PRODUCTIVITY · AI IN THE WORKFLOW
Want AI to speed up operations without leaking data? Map exactly where Copilot and automation replace manual effort, and scope the build.
A fixed-fee assessment that maps your processes, identifies where generative AI and automation safely remove manual effort, and scopes the build, with a data-safety review at every step.
The deliverable
This is what lands on your desk.
A representative deliverable. Yours is built on your own environment, with names and figures redacted here.
This is for you if
Built for the COO, IT Director, or Owner.
The business wants to adopt AI but does not know where it actually fits. You want to use Copilot or other AI tools without exposing sensitive data. Teams are experimenting with AI ad hoc, with no plan or guardrails.
What you receive
Named deliverables you keep.
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.
Typical timeline
1-2 weeksIncluded
- Process and use-case mapping
- AI opportunity and data-safety review
- Prioritized modernization roadmap
- A fixed-fee build quote
Assumptions
- Access to document the relevant processes
- Microsoft 365 and Copilot context where applicable
Not included
- Building the automations or deploying Copilot (a separate fixed quote from this assessment)
- Data remediation of exposed content
Those live in: Microsoft 365 Workflow Automation Assessment.
Required access
- Stakeholder time to walk through the key processes
- Read-only context on the data those processes touch
- A 30-minute kickoff with an operations owner
Done when
The engagement is complete when the AI workflow roadmap, data-safety review, and the fixed build quote are delivered and walked through.
The ADAPTO
process
Put AI where it pays off, safely.
A fixed price you see before you commit, delivered in days, ending in evidence you can hand to a board or an auditor.
Start a diagnostic →