Sheet 08 · Phased delivery
Phased Roadmap
Five phases. Each one approvable on its own.
The roadmap runs from foundation work through advanced intelligence. Each phase produces standalone value and none commits you to the next. Predictive maintenance and digital twins appear deliberately late: they require data quality and instrumentation that must be verified first.
What the first 90 days look like
- Weeks 1–2 Kickoff & classification Discovery interviews, systems inventory, data classification, and baseline measurements for the pilots.
- Weeks 3–6 Governance & Copilot value AI policy in force, approved-platform matrix live, and structured adoption of the Copilot Enterprise licenses already paid for.
- Weeks 7–10 Knowledge assistant First approved documents indexed; assistant answering with citations for the pilot team on local infrastructure.
- Weeks 11–13 Field-service pilot live Technicians drafting real reports with AI assistance and approving every word — measured against the baseline.
A typical sequence — the exact schedule is set during discovery and depends on data readiness and team availability.
-
Phase 1
Foundation
Know your data before you scale your tools.
-
Discovery and readiness assessment
Structured review of systems, data, and workflows to find where AI can earn its place.
-
Data classification
Public, Internal, Confidential, and Restricted classes that drive every platform decision.
-
Security review
Access, storage, and network review focused on AI data paths.
-
Systems inventory
Catalog of the systems and data sources AI work would touch.
-
AI policy
A written policy covering approved platforms, prohibited uses, and review requirements.
-
Staff training
Practical training on what AI tools do well, poorly, and dangerously.
-
-
Phase 2
Productivity
Value in the tools staff already use.
-
Copilot pilot with governance
Targeted Copilot licensing with data-access review and usage guidance.
-
Internal knowledge assistant
Retrieval-grounded assistant over approved documents with citations and refusals.
-
Meeting and document assistance
Summaries and drafting inside Microsoft 365.
-
Quote workflow assistance
AI-drafted quotes with mandatory human pricing review.
-
-
Phase 3
Service and Sales
The recommended pilot phase.
-
Field-service reporting pilot
Draft reports from technician notes and photos, technician-approved before filing.
-
Bore Restore intake system
Structured intake that captures requirements correctly at the start.
-
Product compatibility assistant
Cited answers from approved product data for sales and support.
-
CRM intelligence
Summaries and follow-up drafting over customer history.
-
-
Phase 4
Operations
Scaling into the plant and the portal.
-
Digital product passports
Structured lifecycle records for products and restorations.
-
Inventory forecasting
Demand-informed stocking recommendations with human sign-off.
-
Operational dashboards
Live visibility into service, sales, and intake pipelines.
-
Customer portal
Self-service status, documents, and requests for customers.
-
Computer-vision quality inspection
Automated visual inspection once imaging and labeled data exist.
-
-
Phase 5
Advanced Intelligence
Only after the data has proven ready.
-
Predictive maintenance
Failure prediction built only after sensor and history audits pass.
-
Remaining useful life estimation
Component-level wear estimates grounded in verified data.
-
Fleet benchmarking
Cross-fleet performance comparison for served equipment.
-
Digital twins
Simulation models for high-value equipment, scoped case by case.
-