Your workspace, your rules
Everything is configured and built inside your approved accounts and environments, under your policies and admin controls. Nothing lives in ours.
Approach
Adoption, not demos.
Most AI initiatives stall between the impressive demo and the Monday-morning workflow. This practice is built for the second part.
Principles
Four commitments that shape every engagement.
Small scope, real work
Engagements start with the work your team actually does: a live document, a real analysis, a recurring report. Not hypothetical demos.
Human review is non-negotiable
AI output is a draft until a person verifies it. Review checkpoints and verification habits are part of every workflow we leave behind.
Capability, not dependence
The goal is that your team runs these workflows without us. Documentation and training are the deliverable, not an upsell.
The engagement arc
Orient. Configure. Build. Embed. Sustain.
Five steps, sized to your situation. A single briefing might use one; a full adoption program moves through all five.
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STEP 01
Orient
Context before configuration.
A structured look at your work, constraints, policies, and quick wins, so effort lands where it matters.
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STEP 02
Configure
Tools set up in your environment.
Workspaces, settings, data controls, and defaults established in your approved accounts, aligned to company policy.
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STEP 03
Build
Assets around recurring work.
Custom GPTs, agent instructions, prompt libraries, and workflow templates for the tasks your team repeats.
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STEP 04
Embed
Training on real work.
Hands-on sessions using your actual documents and workflows, so adoption survives contact with Monday morning.
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STEP 05
Sustain
Verification and momentum.
Output verification habits, human-review checkpoints, coaching, and office hours as tools evolve.
Responsible use
Verification isn't a phase. It's the habit.
AI output is a draft until a person has verified it. Engagements establish where review happens, who owns it, and what never goes into a model in the first place.
Human review, by design
Every workflow we leave behind includes explicit review checkpoints matched to the stakes of the work, from a quick sanity pass on internal drafts to structured verification for anything that leaves the building.Responsible data handling
Clear norms for what may and may not enter AI tools, aligned with your company policies, plus workspace settings configured to match. When policy is unclear, we flag it for your compliance owners rather than guessing.See where five steps could take your team.
A scoping conversation maps your situation to the arc, and tells you honestly if you only need one step of it.
Replies typically within two business days.