Solution 03

AI Readiness & Governance

AI tied to mission outcomes, with the data and guardrails to support it.

Agencies are under pressure to adopt AI, often without a clear use case or the data to support it. We assess readiness, put governance and human review in place, and run focused Agentforce pilots with defined success measures.

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SBA-Certified WOSB · SOC 2 Type II · GSA via Carahsoft

01 · Problem

What gets in the way

  • Pressure to adopt AI without a clear use case
  • Data quality and access are not ready for AI
  • No policy for acceptable use, review, or risk
  • Pilots stall before they show measurable results

02 · Solution

How we fix it

  • An AI readiness assessment across data, security, and process
  • A governance framework with roles, acceptable use, and human review
  • Use cases prioritized by mission value and risk
  • Agentforce pilots with defined success measures

03 · Technical approach

A phased path you can plan around.

1

Assess

Data, security, and process readiness.
2

Govern

Policy, roles, and human-in-the-loop review.
3

Prioritize

Score use cases on value, risk, and effort.
4

Pilot

Launch, measure, and scale what works.

04 · Benefits & impact

What changes for your team.

AI investments linked to measurable outcomes

Managed risk and clear accountability

Staff who trust and use the tools

A foundation that scales beyond the first pilot

Related experience

Medical-Technology Manufacturer · Healthcare Compliance Technology Organization

Client names and references are available under appropriate disclosure requirements and with client authorization.

Take it with you

All four solution quad charts in one document, ready to share with your program office or contracting team.

Capability Briefings & Teaming

Let’s talk about your mission.

Program offices, contracting officers, and prime contractors can reach our CEO directly.

Stephanie Hagan, CEO and Founder of The CRM Firm