Professional Services

A defined outcome, delivered and handed over.

Projects, assessments, implementations, and consulting with written deliverables, exclusions, customer responsibilities, timing, and acceptance conditions before work starts.

General project pricing is quoted privately. None of this creates a recurring obligation. Vendor subscriptions, licences, hardware, and taxes stay yours and are disclosed before anything is purchased. Nothing here is a certification, audit opinion, security guarantee, or legal, insurance, or tax advice.

Packaged Professional Services

Startup Digital Foundation

A fixed-scope setup for a founder-led business: identity, email, files, supported devices, passwords, backup with a tested restore, one secure AI account and key, working guides, evidence, and customer-owned handoff.

CAD $2,995CAD $2,695pre-tax

Founding price for the first three engagements

Review the Foundation Check Foundation fit

ITSM consulting

Service management is a practice here, not a keyword.

The service-operations group below is an ITSM consulting practice: process design (ITIL-shaped, sized to the team you have rather than the one a framework assumes), PSA and RMM tooling configuration from production experience with ConnectWise-class platforms, service reporting built from your own data, and runbooks your people can follow after handoff. Each engagement is advisory and bounded — nothing here operates your service desk for you.

Evidence and assurance

Bounded engagements that end in something you can show someone: a mapped answer, a ranked finding, a restore that actually ran.

Security-questionnaire response

A customer, partner, or insurer sends a security questionnaire. Each question is mapped to evidence that actually exists in your environment, producing a response workbook your team can attest to.

Included

One questionnaire of an agreed length, explained in plain language
Each question mapped to verified evidence from identity, email, endpoint, backup, recovery, and training systems
Missing, contradictory, and unevidenced controls identified
One review round with the responsible person

Not included

Answering from assumptions, plans, or intentions
Acting as the respondent, broker, or signatory
Remediating the gaps found — separate scoped work
Coverage, limits, exclusions, legal interpretation, or certification of any kind

You receive: An evidence matrix showing implemented, not applicable, and unresolved items, and a response workbook with supporting evidence recorded beside each answer. Unresolved items stay visibly unresolved.
You provide: The questionnaire, a named responsible person, and read access to the systems the questions concern.

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Bounded security posture review

A point-in-time review of a defined set of systems against a stated baseline, producing findings ranked by consequence with the evidence behind each one.

Included

One agreed scope — a named set of systems, accounts, or one tenant
Identity and administrative access, multi-factor coverage, email authentication, endpoint configuration, backup configuration, logging, and recovery ownership
Findings recorded with observed evidence, not inferred
A remediation list ordered by consequence, each item with an owner and an effort estimate

Not included

Penetration testing, exploitation, social engineering, or attack simulation
Continuous or repeat scanning, or a vulnerability-management program
Remediation itself
Any statement that the environment is secure, compliant, or insurable

You receive: A findings report with evidence, a ranked remediation list, and a residual-risk register recording what was accepted rather than fixed.
You provide: Scope agreement in writing, read access to the systems in scope, and one named technical contact.

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Backup and tested restore verification

Most organizations have backups configured and have never proven one restores. Three agreed restore paths are performed end to end, each with a receipt.

Included

Inventory of what is backed up, what is not, retention as configured, and who receives alerts
Three agreed restore paths performed end to end
A receipt per restore: what was restored, from which point in time, how long it took, who verified it
A written account-loss and outage procedure usable by your administrator

Not included

Designing or replacing your backup platform
Full-tenant or full-site disaster-recovery testing
Any recovery-time or recovery-point guarantee
Restoring into production without your written approval

You receive: The backup inventory, one receipt per tested restore, and the account-loss and outage procedure. A tested restore proves that path on that date. It does not prove full disaster recovery.
You provide: Backup platform access, a target environment the restore may write to, and approval of each restore before it runs.

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Service operations

Process and tooling work for teams that have the software and no agreed way of working.

Service-management process consulting

Advisory work on change, incident, request, and problem handling — written so people will actually follow it, sized to the team you have rather than the one a framework assumes.

Included

Review of current practice against the agreed process areas
Written process definitions with roles, entry and exit criteria, escalation, and approval paths
One workshop of an agreed length per process area
One revision round after review

Not included

Certification, accreditation, or audit of any kind
Acting as your process owner or service manager
Configuring or administering your tooling
Operating any process on your behalf, or ongoing advisory

You receive: Process definitions, role and responsibility assignments, and the workshop material.
You provide: Access to current practice and documentation, a named process owner per area, and participants for the workshops.

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Service-tooling configuration consulting

Practical configuration and workflow advice for professional-services-automation and remote-monitoring platforms, from production experience running them — ConnectWise among them — rather than from the documentation.

