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Advisory

The best AI strategy isn't to deploy everywhere. It's to deploy where it matters. Our advisory engagements help organisations identify, validate, and prioritise the use cases most likely to deliver meaningful business impact.

Self-check

Which team should adopt AI first?

Four short questions about your sector, your teams, and what you have written down. It takes about two minutes, nothing is sent anywhere, and it tells you which team to start with — or that you are not ready yet.

Which sector are you in?

Your sector sets the rules the deployment has to meet, and usually decides which team is allowed to go first.

Which of these teams do you have?

Tick the teams you actually have, whatever you call them. We will not suggest starting in a team you do not have.

What already exists for those teams?

For each team: how often it gets the same questions, and what is written down today. Not what someone plans to write later.

Administration

  • I am travelling to Singapore next week — what can I claim, and do I need approval?
  • How do I raise a purchase order, and who signs it off at this amount?
  • What is the procedure for a visitor needing site access?
How often does this team get questions like these? Administration How often does this team get questions like these?

What it would answer from

Tick what is written down today and still correct — that is what answers the questions above.

Who its answers may be shown to

Company-wide policy, never personal records

Administration answers policy for everyone, so its corpus is deliberately broad. Individual payroll, reimbursement history and HR files are excluded from the index entirely — breadth of readership is exactly why the boundary has to be tight.

Human Resources

  • How much carried-forward leave can I take into next year?
  • What is the notice period during probation in my country of employment?
  • What does our medical plan cover for dependants?
How often does this team get questions like these? Human Resources How often does this team get questions like these?

What it would answer from

Tick what is written down today and still correct — that is what answers the questions above.

Who its answers may be shown to

You see your own record, never anyone else's

Entitlement questions are answered against the asking employee's own HRIS record. The retrieval layer scopes to the individual, so "how much leave do I have" is personal and "how much leave does she have" simply has no answer.

Finance & Accounting

  • What is the approval threshold for a supplier contract in this entity?
  • How do we treat a three-year software licence — capitalise or expense?
  • What is the cut-off procedure for accruals at quarter close?
How often does this team get questions like these? Finance & Accounting How often does this team get questions like these?

What it would answer from

Tick what is written down today and still correct — that is what answers the questions above.

Who its answers may be shown to

Pre-release figures stay inside the close team

Unpublished management accounts and forecast working papers are visible to the close team and nobody else. The same assistant answers policy questions for the whole company without ever leaking a number that has not been released.

Marketing

  • Which performance claims are approved for this product right now?
  • What did we say about this feature at launch, and has it changed?
  • Which customers am I allowed to name in this region?
How often does this team get questions like these? Marketing How often does this team get questions like these?

What it would answer from

Tick what is written down today and still correct — that is what answers the questions above.

Who its answers may be shown to

Approved claims only — drafts stay out of the index

Claims still pending legal or benchmark substantiation are excluded from retrieval, not merely flagged. An unreviewed claim that cannot be retrieved cannot end up in an external asset by accident.

Sales & Revenue

  • Do we support data residency in Singapore, and what can I commit to in writing?
  • What is my discount authority on a three-year prepaid deal?
  • How did we answer this exact RFP question last quarter?
How often does this team get questions like these? Sales & Revenue How often does this team get questions like these?

What it would answer from

Tick what is written down today and still correct — that is what answers the questions above.

Who its answers may be shown to

Pricing floors for AEs, not for partners

The same assistant is deployed to direct sellers and channel partners with different retrieval scopes. Partners get product and security answers; internal discount floors and margin data are simply not in their index.

Customer Service

  • Does the Pro plan include SSO, and is SCIM part of it?
  • What is our refund position on an annual plan cancelled in month two?
  • Has anyone seen this error code before, and what fixed it?
How often does this team get questions like these? Customer Service How often does this team get questions like these?

What it would answer from

Tick what is written down today and still correct — that is what answers the questions above.

Who its answers may be shown to

Tier-1 agents never see escalation-only notes

Internal post-incident write-ups and account-level commercial terms stay invisible to first-line agents, while the same assistant surfaces them to the escalation team. One deployment, two very different answer surfaces.

Development & IT

  • What is the rollback procedure for the payments service?
  • Why did we choose this queue over the alternative, and what did we rule out?
  • Has this alert fired before, and what was the root cause?
How often does this team get questions like these? Development & IT How often does this team get questions like these?

What it would answer from

Tick what is written down today and still correct — that is what answers the questions above.

Who its answers may be shown to

Secrets are redacted before the model sees them

Credentials, tokens and connection strings are detected and stripped during indexing, not at answer time. A runbook can be fully retrievable while the secret inside it never leaves your secret manager.

Operations

  • Fault code E-217 on line 3 — what fixed it last time?
  • What is the current revision of this changeover procedure?
  • Which spare parts are approved for this assembly?
How often does this team get questions like these? Operations How often does this team get questions like these?

What it would answer from

Tick what is written down today and still correct — that is what answers the questions above.

Who its answers may be shown to

Scoped to the site the operator works at

A technician at one site retrieves that site's procedures and equipment history. Site scoping prevents a procedure written for different machinery being presented as authoritative — the failure mode that makes operational AI dangerous.

