AI Strategy

AI for SMEs —
concrete, controlled, measurable.

No experiments. No vendor lock-ins. 10 proven use cases from practice — structured introduction, EU AI Act compliant, human-in-the-loop.

10 Use cases in 10 sectors
8 AI strategy packages
EU AI Act Art. 4 compliant
2–8 Weeks to first results
Use Cases

10 use cases. Your sector. Your result.

Each use case combines the right AI strategy packages with the right tools. No overengineering.

01
Trades & Production
Entry Phase 1 ab €2.880

AI-powered Quote Assistant

⚠ Problem

Creating quotes takes 2–3 hours per job. 40% are never won. Templates are outdated, pricing is inconsistent.

✦ Lösung

RAG over price lists, material catalogs and past quotes. AI generates a ready-to-send first draft in 5 minutes. Human reviews and approves.

ROI Potential 60% faster quoting · More capacity for winning projects · Consistent pricing
Tools & Stack
RAG (lokale Dokumente)AI Hub (Qwen)HITL-Freigabe

"We now deliver quotes the same day. Our close rate went from 38% to 61%."

— Production company, 25 employees
02
Law Firms & Tax Advisors
Medium Phase 2 ab €1.440

Semantic File Search & Precedent Assistant

⚠ Problem

Searching files takes hours. Relevant precedents are overlooked. Every new case starts from scratch.

✦ Lösung

All files indexed locally (no cloud). Semantic search finds relevant paragraphs in seconds. AI summarises, human decides.

ROI Potential 70% faster case preparation · More time for high-value work · GDPR-safe (on-premise)
Tools & Stack
RAG (Aktenbestand)AI Hub (lokal)nomic-embed (Vektoren)EU AI Act konform

"Finding the right precedent used to take two hours. Now it takes two minutes."

— Tax advisory firm, 8 employees
03
Healthcare & Medical Practice
Medium Phase 2 ab €1.180

Patient Enquiry Triage & FAQ Automation

⚠ Problem

Reception is overwhelmed: 60% of calls are routine questions (opening hours, forms, referrals). Staff capacity tied up on admin.

✦ Lösung

AI assistant answers standard questions 24/7 from verified internal knowledge base. Urgent queries are escalated immediately to a human.

ROI Potential 40% fewer routine calls · Freed-up staff time · 24/7 availability · EU AI Act High-Risk check included
Tools & Stack
Chat/Voice-TriageHITL-EskalationWissensbasis lokalEU AI Act Art. 22 (automatische Entscheidungen)

"Our staff can now focus on patients. Routine queries are handled automatically."

— Medical practice, 12 employees
04
Manufacturing & Industry
Complex Phase 3 ab €2.880

Predictive Maintenance & Machine Analytics

⚠ Problem

Machine data sits in silos. Unplanned downtime costs €200–800 per hour. Failures are only noticed when it is too late.

✦ Lösung

AI analyses sensor data streams, detects anomaly patterns and generates maintenance alerts 48–72h before a failure. All on-premise, no cloud.

ROI Potential 60% fewer unplanned downtimes · Optimal maintenance planning · Full data sovereignty
Tools & Stack
Zeitreihen-AnalyseAnomalie-ErkennungAI Hub (lokal)Monitoring-Integration

"The AI flagged a bearing failure 3 days before it happened. We avoided a €25,000 downtime."

— Mechanical engineering company, 60 employees
05
Retail & E-Commerce
Medium Phase 2 ab €2.880

Product Catalogue AI Assistant

⚠ Problem

Customers ask about hundreds of products. Staff search manually. Online shop searches are poor. Conversion is lost.

✦ Lösung

AI trained on your full product catalogue. Answers product questions, explains differences, suggests alternatives. Available on website and in store.

ROI Potential +15–25% conversion · -30% routine support queries · Available 24/7
Tools & Stack
Chat-Widget (Website)RAG (Produktdaten)AI HubCRM-Integration

"Our AI assistant answers 70% of product enquiries without human involvement."

— Specialty retailer, 18 employees
06
IT Service Provider / MSP
Complex Phase 3 ab €1.180

White-Label AI Hub for Your Customers

⚠ Problem

Your customers ask for AI services. You want to offer them, but have no own model, no infrastructure, no GDPR concept.

✦ Lösung

Dedicated AI Hub on your server: local LLMs (Llama, Qwen), OpenAI-compatible API, privacy scan on every prompt. Your branding, your prices, new revenue stream.

ROI Potential New AI service revenue stream · Full GDPR compliance · Competitive differentiation as AI-MSP
Tools & Stack
AI Hub (Dedicated Cell)LiteLLM ProxyPrivacy-Scan (CDT)White-Label-Branding

"We now offer AI as a managed service. This opened a completely new revenue stream."

— IT service provider, 35 employees
07
All sectors with Microsoft 365
Entry Phase 2 ab €1.180

Copilot Enablement — EU AI Act Compliant

⚠ Problem

Microsoft Copilot is licensed but nobody uses it properly. Data protection is unclear. EU AI Act obligations are unknown.

