The CEO said “figure out the AI thing.” Or the board wants to know why the CRM investment hasn’t paid off. Or both.
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You know something needs to change. You’ve seen the demos, read the case studies, sat through the pitches. AI could help. But the last technology project didn’t go the way anyone planned. It cost more, took longer, and the team barely uses what got built. The board remembers.
You’ve Been Asked to Figure Out the AI Thing
Now you’re being asked to do it again, bigger, with AI on top.​
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You’re not against it. You just can’t go to the board with “I think we should spend $200K on something.” You need to know what’s actually broken, what it costs to fix, and where to start.
Here’s the pattern most organizations miss: CRM and AI projects fail for the same reasons. Bad data, undefined processes, no adoption plan, tools that don’t talk to each other. The technology changes. The failure modes don’t. And most implementations skip the one step that would prevent the pattern from repeating: an honest assessment of the foundation before anything gets built.
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That’s what the RISC Defense Program is designed to do.
What the RISC Defense Program Delivers
RISC stands for Risk Mitigation, Implementation Planning, Success Strategy, and Control. It’s a structured 3-week engagement that gives you a complete picture of where your revenue systems stand, what’s ready for AI, and a specific plan for what to do next.
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Walk into the boardroom with answers: a real roadmap with timelines, investment levels, and potential ROI.
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— Risk Mitigation
Identify what could go wrong before it does.
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Risk inventory with mitigation strategies covering technical, operational, and process risks, prioritized by severity
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Data quality assessment evaluating the foundation that both CRM performance and AI accuracy depend on
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AI readiness assessment measuring your system’s readiness for Sales Agent, Copilot for Sales, Copilot Studio, and the prerequisites each requires
I
— Implementation Planning
A plan you can act on, not a report that gathers dust.
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As-built architecture diagram documenting your current system landscape clearly
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End-state architecture diagram showing where you’re heading, mapped to your revenue process
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Prioritized roadmap with costs and timeline sequenced, estimated, and ready for budget approval
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— Success Strategy
Deployment without adoption is shelf-ware. We plan for both.
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Adoption strategy for making sure your team actually uses what gets built
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Executive summary that’s board-ready: two pages, clear business case, no jargon
C
— Control
The Solution Blueprint is yours. Not a proposal disguised as a diagnostic. You can take it to any partner.
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Prioritization matrix ranking every recommendation by business impact and implementation complexity
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Budget scenarios at different investment levels so you control scope
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Go/no-go decision criteria with clear conditions for each phase so you decide when to proceed
Everything in the Blueprint is designed to give you the confidence to make the next investment, or the clarity to know you’re not ready yet. Either answer has value.
The RISC Defense roadmap connects to Optrua’s Build phase: AI Sales Tools for AI deployment and CRM Solutions for implementation, optimization, and repair. For the methodology behind this approach, see The SSBS Framework.
Three Weeks. Five Workshops. Complete Clarity.
Week 1–2: Discovery
Five focused workshops with the people who know your business best. Each session is 60–90 minutes, designed to surface what matters, not fill a template.
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Executive Vision with CEO/COO: strategic goals, success metrics, governance, risk tolerance
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Sales Enablement with Sales leadership: process mapping, pipeline health, adoption reality, shadow systems
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Marketing Systems with Marketing leadership: lead lifecycle, attribution, Marketing-Sales handoff, integration gaps
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Operational Backbone with Operations: workflow dependencies, reporting gaps, data ownership, compliance
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Technical Threads with IT: current architecture, integrations, data quality governance, security, technical debt
While the workshops engage your team, Optrua’s AI-powered discovery tools scan your D365 environment in parallel. What used to take 3–4 days of manual technical review now happens in hours, covering more ground with greater accuracy.
Week 3: Analysis and Delivery
Workshop insights and technical findings are synthesized into the Solution Blueprint. Optrua’s analysis tools process the full picture, and the team layers in 20+ years of CRM and revenue system experience to separate signal from noise.
The engagement concludes with a presentation of findings and recommendations to your leadership team.
AI-powered where it adds speed and depth. Human-led where it matters.
Transparent Pricing. No Surprises.
​$19,500
Value-based. Fixed fee. Everything listed above is included. No hourly billing, no scope creep, no change orders.
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Projects that start with RISC Defense run better. We’re confident enough to put money behind that
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50% of your RISC Defense investment ($9,750) applies as a co-investment credit toward your first project with Optrua.
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We co-invest because the data is clear: implementations built on a solid diagnostic foundation deliver faster, adopt better, and cost less in rework. The credit isn’t a discount. It’s a reflection of how much smoother the project runs when both sides start with clarity.
Not sure you’re ready for a full assessment?
Whether you are deploying AI for the first time or fixing a CRM that never delivered, the starting point is the same: understand where your system stands today.
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Start with the free AI Readiness Scorecard. Five minutes. No commitment. It shows you where your revenue system stands. If you want to go deeper, RISC Defense is the next step.
Frequently Asked Questions
The Failure Pattern Is Preventable. This Is Where Prevention Starts.
80% of AI projects fail to deliver intended outcomes. Not because the technology doesn’t work, but because the foundation wasn’t ready. RISC Defense gives you the clarity to invest with confidence, or the honesty to know you’re not ready yet
Find your AI starting line. Free, fast, no strings.