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Engagements

Fixed-fee. Scoped to
a defined outcome.

Four engagements for professional services firms on Microsoft 365 Business Premium. Every project is scoped from a Discovery and delivered against a contractually defined result.

Four Engagements

Everything we offer, at a glance.

01
AI Workflow Audit
  • M365 environment and workflow audit
  • AI readiness scoring across your operation
  • Prioritized 90-day roadmap
  • One quick-win deliverable on delivery
02
Discovery Engagement
  • Deep-dive into workflow, data, and governance
  • Full AI readiness report with risk assessment
  • Scoped implementation roadmap
  • Foundation for a Deployment Engagement
03
Deployment Engagement
  • Copilot Studio agent build and configuration
  • Power Automate workflows and M365 integration
  • Staff training and rollout
  • Contractually defined outcome
04
Managed Operations
  • Monthly KPI review and agent retraining
  • New automations and prompt library updates
  • Monthly security review
  • Standard and Premium tiers
01

AI Workflow Audit

A two-week, fixed-price engagement. We audit your Microsoft 365 environment, score your AI readiness across workflows and governance, produce a prioritized 90-day roadmap, and deliver one quick-win — a Power Automate flow, Copilot prompt library, or document automation — at the end of week two.

This is the entry point for organizations that want to understand where AI fits before committing to a full deployment. The Audit fee credits toward a Deployment Engagement if you move forward within 60 days.

Book the Audit Speak with us first
What you receive
  • Full audit of your M365 environment, workflows, and current AI usage
  • AI readiness score with gap analysis
  • Prioritized 90-day roadmap with effort and impact estimates
  • One working deliverable (Power Automate flow, prompt library, or document automation)
  • Written report suitable for executive review
Who this is for
  • Professional services firms on Microsoft 365 Business Premium
  • Organizations with 50–300 employees and document-heavy workflows
  • Firms that want a clear picture before committing to a full build
  • Managing partners, operations directors, or IT leads ready to make a deliberate decision
02

Discovery Engagement

The Discovery is the consultative entry point for organizations that arrive through a sales conversation rather than a direct homepage inquiry. The scope is the same as the Workflow Audit — a full M365 workflow review, readiness assessment, and prioritized roadmap — with additional depth on governance, compliance requirements, and stakeholder alignment. The output is a scoped implementation proposal ready for executive sign-off.

Start a conversation
What you receive
  • Deep-dive workflow audit across M365 environment
  • AI readiness report with governance and compliance assessment
  • Risk identification and data classification review
  • Scoped implementation roadmap with timeline and fixed-fee estimate
  • Executive briefing document and stakeholder presentation
Who this is for
  • Organizations in a consultative sales process evaluating a Deployment Engagement
  • Firms with compliance or governance requirements that need formal documentation
  • Operations where multiple stakeholders need to align before a build decision
03

Deployment Engagement

A full Copilot Studio agent build, Power Automate workflow implementation, Microsoft 365 integration, staff training, and production rollout. The scope is defined by the Discovery or Audit roadmap. Every Deployment is scoped to a specific, measurable outcome — defined in the contract before work begins. Fixed-fee, not hourly.

Request a scoping call
What you receive
  • Copilot Studio agent build, configured for your tenant and data
  • Power Automate workflows replacing the target manual processes
  • Full Microsoft 365 integration and tenant configuration
  • Staff training for every team member who will use the system
  • Handoff documentation and admin guide
  • 30 days of post-launch support
The outcome guarantee
  • A specific, measurable result is contractually defined before work begins
  • Examples: reduce intake processing time by 50%, automate quarterly compliance reporting, deploy a fully trained internal Copilot agent
  • Scoped from a Discovery or Audit roadmap — no Deployment without a Discovery first
  • All work performed inside your Microsoft tenant — your data never leaves your environment
04

Managed Operations

Continuous improvement after a Deployment ships. Monthly KPI review against the outcome defined at deployment, agent retraining as your data and policies evolve, new automations, and a security review every month. Two tiers. Six-month minimum on both.

Tier What is included
Standard Monthly KPI check-in, one new automation per month, prompt library updates, monthly security review, async support
Premium Weekly calls, unlimited automation requests, prompt library and agent retraining, monthly security review, dedicated Slack channel, priority response

Both tiers require a completed Deployment Engagement. 6-month minimum. No setup fees.

Ask about Managed Operations
What every tier includes
  • Monthly KPI review against the contractual outcome defined at deployment
  • Agent retraining as your data, policies, or personnel change
  • Prompt library maintenance and updates
  • Monthly security review
  • Full documentation kept current
Who this is for
  • Organizations that completed a Deployment and want the system to keep improving
  • Firms where AI governance and quarterly reporting to leadership matter
  • Operations where document sets, staff, or compliance requirements change frequently

Not sure where
to start?

The AI Workflow Audit is a two-week engagement that gives you a clear picture before any deployment decision.

Book an AI Workflow Audit