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Disconnected AI tools and manual workflows → one connected, secure, human-led operating model. Delivered as a service.
M247 adopted AI faster than the system around it was designed. That's an operating-system problem, not a technology problem — and it's exactly what we fix.
Settings differ per person. No shared templates, prompts, or voice. Informal security. Meeting notes still done by hand.
A 3–4 month retainer to stand up a standardized, secure, on-brand AI foundation, automate the notes pipeline, and set the roadmap.
One on-brand experience, automated work with a human in the loop, safe data, a trained team — no full-time hire.
Senior AI-operations leadership on retainer — strategy and hands-on build, on your Gameplan7 method.
Foundational build, then an optional lighter governance retainer.
Working sessions with you & the engineers, async delivery between.
AI Infrastructure-as-a-Service — the outcome, without the headcount.
Standardize & secure ChatGPT, Claude & Copilot.
Automate the meeting-notes pipeline end-to-end.
Roadmap, best practices, enablement.
The two starters deliver value in the first weeks.
Review the current ChatGPT, Claude & Copilot setup; turn it into a standardized, governed foundation so everyone gets the same experience and uses the same templates, prompts and voice.
Replace the manual copy-paste-and-check with a workflow that keeps one human approval where it matters.
Automated with Power Automate + Microsoft Graph and/or an AI assistant via API. One review-and-approve step stays — checking the template applied correctly and that notes & action items make sense before anything is saved. Includes a clear tooling recommendation — keep Copilot for transcripts, switch to Claude/ChatGPT, or combine them — decided on M247's real M365 setup, cost and template fidelity.
How to set these tools up — and whether to add others — judged on security, confidentiality, reliability, checking the output is right, and controlling who can sign in and access what. A clear reference setup plus a simple checklist for choosing tools.
Internal: HR, Sales, Finance, Ops, QA, Marketing/PR — build our own vs. integrate. External: customer-facing — gather → parse → analyze → validate → format → report.
Role-based AI training for you (leadership/strategy), your AI-assistant workflows, and the engineers — prompting, verification discipline, security hygiene, day-to-day mastery.
Your five stages — Discover → Design → Build → Secure → Optimize.
Audit; document the notes pipeline; confirm the transcript-tool decision.
Brand & Voice Kit, global-config plan, access model, notes blueprint.
Global settings live; prompt/template library shipped; automated notes flow built & tested.
Retention & acceptable-use rules, confidentiality levels, least-privilege access (people see only what they should), activity logging, reference setup.
Team training, internal/external roadmap, handoff to a lighter retainer.
Priced on value, anchored to 2026 benchmarks — a fraction of a full-time hire or a big-firm project.
Figures are 2026 US market ranges from public pricing/salary guides, used for benchmarking only; actual costs vary by scope, region and firm tier.
Served on the infrastructure task force at Disney — enterprise-scale rigor, brought to M247's size and speed.
An ongoing consulting retainer with clear deliverables — the continuity of a service without a one-and-done project drop-off. Expertise on tap, not an operations contract.
Access control, confidentiality, and data-retention rules built in from day one — useful, never reckless.
Approve to start, and we'll schedule a short call for contracts & next steps.