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AI Discovery Training (2 sessions)

Build shared understanding and identify tool-based AI opportunities across your workflows.

What’s included:

  • AI fundamentals overview tailored to your stack
  • Real-world tool demos using Copilot, Gemini, Claude, ChatGPT, Perplexity
  • Friction-first opportunity framing
  • Intro to governance basics for IT, legal, and compliance

Toolkit includes:

  • AI capability-to-tool map
  • Microsoft 365 AI tools reference
  • Discovery workbook
  • Lean governance starter sheet

What you get:

  • Shared team language
  • Tool-aligned problem framing
  • Clear, practical starting point

AI Use Case and Opportunity Mapping (3 sessions)

Clarify which problems are worth solving, which tools can help, and what to test first.

What’s included:

  • Problem shaping and stakeholder mapping
  • Task-level breakdown and capability matching
  • Live tool discovery using AI copilots and search
  • AI opportunity map with prioritization logic

Toolkit includes:

  • Problem summary and friction map
  • Tool discovery prompts
  • Use case scoring matrix
  • Pilot planning cheat sheet

What you get:

  • One validated use case
  • Shortlist of feasible tools
  • Internal alignment across functions

Pilot Planning and Approval Support (3–4 sessions)

Get your strongest use case ready for procurement, legal, and IT review.

What’s included:

  • Implementation roadmap with scope, metrics, and ownership
  • Tool rationale, sandbox plan, and rollback steps
  • Compliance, legal, and procurement briefs
  • Risk posture documentation and stakeholder sign-off templates

Toolkit includes:

  • Pilot plan and slide deck
  • Success metrics framework
  • Approval templates
  • Champion handoff form

What you get:

  • A pilot plan ready for internal review
  • Documents that reduce back-and-forth
  • Clear decision-making criteria

Fractional Execution Support (Retainer-Based)

We join your team part-time to lead your pilot and manage delivery without internal strain.

What’s included:

  • Weekly pilot check-ins and issue resolution
  • Coordination across business, vendors, and technical leads
  • Real-time tracking of performance and blockers
  • Final pilot report with outcomes and next-step framing

Toolkit includes:

  • Pilot scorecard
  • Status report templates
  • Issue tracking board
  • Stakeholder update brief

What you get:

  • An on-track, visible pilot
  • Less disruption for your team
  • Clear results to inform scale-up

From Pilot to Program (Retainer-Based)

Turn a successful pilot into a repeatable, safe, and internally supported program.

What’s included:

  • Scale-up strategy with support model and handoff plan
  • Standard operating procedures, ownership documentation, and change prep
  • Governance updates for risk and compliance
  • Integration briefs and rollout coordination

Toolkit includes:

  • Scaled playbook
  • Transition guides
  • Governance extension checklist
  • Stakeholder launch templates

What you get:

  • A documented, repeatable program
  • Clear internal ownership
  • Compliance-ready rollout