AI Automation Readiness | Scorpion Technology LLC
AI & Automation Readiness

Bring AI Into Your Business—Safely, Simply, and With Real Results

With 25+ years in IT (serving Houston since 2007), Scorpion Technology helps small and mid‑sized businesses discover, pilot, and deploy AI & automation that actually improves the work—without risking your data, compliance, or workflow.

4.9/5 average rating from Houston clients

Our Promise

We make AI practical: pick the right use cases, pilot quickly, protect your data, and measure real outcomes your team can feel.

30–45 Day Pilot Security & Governance Microsoft 365 First
  • Start small, reduce risk, prove ROI fast
  • Integrate with Microsoft 365, CRM, ticketing — no disruption
  • Guardrails: roles, logging, acceptable-use, data boundaries
  • Train your team: prompts, playbooks, adoption support

Book an AI Readiness Call

What We Deliver

AI Process Discovery

Map your workflows and identify high‑impact automation opportunities with clear ROI.

Implementation & Integration

Connect AI tools with Microsoft 365, help desk, CRM, or finance systems—without breaking what works.

Security & Governance

Policy, access control, data boundaries, logging—so AI is safe for your team and your clients.

Training & Change Management

Hands‑on training, prompts, usage guidelines, and adoption plans for real productivity gains.

How It Works

1

Assess

Brief discovery of current systems, data, and objectives.

2

Plan

Select 1–2 high‑value use cases; define success metrics.

3

Pilot

Implement a secure pilot; validate outcomes with your team.

4

Secure

Apply governance, roles, monitoring, and data protections.

5

Scale

Roll out to more users and processes; keep improving.

Practical Use Cases by Industry

Healthcare Practices

  • Intake summarization & documentation assistance
  • Policy‑compliant patient messaging templates
  • Claims notes triage & checklist generation

Property Management

  • Tenant communication drafts & escalation routing
  • Maintenance ticket auto‑categorization
  • Owner reports: summary & KPI snapshots

CPA & Financial

  • Document summarization with redaction workflows
  • Client Q&A prep from prior year files
  • Recurring task automation & reminders

Security, Compliance & Guardrails

Access & Identity

We enforce MFA, conditional access, and least-privilege controls — ensuring every automation runs within secure, approved boundaries.

Data Boundaries

We separate sensitive data and apply audit logging, encryption, and retention rules aligned to your compliance standards.

Usage Governance

Every AI or automation workflow is tracked, reviewed, and approved through defined acceptable-use and change-control policies.

We align with your compliance requirements — HIPAA, client confidentiality, and internal policy standards — before deploying any AI or automation.

Engagement Options

PackageBest forWhat’s included
Pilot: 30‑Day Quick Win First AI project with measurable outcome Discovery, 1–2 use cases, secure pilot, training, and KPI report
Project: Build & Integrate One department or function Integration with Microsoft 365/CRM, governance, automation, documentation
Advisory & Support Ongoing guidance & improvements Roadmap, policy updates, training refreshers, and quarterly ROI reviews

AI Readiness FAQ

How fast can we see results?

Most pilots show measurable value within 30–45 days. We start small, prove the benefit, then scale.

Will our data be safe?

Yes. We prioritize governance—access control, audit logs, and data boundaries—aligned to your security stack and policies.

Do we need new software?

Not necessarily. Many wins come from optimizing what you already own, especially within Microsoft 365. If new tools are needed, we propose vetted options.

Is this right for healthcare or finance?

Yes. We work within your compliance requirements (e.g., HIPAA, confidentiality standards) and establish guardrails before deployment.

What does it cost?

Pricing depends on scope. Most clients start with the 30‑Day Pilot to quickly validate ROI before scaling.

Ready to Explore AI—The Safe, Practical Way?

Let’s identify one process we can improve in the next 30 days.