly.
  • 2 wksFrom briefing to first developer integrated
  • 0Rejected CVs — right-fit on first match
  • –70%Reduced reliance on external suppliers

Case study· European Union

Hospital Management SaaS · Real-time facilities & patient records

Real-time facilities reservation and patient records SaaS for hospital operators.

Problem
Hospital facilities management is a real-time problem with patient-safety implications.
Approach
Patient context, real-time facilities, conflict detection, accessibility — in one workflow.
Outcome
From manual coordination to real-time intelligence at the bedside.
  • Real-timeLive occupancy view across all wards and rooms
  • WCAGFull accessibility compliance with adaptive font controls
  • MultiHospital SaaS architecture with isolated deployments
03 / At a glance
The short answer

Unlocking Tech is an AI consultancy and engineering company based in Lisbon, Portugal, running AI strategy consulting for SMEs and scale-ups — typically companies of 10 to 200 people in real estate, clinics, retail, construction, logistics and B2B services. The engagement runs two to four weeks at a fixed price agreed in a 30-minute scoping call before anything starts, and it is run by senior engineers who ship AI to production, not by analysts. You leave with a scored opportunity map, an editable ROI model, a data-readiness report, an EU AI Act and GDPR risk note, and a costed 6-to-12-month roadmap that includes an explicit list of what not to build. The plan is yours and any competent team can execute it; building it with us is a separate decision.

Typical engagement length
2–4weeks
Price, scoped on the first call
Fixed
Sequenced, costed roadmap horizon
6–12months
Not analysts. The same engineers who'd build it.
Senior
Scoping call to know if you even need this
30min
04/What you get

A plan you can defend.And a build spec.

No frameworks from an analyst. No deck you can't act on. A costed roadmap grounded in your real data, detailed enough to hand straight to a build team.

Decide what to do

  • A scored opportunity map

    Every candidate use case on one impact-versus-effort grid, each tied to a real process, an owner, and a measurable metric — not a brainstorm list.

  • A build-vs-buy call per use case

    Build custom, wrap an existing model or API, buy off-the-shelf, or do nothing — with the specific tools and vendors we'd actually choose, and why.

Weigh cost and risk

  • A costed ROI model you can edit

    Build cost in engineering weeks, recurring inference and infra cost at real volume, and the value side with every assumption stated and a break-even line. A spreadsheet, not a slogan.

  • An EU AI Act and GDPR risk note

    Each use case classified by risk, with lawful basis, data residency, and DPIA triggers flagged — and a clear note on what needs your lawyer. Practical, not a legal opinion.

Prepare and sequence

  • A data-readiness report

    What data exists, where it lives, and the quality, coverage, and labelling gaps to fix before any model earns its keep. Usually the real bottleneck, surfaced early.

  • A sequenced 6–12 month roadmap

    Phased, costed, dependency-ordered, and detailed enough to be the build spec — designed so the first shippable result lands fast. Plus an explicit do-not-build list.

05/How we work

Five steps,first win lands fast.

From scoping call to live readout — most candidate ideas get cut along the way, and that's the point.

  1. 01SCOPE
    Scoping call

    Thirty minutes, an engineer on our side. We cover the business pressure, the data situation, and the budget. Sometimes you already know what to build and should skip straight to development — we'll say so.

  2. 02DISCOVER
    Discovery

    Week one to two: we interview the people who own the processes and the people who own the data, get read access to the relevant systems, and look at the actual schemas, volumes, and quality — not a description of them.

  3. 03SCORE
    Analysis and scoring

    Week two to three: each candidate gets a feasibility verdict, a cost model, a compliance classification, and a build-buy-or-do-nothing call. This is where most candidates get cut.

  4. 04SEQUENCE
    Roadmap synthesis

    Week three to four: we sequence the survivors into phases with dependencies and a fast first win, attach a metric and a cost ceiling to each, and write the do-not-build list.

  5. 05HAND OVER
    Readout and handover

    A working session walking you through the plan, the numbers, and the trade-offs — argued live, not just emailed. You own every artifact. If a build follows, the roadmap is the spec.

06/Who it's for

We'll tell younot to build it.

If any of these sound familiar, we should talk.

