Phase 4 of The Protocol™

Turning Strategy Into Production
Native Implementation

Deployment into your existing cloud stack. No third-party portals. No per-document fees. A measured 8–12 week journey from roadmap to 100% IP ownership.

Schedule Phase 4 – $20-30k Review the 12-Week Roadmap

The 2-Wave Implementation Structure

We de-risk implementation by deploying in two stages. Wave 1 establishes your core "Technical Production Line." Wave 2 expands capabilities once staff trust and accuracy are validated through UAT & Refinement.

Infographic: The 12-Week Implementation - Wave 1, UAT Refinement, Wave 2, and 100% Ownership Handover

What You Get in Phase 4

Complete ownership transfer. No vendor lock-in. Your team inherits a production-grade asset.

During Implementation

  • Native Setup: Live environment in YOUR Azure/AWS/GCP cloud
  • Refinement: 2-3 iterative UAT cycles for edge-case accuracy
  • Training: Admin & User sessions (fully recorded)
  • Monitoring: Real-time performance & confidence dashboard

At Handover

  • 100% IP: Full portable source code transfer
  • SOPs: Human-in-the-loop workflow documentation
  • Architecture: Technical blueprints & maintenance guides
  • Admin Handover: Guide to managing your own API & rules

Long-Term Scalability

  • Tier 2 Support: Optional maintenance & AI retraining
  • DIY Expansion: Build new workflows without us
  • Audit Trail: Full historical logs for future compliance

The 12-Week Implementation Roadmap

A measured journey from environment setup to full IP handover. No rushed deployments.

1-2

Weeks 1-2: Provisioning & Kickoff

Foundation
  • Environment setup in your native cloud tenant
  • Licensing & API provisioning (Azure/AWS/GCP)
  • Final Document Schema audit for Wave 1
3-5

Weeks 3-5: Wave 1 Build & Integration

Wave 1
  • AI model fine-tuning & coordinate mapping
  • Workflow configuration in your native stack
  • Technical integration with ERP/TMS/CRM
6-8

Weeks 6-8: UAT & Refinement Cycles

Crucial Milestone
  • User Acceptance Testing: Staff run live data through the system
  • Refinement: Tuning AI for industry-specific handwriting or jargon
  • Team training sessions (recorded for onboarding)
9-11

Weeks 9-11: Wave 2 Expansion

Wave 2
  • Deployment of secondary complex workflows
  • Advanced automation rules (e.g., automated GL coding)
  • Final system load-testing and security hardening
12

Week 12: Handover & Certification

Complete
  • Transfer of full source code & IP
  • Technical Documentation & SOP delivery
  • Admin handover for internal maintenance

What Phase 4 Looks Like For Your Industry

Phase 4 is tailored to your sector's specific "Capacity Leak." We prioritize high-volume automation in Wave 1 and complex logic refinement in Wave 2.

Accounting & Finance

Wave 1: High-volume invoice extraction & automated Xero/ERP matching to eliminate 50% of admin data entry.

Wave 2: Complex trust account reconciliation & automated GL coding rules to support higher client volumes.

Outcome: Reclaiming ~2,000 annual admin hours.

Technical Services (Engineering)

Wave 1: Drawing register & transmittal automation, removing the 20% manual documentation burden from junior staff.

Wave 2: AI-powered site report & RFI extraction, accelerating the "Technical Production Line" for senior managers.

Outcome: Unlocking ~2,000 annual billable hours.

Logistics & Hub Ops

Wave 1: Manifest & Waybill entry (Direct TMS integration) to handle 1,000+ documents daily with sub-10s processing.

Wave 2: Automated Customs documentation & hazardous goods verification for guaranteed compliance safety.

Outcome: 40% reduction in operational overhead.

Ready to Go From Roadmap to Reality?

Schedule Phase 4 Kickoff Start Assessment Call

Phase 4 Implementation: $20-30k • 8-12 Weeks • 100% IP Ownership