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AI Strategy and Roadmaps & Collaboration Stack Optimization

Transform how teams work using the right tools, often those you already own.

Regulation-proof vendor-neutral AI strategy built on GDPR, EU AI Act, and US privacy law. Multi-LLM and stack expertise (M365, Google Workspace, Slack).

AI strategy, data governance, and digital collaboration optimization from assessment to implementation to ongoing fractional support.

AI that stands up to legal, security, and HR.

Governance first: role-based access, logging, and human-in-the-loop where it matters.

Privacy aware: we align to GDPR principles even for US-only teams, so cross-border work and future customers don't become a re-work project.

EU AI Act literate: we track the Act and right-size it for mid-sized organizations.

Modern telemetry: we use no-cookie, privacy-respecting analytics ourselves, so we know how to measure value without over-collecting.

Why EU AI Act matters even if you don't sell in Europe

We design to the strictest regime (EU-style obligations) and then right-size for US teams. That way, when a customer, partner, or parent company asks 'Are you AI-Act aware?' you already have an answer.

We can lighten this for US-only organizations.

Avoid the $4M Mistake Most AI Consultants Don't See Coming

State privacy laws. FTC enforcement, sector-specific regulations, EU AI Act. Even GDPR. Many AI companies selling slick tools don't mention compliance.

We provide expert guidance on US regulations, federal guidelines, EU regulations, and growth positioning (multi-state, international, non-profit, higher ed), helping you navigate compliance before deployment, not scramble to fix it after.

Design it right the first time. Privacy by Design isn't optional—it's your competitive advantage.

Our Three Core Service Pillars

Each pillar represents a comprehensive approach to organizational transformation, designed to work independently or together for maximum impact.

AI Discovery & Risk Scan

Map processes, data flows, and controls; identify high-ROI use cases and compliance gaps (GDPR/CCPA/HIPAA where applicable).

Responsible AI Roadmap

Policies, DPIA templates, model usage guidelines, retention, and approval workflows; exec-ready plan with budget + KPIs.

Execution & Enablement

Pilot build-outs, secure knowledge bases, vendor vetting, change management, and employee training with governance baked in.

Ongoing Governance

Quarterly reviews, drift checks, vendor re-assessment, audit-ready evidence.

AI Strategy

Three-tier approach to AI adoption from readiness assessment to execution support.

AI Strategy That Pays Off

We help you unlock business value from AI with a structured, three-tier approach:

  • 1

    Assess your readiness and pinpoint high-ROI opportunities.

  • 2

    Strategize with a clear roadmap aligned to your people, processes, and goals.

  • 3

    Execute with hands-on support to scale what works.

No matter where you are in your AI journey, we meet you there. The result: faster ROI, empowered teams, and sustainable transformation that sticks.

Our Approach

Our AI Strategy offering provides a structured, three-tier approach to AI adoption that meets organizations wherever they are in their AI journey. Whether you're just beginning to explore AI possibilities or ready to scale existing initiatives, our tiered framework ensures you get the right level of support at the right time. From initial readiness assessment through strategic roadmapping to hands-on execution support, we guide you through every phase of AI transformation. Our approach recognizes that successful AI adoption requires more than just technology—it demands alignment across people, processes, and systems to create sustainable, measurable value for your organization.

What's Included

  • AI readiness evaluation with clear scoring
  • Strategic roadmap connecting near-term wins to long-term vision
  • Governance and risk frameworks for sustainable adoption
  • Pilot guidance and phased rollout strategies
  • Change management and AI literacy coaching
  • Success metrics and ROI tracking

Service Tiers

Tier 1
AI Readiness & Assessment

Get a clear picture of where you stand today

We review your current AI use, risks, and opportunities, then benchmark your readiness across technology, processes, and people. You'll get a practical view of where AI can deliver value and where gaps may hold you back.

What's included:
  • AI readiness evaluation and gap analysis
  • Opportunities prioritized by ROI and feasibility
  • Cost–benefit analysis with projections
Deliverable:

A clear assessment report with immediate ROI opportunities and a readiness score

Who it's for:

Leaders who want to know if their business is ready for AI and where to start

Tier 2
AI & Automation Roadmap Strategy

Turn insight into a plan

We work side-by-side with senior leadership to co-create a roadmap that connects near-term wins with a long-term vision. We identify 3–5 opportunities for impact, recommend governance and risk frameworks, and align IT and product priorities into one plan.

What's included:
  • Identification of near- and medium-term wins plus longer-term opportunities
  • Governance, risk, and organizational models to make adoption sustainable
  • Scenario planning with investment and staffing ranges
Deliverable:

A 12–24 month roadmap supported by a 3–5 year vision, with frameworks for scalable process, data, and governance

Who it's for:

Organizations that know they want AI but need a clear, practical roadmap before committing resources

Tier 3
Execution Support & Coaching

Move from planning to results

We help you pilot, scale, and embed AI in a way that sticks. That includes guiding rollout plans, coaching teams on AI literacy, and building success metrics so you know adoption is working and value is being realized.

What's included:
  • Pilot guidance and phased rollout strategies
  • Change management and user adoption frameworks
  • Coaching for leaders and teams on AI literacy and workflow redesign
  • Success metrics and ROI tracking
Deliverable:

Ongoing support, coaching, and review cycles to ensure adoption sticks and results are measurable

Who it's for:

Teams ready to pilot and scale AI with the right guardrails and people-first approach

M365, Google Workspace & Slack Optimization

Transform Microsoft 365, Google Workspace, and Slack adoption. Multi-platform expertise (Teams, Drive, Slack, SharePoint) with five-tier approach from assessment to ongoing governance.

