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PREMIER PACKAGE

Know Where You Are. Build the Right Roadmap.

Successful AI adoption begins long before deployment. Organizations need to be confidence that their governance, information, security, and compliance foundations are ready to support Microsoft 365 Copilot and future AI initiatives.

The Premier Package provides a comprehensive assessment of your Microsoft 365 environment, helping you understand your current state, identifying risks and opportunities, and developing a clear roadmap for secure, governed AI adoption.

Rather than jumping into implementation, HELUX helps you prioritize the initiatives that will deliver the greatest business value while reducing risk and accelerating future transformation.

Business Outcomes This Engagement Helps You Achieve

10

UNDERSTAND YOUR ORGANIZATION'S AI READINESS

with a comprehensive assessment of governance, security, information architecutre, and compliance.
12

REDUCE AI RISK BEFORE DEPLOYMENT

by identifying governance gaps, permission issues, oversharing risks, and information quality challenges.
16

BUILD EXECUTIVE ALIGNMENT

around a prioritized roadmap for Microsoft 365 Copilot, AI, and digital transformation initiatives.
11

ESTABLISH THE GOVERNANCE FOUNDATION

required to support secure, compliant, and scalable AI adoption
19

GAIN A CLEAR IMPLEMENTATION BLUEPRINT

with actionable recommendations, quick wins, and long-term priorities. 
Our Approach

ASSESS YOUR AI READINESS

Evaluate your Microsoft 365 environment across governance, security, permissions, content quality, records management, and AI readiness to establish a clear baseline.

IDENTIFY RISKS & OPPORTUNITIES

Uncover governance gaps, oversharing risks, compliance issues, outdated content, and information architecture challenges that could impact AI performance.

DISCOVER & RATIONALIZE CONTENT

Identify what should be retained, migrated, improved, or removed to create a cleaner, more trusted information foundation.

OPTIMIZE YOUR INFORMATION FOUNDATION 

Improve taxonomy, metadata, lifecycle management, and information architecture to help Copilot deliver more accurate, relevant results.

BUILD YOUR AI GOVERNANCE STRATEGY

Establish the policies, ownership, controls, and processes needed to deploy AI securely and responsibly.

CREATE YOUR EXECUTIVE ROADMAP

Receive a prioritized roadmap outlining quick wins, strategic initiatives, investment priorities, and next steps for AI adoption.

PREMIER PACKAGE

Know Where You Are.
Build the Right Roadmap.

Get a clear picture of your current Microsoft 365 environments, uncover risks and opportunities, and build a prioritized roadmap for secure, governed AI adoption.

KEY OUTCOMES
  • ✓ Microsoft 365 & AI readiness assessment
  • ✓ Governance, security & compliance assessment
  • ✓ Risk & oversharing identification
  • ✓ Information architecture review
  • ✓ Executive roadmap & priorities
OUR APPROACH

Collaborative sessions designed around your organization, requirements, and priorities.

BEST FOR

Organizations preparing for AI

STARTING AT
$24,995 USD
(based on 160 hours + $5,495 license cost)
INCLUDES
AI readiness assessment & roadmap
3 month license (THEMIS ICE & THEMIS IA)
BEST VALUE
FRONTIER PACKAGE

Scale Governance.
Modernize Information.
Enable Enterprise AI.

Extend your governance across the organization, modernize enterprise information, and build a trusted foundation for Microsoft 365 Copilot and long-term digital transformation

KEY OUTCOMES
  • ✓ Enterprise content discovery & assessment
  • ✓ Classification & enrichment
  • ✓ ROT to ART Redundant, Obsolete, Trivial content to Accurate, Relevant, and Trusted content transformation
  • ✓ Enterprise migration
  • ✓ Purview / RecordPoint integration
OUR APPROACH

Strategic and working sessions tailored to your teams, requirements, and enterprise transformation goals.

BEST FOR

Enterprise-wide transformation

STARTING AT
$117,995+ USD
(project dependant)
INCLUDES
Enterprise information modernization, governance & AI foundation
1 year license (THEMIS ICE & THEMIS IA)
ACCELERATOR PACKAGE

Prove the Value. Build a
Repeatable Governance Model.

Put your roadmap into action. Implement governance, information architecture, and intelligent information management within one or two business units – creating a model you can scale across the organization.

KEY OUTCOMES
  • ✓ Governance framework & IA
  • ✓ Taxonomy & metadata
  • ✓ ROT to ART Redundant, Obsolete, Trivial content to Accurate, Relevant, and Trusted content transformation
  • ✓ Compliance & lifecycle alignment
  • ✓ Pilot within 1–2 business units
OUR APPROACH

Collaborative sessions to understand requirements, shape solutions, and validate governance.

BEST FOR

Organizations ready to pilot & prove

STARTING AT
$58,995 USD
(based on 320 hours + $19,995 license cost)
INCLUDES
Governance & Information Architecture Pilot
1 year license (THEMIS ICE & THEMIS IA)

THE HELUX DIFFERENCE

Ready to Prepare for Governed AI?

HELUX helps organizations deploy Microsoft 365 Copilot and AI with grounded end-user skills and the governance, structure, and confidence the organization requires for long-term success.