Phase 4 of The Protocol™

Turning Strategy Into Production
Native Implementation

Deployment onto the secure architecture validated in Phase 2. No third-party portals. No per-document fees. A targeted 8-12 week implementation from validated roadmap to 100% IP ownership.

Schedule Phase 4 – Wave 1 Review the Roadmap

The 2-Wave Implementation Structure

We de-risk implementation by deploying in two stages. Wave 1 establishes your core "Technical Production Line." Wave 2 expands capabilities once staff trust and accuracy are validated through UAT & Refinement.

Why Two Waves?

Wave 1 focuses on high-volume, low-complexity workflows (invoices, manifests, registers). Once staff see 95%+ accuracy and trust the system through UAT validation, Wave 2 adds advanced workflows with complex business rules (GL coding, trust reconciliation, customs verification). This staged approach prevents "big bang" failures and builds organizational confidence before expanding automation scope.

Phase 4: The 12-Week Implementation Journey - Foundation, Wave 1, UAT & Refinement, Wave 2, and Handover with 100% Ownership

Why Is Phase 4 So Affordable?

Traditional automation vendors charge $150k-$300k for enterprise implementations with ongoing per-document licensing fees. The Curam-Ai Protocol™ is different:

1. Phases 1 & 2 De-Risk Implementation

By the time you reach Phase 4, we've already validated technical feasibility (Phase 1) and architected the deployment (Phase 2). This eliminates the "discovery costs" that inflate traditional projects.

2. Native Implementation (No SaaS Overhead)

We deploy to YOUR infrastructure, not ours. No per-document processing fees, no subscription markup, no vendor hosting costs passed to you.

3. IP Ownership Transfer

You're not renting software—you're buying an asset. The one-time Wave 1 fee gives you permanent ownership of source code worth $180k-$700k+ annually.

4. Wave 1 Foundation Pricing

This investment covers your highest-ROI workflows (invoices, manifests, registers). Wave 2 expansion is quoted separately based on complexity validated in Phase 2.

Bottom Line: Phase 4's favorable economics are possible because Phases 1-3 eliminate the risk, scope uncertainty, and infrastructure unknowns that make traditional implementations expensive.

What You Get in Phase 4

Complete ownership transfer. No vendor lock-in. Your team inherits a production-grade asset.

During Implementation

  • Native Setup: Deployment onto the secure architecture validated in Phase 2 (Azure/AWS/GCP with pre-scoped permissions)
  • Refinement: 2-3 iterative UAT cycles for edge-case accuracy tuning
  • Training: Admin & User sessions (fully recorded for future onboarding)
  • Monitoring: Real-time performance & confidence dashboard

At Handover

  • 100% IP Transfer: Complete source code ownership with no licensing restrictions—modify, extend, or redeploy without vendor permission
  • SOPs & Runbooks: Exception handling procedures, Human-in-the-Loop workflows, and troubleshooting guides
  • Architecture Documentation: System diagrams, API specifications, data flow maps, and security controls
  • Self-Sufficiency Certification: Your team trained to manage AI retraining, business rule updates, and system maintenance independently

Long-Term Scalability

  • Optional Support: Tier 2 maintenance & AI retraining packages available (not required)
  • DIY Expansion: Build new workflows without us using your owned codebase
  • Audit Trail: Full historical logs for future compliance reviews
  • No Vendor Lock-In: Switch providers, hire internal staff, or maintain yourself—you own everything

The Implementation Roadmap (8-12 Weeks)

A measured journey from environment setup to full IP handover. No rushed deployments.

Timeline Contingencies: The 8-12 week estimate is contingent on Phase 2 scope adherence and UAT validation. Extensions for client-side delays or scope changes outside Phase 2 roadmap are quoted separately. UAT validation may extend timeline by 1-2 weeks if edge cases require additional AI retraining (included at no extra cost provided scope matches Phase 2 roadmap).

1-2

Weeks 1-2: Provisioning & Kickoff

Foundation
  • Environment deployment onto the secure architecture validated in Phase 2
  • Implementation of Azure/AWS/GCP permissions as scoped in Security Readiness Review
  • Activation of M365 integration points per Architecture Blueprint
  • Licensing & API provisioning
  • Final Document Schema audit for Wave 1 workflows
  • Kickoff call with IT/Operations team to confirm integration points
3-5

Weeks 3-5: Wave 1 Build & Integration

Wave 1
  • High-volume workflow automation (invoices, manifests, registers)
  • AI model fine-tuning for your specific document formats
  • Technical integration with ERP/TMS/CRM systems
  • Initial testing with historical document samples
6-8

Weeks 6-8: UAT & Refinement Cycles

Crucial Milestone
  • User Acceptance Testing: Staff run live production data through Wave 1 workflows
  • Edge Case Refinement: Tuning AI for industry-specific handwriting, jargon, or document anomalies
  • Team Training Sessions: Admin and user training (fully recorded for future onboarding)
  • Performance Validation: Confirm 95%+ accuracy before Wave 2 expansion

This is the de-risking checkpoint. Wave 2 only proceeds once UAT validates Wave 1 accuracy and staff trust. If issues arise, we extend refinement (typically 1-2 weeks at no extra cost) before expanding scope.