01

Founders with a board mandate

On the hook to "have an AI strategy"

You're dealing with

  • A deadline to have a plan and no shortlist
  • Pressure to defend it to investors
  • Real risk of spending six figures on the wrong idea

What you're after

You need a credible, costed plan you can defend — and a filter that kills the bad ideas first.

Outcome

A plan you can put in front of the board, with the bad bets already cut.

02

CTOs with more ideas than budget

Whose team is pitching agents, copilots and RAG

You're dealing with

  • More proposals than budget to fund them
  • No outside read on what's feasible against your data
  • Compliance landmines hiding in the backlog

What you're after

You need a senior outside read on which ideas are feasible, which are risks, and what order to do them in.

Outcome

A sequenced shortlist you trust, with the landmines flagged.

03

Leaders whose pilot stalled

A POC that demoed well and died in production

You're dealing with

  • Data that wasn't ready for production
  • Costs that blew up at real volume
  • No one ever defined what success meant

What you're after

You need an honest read on why it failed, a data-readiness fix, and a path that accounts for production reality.

Outcome

A grounded second attempt that survives real users this time.

We work with a few companies at a time.
If this is you, let's build it right.

Senior engineers. No handovers. No fluff.

07 / In depth

07.1AI consulting firm in Lisbon

An AI consulting firm that ships

Unlocking Tech is an AI consulting firm and engineering company based in Lisbon, Portugal.

Read more

Most AI consulting companies sell the plan and leave the build to someone else; our AI consultants are the senior engineers who would write the production code, so nothing goes on the roadmap that we couldn't ship ourselves. That changes the advice: fewer ideas survive, each one carries a cost and a metric, and AI implementation is a separate, optional decision — with us, your own team or another firm. Generative AI, LLMs and agentic AI get judged like any other tool: on your data, against a number.

AI consultancy in Lisbon, Portugal, for UK and EU teams

The team is in Lisbon, on the same clock as the UK — Portugal runs on WET/WEST, like GMT/BST — and an hour behind most of the EU.

Read more

We run the work in English or Portuguese, under EU contracts and the GDPR, on-site in Lisbon or remotely; Portuguese clients often mix an in-person kick-off with remote work. If you're comparing AI consultants in Lisbon or elsewhere in Portugal, the test is the same as anywhere: talk to the engineer who will do the work, and ask what they have shipped. Ours have shipped for clients in the UK, Luxembourg, the US and Portugal.

07.2AI readiness assessment

What is an AI readiness assessment?

An AI readiness assessment tells you whether your company can get value from AI now, where, and what has to be fixed first.

Read more

It's what the Book assessment button on this site starts: a free 30-minute call with a principal engineer, after which you have a first read — the use cases worth a closer look, the main risks, and whether you need the full assessment at all. If you do, the full AI readiness assessment is the two-to-four-week engagement on this page, at a fixed price agreed on that call, ending in a scored opportunity map, a data-readiness report and a costed roadmap.

AI readiness assessment: the six things we check

We score six areas, each against your real systems rather than a questionnaire.

  1. 01Strategy and use caseswhich processes, owners and metrics AI could move.
  2. 02Datawhat exists, where it lives, and its quality, coverage and labelling.
  3. 03Systems and integrationthe APIs, ERP and CRM an AI output has to land in.
  4. 04People and processwho owns each use case, the skills in the team, and the change management a rollout needs.
  5. 05Governance and riskthe GDPR, data governance and the EU AI Act class of each use case.
  6. 06Cost and ROIbuild cost, inference cost at real volume, and a break-even line.

07.3From strategy to implementation

From AI strategy to implementation

The roadmap is written to be the build spec: each use case has a metric, a cost ceiling, its dependencies and a first milestone.

Read more

Implementation — where AI adoption actually happens — usually starts with the use case that gives the fastest measurable win, so the first result makes the case for the next. If you build with us, the same engineers move from assessment to custom AI development, integration or automation without a handover; if you build with your own team or another AI implementation partner, they get the same documents. Either way the do-not-build list stays on the table, so the roadmap doesn't quietly grow back.

Use cases we find (and the ones we kill)

The use cases that survive scoring tend to look like work we have already shipped: file and document processing, lead qualification and routing, reconciliation and reporting, and assistants that answer from a company's own documents.

