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AI and Data Strategy AdvisoryDelivered by a certified Microsoft partner

Not sure where to start
with AI or your data? Start here.

Armely's advisory practice helps organizations cut through the noise, assess what they have, and build a clear roadmap before committing to any technology investment.

Book a Free Assessment See What We Do


Is This You?

The conversations that lead organizations to Armely advisory.

Most organizations that engage Armely for advisory are not short of enthusiasm for AI or data. They are short of clarity on what to do first, what the realistic outcomes are, and how to make a defensible investment decision.

AI
Everyone is talking about AI but no one agrees on where to start
Multiple departments have different AI requests, multiple vendors are pitching different platforms, and leadership wants a strategy before approving any spend.
Data
Your data is everywhere and you know it is costing you
Decisions are made from spreadsheets, reports take days to produce, and no one is confident the numbers are right.
Review
A previous technology investment did not deliver what was promised
You want an independent assessment before committing again, and you need someone who has actually implemented these platforms rather than just sold them.
Roadmap
You have a roadmap but no confidence it is the right one
A vendor or internal team has produced a plan. You want an experienced second opinion before the board approves the budget.
What an Advisory Engagement Produces
Current State Assessment
Data Source InventoryAI Readiness ScoreGovernance Posture ReviewSecurity Controls ReviewPlatform Audit
↕
Use Case Prioritization
Business Value ScoringData Readiness AssessmentComplexity RankingRanked RoadmapQuick Win Identification
↕
Deliverable
Written Strategy DocumentTechnology RecommendationsPhased RoadmapBusiness Case for LeadershipPresentation Deck
Advisory Services

Six advisory engagements Armely leads for organizations.

Each engagement is scoped, time-bounded, and produces a written deliverable. We do not run open-ended advisory retainers that produce slide decks without outcomes.

AI Readiness Assessment
A structured evaluation of your organization's readiness to adopt AI, covering data quality, governance posture, security controls, workforce capability, and existing Microsoft platform configuration.
Data Strategy and Architecture Review
An assessment of your current data landscape with a recommended target architecture for analytics, reporting, and AI workloads. Platform recommendations are specific to your situation.
Technology Roadmap Development
A phased, prioritized roadmap covering AI, data, and digital platform investments over a 12 to 36 month horizon, structured for presentation to leadership and boards.
Platform Selection Advisory
Independent guidance on technology selection for a specific problem. We present honest trade-offs rather than defaulting to the platform with the largest implementation engagement.
AI Governance Framework Design
A governance framework for AI adoption covering acceptable use policies, data access controls, agent management standards, audit requirements, and escalation procedures.
Investment Validation Review
An independent review of a proposed or existing technology investment, assessing whether the platform, architecture, and implementation approach are appropriate for the stated business outcomes.
How an Advisory Engagement Works

Structured, time-bounded, and documented. Not open-ended.

A typical Armely advisory engagement runs four to six weeks and produces a written deliverable your organization owns.

01
Scoping Call
We understand your situation, agree on the specific advisory deliverable, identify stakeholders, and set a timeline. No charge for this conversation.
Free
02
Discovery and Interviews
Structured interviews with leadership, IT, and operational stakeholders. Review of relevant documentation, existing systems, and any prior technology assessments.
Weeks 1-2
03
Analysis and Drafting
We synthesize findings, develop recommendations, and draft the strategy document. A working session reviews the draft before finalization.
Weeks 3-4
04
Presentation and Handover
Final document and presentation deck delivered. We present to your leadership team and answer questions. You own all deliverables outright.
Weeks 5-6
05
Implementation
Most advisory engagements lead to implementation. Armely can deliver on the roadmap recommendations across Fabric, Snowflake, Azure AI, and the Microsoft platform.
Ongoing
Where Advisory Leads

The roadmap tells you what to build. Armely can build it.

Most Armely advisory engagements lead to implementation work.

Data Platform Implementation
Microsoft Fabric, Snowflake, or Azure Synapse implemented on the architecture designed during the advisory engagement.
AI Agent and Application Build
Generative AI and agentic solutions built on the Microsoft AI stack, governed by the framework developed in the advisory phase.
Platform Configuration and Integration
Dynamics 365, Power Platform, SharePoint, and Microsoft 365 implementations recommended in the roadmap delivered by certified Armely engineers.
Governance Implementation
The AI governance framework and data governance policies designed in the advisory engagement implemented technically across your Microsoft 365 tenant and Azure environment.
Analytics and Reporting
Power BI dashboards and reporting environments built against the data architecture recommended in the strategy document.
Microsoft Licensing Optimization
Licensing recommendations from the advisory engagement sourced at Microsoft partner pricing through Armely's authorized CSP partnership.
Client Results

Real outcomes for real organizations.

Armely has delivered Microsoft platform and AI solutions for healthcare providers, school districts, energy operators, professional services firms, government agencies, and non-profit organizations. See the full story on our Customer Stories page.

Healthcare

Swope Health Services and UNMC: data platform and clinical workflow modernization on Microsoft Azure.

Education

Plano ISD: Microsoft 365 governance, SharePoint, and Power Platform implementations across district operations.

Energy

Oil and gas operators: OpenInvoice visibility and AP workflow automation through Invoice Lens.

Professional Services

Consulting and legal firms: Dynamics 365, Power Automate approval workflows, and AI knowledge agents.

Government

State and local agencies: Microsoft 365 Government deployment and compliance configuration.

Non-Profit

Social services organizations: Microsoft 365 optimization, Power BI grant reporting, and SharePoint governance.

Read Client Stories on armely.com
Why Armely for Advisory

Strategy advice is only credible when it comes from people who implement.

The limitation of purely advisory firms is that they recommend platforms they have never delivered. Armely's advisory is credible because every recommendation is made by engineers and architects who have built on the platforms they are recommending.

  • Advisors Who Also Implement
    Every Armely advisory engagement is led by engineers and architects with hands-on delivery experience across Microsoft Fabric, Snowflake, Azure AI Foundry, and Dynamics 365.
  • No Predetermined Outcome
    We are not paid by platform vendors to recommend their products. Our advisory is only commercially valuable to us if it leads to the right implementation.
  • Written Deliverables You Own
    Every advisory engagement produces a written document your organization owns outright. Strategy documents, assessment reports, and roadmaps that you can present internally or share with your board without restriction.
  • Regulated Industry Experience
    Our advisory work in healthcare, education, and professional services means we understand the compliance and governance constraints that shape technology decisions in regulated industries.
Microsoft Authorized Partner

Armely's Microsoft partnership gives our advisory practice access to Microsoft technical briefings, early product roadmap information, and architectural guidance that helps us give clients accurate, current guidance on the Microsoft platform.

4-6wks
for a complete AI and data strategy advisory engagement
100%
of advisory deliverables owned outright by the client
0
platform vendor referral fees received by Armely for any recommendation
3
industries with deep advisory experience: healthcare, education, and professional services
Get Started

Tell us where you are. We will help you figure out where to go.

Book a free 30-minute strategy call. We will listen to your situation and tell you honestly whether advisory or implementation is the right first step.

Free assessment, no commitment required
Recommendation and partner pricing included
Response within one business day
Book Your Free Assessment
Tell us about your situation.
No spam. No sales pressure. Just a useful conversation.

We Value Your Privacy

We use cookies to enhance your browsing experience, serve personalized content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies, see our privacy policy. You can manage your preferences by clicking "customize".