Process and participation
Name the process owner, users and technical reviewers. Agree inputs, exceptions, access, customer effort, acceptance criteria and what is outside the work before committing.
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Companies in Canada
Less re-entry. Clearer review. A defined next step.
For professional services teams handling documents, operations moving data between applications and teams already using AI. Review one process, assess existing tools and agree what a useful next stage must demonstrate.
Canada: discovery and a written proposal define scope, document languages, delivery capacity, schedule, price, currency and support. The Brazilian reference packages do not set Canadian terms.
What to settle before a project in Canada
Data, province and language
Confirm province, working and document languages, data sensitivity, permitted tools, access and storage needs. Québec and French-language requirements need specific assessment before scope and delivery are confirmed.
Commercial terms by proposal
Scope, delivery capacity, schedule, fees, currency, invoicing, payment milestones, supplier entity and change process must be confirmed in writing for Canada. No Brazilian package or support plan applies automatically.
Ownership and continuity
Agree control of accounts, project-specific code and usage rights, third-party restrictions, documentation and handover. Optional support, correction obligations and response targets require explicit terms.
Start with a situation your team recognizes
Application examples to assess fit. These are not DezoTech customer stories or demonstrated client results.
Professional services with a document queue
Inputs arrive in different formats and staff need to find missing information. Map one workflow, identify review decisions and agree what a pilot would need to show.
Workflow discoveryOperations using two disconnected applications
Staff re-enter customer or order data and reconcile differences. Review one handoff, including mapping, duplicate checks, failure handling and ownership.
System handoff and reconciliationA team already using AI
People need to know which tools and data they can use and who reviews the result. Define practical boundaries for one team before wider adoption.
Practical AI governance for one teamWhat makes the work verifiable
The process owner checks the workflow and exceptions; IT reviews access and dependencies; the person approving the work receives acceptance criteria and evidence. Demonstrations using synthetic data are labelled as examples. They do not replace assessment of your process.
Choose the question to resolve first
These are starting points for defining work in Canada, with scope to agree. Check the existing tool first. Use a pilot when a specific uncertainty needs testing. Discovery can recommend keeping the current process or stopping.
For Canada, the written proposal sets schedule, prerequisites, customer participation and delivery capacity after the process is understood. No fixed delivery period is offered here.
Workflow discovery
Understand the queue, review decisions and options before choosing an implementation.
View scope
Workflow discovery
Understand the queue, review decisions and options before choosing an implementation.
When to consider this step
Documents wait for review, but the team has not yet separated missing information, unclear rules and system limitations.
Scope to agree
- Agree the process, participating team, interviews and records to review.
- Assess current tools, data, exceptions, interfaces and customer effort. Document languages and access are confirmed before agreement.
Outputs to agree
- Proposed process map, baseline, dependencies and options, with assumptions identified.
- A recommendation and acceptance criteria for a possible next stage, including the option to stop. Deliverables and formats are agreed in the proposal.
Work with the tool you already have
Check whether existing features can support the workflow before adding custom software.
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Work with the tool you already have
Check whether existing features can support the workflow before adding custom software.
When to consider this step
Your team has Microsoft 365 or a CRM and still forwards approvals and copies status by hand. Check existing capabilities and licensing first.
Scope to agree
- Review the chosen workflow, licensed tool, available connectors, permissions and review needs.
- Confirm configuration limits, environments, user participation and licensing before defining implementation.
Outputs to agree
- An agreed configuration and validation approach, if the tool fits the process.
- Proposed documentation, training and handover for the defined work. Licenses and third-party services are identified separately.
Document workflow pilot
Evaluate extraction, exceptions and review effort before deciding on production.
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Document workflow pilot
Evaluate extraction, exceptions and review effort before deciding on production.
When to consider this step
A professional services team handles varied documents and needs to understand extraction quality, exceptions and the effort of human review.
Scope to agree
- Agree a test process, document languages, formats, sample, fields, interfaces and permitted data use.
- Define human review, critical fields and an evaluation set before work begins. Sample size and usage costs are set in the Canadian proposal.
Outputs to agree
- Proposed test workflow, exception handling and evaluation evidence for the agreed sample.
