The first engagement

Begin with a Charter.

The Charter turns “we should use AI” into a costed, governed plan to operate it in production.

A fixed-fee diagnostic — three to ten days — that pinpoints where AI earns a return, defines the engagement precisely, and produces a plan ready to fund. It stands on its own; nothing beyond it is assumed.

Fixed fee — known before we start 3–10 days, by depth No obligation beyond the Charter
What you get

Everything the decision requires.

A working document, not a summary deck — written for an operator to execute and a board to fund.

01

An opportunity & risk map

Where AI creates value across operations, ranked by return and readiness — paired with the risks to control before any of it reaches production.

02

A costed, sequenced plan

The sequence of initiatives, with the cost to build and the cost to run, ordered so the first move funds the next rather than waiting on a single large bet.

03

A governance & operating recommendation

How the system is controlled, measured, and overseen in production — the operating model and guardrails that keep it dependable once live.

04

A clear build / operate path

A direct recommendation on how to proceed — what to build, what to operate, and in what order — or a candid “don’t build” when that is the right call.

Three tiers

Three tiers — pick the depth.

Every Charter runs three to ten days. Tiers differ by depth and scope — how much of the estate is covered, and how far the operating and governance design is taken.

01

Express

Focused · shorter scope

A focused read on a single process or a defined question — confirming whether AI belongs, framing the value and the risk, and pointing to the first move. The fastest path to a credible go / no-go.

02

Standard

Broader · the common starting point

A full opportunity and risk map across a set of related processes, a costed and sequenced plan, and a governance recommendation. The most common starting point.

03

Enterprise

Deepest · portfolio scope

A portfolio-level diagnostic across functions — operating model, governance design, and unit economics taken to the depth a board and a regulator both require.

Tiers differ by depth and scope, not by the quality of the answer. The right one is recommended before any fee is set.

How it works

Three steps. One clear readout.

The Charter is run by the operators who would deliver the engagement — not a separate sales team.

01

Scope

The question, the processes in view, and the depth are agreed — then the fee and timeline are fixed. The full scope is set before the Charter begins.

02

Assess

Working alongside the in-house team, the Charter maps where AI belongs, models the cost to build and run, and defines the governance and operating controls production will require.

03

Deliver the readout

A costed, sequenced plan and a direct recommendation — build, operate, sequence, or wait — presented in person and delivered as a working document.

Engage

Start with a Charter.

Turn “we should use AI” into a costed, governed plan ready to fund — or a candid reason not to. Fixed fee, three to ten days, no obligation beyond it.