AI Workflow Audit
A fixed-price, two-week engagement for professional services firms on Microsoft 365. You receive a complete audit of your environment, a scored AI readiness report, a prioritized 90-day roadmap, and one working deliverable — handed off at the end of week two.
Pricing is $3,500 fixed. No hourly billing. Available now — pricing is reviewed after Labor Day.
Every Audit produces the same four outputs. No scope creep. No change orders. You know what you are getting before you sign.
A complete inventory of your Microsoft 365 environment: active licenses, current automation, data flows, governance gaps, and existing AI usage. The foundation for everything that follows.
A scored readiness report across six dimensions: data quality, workflow repeatability, governance posture, staff readiness, compliance requirements, and integration complexity.
A prioritized list of AI opportunities ranked by effort and impact, with a recommended 90-day implementation sequence. Suitable for executive review and board reporting.
At the end of week two, we hand off one working deliverable selected from the roadmap: a Power Automate flow that eliminates a specific manual process, a Copilot prompt library for your team, or a document automation targeting your highest-volume document type. You leave the engagement with something running in production, not just a plan.
The engagement runs on a defined schedule. You know what is happening and when, from day one through handoff.
We conduct a structured review of your Microsoft 365 environment, document current workflows, map data flows, and identify governance gaps. We interview your operations lead and any team members whose workflows are candidates for automation. By end of week one, the AI readiness score and preliminary roadmap are drafted.
All interviews are remote. No travel required.We finalize the 90-day roadmap with effort and impact estimates, write the executive report, and build the quick-win deliverable selected from the top of the roadmap. We deliver everything in a structured handoff call at the end of week two. You receive all documents, the live deliverable, and a written guide for your team.
Deliverable is live in your M365 tenant before the call ends.If you move forward with a Deployment Engagement within 60 days of the Audit handoff, the $3,500 Audit fee credits in full toward the Deployment price. The Audit is not a sales funnel — it is a standalone deliverable. But if the roadmap points to a build, you are not paying twice for the work that informed it.
Two weeks. $3,500 fixed. A full audit of your M365 environment, a scored readiness report, a 90-day roadmap, and one working deliverable handed off at the end of week two.
Book an AI Workflow Audit — $3,500