- Field-level findings, human review effort and a recommendation to proceed, adjust or stop. Documentation and knowledge transfer are scoped explicitly.
Review a pilot for production
Plan rollout only after the pilot and operating needs have been assessed.
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Review a pilot for production
Plan rollout only after the pilot and operating needs have been assessed.
When to consider this step
The pilot has been evaluated. Your team now needs operating ownership, permissions and a way to recover before rollout.
Scope to agree
- Reassess the validated process, expected volume, environments, access, integrations and operating owner.
- Agree transition, rollback, testing, training and stabilization needs in a separate production scope.
Outputs to agree
- Proposed operating workflow, permissions, logging, alerts and agreed functional and recovery checks.
- A handover and activation plan with responsibilities, documentation and any support arrangements defined.
System handoff and reconciliation
Define how one set of data moves between systems and how differences are handled.
View scope
System handoff and reconciliation
Define how one set of data moves between systems and how differences are handled.
When to consider this step
Operations re-enter customer, order or reference data between two applications. Define one transfer and its checks before planning wider changes.
Scope to agree
- Assess the source and destination, available interfaces, fields, rules, transfer direction and frequency.
- Agree test records, permissions, discrepancies, duplicate handling and recovery. Interface availability and vendor dependencies determine feasibility.
Outputs to agree
- Proposed data mapping, transfer, validation, discrepancy handling and reprocessing for the agreed handoff.
- Testing evidence, documentation and handover scoped to the integration. Wider migration or synchronization requires separate assessment.
Practical AI governance for one team
Make tool use, data boundaries, approval and human review clear in daily work.
View scope
Practical AI governance for one team
Make tool use, data boundaries, approval and human review clear in daily work.
When to consider this step
A team already uses AI and needs clear boundaries for tools, data, approval, human review and exceptions.
Scope to agree
- Agree the team, tools and uses to review, including data and approval needs.
- Define a practical case to test responsibilities, human review and handling of exceptions or changes.
Outputs to agree
- Proposed inventory, responsibility and risk records, permitted-use boundaries and approval workflow.
- Practical procedures and a review routine with editable materials. The Canadian proposal defines the deliverables and participation.
Decide how the workflow will be maintained
For Canada, support is optional and its scope, fees, hours, coverage, response targets and responsibilities must be agreed in a separate proposal. No support allowance is included by default.
- Identify who reviews failures and exceptions, who can authorize changes and who owns accounts and vendor relationships.
- Agree the handover, review cadence, service window and escalation process before relying on ongoing support.
- New workflows and material changes require an agreed scope. Third-party services retain their own terms.
Any additional work, fees and authorization process must be defined in the Canadian proposal.
Acceptance, correction obligations and any warranty terms are defined in the Canadian agreement.
Workflow maintenance
Scope to be confirmed
For an accepted workflow with an identified owner. Agree log and failure review, fixes, reporting, capacity and fees if ongoing maintenance is needed.
Operational follow-up
Scope to be confirmed
For a team that needs help reviewing alerts and exceptions. Define review cadence, adjustments, meetings, responsibilities and service terms around the workflow.
AI governance follow-up
Scope to be confirmed
For a team with an agreed governance routine. Define how new uses, tool changes, outstanding items and reviews will be handled, including ownership and fees.
Understand the full cost before deciding
Compare the work you are considering as a whole: assessment, pilot if needed, production if approved, and optional support. The Canadian proposal identifies each stage, customer effort, currency and fees before agreement.
A pilot and production are separate decisions. Review the same scope when comparing an existing tool, internal work and a proposed implementation. A completed pilot can support a decision to stop.
Identify licensing, hosting and usage costs separately, along with account ownership and billing responsibilities. Confirm supplier, invoicing and applicable terms in the proposal. Savings, accuracy and return need assessment.
Describe one workflow and where it gets stuck.
An initial conversation checks the process, its owner, systems, data and the question worth resolving. Confirm province, working language and delivery needs before a Canadian proposal is prepared.
English brief for Canada. Scope, fees, currency, schedule and support remain to be agreed; it is not a fixed-price quote.