Module 01Onboarding
Site Audit & Report
Capture findings on site and produce a structured audit report the same day.
- Today
- Half a day per visit
- With AI built in
- Drafted same day
You carry out the visit
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WinklixIT Solution Simplified
Business Units
For health and safety consultancies, a fractional AI consultant automates audit reports, policy manuals, risk assessments, COSHH assessments and training records. Onboarding a new client falls from around 130 hours to about 25, and the ongoing retainer year from around 40 hours to 15.
By the Winklix AI consulting team · Last updated
One operating system for health and safety consultancies, plugged into the tools you already use. Pick the step that hurts most and that is where we start. Site visits, competent sign-off and the relationship stay with you.
Capture findings on site and produce a structured audit report the same day.
Generate tailored, branded policy manuals from your master templates and client details.
Produce site-specific staff handbooks and induction material from client information.
Guide data capture and draft full sets of risk assessments for consultant review.
Match safety data sheets to actual usage and draft COSHH assessments.
Scan training records, flag gaps and upcoming renewals and notify clients automatically.
Turn guidance into branded training material and toolbox talks quickly.
Keep clients informed with portal updates and draft annual renewal packs.
extra annual retainer capacity for a 5-person practice, with no new hires. The parts AI does not touch, site visits, competent sign-off and the relationship, are where your team earns its fees.
Work out your numbersOur fractional Heads of AI have delivered AI in regulated, confidentiality-critical businesses and published the results.
less time to onboard a new client
for the ongoing retainer year per client
document extraction accuracy with under 5% human review
published AI case studies, many in regulated and safety-critical sectors
We align our success with our clients success : Our client-centric approach delivers clients satisfaction consistently .
AT&T collaborates with Winklix to enhance SAP performance, streamlining ERP processes and optimizing sales operations.
Boeing partnered with Winklix’s eCommerce experts to unify multiple ecommerce product platforms and improve digital experience.
Burberry partnered with Winklix to revamp its online store, enhancing user engagement and driving higher traffic.
Coles Group engaged Winklix to develop its website and app using Adobe Experience Cloud for better customer experience.
MTailor partnered with Winklix for the development of its website and mobile app for custom-made clothing experiences.
OnTheMarket partnered with Winklix for Salesforce implementation, application development, and digital transformation initiatives.
Valvoline partnered with Winklix for SAP HANA implementation and ongoing maintenance to improve operational efficiency.
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Winklix is trusted by renowned global brands, enterprises, and ambitious businesses to deliver technology solutions that create real impact. We take pride in building long-term partnerships through innovation, reliability, and results-driven execution.
No long proposals or drawn-out discovery phases. We move fast, build iteratively and show you real outputs early.
Choose your sector, browse its modules and spot the workflow costing your team the most time.
We estimate the hours you could get back, what they are worth and the best module to start with.
Your named team builds, configures and tests the module with your real work, then trains your people and hands over.
A bit of leadership, a bit of implementation and a bit of training, so every project gets delivered and actually used.
Model-agnostic and always improving. We use whichever AI model does the best job at the right running cost, and keep your modules up to date as the tools improve.
Move from seller discovery to completion with far less manual work on every deal.
Give advisory teams more room for client work, informed judgement and relationships.
Bring sharper screening, diligence and investor reporting to lean deal teams.
Reduce document-heavy work while keeping professional review at the centre.
Create safer, traceable workflows for research, drafting and matter operations.
A fractional AI consultant, or fractional Head of AI, gives your business senior AI leadership, delivery and training on a part-time basis, without the cost of hiring a full-time Chief AI Officer.
They identify the workflows where AI saves the most time, build and integrate working AI modules around your tools and templates, set governance and review rules, and train your team so the modules are used every day.
A module is a focused AI solution for one workflow or a set of related workflows, such as proposal drafting, contract review or LP reporting. You start with one and add more only once the first has proved its value.
Typically within around 30 days of the discovery call. The prototype is tested on your own work and refined from real day-to-day use before it becomes a permanent part of your workflow.
The first prototype is fixed scope and fixed price, agreed before work begins. Ongoing AI leadership and further modules are scoped and quoted once requirements are clear.
Across our sector modules, the team time spent on a typical deal, matter, engagement or client year usually falls by 60–80%. For example, an M&A deal drops from around 300 hours to under 70, and a legal matter from around 100 hours to under 35.
No. Modules remove repetitive work so your people can spend more time on judgement, advice and client relationships. Every module keeps a human decision point.
We agree the data boundary, access model and review requirements before implementation, deliver under NDA as standard, and build within your confidentiality obligations and regulatory context.
No. We are model-agnostic and choose the AI model that gives the best result at the right running cost, switching when something better becomes available.
The modular approach works for any business that runs on research, documents, reporting and client relationships. Book a discovery call and we will map your biggest pain point.
Still have questions? We’re here to help. If you didn’t find what you were looking for, feel free to reach out—our team is ready to assist you.Have a question not listed here? Call our team :
Get In Touch With Our ExpertsBook a free 30-minute discovery call. We will work out how much time your team could get back, what it is worth and the best module to start with.