A fixed-fee, on-site discovery engagement, not a sales call with slides. We map your technology landscape, understand your constraints, and present three clear paths forward. You own every output, regardless of what comes next.
Before any retainer or project engagement, we conduct a structured on-site discovery to map your technology landscape, understand your constraints, and present three clear paths forward. We fly in, run a working session with your leadership team, and present options the following morning.
One engagement per month available.
Technology map. Contract costs. Renewal dates. Strategic gaps. Three paths presented. Delivered in three days.
The structure exists so that the time on-site is spent working, not catching up.
Remote calls to establish baseline. Eight intake materials requested, received, and ingested before we arrive, so Day 2 is working session, not catch-up.
Meet the leadership, confirm meeting attendees, and set up the working session.
Full day with leadership and stakeholders hammering out the details, explore where to start, scope the potential, and surface every constraint. This is the session that matters.
We review all findings and develop the alternatives for getting started, grounded in everything from the prework and the working session.
Present the strategic alternatives. Gain alignment and buy in on the path forward. You own the output. What happens next is your decision.
The deeper the materials, the sharper the conversation.
Current vendors, platforms, and tools, with renewal dates and annual costs.
Vendor agreements. Enough to understand what you have in place and what you're locked into.
What AI is currently deployed, by whom, and what problem it was meant to solve.
Existing data governance, architecture, or strategy documentation, formal or informal.
Approved strategic plan. We need to understand where leadership has committed to go.
What does leadership believe will slow or stop progress? Internal and external.
Regulatory environment, enforcement history, and active constraints on technology adoption.
Top areas of concern and the opportunities leadership is most energized by.
Every discovery ends with a choice. There is no wrong answer, and no pressure to pick one in the room.
Embedded AI and technology strategy. Ongoing advisory as part of your leadership team, shaping your roadmap, evaluating vendors, and leading the decisions that define the next three years. Weekly working sessions. 30-day exit clause.
You have the direction. A&F leads execution. Defined scope, clear milestones, and hands-on delivery from the team that built the roadmap. Structured as a project SOW with defined deliverables and timeline.
A comprehensive, prioritized AI and technology roadmap built for your team to act on independently. Everything you need to move forward confidently, without retaining A&F for execution.
All engagements include a 30-day exit clause. You shouldn't need an attorney to end an engagement that isn't delivering value.
One discovery engagement per month. The conversation about whether it's right for your institution costs nothing.