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.
Engagement context
Where this capability 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.
The agreed outputs
What the engagement provides.
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.
Worked example
AI Workflow Modernization Roadmap
An illustration of the record an engagement can produce. Names and figures are constructed for this example.
Illustrative content. The engagement record is developed from the client’s own environment and agreed scope.
Commercial & delivery basis
The scope and conditions of the work.
Delivery window
1-2 weeks
Included scope
- 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.
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