What You Get
Six comprehensive deliverables in 10 business days
Current State Assessment
Document existing systems, data sources, user workflows, and pain points
- AI readiness evaluation
- Data landscape mapping
- Integration requirements
- User interviews and workshops
Compliance Mapping
Identify applicable frameworks and governance requirements
- SOX, GLBA, FFIEC for FSI
- HIPAA, FDA for healthcare
- ISO, SOC 2 alignment
- GDPR and data residency
Reference Architecture
Technical design with Azure services, integrations, and security
- Cloud infrastructure diagram
- AI services and models
- Data flow and integration
- Security and governance controls
ROI Model & Business Case
Quantify benefits, costs, and payback period with financial projections
- Time savings calculation
- Cost reduction analysis
- 3-year financial model
- Payback period estimation
90-Day Implementation Plan
Week-by-week roadmap with milestones, dependencies, and resource needs
- Phased delivery schedule
- Key milestones and gates
- Resource requirements
- Risk mitigation strategies
Stakeholder Presentation
Executive summary deck and detailed findings document
- Executive summary
- Detailed technical findings
- Risk assessment
- Go/no-go recommendation
10-Day Timeline
Discovery
Analysis
Synthesis
Sample Findings & Recommendations
Real examples from recent assessments
Finding
Current invoice processing takes 45 minutes per invoice with 3 manual handoffs
Recommendation
Implement Document Intelligence plus Power Automate to reduce to 5 minutes
Impact
89% time savings, 4.2-month payback
Finding
Compliance team spends 120 hours per quarter collecting SOX evidence manually
Recommendation
Deploy Copilot Q&A with automated evidence collection from source systems
Impact
480 hours/year saved, $96K annual benefit
Finding
M365 Copilot pilot running without DLP or audit trails in regulated environment
Recommendation
Implement governance framework with RBAC, DLP policies, and Purview logging
Impact
Audit-ready in 30 days
Sample Architecture Diagram
Reference architecture includes:
- Azure service selection
- Data flow and integration points
- Security and governance layers
- Network and access controls
Why Start with an Assessment?
Avoid Costly Mistakes
Identify integration challenges, compliance gaps, and data issues before you build.
Get Executive Buy-In
ROI model and business case make it easy to secure budget and stakeholder support.
Hit the Ground Running
90-day plan means your team knows exactly what to build and when.
Frequently Asked Questions
What if we decide not to proceed after the assessment?
You keep all deliverables with no further obligation. The assessment stands alone as a valuable planning artifact you can use with any implementation partner or internal team.
How much time does our team need to commit?
Plan for 10-12 hours total across stakeholder interviews (4 hours), data source workshops (3 hours), compliance review (2 hours), and final presentation (1 hour). We work around your schedule.
Can you do this remotely or do you need to be on-site?
We conduct 95% of assessments remotely via Teams or Zoom. On-site visits are available for regulated environments that require physical data center tours or compliance walkthroughs.
What happens after the assessment if we want to proceed?
The $9,500 assessment fee is credited toward your implementation project. You get a fixed-price proposal based on the 90-day plan, typically starting within 2-3 weeks of assessment completion.
Do you sign NDAs and handle sensitive data?
Yes. We sign mutual NDAs before discovery begins. All data handling follows SOC 2 and ISO 27001 protocols. For HIPAA or other regulated data, we can work with anonymized samples or screenshots.