How We Engage on AI
One assessment that tells you where you stand, the remediation work that closes the gaps it finds, and an ongoing service that keeps you there. All three are platform-neutral: they apply whether you deploy Microsoft Copilot, Claude, ChatGPT, or a combination.
Three Engagements
One establishes the picture. One closes the gaps it reveals. One keeps it current. Each can be engaged on its own.
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
Remediation & Setup
"Close the gaps the assessment surfaces — the identity, security, and data work that makes AI safe to turn on."
Where the assessment finds a real gap, we scope and quote a project against that specific finding. You fund only the work that is justified and prioritized — whether the findings came from our assessment or your own.
- Identity and access hardening
- Device and endpoint management
- Data security and access cleanup
- SharePoint and data restructuring
- Governance guardrails and policy setup
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
You Only Fund the Gaps That Are Real
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 Remediation & Setup projects — identity and access, device management, data security, SharePoint restructuring, governance — each quoted against the specific finding that justifies it. Where a finding has no engagement behind it, the report says so rather than inventing one.
À La Carte Add-Ons
Available alongside any 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