VantagePut AI to work across your company. Keep your data yours.
Summit plans, builds, and rolls out AI for your business: the use cases worth doing, the right platform, assistants and agents that do real work, and people who know how to use them. Led by a senior security leader, so the guardrails are part of the build.
What an AI assistant can reach
With guardrails, and at the defaultsSwitch the guardrails off to see what an assistant reaches at the defaults.This is what an assistant reaches at the defaults. Switch the guardrails back on.
Plan to handover
Plan, Build, Pilot, Scale — one accountable lead.
Starts with the work
Use cases chosen for value, not for novelty.
AI security built in
Permissions, data protection, and agent controls from day one.
Vendor-neutral
No resale, no commissions, on any platform.
AI projects fail two ways. They are opposites.
Most companies meet one of them, some both. We plan for both.
It never gets used.
Failure 01The licenses are bought, a training video goes out, and a few months later most people are back to working the way they did. Nobody decided which work AI was for, so it became a toy for the curious few.
It works too well.
Failure 02An assistant uses the access your people already have, and it is very good at finding things. Every overshared folder that was harmless because nobody went looking becomes one plain-English question away.
With Summit
How Summit plans against each failureWe start with the work, build the tools around it, and put the guardrails in as part of the build, so adoption, usefulness and control are planned from the first day.
AI does the work. A person makes the call.
Good AI use cases share a shape: the tool does the reading, drafting, and assembling; a person keeps the decision; and a guardrail limits what the tool can touch. These are the kinds of work we build first.
The shape of a good use case
Three parts in every one we buildExample use cases by function
6 functions · examples, not a client’s listFinance
AI doesReads incoming invoices, matches them to purchase orders, and drafts the entries.
A person decidesApproves every bill and every payment.
The guardrailAccounts-payable inbox only. No bank details, no payroll.
Sales & proposals
AI doesDrafts proposals and follow-ups from your past work and your CRM notes.
A person decidesReviews and sends anything that leaves the company.
The guardrailSees the sales library and the rep’s own accounts, nothing else.
Client service
AI doesSummarizes a client’s history before the call and drafts the reply after it.
A person decidesOwns the answer and the relationship.
The guardrailClient data stays in the approved tool, never a public one.
Operations
AI doesTurns meetings into actions, owners, and due dates, and chases what is late.
A person decidesConfirms what was actually agreed.
The guardrailSensitive meetings are not recorded or transcribed.
People & HR
AI doesAnswers staff questions from your handbook, benefits, and policies.
A person decidesHandles anything about an individual.
The guardrailNo access to personnel files or pay data.
Leadership
AI doesAssembles the monthly report from finance, sales, and security data.
A person decidesSigns off on the numbers and the message.
The guardrailRead-only access, with every figure traced to its source.
Example Examples of the work Summit scopes with each team. Yours are chosen in the Plan stage, ranked by value, effort, and risk.
Four stages, one accountable lead.
From the first use case to the day your team runs it without us. Each stage ends with a decision you make, not a deadline we hit.
The route from first use case to handover
Plan, Build, Pilot, Scale · typical weeksPick the work worth doing.
01 · PlanWe sit down with each team, find where AI would save real time, and rank the candidates by value, effort, and risk. You choose the first few, and the platform that fits them.
- Use-case shortlist with a business case
- Platform recommendation
- Data readiness review: what AI will see
Build it, guardrails in.
02 · BuildWe set up the assistants, build the agents and workflows, and connect them to your systems with the least access that does the job, alongside your IT team or provider.
- Assistants, agents, and workflows built
- Permission cleanup and data-loss rules
- Acceptable-use policy in plain language
Prove it on real work.
03 · PilotA named group uses it on their actual work. We measure the time it saves and the quality of what it produces, test how it can be misused, and fix what we find.
- Pilot group and success measures
- Time-saved and quality results
- Misuse review of the configuration
Roll it out on purpose.
04 · ScaleStaged rollout by team, training built around each role, adoption tracked so you know it is being used, and a report for leadership on what was done.
- Role-based training and playbooks
- Adoption and value tracking
- Leadership briefing and evidence on file
Then: handover
Your team, or your IT provider, runs it from hereYour team, or your IT provider, runs it from here, with a runbook, the settings on record, and a review cadence. Summit’s admin access is removed at handover. If you want the next round of use cases built, or ongoing oversight, it continues as part of a Virtual CISO relationship.
Virtual CISOSix places AI reaches. Guardrails set as we build.
This is what a security leader brings to an AI project. Select each one to see what goes wrong when it is left at the defaults, and what Summit puts in place. The bars show Summit’s view of how exposed each one is when left at the defaults.
