PRODUCTIVITY · AI IN THE WORKFLOW
See where Copilot and automation can safely replace manual work in your processes, and which use cases need a guardrail first.
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
AI Workflow Modernization Roadmap, 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 Owner, Operations Lead, or IT Director.
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.
What you receive
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.
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
- Microsoft 365 in place, with or without Copilot already in use
Not included
- Building the automations or deploying Copilot (a separate fixed quote from this assessment)
- Data remediation of exposed content
Scoped separately here: Fix & improve.
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
Engagement complete when
The engagement is complete when the AI workflow roadmap, data-safety review, and the fixed build quote are delivered and walked through.
Find out which AI use cases are ready now, and which need a guardrail first.
One fixed fee, agreed in writing before any access is granted. The timeline above is the whole engagement, and what you keep is documentation your team can act on. One senior engineer scopes and delivers it.
The fee depends on what is actually in your environment rather than your headcount. The scope-fit check tells you where you land →