Pilot scope outline
Define the question, document set, owners, deliverables and acceptance.
Download pilot scope outline →Services and resources
Every useful next step.
In one place.
Start with the Policy & Procedure Pilot. Explore the other engagements, try the vendor tools and download materials for your team.
No account required
The policy pilot
starter pack.
Five editable planning materials help a team define a useful first scope. All examples are fictional. Choose a file or download the complete pack.
Download the starter pack
A ZIP of text and CSV files. No scripts, macros or customer information.
Source register
An editable CSV with fictional examples for versions, permissions and owners.
Download source register →Acceptance checklist
Questions for citations, version conflicts, access and the handoff.
Download acceptance checklist →Fictional source example
A deliberately incomplete policy used to discuss answers, conflicts and gaps.
Download fictional source example →Question review sheet
Fictional questions with expected evidence and reviewer notes.
Download question review sheet →Use these materials for planning. Scope, fee, timing, data handling and acceptance are agreed before work begins.
All service engagements
Choose the work
your institution needs.
Recommended first engagement
Policy & Procedure Pilot
One team, approved policies and procedures, reviewed answers and a maintainable handoff.
Review Policy & Procedure Pilot →Scoped engagement
PowerOn & Workflow Review
Source-authorized inventory, ownership and dependencies. Repair or new code needs a separate scope and technical acceptance.
Review PowerOn & Workflow Review →Scoped engagement
Agent Readiness
Review internal, vendor-supplied and customer-supplied AI, delegated permissions and evidence.
Review Agent Readiness →Scoped engagement
AI Readiness Foundation
Map the institution’s people, knowledge, processes, data, vendors and AI already in use.
Review AI Readiness Foundation →Working browser tools
Vendor decisions.
Evidence beside the numbers.
Use the fictional examples, or enter permitted structured terms. Calculations stay in the browser; save files to retain work.
Fee comparison
Setup fees, usage tiers and monthly minimums across low, expected and high activity.
Open the comparison →Quote changes
Earlier and revised terms, declared completeness and modeled cost changes.
Review quote changes →Renewal planning
Confirmed notice terms, source evidence, owners and calendar export.
Open renewal planning →Planning and further reading
Keep the choices clear.
The first-step brief supports every service. It prepares a draft on your device with explicit copy and save controls.
Prepare a discussion brief →Product concepts under development
Live Conversation Companion and Idle Cash Opportunity remain planning concepts. Implementation, delivery and client access are not verified by this site.
Governance and advisory
Learn about Know Your Agent, or explore the independent advisory work.
Explore the book →Visit KYA Advisory →
Policy previews on this site are illustrative. Client documents, models and institutional access follow an agreed engagement.
Start with your team’s question
Prepare the first conversation.
A general description is enough to begin. Choose an owner and a question worth answering, then agree the handling route before sharing documents.