Two colleagues discuss a guided prompt delivery process presentation

Delivery Process

Successfully implementing artificial intelligence and workflow automation requires a structured approach that balances technical precision with user adoption and data governance.

At Guided Prompt, our delivery process is designed to eliminate risk, ensure full compliance with UK Data Protection standards, and deliver immediate operational value. Every project is built on Microsoft’s enterprise technology stack—including Copilot Studio, Power Platform, Dataverse, and SharePoint.

Our 4-Step Implementation Methodology

1. Discovery & Alignment

We begin with a thorough evaluation of your operational goals, grant criteria rubrics, and technical infrastructure.

  • Identify key operational bottlenecks in your application review, scoring, or workflow pipelines.
  • Review data protection, safeguarding, and compliance requirements with your IT and governance leads.
  • Determine the optimal deployment model based on your internal technical resources and licensing arrangements.

2. Prototyping & Demonstration

We validate process logic and user interfaces before touching live production environments.

  • Build functional prototypes within a dedicated, fully fictional Microsoft 365 demonstration environment.
  • Test applicant evidence extraction, criteria matching, and workflow triggers using anonymised sample data.
  • Refine scoring summaries and user dashboards based on feedback from Programme Heads and review panels.

3. Secure Tenant Deployment

Once approved, the solution is packaged and deployed into production using your chosen architecture.

  • Client-Hosted: Imported directly into your Microsoft 365 tenant under your complete IT control.
  • Managed Service: Hosted within a dedicated managed environment to minimise internal IT overhead.
  • Hybrid: Combines local data ownership within your tenant with external maintenance and support.

Technical Architecture Details

Compare IT team responsibilities, Dataverse requirements, and security configurations across all models on our Flexible Deployment Options page.

4. Adoption, Governance & Ongoing Support

A solution is only successful if your team uses it with confidence.

  • Deliver tailored user training for assessment staff, managers, and system administrators.
  • Align solution permissions with Microsoft Purview, Data Loss Prevention, and Conditional Access policies.
  • Provide continuous monitoring, feature enhancements, and release management.

Need Custom AI or Low-Code Solutions Outside Grant Assessment?

While our primary expertise lies in AI-enabled grant application processing, our core technology stack can be adapted for broader operational challenges. If your organisation requires custom workflow automation, policy retrieval agents, or custom database applications, we apply the exact same secure delivery framework.

  • Bespoke AI Services: Learn how we build custom Copilot agents and RAG architectures on our Bespoke AI Services page.
  • Microsoft Low-Code Solutions: Explore custom Power Apps and automated workflows on our Microsoft Low-Code Solutions page.

Experience Our Framework in Action

Evaluate our delivery methodology and test our solutions firsthand. Book a scoping call to explore our safe demonstration environment and discover how AI-enabled workflows can transform your organisation.