Primary entry • enterprise-first • procurement-aware

Choose a start. Keep procurement calm.

Market-standard packaging for Microsoft 365 Copilot adoption. Default enterprise path: Copilot Readiness (4 weeks — 15,000 CAD). Invoice/PO is supported, and public intake stays non-confidential by design.

Open Copilot Readiness Open QuickScan (5–7 days) Open Procurement (Invoice / PO) On-page approval builder Start (Sales)
Readiness 2 / 4 / 6 weeks
QuickScan 5–7 business days
Procurement Invoice / PO
Intake Non-confidential
Trust Ledger Trust Brief Playbook Status Partners
Public intake is non-confidential by design. Avoid secrets, credentials, private keys, customer identifiers, or regulated personal data. Secure sharing options (if needed) are confirmed after kickoff.

Packages

Select an offer. The rail updates the best start path and procurement summary.

Microsoft 365 Copilot Readiness Assessment — Starter

2 weeks 9,500 CAD Enterprise SKU
Best for: pilot launch

Focused readiness for a limited-scope deployment: boundary decisions, minimum controls, and a decision memo for safe pilot approval.

  • Decision-ready executive memo format
  • Minimum control baseline + owners
  • Procurement snapshot for fast internal approval
Procurement snapshot
Deliverables • Inputs • Timeline rule • Scope drivers
Deliverables (named)
  • Readiness Executive Memo (PDF)
  • Boundary & Oversharing Map (PDF)
  • Control Baseline (Starter) (XLSX/CSV)
Inputs required (non-confidential)
  • Rollout intent (pilot vs broad)
  • High-level data types (HR/finance/client files)
  • Tenant posture summary (basic / partial / mature)
Timeline rule
  • Clock starts after intake + scope confirmation
  • Default delivery: 2 weeks
Scope drivers
  • Units in scope
  • Connector/extension depth
  • Evidence packaging depth
Kickoff: email-first by default. Short call available when scope confirmation is required. Invoice/PO: Open Procurement page or use on-page builder.
Open Starter Start (Sales) Start intake

Microsoft 365 Copilot Readiness Assessment — Standard

4 weeks 15,000 CAD Enterprise flagship
Best for: enterprise rollout

Default enterprise readiness: governance decisions, control baseline, evidence packaging, and a practical 30/60/90 rollout plan.

  • Board/procurement-ready artifact pack
  • Owners + control baseline + evidence index (initial)
  • Built to reduce avoidable back-and-forth during rollout
Procurement snapshot
Deliverables • Inputs • Timeline rule • Scope drivers
Deliverables (named)
  • Readiness Executive Memo (PDF)
  • Control Baseline (XLSX/CSV)
  • Evidence Index (initial) (XLSX/CSV)
  • 30/60/90 Plan (PDF)
Inputs required (non-confidential)
  • Target groups and rollout intent
  • High-level data types + critical repositories
  • Constraints (audit / client / regulatory)
Timeline rule
  • Clock starts after intake + scope confirmation
  • Default delivery: 4 weeks
Scope drivers
  • Stakeholder set and units in scope
  • Connector/extension depth
  • Evidence packaging depth
Kickoff: email-first by default. Short call available when scope confirmation is required. Invoice/PO: Open Procurement page or use on-page builder.
Open Standard Start (Sales) Start intake

Microsoft 365 Copilot Readiness Assessment — Extended

6 weeks 25,000 CAD Expanded scope
Best for: multi-unit

Extended readiness for complex rollouts: deeper evidence posture, broader alignment, and clearer exception handling.

  • Expanded scope drivers + deeper evidence indexing
  • Broader stakeholder set and decision alignment
  • Designed for stricter governance expectations
Procurement snapshot
Deliverables • Inputs • Timeline rule • Scope drivers
Deliverables (named)
  • Extended Executive Memo (PDF)
  • Control Baseline (expanded) (XLSX/CSV)
  • Evidence Index (expanded) (XLSX/CSV)
  • Operating Cadence Outline (PDF)
Inputs required (non-confidential)
  • Stakeholder and unit list (high-level)
  • Primary repositories and data categories
  • Known constraints (audit/client/regulatory)
Timeline rule
  • Clock starts after intake + scope confirmation
  • Default delivery: 6 weeks
Scope drivers
  • Units and decision-makers
  • Connector/extension depth
  • Evidence indexing depth
Kickoff: email-first by default. Short call available when scope confirmation is required. Invoice/PO: Open Procurement page or use on-page builder.
Open Extended Start (Sales) Start intake

Copilot QuickScan (Rapid Snapshot)

5–7 business days Lead-in Decision-ready
Best for: urgent

Fast governance and evidence snapshot: exposure paths, boundary decisions, and connector controls. Designed as a lead-in to Readiness SKUs.

  • Executive summary + immediate actions
  • Boundary + oversharing map
  • Clear next best path into Readiness
Procurement snapshot
Deliverables • Inputs • Timeline rule • Scope drivers
Deliverables (named)
  • Executive Memo (PDF)
  • Exposure & Boundary Map (PDF)
  • Control Checklist (XLSX/CSV)
  • Connector/Extension Notes (PDF)
Inputs required (non-confidential)
  • Rollout intent (pilot vs broad)
  • High-level data types
  • Policy posture summary
Timeline rule
  • Clock starts after intake + scope confirmation
  • Default delivery: 5–7 business days
Scope drivers
  • Single tenant vs multi-entity
  • Units in scope
  • Connector/extension depth
Kickoff: email-first by default. Short call available when scope confirmation is required. Invoice/PO: Open Procurement page or use on-page builder.
Open QuickScan Start (Sales) Start intake
Other packages

For broader AI governance beyond Copilot rollout.

Trust Brief (6-week)

6 weeks Governance plan Base + add-ons
Best for: roadmap

Structured diagnostic mapping material AI use-cases, decisions, risks, and an initial operating model—ready for leadership review.

Open Trust Brief Start (Sales) Start intake

Trust Ledger (Ongoing)

Ongoing Evidence continuity Retainer
Best for: audit readiness

Maintained register of AI systems, safeguards, sign-offs, and evidence—kept ready for recurring scrutiny (board, client, audit, regulator).

Open Trust Ledger Start (Sales) Start intake

Compare (quick)

Short comparison for fast internal alignment.

Item Readiness (Standard) QuickScan Trust Brief Trust Ledger
Best for Enterprise Copilot rollout Urgent snapshot Governance roadmap Ongoing evidence continuity
Timing 4 weeks 5–7 business days 6 weeks Ongoing
Outcome Baseline + evidence packaging Decision-ready pack Operating model + decisions Maintained register + exports
Start Sales · Intake Sales · Intake Sales · Intake Sales · Intake
Procurement tip: Share this Gate link internally and use the approval builder below to reduce back-and-forth.

Need a fast route?

Two questions. One recommendation. Apply it immediately.

Samples (redacted)

Examples are intentionally non-confidential.

Board memo sample

Decision memo format (structure + decision options).

View sample Open Readiness
Ledger entry sample

System → risks → controls → evidence → approvals (redacted).

View sample Open Trust Ledger

Procurement (Invoice / PO)

Generate an internal approval email aligned with your selected package.

Procurement-safe framing: selected package, named deliverables, timeline rule, and scope drivers. Output is generated locally in the browser. Need the full lane? Open Procurement page.
Approval email builder

Fields are optional. The selected package is used by default.

Go to Sales Open Procurement page
If your email client truncates the message (long mailto URLs), use Copy and paste into your email.
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Procurement Start