AI Operations Audit: Know Exactly Where You Stand

What You Get

1. Customized Intake Questionnaire

Sent 48 hours before the discovery session. Tailored to your industry, practice areas, and technology stack. This ensures we arrive at the discovery session already understanding your business context.

2. 90-Minute Discovery Session

We map your operations, identify automation opportunities, and assess your current AI exposure. This isn't a sales call — it's a working session where we learn your workflows, pain points, and data handling requirements in detail.

3. 48-Hour Research & Architecture Sprint

Our team spends two full days on your engagement:

• System architecture design — Hardware specs, model selection, network configuration, integration approach for your specific software stack
• Security assessment — Evaluation of your current data handling, network configuration, and physical security posture
• Data classification framework — Every data type your organization handles, mapped to Public / Internal / Confidential / Restricted tiers
• AI usage policy — A complete, organization-specific policy covering approved tools, prohibited actions, incident reporting, and enforcement
• Working prototype — A functional automation built on your actual workflow, running live on the delivery call

4. 90-Minute Delivery Call with Live Demo

You see the prototype running with your actual workflow. Not a mockup, not a slide deck — a working system. You also receive the written AI Operations Report, security assessment, data classification framework, and AI usage policy.

5. Phase 1 Build Recommendation

A scoped and priced build proposal with no ambiguity. You know exactly what the deployment will include, what it will cost, and what timeline to expect. No surprise line items, no scope creep.

6. 30-Day Follow-Up Support

Email support for 30 days after delivery. Questions about the report, the policy, the framework — we're available.

The Investment

The on-site option adds a physical visit to assess your infrastructure, network architecture, and hardware placement — plus an in-person delivery presentation to your leadership team. Recommended for organizations in the Coeur d'Alene and Spokane corridor.

Who This Is For

The audit is designed for organizations that handle sensitive, regulated, or competitively valuable data and want to understand their AI options:

• Law firms concerned about attorney-client privilege and AI tool usage
• Medical practices navigating HIPAA compliance with AI
• Financial advisors under SEC/FINRA data handling requirements
• Construction firms protecting bid data and competitive intelligence
• Government contractors managing CUI under CMMC requirements
• Any business with NDAs, trade secrets, or data they can't afford to expose

How It Starts

Every engagement begins with a free 15-minute call. This isn't a pitch — it's a quick conversation to understand your business and confirm the audit is a fit. We'll ask about your industry, team size, current technology, and what problems you most want to solve. If it sounds like a fit, we schedule the discovery session. If it doesn't, we'll tell you honestly.

Frequently Asked Questions

What if I don't proceed with a build?

You keep everything — the report, the security assessment, the data classification framework, the AI usage policy, and the prototype. These deliverables have standalone value regardless of whether you deploy with us.

Can I see a sample audit report?

We can walk through the structure and scope on the 15-minute call. Each audit is customized to the client's specific industry and workflows, so a generic sample wouldn't represent what you'd receive.

Do you work with businesses outside the Inland Northwest?

Yes. The remote audit option works for organizations anywhere in the U.S. The on-site option is available for businesses in the Idaho and Eastern Washington corridor, with travel available for larger engagements.