Included

Review of current configuration against how the team actually works
Agreed changes to ticket types, boards, statuses, workflow rules, agreements, time capture, or reporting within supported configuration
A written record of every change made, with the reason
Handover of the configuration to your administrator

Not included

Licence purchase, resale, or vendor contract negotiation
Platform or data migration between products
Custom development, integration build, or unsupported customization
Ongoing administration, or any representation of or partnership with a vendor

You receive: The agreed configuration changes, a change record, and administrator handover notes.
You provide: Administrative access, a named platform owner, and approval before any change is applied to production.

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Service reporting

A service-review or quarterly-review pack, built once from your own data so your team can produce it every period afterwards without starting from a blank page.

Included

Agreement on which measures matter and where each one comes from
One completed report built from a real period of your data
A reusable template with data sources, method, and definitions recorded
One review round

Not included

Producing the report on an ongoing basis
Building a live dashboard, data warehouse, or integration
Any measure that cannot be sourced from a system you already have
Interpretation presented as a business or investment recommendation

You receive: One completed report, the reusable template, and a documented method naming every data source.
You provide: Read access to the source systems, and one named owner who decides what the report is for.

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Documentation and runbook build-out

Written operational documentation for a defined set of systems, in a form your team maintains — not a snapshot that is wrong in a month.

Included

System and dependency map, administrator guide, joiner and leaver checklist, incident quick card, and outage or account-loss runbook
Written against the environment as observed, not as described
One accuracy review with your technical contact
A stated review cadence and a named owner per document

Not included

Documenting systems outside the named scope
Keeping the documents current after handover
Deploying or administering a documentation platform
Recording any secret value — no password, key, or token appears in any deliverable

You receive: The agreed document set in an editable format you own, with an owner and review date on each document.
You provide: Read access to the systems in scope, a technical contact for the accuracy review, and the destination where the documents will live.

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AI, bounded

Getting paid AI use started safely, for people who have to use it. Not a platform build, and not a promise about what the models produce.

AI account and guardrail setup

A safe, client-owned starting point for paid AI use: your account, your billing, scoped credentials, and spending protections in place before anyone starts using it.

Included

One supported provider account in your name, billed directly to you
Project-scoped API keys placed in your credential custody
Billing and usage protections configured where the provider supports them
One non-sensitive test call, and a written handover covering rotation and revocation

Not included

Production integration or embedding into your applications
Any workflow handling sensitive, regulated, or customer data
Model routing, gateway, or cost-control infrastructure
Ongoing usage monitoring, or responsibility for provider charges, availability, or model behaviour

You receive: The account under your ownership, scoped keys in your custody, and the handover and revocation guide.
You provide: The billing method, a named account owner, and a credential store the keys can be placed into.

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Team onboarding and safe-use orientation

Getting named people into an AI workspace correctly, with a short grounded session on what is safe to put into it and what is not.

Included

Named-user invitations, access verification, and multi-factor checks
One orientation session covering strengths, failure modes, what must never be entered, and when a human must verify output
A one-page safe-use reference
A sign-in test per named user

Not included

Ongoing training, certification, or a curriculum
Writing your acceptable-use or data-handling policy — a legal and HR decision
Monitoring what staff do afterwards
Any promise about accuracy, productivity, or output quality

You receive: Configured named access, the safe-use reference, and the session material.
You provide: The workspace or subscription, the user list, and time from the people being onboarded.

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Prompt and workflow pack

Five reviewed, tested prompts for one ordinary business workflow, built with non-sensitive examples, so the team has a working starting point instead of guessing.

Included

One named workflow
Five reviewed prompts, each tested against non-sensitive example inputs
A human-review checklist stating what must be checked before output is used
Written notes on where each prompt fails and what to do then

Not included

Any workflow involving sensitive, regulated, or customer data
Automation, scheduling, or integration of the prompts into a system
Fine-tuning or model training
A guarantee of output quality, accuracy, or consistency

You receive: The five prompts, the review checklist, and the failure notes.
You provide: The workflow definition, non-sensitive example inputs, and one reviewer who knows what a correct answer looks like.

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If none of these is the right shape

Scoped one-time work.

Written scope, a stated deliverable, and an estimate before work begins. Work stops at the estimate unless you approve more in writing. If the deliverable is not clear enough for Professional Services, Time & Materials uses the same written approval boundary with an agreed rate and spending limit.

See the Time & Materials boundary

Start with the boundary

Four answers lead to the right quote path.

A standard fit gets the fixed base-package quote. Anything outside that boundary prepares a custom request you review before sending.

Check fit and quote