THE FRONT DOOR TO EVERY ENGAGEMENT

A real assessment. Not a sales call.

Structured discovery, written deliverables, a roadmap you can act on. Paid, substantive, and it stands on its own: if you decide not to continue with us after, you still own the work.

Book your assessment
WHAT YOU WALK AWAY WITH

Deliverables, not a pitch deck.

Ranked AI use cases
Sized by impact and effort, for your business, not a template.
Risk and policy gap assessment
Which use cases are safe today, which need guardrails first, which should wait.
A 90-day plan
Named owners, budgets, and success criteria. In plain English.
Vendor short list
Who we recommend, who we warn you about, and the reasons for both.
Leadership debrief
A working session to validate direction and answer questions before you commit budget.
The roadmap is yours
Implement it yourself and save the fee, or run it with us and keep the head start. Either way you own it.
WHAT AN ASSESSMENT CAN UNCOVER

We found 34 AI services. We approved two.

A nonprofit organization with approximately 300 managed users needed more than a policy. See how discovery, Microsoft Purview, Defender for Cloud Apps, and a real exception process turned scattered AI use into a program people could follow.

Read the case study →
Conceptual illustration of AI services passing through a controlled security gateway
HOW IT WORKS

Substantive without being slow.

It starts with a discovery call to set scope. From there, the assessment runs as a structured engagement. Length varies by tier.

01
Stakeholder interviews, across leadership and operations, so we hear what is actually happening, not what shows up in the org chart.
02
Workflow review, where AI could compound results, and where it could break things.
03
Vendor and tooling audit, what is already in use, what should be considered, what should be removed.
04
Risk and policy review, aligned with how your industry handles data, regulation, and customer trust.
05
Leadership working session, to validate direction before we deliver.
06
The written roadmap, in plain English, sized to your business.
TIERS

Sized to the business.

Pricing and scope are transparent up front. Not sure which fits? That is what the discovery call is for. We will tell you, even if it means recommending a smaller engagement than you expected.

FOUNDATION
For small businesses
  • ✓ Core stakeholder interviews
  • ✓ Workflow review
  • ✓ Top 3 use cases, ranked and scoped
  • ✓ Baseline risk assessment
  • ✓ Full 90-day plan with owners and budgets
MOST COMMON
GROWTH
For mid-sized organizations
  • ✓ Everything in Foundation
  • ✓ Multi-department workflow review
  • ✓ Vendor and tooling audit
  • ✓ Expanded use-case roadmap
ENTERPRISE
For larger or complex organizations
  • ✓ Everything in Growth
  • ✓ Multi-business-unit scope
  • ✓ Custom policy frameworks
  • ✓ Security architecture review
  • ✓ Executive steering plan, custom pricing

The tiers, side by side.

Swipe sideways to see all three tiers.

What you get Foundation Growth Enterprise
Stakeholder interviews Core stakeholders Multi-department Multi-business-unit
Workflow review Included Multi-department Multi-business-unit
Use cases, ranked and scoped Top 3 Expanded roadmap Expanded roadmap
Risk and policy review Baseline Security and policy review Custom policy frameworks
Vendor and tooling audit Not included Included Included
Security architecture review Not included Not included Included
Executive steering plan Not included Not included Included

Every tier produces the same core deliverable: a written 90-day roadmap in plain English, with ranked use cases, a risk and policy gap assessment, a vendor short list, and named owners and budgets for each step. The tiers change how wide the discovery runs and how deep the security review goes, not whether you get a real plan.

BOOK YOUR ASSESSMENT

Every assessment starts with a discovery call.

20 minutes to scope the engagement and confirm the right tier. No charge, no pitch.

  1. TIER
  2. PICK A TIME

Which tier are you leaning toward?

AFTER THE ASSESSMENT

The assessment produces the roadmap. STS is how we deliver it.

Most clients move directly from the assessment into an STS engagement. Some take the roadmap and run it internally. Both are valid, and we will tell you honestly which one fits your situation. What we will not do is sell you something you do not need. If the right answer is "fix three things you can do yourself and check back in six months," that is what we will say.