Discover
Map the tools already in use, the decisions that matter, and where useful AI can work safely inside your rules.
05 · Method
Six steps.
No leap of faith.
Discover, bound, configure, prove, operate, then add more only when it is justified.
The operating sequence
From question
to control.
Each step creates evidence for the next. None requires you to surrender judgment.
Bound
Define owner, employee, CHUMOS, and IT responsibilities, permissions, approvals, and what stays out.
Configure
Set up one customer-owned workspace with roles, retention, and approval rules.
Prove
Test two practical use cases against real examples. Nothing goes live without written acceptance.
Operate
Review configuration, coach safe use, answer bounded questions, and keep human escalation intact.
Add when justified
Scope advanced workflows separately, only after the foundation and with explicit permissions.
What we need from you
A named
owner.
Real input.
- An accountable internal owner who participates in discovery and training
- Approved, non-sensitive examples for setup and testing
- Decision-maker availability for scope, access, and data decisions
- Coordination with your IT or security provider where work touches core systems
Delays in these items extend the delivery window. The fixed fee does not change.