Practical AI Strategy & Roadmapping for
Geelong Businesses
Half-day Discovery Workshops, fixed-fee AI roadmaps, Microsoft 365 Copilot rollouts, and pilot delivery - so you know exactly where AI saves time and money before you spend a cent.
Real AI work delivered for Geelong businesses
What's Inside an AI Strategy Engagement
From a half-day Discovery Workshop to a 12-month roadmap and individual pilot delivery - every engagement is scoped, priced, and delivered on a fixed-fee basis.
Half-Day AI Discovery Workshop
A focused 3-4 hour session that maps your processes, demos relevant AI tools, and identifies 2-3 quick wins you can ship inside 30 days.
AI Opportunity Assessment
We score every painful workflow on value vs effort, then rank them so you know exactly which AI bets are worth making first.
12-Month AI Roadmap
A phased plan covering pilots, production rollouts, training, and reviews - with timelines, budgets, and clear success metrics.
Microsoft 365 Copilot Rollouts
Copilot deployed properly inside your tenant - data perimeter, sensitivity labels, prompt libraries, and team training that drives real adoption.
AI Pilot Delivery
Focused 2-4 week pilots on one painful workflow - letters, intake, triage, summaries, follow-ups - with measured ROI before any scale-out.
Workflow Automation Integration
Connect AI to the tools you already use - M365, Outlook, Xero, SharePoint, ServiceM8, Halaxy, VaultRE - via Copilot Studio, Power Automate, and n8n.
ROI Modelling & Business Case
Hour-by-hour ROI projections, break-even analysis, and a written business case your leadership team can sign off on with confidence.
Team Readiness & Change Management
Practical training, prompt libraries, and adoption playbooks so AI sticks across the team - not just with the early enthusiasts.
AI-Ready IT Foundation Review
Identity, data, security, and licensing checks against M365 / Azure - because AI needs clean data and tidy permissions to actually deliver value.
Quarterly AI Strategy Reviews
Optional quarterly check-ins covering new model releases, emerging use-cases, and progress against your roadmap - on a fixed-fee retainer.
Why most small-business AI projects fail
The biggest mistake we see is starting with the technology rather than a specific workflow. A business buys a Copilot licence or an AI tool, tries to retrofit it into the team's day, and then quietly stops using it three months later. The value never lands because the use-case was never properly defined and the data was never properly prepared.
We work the other way around. We start with the workflows that drain partner and owner hours, score them on value vs effort, pick the right tool for the job - usually Copilot, sometimes Power Automate or n8n, sometimes a custom OpenAI / Anthropic integration - and deliver one focused pilot at a time with measurable ROI before anything scales.
Who we work with
- Accounting and professional-services firms
- Allied health, dental, and medical practices
- Law firms looking at AI drafting
- Real estate agencies automating listings
- Trades businesses chasing quote-to-cash
- Curious founders running a first AI pilot
AI Strategy & Pilot FAQs
Straight answers, no fluff.
It's a written plan that identifies where AI can actually save time or money in your specific business, ranks the opportunities by value vs effort, and lays out a 12-month sequence - quick wins first, bigger pilots next - with timelines, budgets, and success metrics.
No. Every AI engagement is project-based - half-day Discovery Workshops, fixed-fee strategy engagements, and individual pilot deliveries. No monthly managed services contract required.
A Discovery Workshop runs half a day. A full AI strategy and 12-month roadmap engagement runs 2-4 weeks. Individual AI pilots run 2-6 weeks depending on integration complexity.
Yes - if it's deployed properly with the right data perimeter, sensitivity labels, and prompt library. Most clients see 3-6 hours saved per staff member per week after rollout, primarily on drafts, summaries, and client communications. We deliver Copilot rollouts as fixed-fee projects.
Not when scoped properly. We deploy pilots inside your existing Microsoft 365 tenant with conditional access, sensitivity labels, and tenant-only data. Customer and client data is never used to train external models, and we lock down third-party AI tools at the network and policy layer.
Most AI projects fail because they start with the technology instead of a specific workflow. We assess what was tried, what got close, and what should be retired - then we restart with a tighter scope, a clearer ROI target, and proper integration into your existing tools.
The half-day Discovery Workshop is $1,500 and is fully creditable toward a follow-on strategy engagement if you choose to proceed. Full AI roadmap engagements start from $5,000.
We build them. Most of our AI work is delivery - Copilot rollouts, automation pilots with Power Automate, Copilot Studio, n8n, OpenAI / Anthropic APIs, and integration with M365, Xero, ServiceM8, Halaxy, and VaultRE. Strategy is the start, not the deliverable.
Ready to map your AI roadmap?
Book a half-day AI Discovery Workshop and walk out with 2-3 quick wins you can ship in 30 days plus a clear 12-month plan.
Book a Discovery Workshop →