Custom models & RAG
Your documents, your boundaries, your retrieval layer.
- Internal Q&A on HR, IT, and clinical admin playbooks
- Classification and extraction on repeatable document types
Azure OpenAIOpenAI APIAWS BedrockVector search+1 more
AI Strategy
Climb the precipice. Prove ROI on the way up.
Scope, Foundation, Ascend, and Anchor: four verticals from business alignment to governed deployment. Ready to automate a specific workflow? That lives on workflow automation.
The Precipice climb
Four verticals. One path up.
Enterprise AI frameworks talk in pillars. We talk in verticals: the climb from business alignment to governed production.
Vertical 01: Scope
Strategy & business alignment
Before anyone buys Copilot seats, we map revenue drivers and operational bottlenecks. The goal is high-impact workflows where AI moves a real number, not incremental busywork dressed up as innovation.
- •ROI scorecards tied to admissions, finance, or ops workflows
- •Written kill criteria before the pilot budget is spent
- •Stack audit: what you run today, not what a vendor wants to sell
Vertical 01
Scope
Vertical 02: Foundation
Data quality & technical readiness
AI amplifies whatever you feed it. Current SOPs, labeled documents, integrated pipelines, and private endpoints come first. Without that base, RAG hallucinates and agents fail quietly.
- •SOP and document inventory: what can touch a model, what cannot
- •Indexes, embeddings, and integrations owned like any other system
- •BAA-aligned infrastructure before PHI-adjacent workloads go live
Vertical 02
Foundation
Vertical 03: Ascend
Deploy & model architecture
This is where the technical core lands: RAG on your docs, bounded agents, Copilot in M365, or dev AI for portals and glue code. One deployment lane per pilot, not four demos at once.
- •Pick RAG, agents, productivity AI, or build AI based on the workflow
- •Evaluation frameworks so you know when the model is good enough
- •Plain automation when rules beat models (see workflow automation)
Vertical 03
Ascend
Agentic workflows
Systems that take action, not chatbots that guess.
- Intake triage, ticket routing, and status updates across apps
- Multi-step ops: read CRM, update a sheet, notify staff in Slack or Teams
n8nMakePower AutomateZapier+2 more
Microsoft Copilot
When M365 is already the center of gravity.
- Teams, Outlook, Word, and Excel power users
- Drafting, summarizing meetings, and searching M365 content
Microsoft 365Entra IDPurview DLPCopilot Studio
Claude, Cursor & dev AI
Ship internal tools and integrations faster.
- Prototyping portals, scripts, and integration glue
- Accelerating web and software work with Precipice
ClaudeCursorGitHub CopilotGitHub+1 more
Vertical 04: Anchor
Governance & reliability
As AI takes on more responsibility, you need guardrails that hold up in regulated environments: access controls, human review, logging, and liability boundaries your board can actually sign off on.
- •Human-in-the-loop gates on clinical-adjacent and donor data
- •Prompt, index, and agent tool permissions with audit trails
- •Monitoring, alerting, and an owner who tunes after go-live
Vertical 04
Anchor
- Data inventory: what can touch a model, what cannot, and where copies land
- BAA and vendor review before PHI-adjacent workloads go live
- Role-based access on indexes, prompts, and agent tool permissions
- Logging, alerting, and an owner who tunes prompts after go-live
- Training that matches how your team actually works
Already know the workflow?
Skip Scope. Automate the bottleneck.
Admissions triage, fax routing, Monday reports, CRM integrations: scoped, built, and monitored on workflow automation. Come back here when you need to pick an AI lane.
The 60-day climb
60-day pilot. Written kill criteria.
One timeline, four verticals. You already read the detail above. This is the sequence we run on every engagement.
Talk through your pilot01
ScopeAlign on impact
Map revenue drivers and bottlenecks. Rank workflows by hours saved, risk, and complexity. Set kill criteria before tooling conversations start.
02
FoundationHarden the base
Inventory data, label SOPs, confirm integrations and BAAs. No model work until the inputs and infrastructure can support it.
03
AscendRun one lane
60-day pilot on a single deployment: RAG, agents, Copilot, or dev AI. Baseline metrics, one team, error monitoring, and runbooks.
04
AnchorExpand or stop
Review against kill criteria. Expand when ROI and governance hold. Fix Scope or Foundation first when they do not.
AI strategy without the enterprise price tag.
Start at Scope. Climb with a guide.
We map which vertical you are in, where plain automation is enough, and what your stack needs first. Ready to build? We scope it on workflow automation.