Align
Agree on the problems worth solving.
Executive briefing, problem statements, priorities and the success metrics we'll be held to.
- Executive Briefing Readout
- Problem Statement Register
- Year-1 success metrics
The Clone Solutions Method
Align. Secure. Prove.Scale. Sustain.
The same five phases run every engagement, and each one ends with a deliverable you can hold. Underneath it all: a six-week department cycle and an autonomy ladder you sign off on.
Five phases
What happens, and what you get.
Secure
Bring InfoSec in first.
Connections, permissions, approval rules and the governance model, designed with your security team before anything goes live.
- Connections & Permissions Plan
- Clone Governance Charter
- AI Risk Register
Prove
First departments live, measured.
Your highest-ranked problems get Clones first, against a captured baseline, so the wins are numbers and not anecdotes.
- First Clones live
- Champion charters
- 90-Day Results Report
Scale
Department by department.
Two departments roll out in parallel every six weeks, with custom skills, cross-department handoffs and systems integration.
- 4–6 departments live
- Integration Architecture
- 6-Month Business Review
Sustain
Your team runs it.
Champions, monitoring and optimization, then a deliberate handoff to your own Center of Excellence.
- Center of Excellence charter
- Clone runbooks
- Year-1 Impact Report
Before kickoff
Weeks −2 to 0: Mobilize.
Organization set up
Enterprise organization configured and billing confirmed before the first workshop.
Owners named
Executive sponsor, InfoSec lead and steering committee in place.
The pre-read
Systems in use, identity provider, data classification, regulatory scope and current AI tools.
Security first, even here
Your security questionnaire in, our DPA, BAA if applicable, whitepaper and compliance one-pager out.
The 12-month roadmap
Every stage, every deliverable.
Departments live0
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Weeks −2 to 0
Mobilize
Set up to move fast.
- Enterprise organization set up and billing confirmed
- Executive sponsor, InfoSec lead and steering committee named
- Pre-read: systems, identity provider, data classification, regulatory scope, current AI tools
- Your security questionnaire in, our security package out (DPA, BAA if applicable, whitepaper)
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Month 1
Foundation
Agree on the problems, secure the environment, land the first win.
- Executive briefing and problem-statement session
- InfoSec kickoff: SSO, connection inventory, approval workflows, audit logs
- Diagnostic of priority departments
- Governance Charter and Risk Register
- InfoSec's own Clones go live
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Month 2
First departments live
Prove it where it matters most.
- Department rollout 1 begins on the top-ranked problem
- Champions program launches
- Baseline metrics captured
- Executive Clones for the sponsor group
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Month 3
First results
Show the numbers.
- Department 1 earns Execute with approval
- Department rollout 2 begins in parallel
- 90-Day Results Report against baseline
- InfoSec governance check
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Months 4–6
Department rollout
Two departments in parallel, always.
- Finance, HR, Marketing, Legal and more, by rank
- Cross-department handoffs between Clones
- CRM, ERP, HR, ticketing and data integration
- Scheduled and event-triggered work
- Six-month executive review
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Months 7–9
Agentic organization
Proven work runs on its own, within limits.
- Execute within limits on proven workflows
- Multi-Clone orchestration with Commander
- Customer-facing Clones: support, intake, phone, SMS
- Audit evidence packs
- Your Center of Excellence forms
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Months 10–12
Self-sufficiency
Your team owns it.
- Your builders create skills in SkillForge
- Model and cost tuning, Power Rating review for every Clone
- Year-1 Impact Report
- Year-2 roadmap: renew, accelerate or step down to managed operations
Every department
The six-week rollout cycle.
StageWk 1Wk 2Wk 3Wk 4Wk 5Wk 6Ongoing
DiscoverDepartment Opportunity Brief approved
DesignClone Design Spec + InfoSec approval
BuildAll test scenarios pass
PilotAccuracy and adoption above thresholds
LaunchDepartment live, baseline vs. actual tracked
OptimizeNext autonomy level when criteria are met
Autonomy ladder
Independence, earned with evidence.
Level 1 of 5
Assist
The Clone
Drafts, summarizes and researches.
Your people
Does everything else. Every send and every decision is yours.
Evidence to move up
Draft acceptance rate and accuracy on realistic test scenarios.
InfoSec sign-offBusiness owner sign-offRequired for every promotion
Level 2 of 5
Recommend
The Clone
Prioritizes the queue and proposes next actions, with its reasoning.
Your people
Decides and acts on the recommendation.
Evidence to move up
Recommendation acceptance and a low override rate.
InfoSec sign-offBusiness owner sign-offRequired for every promotion
Level 3 of 5
Execute with approval
The Clone
Acts after a named person approves each action, right in Slack, Teams or email.
Your people
Approves, edits or rejects. One click either way.
Evidence to move up
Approval rate, exception history and zero incidents above the agreed severity.
InfoSec sign-offBusiness owner sign-offRequired for every promotion
Level 4 of 5
Execute within limits
The Clone
Acts on its own inside set thresholds, and escalates anything outside them.
Your people
Owns the thresholds, reviews exceptions and audits a sample.
Evidence to move up
Sustained accuracy, override rate under target and a clean audit log review.
InfoSec sign-offBusiness owner sign-offRequired for every promotion
Level 5 of 5
Orchestrate
The Clone
Coordinates multiple workflows and Clones across systems, under monitoring.
Your people
Sets goals, monitors and can override at any moment.
How it's governed
Reviewed quarterly at the business review, with InfoSec.
InfoSec sign-offBusiness owner sign-offRequired to stay here
FAQ
Questions, answered.
Why five phases?
Because every stalled AI program skips one. Align makes sure we solve real problems. Secure removes the approval bottleneck. Prove creates measured wins. Scale repeats what works. Sustain makes your team self-sufficient.
How long does each phase take?
Align and Secure happen in Month 1. Prove runs through Months 2 and 3. Scale covers Months 4 to 9, and Sustain is Months 10 to 12. Department rollouts repeat on a six-week cycle throughout.
What is the autonomy ladder?
A control framework you sign off on. Clones move from Assist to Recommend, Execute with approval, Execute within limits and Orchestrate, and each promotion needs evidence plus InfoSec and business owner sign-off.
Can we start with a single phase?
Yes. The Executive Briefing and the AI Opportunity Assessment can run on their own. Most organizations then continue into the full Enterprise Partnership with the roadmap already in hand.
Five phases. Your problems first.
Every engagement starts with an Executive Briefing on your actual work.