Scoping
Which workflow, which tools, who uses them, what we leave alone. A written scope before anything is installed.
- Priority use case
- Tools and sources
- Who signs off
AI integration
AI in your tools. Not a chat on the side.
Scope the use case, automate workflows, run the project. We start from Microsoft 365, Google, or what you already have. Work on quote — outside the managed-IT retainer, unless we write it in.
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What this avoids
- An AI tool bought, never wired into the work.
- Workflows still manual — quotes, follow-ups, files — while the data is already there.
- An “AI project” with no scope, no pilot, no one who decides.
How we work
Three stages. Someone who already knows your estate, if you are on managed IT.
Workflows & integration
We connect AI to what exists — mail, files, the job — rather than adding another screen.
- Workflow automation
- Existing connectors
- Rules and access
Project delivery
Pilot, training, usage rules. Not a PoC that dies in a drawer.
- Pilot then rollout
- Short training
- Follow-up after go-live
A typical workflow
Signed quote → file → follow-up
Office or fiduciary — 8 to 20 seats
Someone signs. You need a file, then a chase if nothing comes in. Today that hangs on one person and their inbox.
- 01
Quote signed
The approved document starts the rest — no more hand-copying into a “to file” folder.
- 02
File created
In the right place, with the team’s access. Not a Drive nobody can navigate.
- 03
Scoped follow-up
No payment by the due date: a reminder under your rules — not a bot that spams.
We start from Microsoft 365 or Google, already in place.
Example of a mission, no client name. The exact workflow is scoped at the audit.
Included
- + Written scope (use case, tools, out of scope)
- + Integration on the existing stack and automation of the chosen workflows
- + Project delivery: pilot, training, usage rules
Out of scope
- − The managed-IT retainer (separate offer, same house)
- − Vendor licences and third-party subscriptions (on quote)
- − Training a model on your corpus — we configure, we do not train
Scope the workflow before you buy another tool.
No-commitment audit. We start from your tools. Work on quote — not a managed-IT retainer in disguise.
Reply within 1 business day · No commitment