A proven consulting engagement model designed for secure, scalable, and risk-aware Microsoft AI & automation initiatives.
Our four-stage engagement process minimizes risk, maximizes clarity, and ensures measurable outcomes at every milestone. You'll know what to expect, when to expect it, and what you're investing—before work begins.
This isn't a template. It's how we help organizations adopt AI without unnecessary risk or ambiguity.
Understand your business context, identify automation opportunities, and validate strategic fit.
Clarity on whether AI or automation makes sense for your organization—and where to start. No ambiguity, no pressure to proceed if it's not the right fit.
Executive summary of findings, prioritized opportunities, estimated ROI, and recommended engagement approach. No obligation to proceed.
Build a working prototype to validate technical feasibility, user experience, and ROI before full commitment.
Confidence that the solution works with your data, fits your workflows, and delivers measurable value. Reduces risk before scaling to production.
Functional pilot implementation, user feedback analysis, performance metrics, cost projections, and recommendation to proceed or pivot.
Deploy validated solution to production with full integration, training, and documentation.
Production-ready automation or AI solution integrated with your business systems, with trained users and proper documentation for long-term sustainability.
Ongoing support for user questions, optimization, and expansion of automation capabilities.
Sustained performance, rapid issue resolution, and ability to expand automation over time as your organization's needs evolve.
Our methodology is designed to eliminate common risks in AI and automation projects.
No open-ended time-and-materials contracts. You know the investment before work begins, with defined deliverables at each milestone.
Validate technical feasibility and business value with a small-scale pilot before committing to full production deployment.
Every phase connects back to business outcomes. We focus on operational improvement and risk reduction, not just deploying technology.
HIPAA, GDPR, and industry requirements addressed from day one—not bolted on after deployment.
Most engagements follow this general progression. Complexity, scope, and organizational readiness affect actual duration.
Understand business context and validate opportunities
Build working prototype and validate with real users
Deploy to production with training and documentation
Maintain, optimize, and expand capabilities over time
Note: Simpler Power Automate workflows may complete in 6-8 weeks. Complex Azure AI architectures may require 20+ weeks.
Schedule a 30-minute discovery call to discuss your automation goals, compliance requirements, and whether our approach fits your organization.
No sales pressure. Just an honest conversation about your needs and whether we're the right fit.