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.
- 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.
Start the assessmentIn 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.
- 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.
See engagement rangesIn 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.
- 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.
Read about the five layersIn the sample
- Confirm sources of truth
- Set approval boundaries
- Agree phase one scope
What comes out
A reviewed architecture the proposal is written against.
- 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.
Book a live demo firstIn the sample
- Scope and phases
- Investment and terms
- Responsibilities on both sides
What comes out
A signed engagement and a kickoff date.
- 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.
Create your Command CenterIn the sample
- Stage tracker
- Results and recommendations
- Documents and progress
What comes out
One place to follow the engagement from assessment through build.
Your turn
Start at step one
Take the Architecture Assessment. Your results load into your own Command Center when you create an account.