Journeys provided at this site · Client

Your Journey as a Client

Becoming a client moves the relationship from public education and exploration into collaborative implementation around your firm's commercial priorities.

The aim is to develop useful AI capability together and help your people obtain optimal commercial value from it.

An appropriate secured space for collaboration

Clients can receive a LOGIN giving access to a secured client environment as their workspace is established and appropriate access arrangements are put in place. The environment is designed to give each client a space suited to the engagement.

The portal is being developed. The capabilities below describe what the client environment can progressively provide, according to the work agreed and the features made available; they are not all operational today.

Information handling, permissions, governance and human review need to be agreed for the work involved. Professional judgement remains central throughout testing and implementation.

A working environment that can grow with the engagement

Access, review and test

Access agents being developed for your firm, review prototypes and work in progress, and participate in testing against agreed business needs.

Provide feedback and see progress

Share what works and what needs attention, review development progress and collaborate with ScaleEnabler's development and support capability.

Build confidence and capability

Obtain assistance using agents effectively, support staff adoption and progressively develop the internal skills needed to use and evaluate the work.

Refine for commercial value

Use real-world experience to improve agents, review outcomes and maximise value from the engagement. Success should be measured in useful results for the firm.

Collaborative delivery

Design → Build → Test → Learn → Refine → Deploy → Support → Improve

Delivery is an ongoing process of working together. Feedback, adoption and improvement continue beyond the initial build and handover.

A measured path to capability

01

Design

Agree the business problem, expected value, workflow and human review requirements.

02

Build

Develop a focused agent or solution around the agreed priorities.

03

Test

Review prototypes together and test usefulness, limitations and suitability.

04

Learn

Use feedback to understand what users need and where support is required.

05

Refine

Improve the agent and workflow using evidence from testing.

06

Deploy

Introduce the solution with agreed controls, responsibilities and adoption support.

07

Support

Help staff use the agent effectively and develop internal capability.

08

Improve

Review real-world usage and commercial outcomes to guide further refinement.

Support across the work that creates value

An engagement can encompass AI strategy, opportunity and ROI assessment, a practical roadmap, governance, agent design and development, implementation, adoption, capability transfer and ongoing support.

The scope should fit your firm's starting point and priorities. As the relationship grows, the client environment can evolve with it. The objective is optimal commercial value from what is being developed, with investment guided by outcomes rather than the number of AI tools accumulated.

A foundation for a deeper relationship

A successful client relationship can progressively develop into a deeper partnership.

See Your Journey as a Partner