Phase 2 of The Protocol

Lock the Price.
Guarantee the ROI.

The 3-Step Discovery Protocol converts unwritten human logic into a fixed-price deployment blueprint—ensuring the project meets your 18-month financial hurdle.

Start Roadmap – $7,500 View Sample Board Pack

From Validation to Implementation

Phase 1 answered "Does this work?" Phase 2 answers "How do we deploy this?"

✓ Your Phase 1 Validated:

  • 95-98% extraction accuracy on your actual documents
  • Annual production value identified (typically $180K-$700K+)
  • Zero false positives — reliable edge case detection
  • Technical infrastructure compatible (M365/Azure/AWS)

→ Phase 2 Delivers:

  • Workflow Analysis: 2-week time-motion study with bottleneck identification
  • Stakeholder Engagement: Finance, Operations, IT interviews + business rules codification
  • Financial Validation: Four-tier ROI framework with sensitivity analysis
  • Risk Mitigation Strategy: Change management plan + integration assessment
  • Board-Ready Business Case: Executive summary with Wave 1/Wave 2 roadmap

Investment → Return Progression

$1,500
Phase 1
Validates opportunity
→
$7,500
Phase 2
Roadmap to capture
→
$50K-$100K
Phase 4 Implementation*
Deploy solution
→
$180K-$700K+
Annual Production Value
Year 1 onwards

For every $1 spent on Phase 2, unlock $24-$93+ in annual value

*Phase 4 cost varies by scope (Wave 1 vs Wave 2 deployment)

The Work Behind the Roadmap

Phase 2 isn't a strategy meeting; it is an active engineering investigation into your unwritten "Human Logic".

Logic Forensic Audit

We process 50+ historical files clustered by 3-5 high-value workflow groups to identify "Edge Case Drift" and map unwritten approval logic.

Infrastructure Stress-Test

A deep-dive review of your specific Cloud tenant (Azure, AWS, or GCP) permissions and API endpoints to ensure production-grade data flow.

Metric Baselining

We record actual time-to-complete data for manual tasks to replace benchmark estimates with your firm's verified recoverable capacity.

The Discovery Protocol

Converting Human Logic into Deployable Rules

The 3-Step Discovery Protocol: Volume Validation, Business Rules Audit, and Architecture Blueprint

The Final Deliverable: The Board Pack

Evidence-based documentation for IT, Finance, and Leadership sign-off.

Technical Readiness

  • Business Rules Schema: A mapped audit of the "Human Logic Gap" across 50 documents (3-5 core groups).
  • Architecture Blueprint: Detailed M365/Azure/AWS integration map ensuring 100% Data Sovereignty.
  • Failure Logs: Documentation of "Safe Failure" modes for ambiguous technical edge-cases.

Financial Hurdle

  • ROI Modeling: Minimum hurdle of an 18-month payback period required for a "Go" recommendation.
  • Baseline Report: Verified "Before" metrics: benchmarking current efficiency vs. automation targets.
  • Capacity Audit: Minimum threshold of $142,000 in annual billable capacity to justify Phase 4.

P4 Governance

  • Risk Register: 80% reduction target for manual error rates on critical documentation.
  • IP Handover Plan: Guarantee of 100% IP ownership with zero vendor lock-in.
  • P4 Performance Retention: Agreement to hold 15% of Phase 4 fees until ROI targets are proven.

What About Phase 3?

Phase 3 (Compliance Shield) is optional and assessed during Phase 2.

✓ Who Needs Phase 3?

  • Large enterprises (100+ staff) with formal governance frameworks
  • Regulated industries (legal, finance, healthcare) with PI insurance requirements
  • Firms with strict security protocols (ISO 27001, SOC 2 compliance)
  • Publicly traded companies with external audit obligations

Phase 3 deliverables: ISO 27001 control mapping, PI Insurance questionnaire, Risk Control Matrix, Shadow IT inventory, pre-filled compliance questionnaires

→ Who Can Skip Phase 3?

  • Small-medium firms (<100 staff) without formal compliance frameworks
  • Firms using existing M365/Azure governance (Phase 2 validates compatibility)
  • Fast-moving deployments (Wave 1 only, no ERP integration)
  • Firms with low regulatory burden (no external audit requirements)

Most clients skip Phase 3: Phase 2 assessment determines if compliance documentation is required for your specific deployment.

Decision Point: Phase 2 will assess if Phase 3 is required for your deployment. If your firm already operates within M365/Azure governance and has no external audit obligations, you'll likely proceed directly to Phase 4 implementation.

Phase 4 Implementation: Validated Target

The Protocol targets a 30-day production sprint. This timeline is a de-risked estimate contingent on Phase 2 infrastructure and logic validation.

Week 1: Environment & Security Config
Week 2: Workflow & Logic Build
Week 3: UAT & Staff Training
Week 4: Production & Hypercare