4.9 / 5 
based on 91 happy customers
4.9 / 5 based on 91 happy customers
Your team is already using AI. ChatGPT, Claude, Microsoft Copilot. The question is whether you can see it, govern it, and use it to actually move work forward. Diamond IT's Managed AI program turns shadow AI into governed AI and automates the workflows that are still manual.
One named expert. One plan your leadership can stand behind. Built for professional services firms.
ChatGPT to draft emails. Claude to summarize client files. Copilot to analyze documents. It is happening in your firm right now. Useful, untracked, outside any policy you have written. Meanwhile, the manual work that should already be automated keeps eating billable hours and slowing the firm down.
Your team is using ChatGPT, Claude, and Copilot with no acceptable use policy and no audit trail.
Sensitive client data is moving through prompts with no guardrails, no classification, no oversight.
Intake forms, document routing, approvals, and reporting that should already be automated.
No named owner for AI strategy, no governance review cadence, no plan your leadership can stand behind.
ChatGPT, Claude, and Microsoft Copilot are already in your firm. Your job is not to ban them. Your job is to give your team a safe way to use them.
Managed AI is a configured, governed AI environment built on Microsoft 365 Copilot, with acceptable use policies and data handling rules for every other AI tool your team is using. Your vCAIO owns it.
Diamond IT deploys Copilot as the foundation: tenant-level controls, identity, data loss prevention, retention rules. Then we layer in acceptable-use policies for the other AI tools your team is already using, so ChatGPT and Claude are not operating outside your governance.
Every Managed AI engagement runs through the same four phases in the first quarter. After that, the rhythm is monthly execution against the roadmap, with a quarterly review.
| Phase | What happens | What you get |
|---|---|---|
| 01. Audit | We inventory every AI tool already in use across your firm, identify your highest-friction manual workflows, and map where sensitive data is going. | A current-state picture of AI risk and workflow friction across your firm. |
| 02. Roadmap | Your vCAIO builds a prioritized Managed AI roadmap. Governance moves, workflow automation candidates, and which order they ship in. Tools selected to fit the work. | A written 90-day plan with a 12-month backlog. The roadmap is the contract backbone. |
| 03. Fortify | We deploy governed Microsoft 365 Copilot, configure acceptable use policies, install data handling rules, and move the first manual workflow to automated. | One governed workflow live. Policies your team can stand behind. A scorecard from day one. |
| 04. Operate | Monthly execution against the roadmap. Quarterly strategy review. The program grows with your firm instead of being something you outgrow. | A Managed AI program that compounds. Risk trending down, automation trending up. |
The vCAIO, or Virtual Chief AI Officer, is your named AI strategist, embedded directly into your Diamond IT account team.
The parallel is exact. Your vCIO gives your firm executive-level IT strategy without the executive-level salary. Your vCAIO does the same, specifically for AI.
IT strategy, roadmap, budgeting, technology alignment.
AI strategy, governance, workflow delivery, vendor risk.
Your dedicated point of contact and account continuity.
Proactive system health, security, environment readiness.
Managed AI runs on a structured internal framework. Eight governance pillars and five maturity stages. You will not be asked to learn it. You will see its effect: every governance decision has a home, every workflow has an owner, every change has a path through approval.
Most firms are at Foundation or Prerequisites today. That is not a failure. That is where this program starts.
The workshop is the entry point for every Managed AI engagement. Not a sales meeting. Not a vendor demo. A structured working session that moves your leadership team from "we should figure this out" to having an actual plan, and tells you where to start. Virtual or in person.
10 minutes, in advance. Your leadership team completes a short structured survey before the live session.
The survey captures the AI tools already in use, the workflows consuming the most time, your compliance environment, and the outcomes you care about. We review every response before the workshop begins. The 60 minutes are spent on answers, not discovery.
60 minutes, virtual or in person. A facilitated executive working session, grounded in your survey data and tailored to your firm.
| Segment | What happens | Time |
|---|---|---|
| Why now | Framing AI as a productivity tool with safety built in. | 5 to 10 min |
| Initial workflows | Identifying the two or three initial workflows where there is real time back or real risk, and walking through each with live examples. | 20 to 30 min |
| Quick wins | Live examples of governed workflow design. How data flows, where guardrails apply. | 15 to 20 min |
| Light governance | The right governance foundation. Acceptable use, role-based access, data loss prevention basics. | 10 to 15 min |
| Plan & next steps | A 90-day path from readiness to pilot to managed operations. | 10 to 15 min |
| Today | With Managed AI |
|---|---|
| ChatGPT, Claude, and Copilot in use with no policy | Acceptable use policies in place, enforced, auditable across every active tool |
| More AI tools in use than leadership knows about, and the list keeps growing | Acceptable use policy is in place, enforced, and auditable across every active tool |
| Sensitive client data entering AI tools with no guardrails | Data handling rules per platform. Your team knows what can and cannot enter a prompt. |
| Manual workflows eating billable hours | Automated workflows live, with more on the roadmap |
| No one accountable for AI decisions | Named vCAIO accountable across your account |
| "We should probably have an AI plan" | A 12-month roadmap, reviewed quarterly |
| No way to measure whether AI is working | A scorecard with observable metrics from month one |
| Every vendor pitching a different AI tool | One strategic partner, one Managed AI program, one plan |
| Compliance gap widening | Cyber insurance and regulatory posture aligned and documented |
Managed AI sits alongside the rest of Diamond IT's strategic services. If you are already running on our managed IT or vCIO services, it plugs in directly.
Start with the AI Readiness Workshop. Ten minutes of survey prep, sixty minutes live with a Diamond IT AI strategist, and a written plan your firm can actually execute.
Book Your AI Readiness Workshop