AI Advisory
Practical guidance on Microsoft Copilot, automation, AI governance, privacy and responsible adoption — including where AI should not be used.
per engagement
- Organizations exploring AI without knowing where to start
- Boards asking about AI risk and governance
- Anyone worried about privacy or donor data in AI tools
What it covers
- 01
AI opportunity assessment
Where AI would genuinely save time, and where it would not.
- 02
Microsoft 365 and Copilot guidance
What you already have access to and whether it is worth turning on.
- 03
Governance and privacy framework
Clear rules about what can and cannot be shared with AI tools.
- 04
Staff guidelines and training
So adoption is consistent rather than accidental.
- 05
Risk review
Where AI introduces exposure you have not accounted for.
What you receive
An opportunity shortlist
A small number of practical starting points, prioritized.
A governance framework
Policies your organization can actually follow.
Staff guidelines
Plain-language rules for everyday use.
An implementation plan
Realistic against your capacity.
Sometimes the roadmap points at something we happen to build.
When it does, we say so plainly and you are free to ignore it. Advisory clients get our products at the same published price as everyone else — there is no bundled discount, because a discount would give us a reason to recommend software you do not need.
See the productsWe hold no product affiliations with Microsoft, any MSP, or any software vendor, and we take no referral commissions. The most common recommendation we make is to spend less, not more.
Ready to get clarity?
Start with a thirty-minute conversation. No obligation.