Read more

The ones we kill are just as consistent: a chatbot with no knowledge base and no owner; a model for data that doesn't exist yet; an agent allowed to take fiscal or legal actions with no human review; and anything a rule, an integration or an off-the-shelf tool already solves for less. Generative AI makes the first list longer. It doesn't shorten the second.

Tend to survive scoring

  • File and document processing
  • Lead qualification and routing
  • Reconciliation and reporting
  • Assistants that answer from a company's own documents

The ones we kill

  • A chatbot with no knowledge base and no owner
  • A model for data that doesn't exist yet
  • An agent taking fiscal or legal actions with no human review
  • Anything a rule, an integration or an off-the-shelf tool solves for less

07.4Governance and cost

Governance and the EU AI Act

AI governance, for a company of 10 to 200 people, is mostly four decisions written down: who owns each AI system, what data it may use, what it may do without a person, and how its quality is measured.

Read more

We set those per use case, alongside the compliance work: the EU AI Act risk class (most business uses are minimal or limited risk, with transparency and AI-literacy duties; hiring, credit scoring of individuals and medical devices are high-risk), the GDPR lawful basis, data residency and DPIA triggers. That is responsible AI in practice: rules a team can follow. We flag what needs your lawyer; we don't issue legal opinions.

Four decisions written down, per use case

  • Who owns the system
  • What data it may use
  • What it may do without a person
  • How its quality is measured
  • EU AI Act risk: Minimal or limitedExamplesMost business usesWhat it bringsTransparency and AI-literacy duties
  • EU AI Act risk: HighExamplesHiring, credit scoring of individuals, safety components of medical devicesWhat it bringsConformity obligations

What does AI consulting cost?

With us, the first 30-minute assessment call is free.

Read more

The AI readiness assessment and roadmap has a fixed price, agreed on that call from the size of the problem, and runs two to four weeks. What moves the price: how many processes and use cases are in scope, how many systems and data sources we need to inspect, how many people we interview, and whether a use case needs a deeper EU AI Act or GDPR classification. Building is priced separately — most of our custom AI builds start between €15k and €50k. What you shouldn't pay for is a deck without a costed roadmap.

2–4 weeksfixed price, agreed on a free 30-minute call

  • ScopeHow many processes and use cases are in scope.
  • Systems and dataHow many systems and data sources we inspect.
  • InterviewsHow many people we interview.
  • ClassificationWhether a use case needs a deeper EU AI Act or GDPR look.

07.5AI strategy consulting

What an AI strategy consultant actually does

An AI strategy consultant looks at your business, your data, and your real constraints, then tells you where AI is worth the spend and where it isn't.

Read more

For an AI consultant, business outcomes come before the tech: the output is a decision, not a demo. Most don't write code; they write the plan you build against. Ours is run by a senior engineer who has shipped AI in production, so the advice is grounded in what actually works. We assess your data and systems, then return a costed, sequenced roadmap: the use cases ranked by payback, what each one needs to be feasible, and the order to build them in. We also tell you what NOT to build — the ideas that look good in a deck but won't earn their keep. You leave with a plan you could hand to any competent team. Building it is a separate decision.

AI consulting for small businesses

AI consulting for small businesses has to be different from the enterprise version: practical, costed, and honest about what isn't worth it yet.

Read more

We work with SMEs that want a clear answer before they spend. We look at how the business actually runs, where time and money leak, and which problems AI can move now versus which are better solved by a simpler fix. The roadmap is priced in real numbers and sequenced so the first thing you build pays for the next. Where the better move is strategic software development rather than an off-the-shelf tool, we say so and explain the trade-off — but the deliverable here is the plan and the reasoning behind it, not the software. Building anything is a separate, optional step.

08 /

Frequently asked questions

09 / More services
10/Start the conversation

Start your deployment.

Talk directly to a principal engineer.

No sales team.

No discovery workshops.

No procurement circus.

We scope, build and ship.

  • Reply within one business day
  • Engineer-led assessment
  • Written proposal
  • Lisbon · UK time zone

No commitment. Just an engineer.

Budget (estimated)
Timeline

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