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CONTROLLED PILOT ADMINISTRATION · READ ONLY

First Pilot Onboarding

No production data connected

Target: first validated insight within 5–10 business days after access approval; customer approval delays are tracked separately.

STEP 7 OF 16 · 44%

Authorise M365

Minimum necessary scope, read-only sources and explicit tenant approvals are required before initial analysis.

Sandbox pathway validation

M365 metadata → pseudonymous identity → Salesforce opportunity outcome → HRIS role/FTE → finance cost → activity/workflow → AI opportunity → role/talent/future-workforce → ROI → Decision Assurance → Board Report.

Current fixture: Outlook metadata / Opportunity / Account Executive / £98000 employee cost.