Supporting technical capability
Decide where AI and automation can help your team.
Review the agreed workflows for repetitive work that AI or automation could reduce. Assess data access, human approval and failure handling, then define the build scope.
Illustrative sample · supporting capability
Where should an uncertain AI classification hand back to a person?
- Observation
- The request passes required-field checks, but the proposed AI category is ambiguous.
- Decision
- Route to human review before any system update.
- Next action
- Document deterministic validation, the AI step, approval and fallback. Building the workflow is a separate scope.
This capability can inform the next service. Its inclusion, price and calendar must be agreed in that service’s scope; following the link does not make it included.
Explore the relevant next serviceTechnical context
When this work applies
- You want to put AI to work but cannot say which of your own processes it would actually help.
- The processes you would hand to AI touch data that not everyone should see.
- People are already trying AI tools on their own, with no rules about what is allowed.
Possible outputs
Outputs to agree in scope
AI Workflow Modernization Roadmap
Your processes mapped to where AI replaces manual effort, ranked by value and data safety.
Data-safety review
Which use cases are ready and which need a guardrail before AI touches the data.
Prioritized rollout plan and quote
Where to start, what it returns, and a scoped, fixed price to build it. The roadmap is yours either way, so you can hand it to your own team or another vendor.
Commercial & delivery basis
The scope and conditions of the work.
Delivery window
This supporting capability has no separate confirmed delivery window. The proposal names its scope and calendar.
Capability scope to confirm
- Process and use-case mapping
- AI opportunity and data-safety review
- Prioritized modernization roadmap
- A fixed-fee build quote
Scope assumptions
- Microsoft 365 in place, with or without Copilot already in use
Exclusions
- Building the automations or deploying Copilot (a separate fixed quote from this assessment)
- Fixing exposed content
Required access
- Time with the people who run the key processes
- Read-only access to the data those processes touch
- A 30-minute kickoff with an operations owner
Acceptance
The agreed completion standard.
The engagement is complete when the AI workflow roadmap, data-safety review, and the fixed build quote are delivered and walked through.
Discuss the work
Tell us what you need to change.
Share the systems involved, why the change is needed and your deadline. We clarify the work, responsibilities and information needed for a proposal.
Discuss this project