AI & Automation | Strategic AI Assessment
Get your firm a clear, governed plan for AI.
Your team is almost certainly using AI already, on personal accounts, without oversight. The Strategic AI Assessment replaces that uncertainty with evidence: how AI is being used today, the risk it creates, and a prioritized 12-month roadmap to capture its value safely. This is an AI strategy engagement, not a readiness checklist.
4-6 weeks
Discovery and analysis, then a leadership presentation
Free
30-minute discovery call to start
Yours to keep
Policy, framework, and roadmap
Credited
Toward Managed AI if you proceed
What You Walk Away With
Strategy, not a science experiment
A chatbot or a knowledge base on its own changes nothing. What changes the business is the governance, the adoption, and the strategy around it. That is exactly what you walk away with, and it is yours to keep, whether or not you continue with Resolved.
01
AI Usage & Exposure Baseline
An evidence-based picture of how AI is actually being used across your firm. We deploy Cloudflare on your network to see which AI tools are in use, by whom, and how often, surfacing the shadow AI already handling your project and client data. You get a documented baseline of usage, what data is leaving your environment today, and where your real exposure sits.
02
AI Usage Policy
A practical, firm-specific policy your team will actually follow: acceptable use, confidentiality and client-data handling, human-in-the-loop review, and the line between AI-assisted and AI-autonomous work. Built from your real usage data, not a generic template, and ready for the AI questions your clients and insurers are starting to ask.
03
AI Risk & Governance Framework
A straightforward way to evaluate and govern AI risk, so leadership can decide with confidence. We map your exposure across data security, professional liability, and insurability, give you a repeatable method to assess any new tool before it is adopted, and define who owns AI decisions inside the firm.
04
A 12-Month AI Roadmap
The heart of the engagement: a prioritized, quarter-by-quarter plan to put AI to work in your specific business over the next 12 months. Every initiative is tied to a business outcome (margin, capacity, risk reduction, or win rate) and sequenced so the foundation comes first and the value compounds. Includes a conservative ROI estimate.
How It Works
A focused engagement, in six steps
A few weeks of discovery and analysis, then we prepare and present your findings and roadmap to leadership.
Deploy & Baseline
We deploy Cloudflare across your network and switch on secure usage logging. Within days we can see which AI tools your team is using, how often, and what data is involved: your shadow-AI baseline.
Discovery Sessions
Short calls with leadership and team leads: where AI is already helping, which workflows eat the most senior time, and where clients or insurers are beginning to ask questions.
Analysis & Risk Assessment
We analyze the usage data and your workflows together, evaluate your exposure and risk, and identify the highest-value, lowest-risk opportunities specific to your firm.
Build Policy, Governance & Roadmap
We draft your AI usage policy, your risk and governance framework, and the prioritized 12-month roadmap, with each initiative mapped to a business outcome.
Review & Alignment
We walk leadership through the findings and roadmap, validate priorities, and adjust sequencing and timelines on your feedback. Nothing is locked in. This is a working session, not a handoff.
Deliver & Next Steps
You receive the complete deliverables package. If you choose to move forward with a Managed AI partnership, your assessment fee is credited toward it.
What We Need From You
Light on your team, by design
Unlike a deep IT audit, this assessment does not touch individual passwords or system logins. We deploy Cloudflare with your authorization and keep your data in your environment.
- Leadership authorization to deploy Cloudflare and review how AI is being used across the firm.
- Administrative access to coordinate the rollout.
- Brief input from a few stakeholders, about two to three hours in total.
What Is Not Included
Implementing the roadmap, remediating existing IT gaps, and any software or licensing costs are scoped separately if you choose to proceed. The assessment gives you the plan and the evidence behind it; execution is a decision you make next, with us, in-house, or with another firm.
Priority is the IT foundation, not AI yet? Our Strategic Technology Assessment covers that side.
Why Resolved
A rare intersection
Most AI vendors do not have the IT and governance foundation to deploy safely. Most IT firms do not have the AI depth to deliver real outcomes. Resolved has both, and we build specifically for architecture and engineering firms.
Your data stays in your environment, under your governance, on your systems. We do not sell tools. We sell strategy, with the team to execute it.
Start Here
See how your firm is really using AI
It begins with a free 30-minute discovery call to understand where your firm is headed and confirm the assessment is the right fit. No passwords, no obligation.
The AI usage policy and governance framework are operational guidance, not legal or insurance advice. We recommend review by your own professional advisors.