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Level 1 · AI Advisory

AI Foundations: the plan before the pilot.

For teams that need to understand what the AI path should look like before they make commitments. A fixed-scope first engagement — not a subscription, not a workshop series.

Start With Foundations Take the Readiness Check
1 · Foundations → 2 · Depth → 3 · Build

Who This Fits

Best fit: leadership wants a credible plan and guardrails before broader rollout.

Foundations is the right starting point for almost every organization — especially if any of this sounds familiar:

  • Shadow AI already happeningStaff are using tools you have not vetted, and no one owns the risk.
  • Leadership pressureYour board or executive team is asking what the AI plan is, and you need a real answer.
  • Data-risk uncertaintyYou are unsure what is safe to put into AI, and which data should never go near it.
  • Opportunity, no governanceYou see clear use cases but do not yet have rules, approvals, or guardrails.

What's Included

Four things you'll leave with.

  • Current use and risk discoveryA clear picture of where staff are already using AI — public tools, built-in app features, browser assistants, workarounds — before you can govern any of it.
  • Leadership goals and practical use casesThe outcomes leadership actually cares about, matched to AI use cases that are realistic for your organization's size and workflows.
  • Data boundaries and governance basicsWhich data is safe for AI, which is off-limits, and permissions reviewed so AI can't expose files, finance, or client records to the wrong people.
  • A first pilot design and 90-day review pathA narrow, safely testable pilot — a clear owner, a small user group, allowed data, a success measure, and a stop/go decision.

What Comes Next

Foundations ends with a recommendation, not a hard sell.

If your pilot proves out and leadership has buy-in, the natural next step is AI Depth — cohorts, workflow redesign, and adoption support. If it doesn't, you'll still walk away with a governance baseline and a clear-eyed view of where AI does and doesn't make sense yet. Every engagement starts with an advice session and a scoped recommendation, not a subscription you're locked into.

Let's Talk

Start with one good outcome. We'll handle the guardrails.

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