Approach
The engagement, step by step.
Four steps in a fixed order, with a decision point between each. You can stop after the assessment or the roadmap with a document you can use.
- 01 Assess
AI Readiness Assessment
We inventory the systems and data, read the vendor terms on the tools already in use, interview department leads, and map the workflows where hours concentrate. The governance gaps go in a list with a severity against each.
Decision pointThe firm holds a readiness report and a 90-day pilot proposal. It can stop here, take the report to another firm, or continue to the roadmap.
- 02 Plan
Strategy and Roadmap
The roadmap selects the workflows, sets the success measure for each, chooses models and vendors against the firm’s compliance rules, and makes the build-or-buy call. Every item carries a budget, an owner and a date.
Decision pointThe leadership team approves the roadmap and the first pilot scope, or stops with a document it can execute on its own.
- 03 Build
Implementation
The pilot is built against the baseline measured in the assessment. Approval gates, cost controls and monitoring are part of the first version rather than a later phase. Documentation is written as the build goes.
Decision pointThe pilot goes live with before-and-after measures, and the firm chooses the next item on the roadmap, or stops there.
- 04 Train
Training and Change Management
Role-based sessions, a written policy, a champion program and a shared prompt library. The review process for AI-assisted work is agreed with compliance before the first session.
Decision pointThe team runs the workflow without us, and the policy is on file to show a client or a regulator.
Governance
What we do with your data.
Every engagement runs under a non-disclosure agreement, signed before any document is shared.
Client data stays in the client's systems wherever the work allows. Where we need a copy to build against, the contract sets where it is held, for how long, and how its deletion is confirmed.
The tools used on your engagement, and their data terms, are agreed in discovery and listed in the roadmap.
Find out which step is yours.
Thirty yes or no statements, three minutes, and a score that says whether to start with the assessment, the roadmap or the build.
Take the readiness checklist