Build and Run Governed AI & Automation

Find your starting point, de-risk the next 6–24 months, and give builders clear patterns to follow.

Focus: Readiness assessments, domain deep dives, and platform starters.

Typical Outputs: Baseline + risk heatmap, governance priorities, 6–24 month roadmap, starter control/pattern pack.

Packages

1. 1A — Governance Readiness Assessment (4–8 weeks)
   Inventory bots/flows/apps/copilots, assess controls and evidence, deliver heatmaps + roadmap.
2. 1B — Process Domain Deep Dive (6–10 weeks)
   One domain (e.g., Invoice-to-Pay / Onboarding & Access): process + control design, patterns, and domain roadmap.
3. 1C — Power Platform & Copilot Governance Starter (3–6 weeks)
   Environment/DLP/ALM triage, Copilot usage review, and platform-specific governance patterns.

Design and deliver governed automation in high‑risk domains—controls, evidence, and partner/team coordination built in from day one.partner/team coordination built in from day one.

Focus: Domain-specific solution design, control points, and go-live readiness.

Typical Outputs: Governed solution architecture, control/evidence specifications, delivery playbook, and audit-ready templates.

Packages:

1. 2A — Invoice-to-Pay Delivery (3–6 months)
   Governed design for invoice processing with approvals, reconciliations, fraud checks, and evidence capture (RPA/workflows/document AI as appropriate).
2. 2B — Onboarding & Access Delivery (3–6 months)
   Joiner/mover/leaver workflows with identity controls, logs, and review patterns; coordinated with security and IAM stakeholders.
3. 2C — Compliance & Reporting Pilot (3–6 months)
   End-to-end pilot for one regulatory or internal report: task allocation, AI assistance, controls, and evidence, packaged as an audit-ready runbook.

Keep automation safe as it scales—cadenced reviews, design clinics, and coaching that reduce audit risk and operational surprises.

Focus: Ongoing governance support for changes, incidents, and new AI/automation use cases.

Typical Outputs: Updated risk/control heatmaps, exception handling playbooks, review notes, and continuous-improvement actions.

Packages:

1. 3A — Governance Retainer (Lite) (6–12+ months)
   Quarterly reviews of changes and AI usage, incident/issue review, heatmap updates, and remediation prioritisation.
2. 3B — Governance Retainer (Plus) (6–12+ months)
   Everything in Lite plus monthly design/exception clinics, partner/team coaching, and optional incident simulations/drills.

Related Page: Retainers

Build lasting capability—executive alignment, builder training, and GRC/audit readiness anchored to your roadmap.

Focus: Practical enablement tracks that make governance usable (not just documented).

Typical Outputs: Role-based playbooks, workshop artefacts, sample evidence packs, and review/assessment checklists.

Modules:

1. 4A — Executive Briefings (EX track)
   Leadership alignment on risk appetite, operating model, governance cadence, and roadmap ownership.
2. 4B — Builder Academy (BU track)
   Governed design skills, reusable patterns, and hands-on build labs for teams and delivery partners.
3. 4C — GRC & Audit Program (GR track)
   How to test automations, verify controls, review evidence, and close findings confidently.
4. JT — Joint Workshops
   Cross-functional simulations and drills (EX/BU/GR together): approvals, exceptions, incidents, and escalation paths.

Related Page: Training