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Can you help us adopt AI?

Yes. Start with one workflow, then prove it.

AI adoption is a workflow change, not a software purchase. We prove one valuable task before scaling the pattern.

The premise

Start with the workflow, not the model.

The model is the easy part. The work is changing one task, then keeping the change in place.

Where adoption stalls

  • Model first, use case later. A tool is bought before a problem is defined.
  • No baseline. Improvement becomes a feeling rather than a finding.
  • Access before governance. Permissions are handed over before controls are clear.
  • Big-bang rollout. Too many workflows change at once to measure any of them.

How we work instead

  • Workflow first. Define the task, people, and what better means.
  • Baseline before build. Measure the current workflow as it really runs.
  • One bounded pilot. Prove value before connecting anything broader.
  • Govern, then scale. Put controls and review in place before the pattern spreads.

What we ask from you

The five starting conditions.

Four decisions and an honest view of today’s workflow.

Read-only first removes the only irreversible risk in phase one. Nothing changes in your environment until the guardrails are agreed.

  1. Executive sponsor

    01 · Decision

    Unblocks decisions in days, not quarters.

  2. One named owner

    02 · Decision

    One point of contact for the pilot.

  3. One pilot workflow

    03 · Decision

    Bounded, repeatable, and measurable.

  4. Read-only access

    04 · Decision

    No write-back until governance is agreed.

  5. Honest baseline

    05 · Evidence

    Today’s reality, without rosy numbers.

The adoption path

Five phases. One proven workflow first.

Every phase has a goal and a clear test before the next one begins.

01

Discover & baseline

Weeks 0–2

02

Pilot one workflow

Weeks 2–5

03

Connect to your systems

Weeks 5–8

04

Govern

Weeks 8–10

05

Scale

Weeks 10–12

Phase

Discover & baseline

Map the workflow, data, systems, and risks, then measure today’s reality.

Done when

One ranked pilot and an agreed baseline.

Phase

Pilot one workflow

Run one bounded workflow with read-only access and human review.

Done when

Improvement against the baseline, signed off together.

Phase

Connect to your systems

Ground the AI in your documentation, M365, and ticketing context.

Done when

Cited answers with least-privilege access.

Phase

Govern

Agree residency, access, review, audit, and rollback rules.

Done when

Controls are tested and owned by named people.

Phase

Scale

Template the proven pattern and roll it out in waves.

Done when

A pattern that can repeat without us.

Indicative timeline

A measured 12-week path.

This is an illustrative schedule for one bounded workflow. Phase 0 establishes real dates, and no phase proceeds until its test is met.

WK 024681012

Discover & baseline

Weeks 0–2

Weeks 0–2Discover & baseline · View details

Pilot one workflow

Weeks 2–5

Weeks 2–5Pilot one workflow · View details

Connect to systems

Weeks 5–8

Weeks 5–8Connect to systems · View details

Govern

Weeks 8–10

Weeks 8–10Govern · View details

Scale

Weeks 10–12

Weeks 10–12Scale · View details

Shared ownership

Who does what.

Adoption works best when ownership is explicit from the start.

GREYDATA

  • Bring the method and phased plan.
  • Configure and ground the AI.
  • Supply controls and report on the baseline.

Your team

  • Name a sponsor and owner.
  • Provide read-only access and baseline.
  • Approve policy and decide when to scale.

Together

  • Choose the pilot and success test.
  • Review outputs and exceptions.
  • Decide what advances.

Guardrails

Built in from day one.

Controls are part of the pilot, not something added after a problem appears.

Least privilege

Each connection is scoped to its task.

Read-only first

No write-back until it is agreed.

Approved residency

Data stays in the agreed region and tenancy.

Human in the loop

A person reviews client-facing outputs.

Approved models only

Both sides approve every model used.

Full audit trail

Prompts, sources, actions, and reviews are logged.

How we measure

Signals, not guessed results.

We begin with your own workflow data. Until that baseline exists, measures remain qualitative rather than estimated.

01

Time to first response

02

Resolved at first reply

03

Human review and exception rate

04

Re-opens and hand-backs

05

Consistency across shifts

06

User effort and satisfaction

Let’s talk

Ready to prove one workflow?

Start with a sponsor, an owner, and one measurable task. We’ll bring the method, guardrails, and baseline.

Plan an AI pilot