Workflow and Automation Opportunity Review
Review repetitive knowledge work, document-heavy processes, service workflows, reporting tasks, support requests, and decision bottlenecks.
- Manual process scan
- AI assistant and automation candidates
- Operational friction points
- Expected business value by use case
Data and Platform Readiness
Evaluate whether your data, systems, permissions, and integration patterns can support useful AI or automation safely.
- Data availability and quality review
- Access, privacy, and retention concerns
- Microsoft 365, cloud, and analytics platform fit
- Readiness gaps that block near-term pilots
Responsible AI and Governance Review
Define the guardrails needed to use AI without creating avoidable privacy, security, compliance, or operational risk.
- Acceptable use guidance
- Data handling and confidentiality considerations
- Human review and approval requirements
- Initial governance and risk controls
Prioritized Pilot Roadmap
Turn findings into a practical roadmap of first pilots, prerequisites, owners, success metrics, and next steps.
- Use case scoring matrix
- Recommended first 1-3 pilots
- 90-day action plan
- Platform, data, and change management recommendations