The entry engagement

Fifteen days. The truth about where you stand.

A fixed-scope, fixed-fee assessment that stages your organization on the Enterprise Intelligence Maturity Model™ with evidence rather than self-assessment, and delivers a roadmap your own teams can execute. Led personally by the principal, end to end.

Who this is for

A CIO, CTO, or COO holding one of three situations.

A mandate — the board has directed the organization to act, and the directive needs operating machinery before the next reporting cycle. A stalled program — pilots exist, production does not, and the leadership team disagrees about why. A question without an answer — what do we run, what does it cost, what does it return, and what is it exposing us to?

Days 1–5Evidence

System and tool inventory — sanctioned and shadow. Stakeholder interviews across business, technology, and risk functions. Data-flow review: what touches what. Spend assembly: the aggregate number, often for the first time.

Days 6–10Analysis

Maturity staging against the model, with the evidence attached to each scoring judgment. Risk register: model, data, vendor, regulatory, operational. Opportunity map: candidate systems ranked by measurable value, feasibility, and survivability of failure.

Days 11–15Decision material

The sequenced 12-month roadmap — what moves first, what gates it, what number it must produce. A working session with the executive team to pressure-test the findings. A board-ready summary the sponsor can present without us in the room.

What you receive

Six artifacts. Each answers a question.

Maturity staging, evidencedWhere you actually are — with the proof, not the optimism

Portfolio inventoryWhat runs, what it costs, what it touches, who owns it

Risk registerWhat the current state is exposing you to, ranked

Opportunity mapWhere intelligence investment returns first, and why

Sequenced roadmapThe 12-month order of operations, with gates and metrics

Board-ready summaryThe one document the sponsor presents upward

What this is not

Three things, stated plainly.

NotA sales document

The roadmap is vendor-neutral and deliberately executable by any competent team — including your own. Some organizations take the roadmap and run it internally; that is a successful outcome, not a lost sale. Where engagements continue, they continue because the diagnostic earned it.

NotA maturity survey

Self-assessment instruments — including our own published AI Governance Assessment — are mirrors, and mirrors flatter. The diagnostic exists to replace self-reported scores with evidence.

NotA technology evaluation

No tool recommendations appear in it unless the operating model justifies them. The most common finding is not “buy something”; it is “govern what you already bought.”

Terms, stated plainly. Fixed scope. Fixed fee, quoted before commencement. Fifteen working days from access to executive session. Conducted under mutual NDA. Client data remains in client infrastructure; the practice’s access is scoped, logged, and revoked at close, per the commitments published in the Trust Center. Every hour of the engagement is the principal’s own.

The honest constraint. The diagnostic depends on access — to systems, to spend data, and to people willing to describe what actually happens. The briefing call exists partly to establish whether that access is realistic; if it is not yet, we will say so and suggest what to put in place first.

Begin

Request an Executive Briefing.

A thirty-minute working conversation with the principal — no deck, no pitch. Where your organization sits on the maturity model, and whether an engagement is warranted.

Request an Executive Briefing

The practice accepts a limited number of engagements per year