We agree in writing what is in scope and what is excluded, and get read-only credentials to the systems that matter. Excluded folders and tables are named here, not discovered later.
What we need from you: Someone who can approve access, and an hour to walk us through the systems.
02Index in place
Weeks 1–2 Your business system is read through a read-only connection. Your files are indexed where they sit. Nothing is copied off-site, and nothing is written back into the system of record.
What we need from you: We'll be exploring your data, applications and code. Several light demos and exploratory conversations with you on how you use your systems.
03First real answers
Weeks 3–4 You sit down with it and ask your own questions. Not a scripted demo — questions we did not pick, from the person who can tell when an answer is wrong.
What we need from you: The operating expert. Estimating, planning, scheduling or service — whoever actually knows.
04Handover and rollout
Weeks 5–8 Three to five core users are trained properly. The engine runs against live data, and your people run it.
What we need from you: The core users, and an owner-level decision on how widely it goes.