How We Engage on AI
One assessment that tells you where you stand, and an ongoing service that keeps you there. Both are platform-neutral: they apply whether you deploy Microsoft Copilot, Claude, ChatGPT, or a combination.
Two Engagements
One establishes the picture. The other keeps it current. Neither depends on the other.
AI Assessment
"Know where you stand — and what an AI rollout would expose — before you turn it on."
One assessment covering both halves of AI readiness: whether your people will adopt it, and whether your environment can safely carry it. It ends with a costed plan and a 90-day roadmap.
- AI readiness and data governance scan
- Security baseline audit
- Shadow AI and agent inventory
- Employee readiness survey
- AI Acceptable Use Policy
- Executive plan and 90-day roadmap
Managed AI Service
"AI as an ongoing managed service — monitored, governed, and expanded every quarter."
Keeps your AI program governed and growing after the rollout is live. Usage monitoring, data governance oversight, business reviews, and a steady stream of new use cases — without spreadsheets or one-off reporting.
- Usage and adoption monitoring
- Data governance monitoring
- Quarterly business reviews
- Policy maintenance
- Ongoing use-case expansion
What Happens Between Them
The assessment ends with a plan, and most of that plan is not us. Some items your own IT team will action in an afternoon. Others become scoped projects — identity and access, device management, data security, SharePoint restructuring, governance — which we quote against the specific findings that justify them. Where a finding has no engagement behind it, the report says so rather than inventing one.
À La Carte Add-Ons
Available alongside either engagement for organizations with specific needs surfaced during the assessment.
Regulatory Governance Advisory
A dedicated compliance workstream (PIA templates, data-transfer protocol, transparency checklist) with legal review for clients in regulated provinces and industries — Law 25, FINRA, and similar.
Additional Environment Scans
Separate Microsoft 365, Claude, or ChatGPT workspace scans for multi-entity or multi-tenant organizations.
Custom AI Agent Build
A purpose-built agent — such as a meeting agent or HR policy agent — on Copilot Studio, Claude, or a custom GPT, beyond the standard use-case library.
Extra Training Blocks
Additional live training sessions or office-hours blocks beyond the standard cadence.
Ready to see where your organization stands?
Start with an AI Assessment and get a clear picture of your exposure, your baseline, and where AI would save your people time.
Request an AI Assessment