How We Work
You bring the knowledge of your business. We bring experience with AI, implementation, and helping people through change. The work starts by putting those perspectives together.
The free 30-minute intro call is a chance to talk about the work, what is frustrating, and what you have already tried. You do not need a preferred tool or a finished plan. If there is a fit, we suggest a next step and explain why.
We talk with leadership and the people doing the work. We follow the handoffs, look at the information involved, and pay attention to the exceptions. The workarounds people have developed often tell us as much as the written process.
You get a recommendation about where to start, what could get in the way, and what the next step involves. Where the work can be measured, we establish a starting point so you can judge the result.
Planning range: A readiness assessment takes 2–4 weeks. We agree the schedule in the proposal.
We compare the options, agree an approach, and build with your team. Before testing, we decide what a useful result looks like and what would count as a failure. Those success and failure criteria keep the work grounded.
We start with a contained set of tasks. Your team reviews the results, tries the exceptions, and points out what does not work in practice. Documentation and training develop alongside the workflow.
Planning ranges: A proof of concept takes 2–4 weeks; a broader rollout takes 1–3 months. A program combining assessment, implementation, and training may span 3–5 months. These are different kinds of work. Your proposal sets the project schedule.
Before launch, the people responsible have documentation and time to practice. We agree who to contact with questions, what support is included, and how we can keep working together as needs change.
Your team becomes self-supporting and FCAI stays available.
Project pricing
$5,000–$55,000
Current project range, depending on scope and the work involved.
Project work is fixed-fee. The proposal states what is included, who is responsible for each part, and what would require a separate scope. Third-party software and usage charges are identified separately.
Workflow review, prioritized opportunities, requirements, and a recommended next step. Priced for the scope of the assessment.
An agreed workflow or set of workflows, integrations, testing, documentation, and training. If the requirements depend on an assessment, we price implementation after those requirements are clear.
Agreed priorities, availability, reviews, and follow-up work. Advisory has a separate monthly fee; a defined piece of follow-up work can be scoped as a prepaid support block.
You know the scope and fee for each phase before authorizing it.
Systems and data
Bring your IT, security, and compliance requirements into scoping. They help determine which approach is suitable and what needs to be agreed before work with sensitive information can begin.
Access planning starts with your approved tools, named accounts, equipment requirements, and the permissions needed for the work. Scoping identifies who authorizes access and how it will be reviewed and removed.
Public material, internal documents, confidential business records, and restricted information need different handling. The workflow design identifies its data sources, destinations, and required controls.
The design identifies where people need to review or approve an output, what checks can run automatically, and what should happen when a result fails those checks.
The engagement discussion covers where information will be stored, which providers would process it, and any temporary copies needed. Retention, return, deletion, security contacts, and access removal belong in the agreed scope.
Working commitments
Recommendations are based on the business requirement, with no software resale or referral fees.
We explain the recommendation, what it will take, and what we still need to learn.
Your team helps shape and test the workflow. Their questions and experience matter to what gets built.
Scope, fees, responsibilities, and support are clear before the work starts.
Next steps
Tell us what you want to change and what makes it difficult today. We will talk through whether we can help and what a useful next step would look like.