How We Work

ACT Methodology: Fastest path to AI Operated

Built from 600+ engagements. ACT is the operating methodology for AI in production, not deployment. It moves you from pilot to measurable, compounding outcomes, week over week.

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  • Pilot L1
    Exploring Bought?
  • Use L2
    Working Siloed?
  • Build L3
    Growing Sprawl?
  • Govern L4
    Tracked Drift?
  • AI Operated L5
    Outcomes Proven.
  • Pilot

    Budget allocated. Platform selected. Nothing running in production yet.

  • Use

    Individuals are productive. Value is trapped in individual workflows.

  • Build

    Agents proliferating. No inventory. No governance. Sprawl has begun.

  • Govern

    Governance is in place. But without active operation, agents drift.

  • AI Operated

    Every agent accountable. Operations run every week. Outcomes compound.

AI is live.
Outcomes take work.

600+

Enterprise AI Engagements

ACT was built from the ground up across all of them. Every pattern, every failure mode, every accelerator is in the methodology.

7

Days to Onboard ClickUp

Full workspace configured and live. The same engagement took 55 days before ACT. That gap is the methodology working.

3

Weeks to Production

From signed SOW to first AI use case live in a real environment, with real users. Not a proof of concept. Not a trial.

The Methodology

Three Motions. One Direction.

Each motion serves a different buyer state, has a defined output, and a clear definition of done.

01
Motion 01

Assess

Tells you where you are. Not a consulting engagement. A fixed-scope, one-week Drive that ends with the business case your leadership needs.
  • Duration One week
  • Scope Fixed
  • Output Business case + roadmap
  • Entry point Best starting place
02
Motion 02

Onboard

Gets you live. Not a pilot. Not a sandbox. A Drive that ends with something your team is running in production. One use case per Drive.
  • DurationWeeks per Drive
  • ScopeOne use case per Drive
  • OutputLive in production
  • Proven stat7 Days
Live
03
Motion 03

Operate

Keeps it running. The recurring managed subscription. L5 runs Drives every week. Outcomes compound. This is the destination for every engagement.
  • DurationRecurring subscription
  • CadenceWeekly Drives
  • OutputOutcomes compound weekly
  • Scale100+ active engagements

Within each motion

The DRIVE Sprint Cycle

Every Onboard and Operate engagement runs through DRIVE, our structured 5-step sprint, taking a use case from scoped to live in production, then continuing to improve with each DRIVE cycle.

Every DRIVE follows the same framework. The scope varies. The discipline does not.

Discover

Scope the work. Understand the current state. Nothing is built until the scope is clear.

Realize

Build it. Configure it. Wire it. Get the output into the environment.

Iterate

Real users, real prompts, real edge cases. Gaps get closed before production.

Validate

Confirm the outcome in a live environment. Measure against the objective.

Enable

Hand off what was built. Confirm adoption. Set up the next Drive.

Motion One

Assess

One week. Fixed scope. L5 scores you across people, process, and platform. The output is not a deck. It is the business case your leadership needs, and the roadmap that justifies what comes next.

You walk away with

  • AI maturity scorecard
  • Prioritized improvement roadmap
  • Business case with estimated impact, built to take to leadership
  • Scoped plan and SOW for what comes next
  • First Onboard Drive ready to start

The one-week Drive

  • Discover

    Stakeholder interviews. Platform audit. Workflow and integration inventory.

  • Realize

    Maturity scored. Gaps mapped. Opportunity sizing completed.

  • Iterate

    Roadmap sequenced. Priorities stress-tested. Business case drafted.

  • Validate

    Findings reviewed with your team. Roadmap confirmed.

  • Enable

    Scorecard delivered. First Onboard Drive scoped. Team aligned.

Motion Two

Onboard

Not a pilot. Not a sandbox. A Drive that ends with something your team is running in production. One use case per Drive, until the platform is fully operational.

You walk away with (each Drive)

  • Live use case in production
  • Configured workflows and routing
  • Trained users and admins
  • Validated integrations
  • Next Drive backlog ready

Each Drive

  • Discover

    Document current workflows. Capture requirements.

  • Realize

    Configure platform. Build workflows. Wire integrations. Embed knowledge.

  • Iterate

    Test in staging. Collect feedback. Refine before go-live.

  • Validate

    Live testing with your team. Fixes applied same day.

  • Enable

    User training complete. Adoption confirmed. Next Drive backlog set.

Motion Three

Operate

Live and compounding are not the same thing. Operate is the destination for every engagement. L5 runs a Drive on your platform every week. Go-live is where the real work begins.

Weekly Drives include

  • Agent operations and tuning
  • Knowledge management
  • Integration maintenance
  • Governance and compliance
  • Outcome measurement
  • Quarterly maturity re-scoring

Every Drive (weekly)

  • Discover

    Backlog prioritized. This Drive scoped. Dependencies confirmed.

  • Realize

    New agent, workflow change, or content update in production.

  • Iterate

    Changes tested. Performance compared to baseline. Adjustments made.

  • Validate

    Outcome verified in live environment. Metrics updated.

  • Enable

    Change adopted. Next Drive backlog set. Scorecard updated.

Engagement Model

Each motion is a distinct engagement.
Each builds on the last.

Common Questions

Everything you need to know about ACT.

Ready to stop piloting and start operating?

Start with a one-week assessment. We'll map your readiness, identify your highest-impact use case, and build the business case for leadership.

Schedule your assessment