9-11

Weeks 9-11: Wave 2 Expansion

Wave 2
  • Deployment of advanced workflows (complex business rules, GL coding, customs verification)
  • Integration of Wave 2 workflows with Wave 1 foundation
  • Final system load-testing and security hardening
  • End-to-end workflow validation

Wave 2 Pricing: Quoted separately based on Phase 2 roadmap complexity. Typical range: $15-25k depending on advanced workflow requirements.

12

Week 12: Handover & Certification

Complete
  • Transfer of full source code & 100% IP ownership
  • Technical Documentation & SOP delivery
  • Architecture diagrams & admin maintenance guides
  • Admin handover session for internal team self-sufficiency
  • Optional: Tier 2 support contract discussion (not required)

What If UAT Reveals Issues?

Weeks 6-8 UAT is designed to surface edge cases before Wave 2 expansion. This is the intentional checkpoint that prevents "big bang" failures.

If Accuracy Falls Below 90%:

We extend the refinement phase (typically 1-2 additional weeks at no extra cost) to retrain the AI on your specific document anomalies. Common issues include:

  • Industry-specific handwriting styles not covered in Phase 1 samples
  • Document format variations across different vendors/suppliers
  • Edge cases in business rules that weren't surfaced during Phase 2
  • Integration issues between AI extraction and ERP validation

Wave 2 only proceeds once UAT validates Wave 1 performance at 95%+ accuracy. This staged validation is how we prevent the "rushed deployment → failure → costly rework" cycle common in automation projects.

What Phase 4 Looks Like For Your Industry

Phase 4 is tailored to your sector's specific "Capacity Leak." We prioritize high-volume automation in Wave 1 and complex logic refinement in Wave 2.

Accounting & Finance

Wave 1: High-volume invoice extraction & automated Xero/MYOB/ERP matching to eliminate 50% of admin data entry.

Wave 2: Complex trust account reconciliation & automated GL coding rules to support higher client volumes.

UAT Validation (Weeks 6-8): Staff process 50+ live invoices through Wave 1 to validate accuracy and exception handling before Wave 2 expansion.

Outcome: Reclaiming ~2,000 annual admin hours

Engineering & Construction

Wave 1: Drawing register & transmittal automation, removing the 20% manual documentation burden from junior staff.

Wave 2: AI-powered site report & RFI extraction, accelerating the "Technical Production Line" for senior managers.

UAT Validation (Weeks 6-8): Engineers test Wave 1 with live transmittals and schedules, tuning AI for handwritten notes and strikethrough text.

Outcome: Unlocking ~2,000 annual billable hours

Logistics & Freight

Wave 1: Manifest & waybill entry (Direct TMS integration) to handle 1,000+ documents daily with sub-10s processing.

Wave 2: Automated customs documentation & hazardous goods verification for guaranteed compliance safety.

UAT Validation (Weeks 6-8): Operations team validates Wave 1 manifest processing with live hub data, ensuring carrier-specific format handling.

Outcome: 40% reduction in operational overhead

Legal Services

Wave 1: Contract metadata extraction & matter file automation to recover 8-12 billable hours per lawyer per week.

Wave 2: Trust account reconciliation & automated legal precedent tagging for compliance-heavy practices.

UAT Validation (Weeks 6-8): Partners test Wave 1 on live matter files, validating document classification and metadata accuracy.

Outcome: ~1,800 annual billable hours recovered

Insurance Underwriting

Wave 1: Claims form processing & policy document extraction to handle 500+ submissions daily with automated risk flagging.

Wave 2: Automated risk assessment scoring & compliance documentation for PI/PL underwriting workflows.

UAT Validation (Weeks 6-8): Underwriters validate Wave 1 claims processing accuracy, testing edge cases like pre-existing condition detection.

Outcome: 35% faster claims processing turnaround

ACT NOW

Book a free pre-screen or diagnostic call.

Book Phase 1 Diagnostic Call

Ready to Go From Roadmap to Reality?

Phase 4 turns your validated Phase 2 roadmap into production reality. Two-wave deployment, UAT validation, and 100% IP ownership—no vendor lock-in, no ongoing fees.

Schedule Phase 4 Kickoff Start Assessment Call

Phase 4 Wave 1 Implementation: $20-30K • 8-12 Weeks • 100% IP Ownership

Wave 2 expansion quoted separately based on Phase 2 roadmap complexity (typically $15-25K)