✦ Lösung

Permission concept, data hygiene, sensitivity labels, pilot group, training and success measurement. EU AI Act Art. 4 certificate as deliverable.

ROI Potential 1.5h/employee/day saved · Legally compliant AI usage · EU AI Act Art. 4 certificate
Tools & Stack
Microsoft 365 (Copilot)Sensitivity LabelsPurviewEU AI Act Nachweis

"After the workshop, our entire team uses Copilot confidently. The EU AI Act certificate is the cherry on top."

— Consulting firm, 22 employees
08
ERP Users (ABAS, Odoo, SAP)
Complex Phase 3 ab €2.880

AI-powered ERP Data Assistant & Process Automation

⚠ Problem

ERP data is never fully utilised. Monthly reports take days. Manual data entry produces errors. DATEV exports are error-prone.

✦ Lösung

AI connects to ERP via API. Natural language queries ("Show me all open invoices over 30 days"). Automated report generation. AI-supported DATEV pre-processing.

ROI Potential 80% faster monthly closing · Fewer input errors · CFO gets real-time KPIs
Tools & Stack
ERP-API (ABAS/Odoo)NLP-InterfaceDATEV-ConnectorAI Hub (lokal)

"Querying our ABAS data used to require the IT department. Now I ask in plain language."

— Trade company (ABAS), 45 employees
09
All sectors — EU AI Act obligation
Entry Phase 0 ab €1.180

EU AI Act Compliance & AI Literacy Programme

⚠ Problem

EU AI Act is binding since 2 February 2025. Art. 4 requires documented AI literacy training for all AI users. Most companies have done nothing.

✦ Lösung

AI Readiness Check (gap analysis + risk register) followed by role-based literacy training. Certificate as legal proof of Art. 4 compliance. Register and policy as deliverables.

ROI Potential Legal compliance from day 1 · Fines up to €35M avoided · Foundation for all future AI projects
Tools & Stack
EU AI Act Gap-AnalyseRisikoregisterLiteracy-SchulungArt. 4-Zertifikat

"We would never have dealt with EU AI Act compliance ourselves. NIO delivered everything in two weeks."

— Logistics company, 70 employees
10
Finance & Accounting
Medium Phase 2 ab €4.200

Automated Invoice Processing & DATEV Pre-Booking

⚠ Problem

Invoice checking is manual, error-prone and slow. DATEV exports generate frequent re-booking. Dunning is forgotten. Month-end is a crunch.

✦ Lösung

OCR + AI extracts all invoice data (supplier, amount, date, account). Auto-match against ERP. Anomaly detection. Pre-booking suggestion for DATEV. Dunning automation.

ROI Potential 75% less manual processing · Month-end closing 3 days faster · Near-zero booking errors
Tools & Stack
OCR (Dokumentenerkennung)DATEV-ConnectorERP-AbgleichAnomalie-Erkennung

"We process 400 invoices a month. With AI this takes 2 hours instead of 3 days."

— Services company, 30 employees
AI Strategy Packages

The structured path to productive AI.

From readiness assessment to ongoing AI operations — 8 packages, freely combinable.

Phase 0 — Go/No-Go

KI-Readiness Check

Tool-/Dateninventar, Risikobewertung, Use-Case-Mapping, 90-Tage-Roadmap, EU AI Act Compliance.

1–3 Tage
€1.440 einmalig
Phase 1

Quick-Win Sprint

Ein Prozess, klare KPIs, Prototyp mit Human-in-the-Loop, Schulung.

2–4 Wochen
€4.200 einmalig
Phase 2

Copilot Enablement

Berechtigungen, Datenhygiene, Sensitivity Labels, Pilotgruppe, Schulung, Erfolgsmessung.

Setup + Managed Service
€1.180 einmalig €590/Mo
Phase 2

KI Wissensassistent

RAG-Implementierung, Quellenmanagement, Rechte, Feedback, Monitoring. Eigene Dokumente für KI zugänglich.

Pilot + Betrieb
€2.880 einmalig €470/Mo
Phase 2

KI Service-Agent

Chat/E-Mail-Triage, Übergabe an Menschen, Wissensbasis, Qualitätssicherung.

Pilot + monatlicher Betrieb
€3.360 einmalig €590/Mo
Phase 4

KI Prozess-Automation

Workflow, Klassifikation, Extraktion, Entscheidungsvorschläge, ERP/CRM-Übergabe.

Sprint + Integration
€5.040 einmalig
Phase 3

Managed KI Ops

Monitoring, Kostenkontrolle, Governance, Prompt-/SOP-Bibliothek, monatliche Reviews.

Monatlich wiederkehrend
€470/Mo
Phase 3

KI Training

Rollenbasierte Trainings, Use-Case-Labs, Spielregeln, EU AI Act Art.4 Nachweis.

Workshop-Reihe
€1.180 einmalig

Your first step: AI Readiness Check.

In half a day you know where you stand — use case mapping, risk assessment, 90-day roadmap.

✓ EU AI Act Art. 4
✓ Human-in-the-Loop
✓ On-Premise (kein Cloud)
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