Consulting Programs
Five structured programs — each with a defined scope and set of outcomes. Start where it makes sense. Progress as your needs evolve.
The program ladder
Most organizations start with a Health Check or Audit, then move into governance and implementation as needed.
Entry Point
Health Check
Know where you stand.
Assessment
Security Audit
Find the gaps.
Build
Governance Kit / AI Governance
Build the foundation.
Implementation
AI Platform Launch
Deploy with confidence.
M365 / Google Workspace Health Check
A comprehensive review of your Microsoft 365 or Google Workspace environment. We audit your tenant configuration, security settings, licensing, and user adoption — then deliver a scored report with quick wins and a 12-month roadmap.
What changes for you
- You know your exact security posture — scored and documented
- Licensing waste is identified with clear savings opportunities
- Critical security gaps are flagged with immediate fixes
- You have a realistic 12-month roadmap your team can follow
Ideal for
Organizations on M365 or Google Workspace without dedicated IT oversight or a recent security review.
Common pain
“We set this up years ago. Nobody's touched the admin console since. We don't know what's exposed.”
Security & Compliance Audit
A structured security assessment covering your technology environment, policies, and compliance posture. Designed for organizations facing cyber insurance requirements, board scrutiny, or regulatory compliance (FERPA, HIPAA, SOC 2).
What changes for you
- Your security posture is documented and scored — no more guessing
- Compliance gaps are mapped against the frameworks that apply to you
- You have a prioritized remediation plan — not a 200-page report
- Cyber insurance questionnaires become straightforward to complete
Ideal for
Schools and nonprofits facing cyber insurance renewal, compliance requirements, or board-level security questions they can't answer.
Common pain
“Our insurance carrier is asking questions we can't answer. We don't know our actual risk posture.”
IT Governance Kit
A complete, customized IT policy pack for your organization. We take your specific environment, compliance requirements, and team size — and deliver board-ready policies your staff can actually follow. No generic templates. No legal jargon that sits in a drawer.
What changes for you
- You have a complete, professional IT policy pack — customized to your organization
- Accreditation reviewers and auditors see documented governance
- Cyber insurance applications are backed by real policies
- Staff know the rules — with clear, readable policies they actually understand
Ideal for
Schools, nonprofits, and small businesses that need formal IT policies for accreditation, compliance, cyber insurance, or board governance — but don't have months to draft them.
Common pain
“We know we need IT policies but nobody has time to write them. Our accreditation / insurance / board is asking for documentation we don't have.”
AI Governance Accelerator
A structured program to evaluate your AI readiness, choose the right platform, and build the governance framework your organization needs before deploying AI tools. We cover Microsoft Copilot, ChatGPT Business, and Claude Enterprise — and help you decide which one fits.
What changes for you
- You know exactly where your organization stands on AI readiness — scored and documented
- You have a clear platform recommendation based on your tech stack and needs
- Governance framework and usage policies are in place before any tool goes live
- Staff have a training plan with role-specific use cases
Ideal for
Schools and nonprofits (10–150 staff) using or evaluating AI tools with no formal governance in place.
Common pain
“Our staff are using ChatGPT with no policies. The board is asking questions about AI. We don't know what's safe or where to start.”
AI Platform Launch Program
End-to-end deployment of Microsoft Copilot, ChatGPT Business, or Claude Enterprise. We prepare your environment, plan a phased rollout, configure governance, train your staff, and stay engaged through the first 30 days. Whether it's Copilot in M365, ChatGPT for cross-platform workflows, or Claude for document-heavy teams — we deploy the platform that fits your organization.
What changes for you
- Your environment is clean, permissions are right-sized, and the AI platform is safe to deploy
- Staff actually use the tools in their daily workflows — not just once after training
- Governance is configured and documented — not an afterthought
- Adoption is tracked with real metrics you can report to leadership
Ideal for
Organizations that have completed an AI Governance Accelerator (or equivalent assessment) and are ready to deploy their chosen AI platform.
Common pain
“We bought AI licenses but the pilot flopped. People aren't using it. We're worried about sensitive data and don't have a rollout plan.”
Not sure where to start?
Most organizations begin with a Health Check or a discovery call. We'll assess your situation and recommend the right program — no obligation.
Book a Free Discovery Call