Advisory sprints & implementation

Practical operations consulting & production AI workflows

Every engagement is tied to operating measures you already track: cycle time, intake accuracy, gross margin per employee and the confidentiality of client data.

01 · Two-week diagnostic sprint

Operational workflow & AI readiness audit

$2,400

Before anything is spent on software seats or a custom build, the key workflows are shadowed across sales intake, estimating and proposals, service delivery and back-office admin. The result is a candid executive dossier scoring the top eight to twelve bottlenecks by weekly hours recoverable, technical complexity, data-privacy risk and build cost, with simple API wins kept apart from true AI use cases.

  • Cross-department bottleneck mapping
  • Rule-based versus AI scoring per task
  • A prioritised 90-day roadmap

Boundary: the audit diagnoses and ranks; nothing is built until a scope and fixed fee are agreed.

Best for: leadership teams about to spend on software without a clear view of where the hours go.

Ask about the readiness audit

02 · Policy and privacy

AI governance & acceptable-use policy

$1,950

When staff paste client contracts, patient notes or financial spreadsheets into free consumer chatbots, the business carries real contractual and regulatory exposure. This engagement audits the shadow AI already in use, sets up commercial zero-retention workspaces, reviews vendor Data Processing Addendums and delivers an acceptable-use policy people will actually follow.

  • Shadow-AI usage audit
  • Vendor DPA review
  • A plain-language acceptable-use policy

Boundary: covers policy, workspace settings and vendor terms; automation builds are quoted separately.

Best for: firms whose people are already pasting client files into free chatbots.

Ask about AI governance

03 · Three-to-five-week build sprint

Custom workflow & AI automation build

from $4,500

Reliable operational pipelines designed, tested and deployed inside your own cloud environment: multi-page RFP and PDF intake extraction, onboarding-packet checks, service-ticket triage or CRM-to-proposal drafting. Every build has confidence-score thresholds, a mandatory human sign-off step for anything client-facing, and full documentation.

  • Built inside your own cloud accounts
  • Human sign-off on client-facing output
  • Audit logging and full documentation

Boundary: a scoped flat fee for one agreed workflow; each further workflow is its own sprint.

Best for: teams re-typing the same PDF or email data into two or three systems.

Ask about an automation build

04 · Private tenant deployment

Private knowledge base & cited search

from $5,200

Senior people stop losing hours to the same policy, pricing and technical-spec questions in Slack or Teams. A permission-controlled retrieval system inside your private Azure, AWS or Google Workspace tenant answers staff only from your verified documents and cites the exact paragraph and file behind every answer.

  • Answers drawn only from your documents
  • A source citation on every answer
  • Access controlled by permission

Boundary: runs inside your own tenant, and company files are never exposed to public model training.

Best for: senior staff who answer the same policy and pricing questions every week.

Ask about a private knowledge base

05 · Half-day live workshop

Team enablement & applied workshop

$1,850

Generic webinars do not change Monday-morning habits. Ahead of the session, real anonymised workflows are sampled from your operations, sales, project or client-service team; on the day, staff practise on structured exercises built from them and leave with a custom playbook of tested templates, red-flag verification checklists and formatting routines.

  • Exercises drawn from your own material
  • Tested prompt templates to keep
  • Custom department playbooks

Boundary: no generic webinar content; every exercise comes from anonymised samples of your work.

Best for: teams handed licences months ago who still only use them to polish emails.

Ask about a team workshop

06 · Biweekly advisory sprints

Fractional operations & AI retainer

from $2,200/month

Seasoned operational and technical guidance without a full-time Head of Transformation. Twice a month the KPI dashboards are reviewed, deployed workflows are refined as edge cases appear, new vendor claims are weighed objectively and the next priority process improvement is built.

  • Twice-monthly leadership sessions
  • Automation accuracy monitored
  • New hires trained on the tools

Boundary: ongoing oversight and improvement; a large new build is scoped as its own sprint.

Best for: leadership teams who want senior guidance without adding a senior hire.

Ask about the retainer

Ownership and next steps

  1. Pick the scope closest to the bottleneck.
  2. Share team size, core systems and the workflow in question.
  3. Keep 100% ownership of every script, credential, blueprint and SOP built for you, with no proprietary middleware lock-in.

Useful updates

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