Six places an assistant reaches
Select one: what goes wrong at the defaults, and what Summit puts in placeFiles & SharePoint
An assistant answers from everything a user is allowed to open. Years of “share with everyone” links and forgotten team sites become one question away: salary sheets, leadership decks, client contracts.
Find and fix overshared sites before launch, label the files that matter, and limit what the assistant searches until the cleanup is done.
Email & calendar
Summaries and drafts save hours. An assistant that can also send, forward, or follow instructions written inside an email is a target for anyone who can email you.
Read and draft by default. Sending, forwarding, and mailbox rules stay with a person, and the assistant treats what an email says as content, not orders.
Chat & meetings
Transcripts make every meeting searchable, including the ones that should not be: HR matters, legal advice, a deal nobody outside the room knows about.
Decide which meetings are recorded and transcribed, who can query them, and how long they are kept, before the first recap goes out.
Business systems
Connectors that join an assistant to your CRM, finance, or HR system are often set up with an administrator’s access, not the user’s.
Connectors approved one at a time, limited to each user’s own access, with a named owner and a review date.
The open web
Pages an assistant reads can carry hidden instructions, and what staff paste into a public tool can leave the company in a single query.
Web access set deliberately, data-loss rules on what can be pasted or uploaded, and staff who know which tool is approved for which data.
Actions & agents
Agents that can send, edit, buy, or delete turn a wrong answer into a wrong action, at machine speed and without anyone watching.
Every agent gets a job description: a named owner, the least access that does the job, human approval for anything consequential, and a log.
An agent gets a job description, not a master key.
Summit designs and builds agents that read, draft, and act on their own. That is the point of them, and it is why each one gets the same discipline you would apply to a new hire with system access.
The rules every agent is built to
Five, the same for every agentLeast access that does the job
Each agent connects only to the systems and folders its task needs, with the user’s permissions, never an administrator’s.A person approves what matters
Sending externally, paying, deleting, or changing a record waits for a human. Drafting and reading do not.Reading is not obeying
Emails, web pages, and documents can carry instructions written for the agent. It is configured to treat them as content.Every action leaves a record
What the agent read, decided, and did is logged where someone will actually look at it.An owner and a register
Every agent has a named owner, a purpose, and a review date, kept in one register — so “how many agents do we run?” has an answer.
Agent register · entry
Example · not a clientInvoice intake assistant
Reads incoming vendor invoices and prepares them for approval.
- AP inbox
- Reads
- Agent
- Approval
- Draft bills
- Owner
- Controller
- Reads
- Accounts-payable inbox only
- Writes
- Draft bills in the accounting system
- Needs approval
- Posting a bill · emailing a vendor
- Never
- Payments · bank details · payroll
- Logged
- Every read and action
- Review
- Quarterly, or when its tools change
An example of the register Summit keeps for each agent. Not a client.
Built on the tools you already pay for.
Most companies run more than one. Summit helps you choose, builds on whichever you pick, and tells you plainly when a setting your vendor turned on by default should be turned off.
Microsoft Copilot
MicrosoftFormerly Microsoft 365 Copilot. Copilot and its agents set up around your work, with SharePoint oversharing, sensitivity labels, and data-loss rules handled first.
ChatGPT Business & Enterprise
OpenAIWorkspace, single sign-on, custom GPTs, and connectors built for your teams, with retention and sharing set deliberately.
Claude Team & Enterprise
AnthropicProjects, skills, connectors, and MCP integrations built for your workflows, each limited to the data it needs.
Gemini in Google Workspace
GoogleGemini across Gmail, Docs, and Drive, with sharing hygiene and admin controls in place before it is switched on.
Agents & integrations
CustomAgents and automations that connect your systems: designed, built, permissioned, and logged.
Summit does not resell licenses or take vendor commissions. Product names are the property of their owners.
Governance sets the rules. Implementation does the work.
Two services, one team. Use them together or on their own.
The rules
AI Risk & Security AdvisoryShould we use this, for what, and under what conditions?
The AI inventory, risk tiers, acceptable-use policy, vendor review, and leadership reporting — mapped to the NIST AI RMF.
See AI Risk & Security Advisory →The build
AI ImplementationWhere will AI help us most, and who builds it properly?
Use cases, platform, assistants and agents built for your teams, training, and a staged rollout — with the guardrails in and the settings on record.
See engagement options →What you receive
Working AI, and the record that proves it is under control.
Use-case roadmap
The work AI should take on first, ranked by value, effort, and risk, with a business case for each.
Platform recommendation
Which tools fit your work and your data, with the trade-offs stated plainly.
Working assistants and agents
Built for your teams, connected to your systems, and tested on real work.