Legal & Compliance

  • What is our standard and fallback position on limitation of liability?
  • Have we ever accepted a 30-day cure period, and under what conditions?
  • Which internal controls are affected by this new circular?
How often does this team get questions like these? Legal & Compliance How often does this team get questions like these?

What it would answer from

Tick what is written down today and still correct — that is what answers the questions above.

Who its answers may be shown to

Matter walls are enforced at retrieval, not by policy

A lawyer working Matter A cannot retrieve from Matter B, even where the answer would be useful. Ethical walls are applied inside the retrieval step, so a restricted document never enters the model context at all. Compliance reviewers get broader read — and every query they run is written to an immutable log.

Executive Management

  • What did we commit to on this initiative at the last board meeting?
  • Which projects have slipped since the quarter opened, and what reason was given?
  • What is our stated position on data residency when a customer asks?
How often does this team get questions like these? Executive Management How often does this team get questions like these?

What it would answer from

Tick what is written down today and still correct — that is what answers the questions above.

Who its answers may be shown to

The broadest reach on the platform, and still a bounded one

The executive corpus spans departments by design — that breadth is the whole point of the role. It is still a defined set of documents rather than an exemption: personnel files, individual compensation and live legal matters sit outside it, and reach one of those by request and process, not by asking an assistant.

How does the organisation handle knowledge?

These five are about the whole company, not one team. They usually decide whether a deployment works out.

Where does the answer live today?
When a policy changes, what happens to the old version?
Do you know who is allowed to see what?
Do you know how much time these questions take today?
Who inside the company is backing this?

DECISION THAT MATTERS

Four decisions, made properly, before anything is built.

Most AI initiatives don't fail because of the technology. They fail because the wrong problem was chosen, the wrong team went first, or the business case never held up in practice. This engagement helps you make those decisions early, before time, budget, and momentum are spent.

Is AI the right answer?

Not every problem needs AI. Sometimes the best solution is a process change, better reporting, or clearer ownership. We'll help you separate genuine AI opportunities from problems that can be solved more simply and cost-effectively.

Where should you start?

The first deployment shapes everything that follows. Selecting the right department, use case, and stakeholders creates a foundation that makes future adoption faster, easier, and more successful.

What needs to be considered from day one?

Security, governance, compliance, and data protection cannot be an afterthought. We identify these requirements early so solutions are designed to meet them from the start, rather than being forced to adapt later.

What should success look like?

Every initiative needs a clear business case, realistic budget, and measurable outcomes. We define the success criteria upfront, so you know what to invest, how to evaluate progress, and when to scale, refine, or stop.

Engagements

Four ways to work with us.

Most clients start with an assessment and continue into a build. Some only ever need the first conversation, which is a perfectly good outcome.

AI Readiness Assessment

Executive team, CIO/CDO

An honest read on where AI will and will not pay for itself in your organisation — grounded in your data, systems and constraints rather than a generic maturity model.

What you receive

  • Use-case inventory scored on value, feasibility and risk
  • Data and systems readiness findings
  • Prioritised twelve-month sequence with budget ranges
  • Board-ready summary of what to do and what to decline

Solution Architecture & Build

Engineering and product leadership

We design the system and build it with your team — retrieval, evaluation, guardrails and deployment — then hand over something your engineers can own.

What you receive

  • Reference architecture and integration design
  • Working system in your environment, not a slide deck
  • Evaluation harness and quality gates
  • Runbooks and engineer enablement

AI Governance & Assurance

Risk, compliance, internal audit

The policy, controls and evidence needed to deploy AI in a regulated environment — and to keep deploying it after the first audit.

What you receive

  • AI usage policy and model inventory
  • Control framework mapped to EU AI Act and ISO/IEC 42001
  • Evaluation and monitoring standards
  • Audit evidence pack and reviewer walkthrough

Executive Briefing & Enablement

Board, executive committee, senior managers

Sessions that leave decision-makers able to interrogate an AI proposal properly — no hype, no jargon, worked through your own scenarios.

What you receive

  • Board or exco briefing tailored to your sector
  • Working sessions on live internal proposals
  • Vendor and proposal evaluation checklist
  • Follow-up advisory retainer if useful
Process

How an engagement runs.

  1. 01

    Discover

    Identify a recurring knowledge bottleneck with clear business impact.

  2. 02

    Design

    Define the AIMY Expert's purpose, users, knowledge boundaries and success measures.

  3. 03

    Prove

    Deploy a focused use case and measure adoption, response quality and business impact.

  4. 04

    Expand

    Introduce additional Experts, users, knowledge sources and departmental applications.

  5. 05

    Connect

    Integrate appropriate business systems and processes.

  6. 06

    Scale

    Establish a governed portfolio of AIMY Experts across the organisation.

Transparency

We build AI platforms. That's exactly why transparency matters.

We believe organisations should know what an AI system knows, where it learned it from, and why it produced a particular answer. AIMY is designed with governance, traceability, and organisational control at its core, helping teams adopt AI confidently without treating it as a black box.

Next step

Bring the problem, not the solution.

The most useful first call is the one where you describe what is actually going wrong and we tell you plainly whether AI is the right instrument for it.