APPLIED AI SERIES / INTERACTIVE REFERENCE DESIGN

Productize expertise.
Automate the practice.
Manage margin.

Explore how AI and workflows connect customer selection, proposals, consulting delivery, follow-up and support. Plan IP-In / IP-Out and connect each engagement to its margin.

An Applied AI Series reference design by João Frederico Neto. Hosted by Alsvior Global.

Illustrative blueprint · synthetic records · no live customer systems

Productized offers, AI and workflows, and IP-In and IP-Out across a consulting practice lifecycleONE PRACTICE / FIVE STAGES / REVIEWED CAPABILITY
Fully automated execution within agreed boundaries, with human audit and takeover.

Choose a defined offer, keep a traceable record through the lifecycle, and review what can safely become reusable capability.

01 / PRODUCTIZED OFFER

Define the service before automating it.

Illustrative catalogue entry for B2B software providers. These are scoped package types in a reference design, not announced Alsvior products.

SEGMENTB2B software providers
OUTCOMEApproved requirements become a tested configuration and accepted handover
INPUTSApproved requirements, process owner, test environment and acceptance criteria
STANDARD METHODQualify → propose → configure → test → accept → support
VARIATIONSSupported connector and configuration options agreed in scope
EXCLUSIONSProduction access, unsupported integrations and unapproved new promises
ACCEPTANCEDefined tests pass; evidence and handover accepted by the customer owner
PRICE BASISScoped fee with planned effort, external cost and support obligation
OPERATING OWNERNamed delivery lead with commercial and service owners
Assessment · fit, baseline and scopeImplementation · accepted configuration and handoverOperating service · agreed follow-up and support
02 / PRACTICE LIFECYCLE

One opportunity. Five connected stages.

OPP-SYN-104 becomes ENG-SYN-104 after approval. The same synthetic record carries the proposal baseline and IP plan into delivery, follow-up and support.

STAGE 01 / 05

Customer selection

Accountable owner: Commercial lead

INPUT EVIDENCE

Permitted company signals, discovery notes and catalogue fit criteria

AI WORK

Summarise signals, match the catalogue and draft discovery questions

WORKFLOW RULES

Apply fit rules, mark missing inputs and route the opportunity

RECORDED OUTPUT

Qualified opportunity OPP-SYN-104 with reasons and a challenge route

IP IMPACT

Catalogue and qualification rubric used as approved IP-In

MARGIN SIGNAL

Fit and expected delivery effort tested before a proposal

Workflows coordinate state, rules and permissions. AI interprets, proposes and explains. People approve consequential commitments, audit outcomes and take over when needed. All displayed records are synthetic artefacts.

03 / IP-IN → IP-OUT

Plan what enters and what may leave.

Versions are pinned for ENG-SYN-104. Customer records remain in a separate private context. A candidate becomes reusable only after rights, tests and ownership review.

APPROVED IP-IN

Versioned capability

  • Requirements schema v1.2 · approved structure
  • Configuration workflow v2.0 · pinned sequence
  • Tested connector v1.4 · licensed synthetic use
  • Evaluation suite v1.1 · synthetic tests

Source and permitted use are recorded; the delivery lead maintains the pinned set.

CONTROLLED EXECUTION

Evidence travels with work

Approved scope → bounded preparation → tests → acceptance. A person can audit, pause or take over. No live credentials or customer systems are present.

Inspect the run ↓
PLANNED IP-OUT

Two destinations

  • Customer: configured workspace and accepted handover · customer-specific
  • Shared candidate: conflict-detection improvement and connector update · pending rights and regression review

Each output needs source, owner, recipient, acceptance, permitted use, maintainer and version.

Approved versioned IP-In enters controlled execution; customer deliverables and shared capability candidates leave through separate routes and human review.
Planned outputs differ from produced and accepted outputs. Ownership and reuse depend on the agreement, source rights and validation.
04 / CONTROLLED DELIVERY

Let the standard path run. Keep authority visible.

Fully automated execution within agreed boundaries, with human audit and takeover. This scripted run demonstrates interface behaviour, not production performance.

AUTHORITY CARD · ENG-SYN-104

Sandbox preparation and tests only

Accessible records: synthetic approved requirements, pinned capabilities and evaluation cases. Selected shared capability v1.2; a newer selection requires local compatibility validation. Limit: £12 synthetic action cost. Acceptance: defined tests pass. New terms, production access and live billing require prior human approval.

paused

Ready. No actions have run.