Our Approach

Our Collaboration Optimization offering provides a comprehensive, five-tier approach to maximizing the value of your collaboration platforms. From initial assessment through ongoing governance, we help organizations transform how teams work together using Microsoft 365, Google Workspace, Slack, and other collaboration tools. Our multi-platform expertise spans Teams, SharePoint, Drive, Slack, and more. Our structured approach recognizes that true collaboration optimization requires more than just technology—it demands strategic planning, cultural change management, hands-on training, and continuous improvement. Whether you're struggling with low adoption rates, security concerns, or simply want to unlock the full potential of your existing investment, our tiered framework ensures you get the right level of support for your organization's current needs and long-term collaboration goals.

What's Included

  • Comprehensive usage analysis and adoption assessment
  • Strategic collaboration and governance roadmaps
  • Culture-tailored change management programs
  • Hands-on training aligned to real workflows
  • Ongoing governance and compliance frameworks
  • Continuous support and platform optimization

Service Tiers

Tier 1
Collaboration Readiness Assessment

Understand how your tools are really being used

We audit your Microsoft 365, Google Workspace, or Slack environment to see what's working, what's underused, and where risks exist. You'll get a clear picture of adoption levels, workflow bottlenecks, and security gaps.

What's included:
  • Usage analysis across Teams, SharePoint, OneDrive, Google Workspace, Slack
  • Collaboration and workflow bottleneck review
  • Security and compliance posture assessment
Deliverable:

Readiness report with adoption baseline, quick wins, and risks to address

Who it's for:

Leaders who suspect they're not getting full value from their collaboration stack

Tier 2
Collaboration Strategy

Set a plan to get more from your investment

We build a roadmap to improve collaboration, security, and productivity across the organization. The strategy covers governance, role-based training needs, and a phased adoption plan.

What's included:
  • Collaboration and adoption roadmap
  • Role-based training priorities
  • Governance and compliance framework recommendations
Deliverable:

12–18 month roadmap with goals, milestones, and adoption targets

Who it's for:

Organizations ready to move beyond ad hoc use toward structured collaboration

Tier 3
User Adoption & Change Management

Help your team embrace new ways of working

We design adoption programs that account for culture, workflows, and team habits. By training champions and embedding change management, we make adoption stick.

What's included:
  • Change management strategy tailored to your culture
  • Internal champions program
  • Phased rollout planning with minimal disruption
Deliverable:

A clear adoption plan with defined success metrics

Who it's for:

Organizations that want smooth, sustainable adoption of collaboration tools

Tier 4
Execution Support & Training

Move from strategy to day-to-day results

We provide hands-on training that's practical, role-based, and aligned to your workflows. Training builds confidence alongside competence—so tools become part of how work gets done.

What's included:
  • Hands-on M365, Google Workspace, and Slack training
  • Custom training materials and workshops
  • Productivity and automation best practices
Deliverable:

Teams equipped with practical skills and confidence to use tools effectively

Who it's for:

Teams that want training grounded in real-world work, not generic features

Tier 5
Ongoing Training & Governance

Keep collaboration secure, effective, and up to date

We provide continuous support to strengthen governance and keep pace with new features. That includes monitoring adoption, refining policies, and offering refresher training.

What's included:
  • Governance and compliance framework updates
  • Ongoing adoption monitoring and refinement
  • Regular refresher training sessions
Deliverable:

A sustainable framework for collaboration, security, and productivity

Who it's for:

Organizations that want long-term collaboration maturity, not one-off fixes

Ask Aura Coaching

AI-assisted coaching that helps your team get better at using AI and collaboration tools on their own.

Our Approach

Ask Aura represents the evolution of consulting—an AI-powered service that seamlessly blends strategic AI insights with collaboration expertise to provide personalized, real-time guidance for your organization. Unlike traditional consulting models, Ask Aura offers on-demand access to expert knowledge, delivering immediate recommendations and solutions tailored to your specific challenges. This innovative service integrates AI tools with collaboration workflows, creating hybrid solutions that maximize both technological capabilities and human potential. Whether you need strategic AI consultation, collaboration workflow design, or custom solutions architecture, Ask Aura provides continuous improvement and adaptation as your organization evolves. It's consulting reimagined for the AI age—responsive, intelligent, and always aligned with your business objectives.

What's Included

  • On-demand help when you're stuck
  • Personalized to your team's actual needs
  • Real answers to real problems
  • Connect AI tools with how you already work
  • Helps your team learn and improve over time

Service Components

Strategy Coaching

Get advice on whether and how to implement AI for your specific situation

Workflow Coaching

Figure out how to make AI and collaboration tools work together in your workflows

Custom Solutions

Build solutions that blend AI capabilities with your team's way of working

HR & People Operations: Ask Aura AI Coaching

Reduce employee turnover by 30% with AI-powered career coaching. Certified Humantelligence implementation partner.

The only AI coaching solution with built-in GDPR compliance, EU AI Act awareness, and Privacy by Design—so legal and HR teams both say "yes."

30%

Turnover Reduction

50%

Faster Onboarding

100%

GDPR Compliant

Resolve Conflicts Before Escalation

Understand work styles and communication preferences

Improve Employee Engagement

Especially impactful for Gen Z and Millennials

Leadership Development at Scale

Democratize coaching for every employee

Privacy-First Design

Built with GDPR compliance from day one