Configured guardrails
Permissions, data-loss, retention, and connector settings in place, with a record of each.
Training and playbooks
Built around each role: what to use it for, how to check its work, and what never goes in.
Pilot results
Time saved, quality, what testing found, and what was fixed before rollout.
Agent register and runbook
Every agent’s owner, access, and approvals, and how your team runs it from here.
Leadership briefing
What was built, what it is delivering, what protects it, and what is watched.
Your AI use cases, agent register, and guardrail settings are kept in Vantage with the rest of your security program, so the record outlasts the project. Coming to Summit clients.
See how Vantage worksEngagement options
Sized to where you are with AI today.
Every engagement is priced to the project. We scope it with you, review it together, and confirm the price in a signed Statement of Work before any work begins, so you know the cost before you commit.
Not sure where to begin?
Start with an assessment, then choose an optionWe recommend starting with the Security Posture Assessment (from $8,500), which includes an AI-readiness section, then choosing the AI work it points to.
AI Opportunity & Readiness Assessment
Best first stepFor companies deciding where to start, or about to switch on Copilot or another assistant.
- Use-case shortlist with a business case
- Platform recommendation
- Data exposure and permissions review
- Go/no-go and a first-90-days plan
AI Implementation
Most completeThe full engagement: Plan, Build, Pilot, and Scale, through to handover.
- Everything in the Assessment
- Assistants, agents, and workflows built
- Guardrails configured with your IT team
- Pilot, training, and staged rollout
- Leadership briefing and evidence on file
AI Agent Build & Review
For a single, defined outcomeFor one workflow you want automated, or agents already running that nobody has reviewed.
- One agent or workflow designed and built
- Or: inventory and review of existing agents
- Permission and approval review
- Agent register and runbook
How pricing works
Priced to the project, confirmed in a signed Statement of WorkPricing reflects the size of the project: the people, platforms, and use cases involved. Ongoing oversight after handover is available as part of a Virtual CISO relationship.
Is your company ready to put AI to work?
Twelve questions across six areas, from data readiness to agents. You get a readiness level for each and what to fix first.
What we build, and what we don’t
The same limits are written into the engagement agreement.
What we deliver
4 commitments in every engagement- AI planned, built, and rolled out for your business on the commercial platforms you choose, from first use case through handover.
- Assistants, agents, and workflows built in your environment, alongside your IT team or provider, with every setting recorded.
- Training, policy, and leadership reporting built around the tools you actually run.
- Coordination with Summit’s AI governance, compliance, and Virtual CISO work when your situation calls for it.
What we do not do
4 limits we hold to- We do not train or fine-tune AI models — we build on the commercial platforms you license.
- We do not resell licenses or accept vendor commissions; the platform choice is yours, and our advice does not depend on it.
- We do not promise a savings or headcount number. The pilot measures what the tools actually do for your teams, and you decide from that.
- We are not a law firm. Nothing we provide is legal advice; vendor terms and data processing agreements should still be reviewed by counsel.
Questions about an AI rollout
Ask anything else on a scoping call. It’s free.
What companies ask before an AI rollout
8 questions, tap one to open itWe don’t know where to start with AI. Is that a problem?
No, it is the usual starting point. The Plan stage exists for exactly this: we work with each team to find where AI would save real time, rank the options, and recommend the first few.
We already bought Copilot and nobody uses it. Can you help?
Yes. Low use often means nobody decided what it was for. We pick the work with each team, build the prompts, agents, and training around it, and check what the assistant can reach while we are there.
Do you build AI agents, or only advise on them?
We build them. Summit designs, builds, and tests agents and workflows on the commercial platforms you license, each with a named owner, limited access, and a record of what it does.
Why would a security firm lead our AI project?
Because the hard part of AI in a business is not the tool; it is deciding what it may see and do. A project led from the security side aims for the same productivity, with the access decisions made before launch instead of cleaned up afterwards.
Our IT provider is handling the rollout. Why do we need Summit?
Your IT provider makes the tools work. Summit decides, with you, what they are for and what they may touch, builds the use cases, and gives leadership evidence that it was done properly. The two roles fit together.
Which platform should we choose?
It depends on where your data already lives and what your people need to do. Because Summit does not resell any of them, we can tell you the trade-offs of each without a stake in the answer.
Do you need administrator access to our systems?
For the Build stage, usually yes — time-limited, through accounts you create and control, and removed at handover. Where you prefer, we specify the settings and your IT team applies them.
How does this relate to AI governance?
Governance sets the rules; implementation does the work inside them. If you have neither, we start with a short governance build and run the implementation against it. See AI Risk & Security Advisory.