Execution checkpoints

  1. 01Approved requirements and pinned IP-In 1.2 / 2.0 / 1.4 / 1.1
  2. 02AI interprets synthetic requirements; workflow checks scope
  3. 03Sandbox configuration prepared under approved authority
  4. 04Evaluation suite checks resulting state and acceptance
  5. 05Simulated handover accepted; invoice draft prepared
  6. 06Candidate IP-Out recorded for separate review

Event history

Cost used: £0 of £12. Each step is recorded once.

    No actions recorded yet.

    HUMAN AUDIT + IP PROMOTION

    Review input references, actions, evaluations, costs and intervention. Audit follows execution; it never substitutes for required prior approval.

    Promotion gate

    A completed run creates a candidate, not approved reusable IP. Select each verified check to see the gate.

    Promotion blocked: run incomplete; ownership and permitted reuse recorded; customer-specific material removed; regression and interface tests pass; named maintainer assigned; successor version and compatibility recorded.

    View the illustrated sequence

    The accessible execution controls above are the functional demo. This optional animation is editorial.

    IP-In is planned, bounded work runs, a conflict pauses for a person, and candidate IP-Out enters a separate review.
    05 / ENGAGEMENT MARGIN

    Connect the work to its contribution.

    ENG-SYN-104 · hypothetical fee and allocated costs. Hours include adaptation, review, audit, takeover and relevant support. This is an educational before/after comparison, not a live forecast.

    Change the assumptions

    Allocated contribution

    PLAN · 400 h£42,00046.7% margin
    REVISED · 320 h£50,00055.6% margin

    Difference: £8,000 · 8.9 percentage points

    See the default example as a diagram

    This static illustration shows the supplied £90,000 / 400-hour / 320-hour assumptions. The interactive figures above reflect your current inputs.

    At a £90,000 hypothetical fee and £8,000 external cost, allocated contribution rises from £42,000 at 400 hours to £50,000 at 320 hours, assuming £100 per hour.
    SYNTHETIC MANAGEMENT VIEW · NOT CONNECTED TO EMS

    ENG-SYN-104 management record

    Approved baseline: 400 h / £90,000 fee. Actual-to-date: illustrative 160 h at £100/h. Remaining estimate: 160 h. Expected allocated contribution using the revised total: £50,000.

    Currency: GBP. Data state: Illustrative fields complete. Action owner: Delivery lead. Scope or staffing changes require named approval and retained history.

    Explore EMS →

    EMS is the proposed engagement management layer. A production forecast would recalculate from verified actuals plus remaining estimate. AI, infrastructure, integration, rework, support and shared IP must be allocated once; these figures do not represent cash collected.

    06 / PRACTICE ECONOMICS

    Reconcile the complete cost base.

    Three accepted illustrative engagements in one planning period. Engagement contribution above is an allocated measure; the company remainder below includes committed payroll, shared development, central cost and overflow. Released hours do not automatically remove payroll.

    VALIDATED REUSE£36,000illustrative operating remainder
    REQUIRED DELIVERY1,240 h260 committed paid hours unused
    REVENUE£270,000earned fees assumed

    Engagement 01

    520 h · £30,000 allocated contribution · 33.3% margin

    Engagement 02

    400 h · £42,000 allocated contribution · 46.7% margin

    Engagement 03

    320 h · £50,000 allocated contribution · 55.6% margin

    Company commitments and cost reconciliation
    Committed payroll
    £150,000
    External cost
    £24,000
    Overflow cost · 0 h
    £0
    Shared development + central
    £60,000
    Operating remainder
    £36,000

    Allocated contributions total £122,000. Less unused committed capacity £26,000 and shared/central costs £60,000 = £36,000. The two totals reconcile without counting payroll twice.

    The comparison holds fees and company commitments constant; it does not measure AI causality or create extra revenue. Tax, financing, working capital, cash timing and other unmodelled costs are excluded. Remainder is not cash, EBITDA, ROI or guaranteed profit.

    TAKE THE DESIGN INTO YOUR WORK

    Start with one outcome and its economics.

    Bring an outcome, a workflow and the capabilities you want to build. The worksheet captures authority, acceptance, IP rights, cost and promotion decisions.

    Download the worksheet ↓Explore the AI practice →Explore EMS →Operating Model Lab →Our thinking →