# Services

**Start with a clear view of the work. Then choose what to change.**

Every engagement begins with your organization's goals, tools, people, and requirements. Start with a two-week assessment, or get in touch if you already know what kind of support you need.

## Service 01: AI Readiness Assessment

**2 weeks · Fixed scope · Fixed fee**

Get a clear view of your team's current skills, the workflows worth reviewing, and the decisions to make next. The assessment was first developed with an independent school in British Columbia and can be adapted to your organization.

### You receive

- A snapshot of AI skills across your team
- A review of workflows that may benefit from change
- A shortlist of tools that fit your systems and requirements
- A 90-day roadmap with clear next steps
- A leadership read-out
- An optional starting point for an acceptable-use or governance policy

### This may be a good fit if

- You want to use AI but need help choosing where to start.
- You are comparing tools and want an independent assessment.
- Your leadership or board needs a practical plan.

[Request an assessment](/contact#assessment)

## What it costs

The 2-week AI Readiness Assessment is a **fixed fee, quoted within two business days of intake**. I'll confirm the scope and price before work begins.

Implementation projects are scoped by workflow and quoted as fixed-fee engagements, *not* an open-ended retainer. Advisory support is capped and includes a written path to end the engagement. You know what it costs before we start, and you know when the engagement ends.

The right scope depends on your organization and what you need. A short call is a good way to decide whether the work is a fit before I prepare a proposal.

[Book a 15-minute call](/contact#book)

## Service 02: AI training for your team

**Sized to your team**

Help your people use the AI tools your organization already has, on Microsoft 365 Copilot or Claude. Training uses tasks from their roles, with hands-on practice and guidance for checking results and protecting information.

Choose a single session, a half-day or full-day workshop, or a multi-session program. In a full program, each participant works toward a documented workflow they can use in their job.

Full detail at [/training](/training).

## Service 03: Workflow redesign & tool integration

**4–12 weeks · Scoped per workflow**

Choose a repetitive task that takes too much time. We'll map how it works today, redesign it with your team, and build a practical solution within your existing systems where possible.

### Projects may include

- Drafting and document review workflows
- No-code automation between tools you already use
- Internal assistants for policies, onboarding, or technical reference
- Simplifying a process by removing unnecessary steps
- Documentation and training for the people who will maintain the work

Each project has agreed milestones, owners, and progress updates. A member of your team works alongside me and learns how to maintain the result. If there is no suitable internal owner yet, we'll identify one before starting.

[Discuss a workflow](/contact#book)

## Service 04: Fractional AI enablement advisory

**Capped quarterly engagement**

Get experienced support for AI decisions without hiring a full-time leader. I work with executives and internal teams to assess proposals, set priorities, and connect technical choices to operational needs.

### This may include

- Regular leadership working sessions
- Independent review of vendor proposals
- Coaching for internal AI leads
- A quarterly update for your leadership team or board
- Advice between scheduled sessions, within the agreed scope

[Talk about advisory](/contact#book)

## Service 05: AI Program Management

**3–12 months · Phased, fixed-fee scope**

If your organization has an AI plan but needs someone to coordinate delivery, I can manage the work from planning through handover.

### The scope may include

- A program plan with phases, milestones, and dependencies
- Progress updates suited to your governance process
- A current risk register
- Coordination with vendors, internal IT, security, and business teams
- Documented change decisions and impact reviews
- Handover materials for the people who will continue the work

This service draws on my project and program delivery experience in telecom infrastructure, procurement, and enterprise operations.

### This may be a good fit if

- You have an AI plan (yours, or from another consultancy) and need someone to coordinate delivery
- Your internal project bandwidth is already full of other priorities
- The program touches multiple business units or sites and needs sequencing across them
- Procurement, audit, or board governance calls for formal program discipline

### Credentials behind this work

Project Management Professional (PMP®) · Certified ScrumMaster® · Project Management Certification (Mount Royal University) · PMI GenAI for PMs · two decades of program delivery across telecom infrastructure, resource-sector procurement, and enterprise operations.

[Scope your program](/contact#book)

## Support for different sectors

The same five services look different depending on who you are. Here is how I approach each context.

### Small business & mid-market teams

Focus on work that takes time every week: drafting, document review, intake, reporting, and repeat decisions.

### Schools & faculties

Build practical skills for educators and administrators. Review administrative workflows and develop acceptable-use guidance suited to your school's needs.

### Public organizations

Plan pilots and training around procurement, privacy, audit, records, and governance requirements.

### Northern & Indigenous organizations

Plan around local governance, available capacity, infrastructure, and data control. Build skills within the organization before adopting new tools.

### Financial services & investment management

Review document-heavy processes with accuracy and traceability in mind. Any tool-supported analysis should keep appropriate human review in place.

## Not sure where to start?

Tell me what your team is trying to improve. I'll help you work out whether an assessment, training, or implementation project is the right next step.

- Email: connect@travisconsult.com
- [Book a 15-minute call](/contact#book)

Every engagement clears a documented conflicts check before acceptance; see the [Independence](/about#independence) section for the full standard.

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*PMP® and "Project Management Professional" are registered marks of the Project Management Institute, Inc. Certified ScrumMaster® (CSM®) is a registered mark of Scrum Alliance, Inc.*
