Our approach
From a business question to an agreed next step.
Every engagement runs through the same four stages, so you always know what has happened and what comes next.
Engagement stages
Stage 1
Frame the decision
We name the sponsor, the business problem, the scope and the deadline, and agree what a useful outcome looks like. The written scope counts interviews, workshops and deliverables before work starts.
What we need from you
A short brief, a named sponsor and your decision deadline.
Stage 2
Work from evidence
We review the data, costs and policies you can share, interview the right people and make gaps and assumptions visible. Up to 10 documents or 100 pages are included.
What we need from you
Documents, access to stakeholders and existing spend data.
Stage 3
Make choices clear
We compare options, costs, risks and dependencies, and give leadership practical recommendations with the trade-offs stated.
What we need from you
One consolidated round of feedback.
Stage 4
Hand over a usable plan
You receive editable materials, completion criteria and next actions with accountable owners. We check completeness and evidence traceability at handover.
Outcome
Your decision: fund, validate, defer or stop.
The decision
Fund, validate, defer or stop.
Stage three places each option by its business value and readiness. Where it lands sets the recommendation you take to leadership.
Choose a verdict to highlight it.
Source: Illustrative example of the method. The ideas and positions are typical requests, not client data.
Clear roles
Who does what.
Clear roles keep accountability where it belongs and stop advice drifting into delivery.
- We assess and advise
- Evidence, recommendations, documents and practical next steps.
- You decide
- Investment, risk ownership and approvals stay with you.
- Your IT team or vendors build
- Technology partners design, build, test, deploy and operate.
Who builds the solution?
Your internal teams or technology partners. We assess and advise, you approve decisions, and your IT team or vendors build, test, deploy and operate.
What is not included in the fee?
Taxes, travel, translation, software, engineering, legal opinions, technical assurance and certification are separate.
Can you reuse an assessment we already have?
Yes. Existing usable assessments and use-case evidence can be reused, so you do not pay twice for the same work. The AI Roadmap and Operating Model is designed to build on validated prior work.
What if we need more scope?
Adding entities, functions, sessions or deliverables is agreed beforehand as a separate fixed scope and fee. Nothing is added to your invoice without that agreement.
How do we know the work is complete?
Every service lists completion criteria up front. At handover we check completeness, the agreed scope and evidence traceability, and record any missing evidence or assumptions.
How do revisions and timing work?
Work starts once inputs and stakeholders are available. One consolidated revision is included. Delays on the client side move the schedule.
How does the monthly advisor work?
$2,500 a month for 12 hours, including preparation and review, across up to two initiatives. The initial commitment is three months, $7,500.