Three Ways to Engage on AI
A clear ladder from a first data-backed readiness assessment through a fully governed, continuously expanding AI practice — Identify, Operationalize, and Monitor. Each stage builds on the last, so your organization moves through AI transformation with strategic clarity and measurable outcomes.
The Engagement Ladder
Start where it makes sense for your organization — each tier is a complete engagement on its own.
AI Opportunity Snapshot
"Know where you stand and what AI is worth — before committing to a project."
A fast, low-cost way to quantify your organization's AI opportunity. You get a data-backed readiness picture that ends with a ranked, dollar-quantified opportunity list you can act on immediately.
- AI Readiness Survey
- AI Intel Report
- ROI Snapshot
- Executive Presentation
AI Activation Sprint
"Turn the snapshot into a live, governed AI rollout."
A fixed-scope, fixed-price project that turns your opportunity snapshot into a structured, secured rollout — a documented plan, a hardened Microsoft 365 tenant, and a governance policy your organization can stand behind.
- Rollout plan & training curriculum
- M365 tenant security assessment
- AI Acceptable Use Policy
- Employee enablement & client portal
Managed AI Partner
"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 & adoption monitoring
- Data governance monitoring
- Quarterly business reviews
- Ongoing use-case expansion
Comparison at a Glance
Every tier includes everything in the tier before it — see exactly what's added at each stage.
| Feature | Tier 1 AI Opportunity Snapshot | Tier 2 AI Activation Sprint | Tier 3 Managed AI Partner |
|---|---|---|---|
| Format | One-time | One-time project | Recurring retainer |
| Duration | 1–2 weeks | 30–60 days | Ongoing |
| AI Intel + ROI snapshot | |||
| Workshop presentation deck | |||
| Rollout plan (AI Plan Builder) | |||
| Tenant security scan | Re-scanned | ||
| AI Acceptable Use Policy | Maintained | ||
| Client portal | Launch | Active | |
| Usage & governance monitoring | |||
| Quarterly business review | |||
| Use-case expansion cadence |
À La Carte Add-Ons
Available alongside any tier for organizations with specific needs surfaced during AI Intel or the tenant 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 Tenant Scans
Separate Microsoft 365 environment scans for multi-entity or multi-tenant organizations.
Custom Copilot Agent Build
A purpose-built agent — such as a meeting agent or HR policy agent — 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 Opportunity Snapshot and get a ranked, dollar-quantified view of what AI is worth to your organization.
Get Started