Tell Rico how you plan to operate the BPO in plain English. Like the Inventa blueprint, this is an adaptive conversation — Rico uses each answer to decide what matters next rather than forcing you through a fixed form.
Same adaptive discovery model as Inventa.Expect around 15–25 useful questions plus short follow-ups where something genuinely needs clarification. Rico should never repeat a known fact or keep asking the same clarification. If you do not know something yet, Rico marks it to confirm and moves on.
PCs, Dell vs DIY, peripherals, dual ISP, firewall, VLANs, Wi-Fi, servers/NAS, backup, power and physical security.
3
Platforms & AI
Contact centre, CRM/helpdesk, Microsoft/Google, endpoint management, dashboards, SOP assistant, transcription, QA and automation.
Not sure how to answer?Use Rico Suggest. If an exact detail is not known, say so — Rico will use a sensible planning assumption and mark it for site/provider/client validation instead of trapping you in repeated follow-ups.
Planning and costs.Rico may ask about third-party technology budget because it affects phasing. The final blueprint does not display your private budget and does not show Axon/1Pro professional fees. Only relevant provider hardware, ISP, telecom, software, server/cloud, backup or API costs may appear at provider cost or as “Provider quote required”.
1DiscoverAdaptive questions based on what you tell Rico.
2DesignTurn operations into hardware, network, software, security and AI architecture.
3ReviewAgree with Rico’s recommendations or request revisions.
4FinaliseGenerate the final PDF and email the blueprint.
Third-party provider pricing and product availability are validated before procurement. Axon/1Pro professional fees are intentionally outside this discovery report.
DiscoveryQuestion 1
RICO · BPO DISCOVERY
Microphone ready
Rico is building the Clark BPO implementation blueprint…
Rico’s blueprint principle: what you told Rico is kept separate from Axon recommendations, assumptions and decisions requiring approval. The report contains no Axon/1Pro professional or implementation pricing and does not display your private planning budget; only relevant third-party/provider costs may appear.
CLIENT REVIEW & BLUEPRINT AGREEMENT
Review Rico’s recommendations.
Agree with the major recommendations or tell Rico what should change. Your discovery answers remain preserved.
FINAL BLUEPRINT DELIVERY
Your final blueprint is ready.
Open or email the PDF. A copy remains retained with the assessment record.