Discovery (0–2 weeks)
Stakeholder interviews, problem framing, success metrics
Who it’s for: CIO/CTO, Heads of Operations/Automation, IT Leaders starting or scaling initiatives.
Unclear scope, high delivery risk, or vendor lock-in “Boil-the-ocean” programs with no measurable outcomes Tool sprawl and overlapping licenses Compliance, data residency, or on-prem constraintsArchitecture reviews & roadmaps (apps, data, integrations)
Automation opportunity assessment (RPA, workflow, IDP/Document AI)
Build vs Buy and TCO analysis
Security & compliance guardrails (on-prem/VPC, audit, DPIA templates)
Pilot scoping with exit criteria and KPIs
Stakeholder interviews, problem framing, success metrics
Architecture alternatives, cost & risk comparison
Thin-slice blueprint, timeline, acceptance criteria
Roles, environments, quality gates, security checklist
Decision memo (problem, options, recommendation) High-level architecture & risk register Pilot scope, plan, and KPI sheet Compliance notes (data flows, access model) “Document AI readiness” for invoice automation (→ pilot with ReliDoc) “RPA portfolio rationalization” (UiPath / Power Automate / ZeroBot) “Test strategy” for critical releases (→ AssureSuite)Time to pilot approval, % scope clarity, risk items retired, TCO savings identified
Yes—advisory can continue into pilot/build.
Yes. We recommend what fits your constraints.