Process
Clear scope first, practical work second, useful documentation always
Security and AI consulting should reduce confusion, not create it. Each engagement starts by defining the problem, permission, deliverables, and handoff.
- 1
Intro call
Understand the business, goals, risks, constraints, systems, and decisions that prompted the conversation.
- 2
Scope and authorization
Create a written scope before any review or testing. No unauthorized access, no surprise work, and no vague permission.
- 3
Assessment or build plan
Define the approved work, expected deliverables, needed inputs, timeline, and handoff expectations.
- 4
Implementation / review
Perform the approved work: review, configure, document, advise, or build the agreed workflow or tool.
- 5
Documentation
Deliver plain-English findings, roadmap, policy, handoff notes, or build documentation.
- 6
Optional ongoing support
Continue with monthly advisory, implementation help, policy updates, or follow-up projects.
What we will not do
No unauthorized testing
No credential attacks
No intrusive red teaming unless separately authorized and explicitly scoped
No collection of unnecessary data
No scare tactics
Not sure where to start?
Bring the messy question and make it concrete
AI policy, domain security, vendor risk, staff training, or a custom workflow can all start with a small, clear scope.