Engagement examples

What the work looks like, week by week.

Six examples of the packages in practice: the situation we walk into, what we do, and what the organization holds when we're done.

We don't name clients. These are composite examples drawn from our work, with details changed. Ask us and we'll connect you with someone we've worked with.

Training center · AI Use Policy Sprint · 3 weeks

From "everyone’s pasting it into chatbots" to a policy people read

The situation

Instructors and office staff at a trades training center were uploading course material and apprentice information into public AI tools. Nobody had written rules, and the training director had been asked by trustees what the plan was.

What we did

A two-hour privacy and security session for the whole team, a data map of what the center holds, a one-page AI use policy with a desk card, an approved-tools list, and a briefing for the trustees.

What they hold now

A policy staff can recite, a record trustees can show, and a 90-day check on the calendar.

Benefit fund office · Privacy & Security Review · 4 weeks

A vendor’s participant assistant, examined before the vote

The situation

A fund office was about to sign for a participant-facing chat assistant. The demo was good. The contract said nothing about training, retention or protected health information.

What we did

The ten-question vendor questionnaire, a scorecard with red, yellow and green, a business-associate requirement, a human-review path for anything touching a claim, and a one-page memo for the trustees with the three-year cost.

What they hold now

A contract with the answers in it, a resolution in the minutes, and a standing questionnaire for the next vendor.

Union local · Implementation Blueprint + Agent Pilot · 10 weeks

A private assistant over the contract, then one agent for the remittances

The situation

Agents and office staff at a local were answering the same contract questions daily from memory and paper, and the remittance reconciliation took two people most of a week each month.

What we did

A private AI in the local’s environment with the agreement, bylaws and policies loaded; role-based training; then a rung-one agent that sorts remittance exceptions by cause and drafts the employer letters for a person to send.

What they hold now

Answers with the source shown, a reconciliation that takes a day, a log the business manager reads on Fridays, and everything documented in their name.

Nonprofit · AI Readiness Review · 3 weeks

A board pre-read that got AI approved in one meeting

The situation

A community organization’s staff wanted to use AI for grant reporting and translation. The board was uneasy and had tabled the question twice.

What we did

Interviews with program, development and finance staff; a readiness scorecard across six areas; a ranked list of uses by hours saved and risk carried; a one-page pre-read in plain language; the approved-tools decision by class of data.

What they hold now

Board approval on the record, a first use in production the following month, and a review date.

Contractor · Implementation Blueprint · 6 weeks

Estimates and SOPs inside the boundary

The situation

A specialty contractor’s estimators were using personal AI accounts to draft proposals from site notes, with pricing history and customer names in them.

What we did

A private AI over past estimates, SOPs and customer history; estimate outlines from site notes with prices left to the estimator; SOPs generated from walkthrough recordings; an AI use card for the office and the field.

What they hold now

Proposals in half the time, pricing history that never leaves, and a monthly partnership for the questions that come up.

JATC · Implementation Blueprint · 5 weeks

Course and quiz production from the center’s own manuals

The situation

A training program needed to modernize modules quickly and was fielding a funder’s questions about AI in the curriculum, while instructors worried about wrong procedures reaching apprentices.

What we did

An instructor-only assistant over the manuals with sources shown; a lesson, quiz and script workflow reviewed by instructors before anything reached a classroom; an AI-literacy module for apprentices; a one-page AI program plan for the funder.

What they hold now

Modules that take a day instead of a week, a plan the funder accepted, and curriculum that stayed inside.

What every engagement has in common

Scoped before we start. Owned by you when we're done.

Fixed scope and price in writing. The people who scope the work do the work. Everything documented, exportable and yours.

See the six packages

Ask us for

A reference conversation with an organization like yours
A sample AI use policy and desk card (with the names removed)
A sample readiness scorecard and board brief
A sample agent activity log, so you can see what "a log a manager can read" means

Next step

Want one of these for your organization?

Thirty minutes with the people who do the work. We’ll say which piece fits, including "not yet."

NO SALES DECK · NO OBLIGATION · ASK@SOLIDARE.AI

Book a conversation Take the readiness check