LevelUp↗

AI and agentic workflow support

From a first use case to an implementation suited to your business: scope the project, prepare the tools, build a pilot and transfer skills to your team.

Scope, deliverables, knowledge transfer and success criteria agreed together in a tailored quote.

Discuss your AI projectExplore the approach

Where could AI help?

Start with a clearly identified problem. These are areas to explore together, depending on your data, tools and constraints.

Clarify your priorities

You have several ideas but are unsure where to start. Compare potential uses by their value, feasibility and the changes they would involve for your teams.

Prepare agents and their tools

GitHub Copilot or Claude Code adoption, a coding harness, a Copilot Studio agent or a business workflow: choose a useful scope with verifiable outcomes.

Support your teams

A tool alone does not establish new working practices. Connect the project to everyday tasks and identify the skills people need to make it useful.

Scope before you deploy

Scope, deliverables and timing are defined in the proposal. This approach provides a starting point for our conversation.

  1. Understand the context

    Describe the current process, the people involved and the intended outcome. Identify existing tools, available data and points of friction.

  2. Select an initial use case

    Define a focused use case and observable success criteria. Review access requirements, technical dependencies and data handling conditions.

  3. Test on a small scale

    Depending on the agreed scope, a trial can test the solution against real work. Compare results, errors and review effort before considering wider use.

  4. Prepare for adoption

    Clarify usage rules, responsibilities and training needs. Deployment and follow-up arrangements depend on the trial findings and your organisation.

Prepare a useful conversation

Describe an example task or process. You do not need to have chosen a technology. Avoid sending confidential data through the contact form.

Discuss your AI project

What to share

  • The business problem and the teams involved.
  • Current tools and the steps in the existing process.
  • The intended outcome and how to measure it.
  • Your timing, budget and data constraints.

An AI project may also reveal a training need. Explore our programmes or discuss a learning path for your team.

Your AI consulting questions

Do we need to choose a tool first?

No. Start with your needs and working environment. The choice of a tool or integration depends on the use case, available access and the constraints identified during scoping.

Can you work with our existing tools?

They are the starting point for the conversation. Integration feasibility needs to be checked, including available features, interfaces, licences and access rights. Compatibility is not assumed before this review.

What budget should we plan for?

The budget depends on the scope, the work involved and the support you need. Describe your project through the form to help prepare a suitable proposal; there is no single fixed price.

Which process would you like to improve?

Tell us about your needs, the tools involved and the outcome you want. We can then clarify the next steps for your project.

Discuss your AI project
AI consulting and business automation | LevelUp Academy