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Engagement journey

From first answer to your Command Center

Follow a sample prospect through every step of an AEGIS OS™ engagement. The company and details below are illustrative — no real client is shown.

Sample scenario. The prospect, their answers and their outputs are illustrative. Your own results depend on your assessment and are reviewed by a person before anything is quoted.

  1. 01

    Architecture Assessment

    Prospect, about ten minutes

    The sample prospect — a fictional multi-location operations company — answers nine sections covering how work arrives, where records live, which decisions need approval and what they want the system to take on. Answers save as they go.

    In the sample

    • Work arrives by email and shared spreadsheets
    • Three people re-key the same intake data
    • Principals approve every outbound commitment

    What comes out

    Scored server-side into fit, opportunity and complexity, with recommended modules, agents, integrations and phases.

    Start the assessment
  2. 02

    Quote

    Generated, then reviewed by AEGIS

    The results feed the quote engine, which assembles a draft from the platform catalog: modules, agent roles, integrations and implementation phases. Drafts stay drafts until a person at AEGIS approves pricing — nothing is sent automatically.

    In the sample

    • Core platform and Truth layer
    • Intake and document agents
    • Phased rollout options

    What comes out

    An approved quote with options the prospect can compare on a private link.

    See engagement ranges
  3. 03

    Architecture Review

    Prospect and AEGIS, live session

    A working session walks the five layers against the prospect's real operation: what the record must hold, which workflows come first, where the agents' authority stops and who approves what.

    In the sample

    • Confirm sources of truth
    • Set approval boundaries
    • Agree phase one scope

    What comes out

    A reviewed architecture the proposal is written against.

    Read about the five layers
  4. 04

    Proposal

    Delivered on a private link

    The proposal restates scope, phases, investment and responsibilities in plain language. The prospect reviews it, asks questions and signs — the signed contract is stored privately in their account.

    In the sample

    • Scope and phases
    • Investment and terms
    • Responsibilities on both sides

    What comes out

    A signed engagement and a kickoff date.

    Book a live demo first
  5. 05

    Command Center dashboard

    Client, signed in

    From the first submission, the prospect's account shows where they are: assessment results, the quote, the review, the proposal and build progress, with documents in one place. Creating an account after the assessment loads results automatically.

    In the sample

    • Stage tracker
    • Results and recommendations
    • Documents and progress

    What comes out

    One place to follow the engagement from assessment through build.

    Create your Command Center

Your turn

Start at step one

Take the Architecture Assessment. Your results load into your own Command Center when you create an account.