Introducing
for Leaders, Teams & Agents
The Agentic Executive Management System — AEMS. Goals, decisions, execution, and memory unified in one platform, powered by an autonomous agent, 24 hours a day.
01 / 28
THE FUTURE OF WORK
Every Organization Is About
to Become Agentic
This is not a trend. It is a structural shift — and it is arriving faster than most leaders realize.
100:1
Agents to Humans
Jensen Huang, NVIDIA CEO: "NVIDIA will employ 7.5 million AI agents alongside 75,000 humans within 10 years."
40%
Enterprise Apps by 2026
Gartner (Aug 2025): "40% of enterprise applications will embed task-specific AI agents by 2026 — up from less than 5% today."
"The age of AI Agentics is here. It is a multi-trillion-dollar opportunity."
— Jensen Huang, CES 2025
The Agentic Wave
02 / 28
THE 5-95 VISION — EVERY LEADER, EVERY TEAM, EVERY AGENT
The Agentic Organization Is Coming.
Are You Ready to Manage It?
⚡ AEMS LIVES HERE
5 → 95
Human Horse Power
Well-designed intelligence can turn 5 humans into the output of 95 — through amplified human output, executive proxy agents, and autonomous specialists.
👤
Leaders
Each executive paired with an Executive Proxy Agent — augmenting their output 1:1. AEMS manages the leader's operation.
👥
Teams
Every team member has their own proxy agent. How does the leader know they're working? AEMS tracks people + agents together.
🤖
Agents
Dozens of autonomous specialists running 24/7. Who oversees them? Measures their ROI? AEMS manages the entire fleet.
"The question isn't whether to build an agentic organization. The question is: who manages it — and how. Without the right system, even the right leader is flying blind."
The how is AEMS.
— Ed Kopko, The 5-95 Framework
The Agentic Organization
03 / 28
THE AI ERA LEADERSHIP GAP
Three Questions Every Leader Must Answer Now
The AI era didn't just change what's possible. It created three new management challenges most organizations have no system to address.
LEADERS
"How does a leader stay ahead when the business runs at AI speed?"
Executive management was built around email, spreadsheets, and weekly status meetings — infrastructure designed for 1995. The AI era moves faster than any of those systems were built to handle.
▸Outlook for email, Teams for conversations, NetSuite for operations — the picture is never in one place
▸Time spent gathering status across systems — not setting direction
▸No single place where goals, people, and execution connect
TEAMS
"How do you keep your people aligned, accountable, and performing?"
When agents handle much of the execution, the leader's job shifts — from task-tracking to goal alignment and people development. That requires a system that connects goals to people to outcomes.
▸Are your direct reports' goals set, tracked, and visible to you?
▸How do you know what each person is actually contributing?
▸Performance management scattered across email, meetings, and memory
AGENTS
"When you have 100 agents across your company — how do you run them?"
AI agents are proliferating fast. Cost, ROI, and performance are invisible. There is no coordination layer. The organizations that build agent management infrastructure now will run circles around those that don't.
▸What does each agent cost per outcome?
▸What value is each agent actually delivering?
▸How do humans and agents collaborate without chaos?
⚡
AEMS answers all three.
The only system that manages the Leader, the Team, and the Agent Fleet in one unified platform — built for the way companies actually run in the AI era.
The AI Era Gap
04 / 28
WHY NOW
The Window Is Open. It Will Not Stay Open.
The companies that build agentic infrastructure now will have a structural competitive advantage.
The ones that wait will spend years catching up — with more complexity, more cost, and more chaos. The infrastructure you build today becomes your operating system for the next decade.
Price Modern can be ready. Right now.
You do not need to figure this out alone. Bold Business has already built this system — and we are running it ourselves today. We can help you become agentic with a proven foundation you can build upon, scale with, and trust.
→ Partner with Bold Business
Build Your Agentic Foundation Now
Why Now
05 / 28
WHAT AEMS MANAGES
Manage myself. My people. My agents.
No system has ever managed all three together. AEMS is the first — unifying the executive, the organization, and the agent fleet in one operating platform.
🎯
Pillar 1
The Executive
→ Goals & strategic priorities
→ Decisions, context & options
→ Calendar, email & time
→ Institutional knowledge
→ ROI & time reclaimed
🤝
Pillar 2
The People
→ Team coordination & delegation
→ Relationship health & alerts
→ Follow-ups & accountability
→ Client & partner management
→ Communication orchestration
🤖
Pillar 3
The Agents
→ Agent fleet oversight
→ Cost per agent, per task
→ Value & ROI by agent
→ Performance & utilization
→ Human-agent coordination
Three Pillars
06 / 28
The Problem
Executive Management Has No System Built for It
Every business function has purpose-built infrastructure — except the one that runs the business. Finance has ERP. Sales has CRM. Operations has project management. The C-suite runs on email, spreadsheets, and memory — assembled in 1995 and never redesigned. The most complex, highest-stakes job in the organization is the least systematized.
⚠ What It Actually Looks Like
📧Information: Scattered across inbox, Slack, texts, and meetings. No single view. No prioritization. Reactive by default.
🔀Decisions: Made with partial information, buried in email chains, never tracked — so the same problems recur.
📋Tasks: Created in meetings, delegated verbally, tracked in spreadsheets nobody updates. Things fall through constantly.
🤝Relationships: Managed from memory. No system monitors them, alerts you, or tracks what matters to each person.
The Cost of an Inefficient System
4+ hrs
Per day spent managing the management system instead of running the business
35,000+
Decisions per year — with no system to research, contextualize, or learn from them
Unmeasured
No system was ever designed to measure executive output — so no one knows what it costs or what it returns
This isn't a people problem. It's a systems problem. And for the first time, there's a system designed to solve it.
The Problem
07 / 28
The Transformation
Information. Decisions. Execution. One Connected System.
Not another tool added to the stack. A unified system — with an agent as the connective tissue that makes it all move.
Before — Fragmented
📧 Inbox — unread, unsorted, reactive
📋 Tasks — spreadsheet, no owner, stale
🤝 Relationships — in your head, going cold
🔀 Decisions — buried, made blind
📅 Calendar — conflicts, no context
📊 Costs — invisible, unmeasured
⚡
One Agent
One System
24/7
After — Unified
✅ One dashboard — everything visible, real time
✅ Master Board — every task owned, tracked, escalated
✅ Relationship engine — monitored, alerted, never cold
✅ Decision queue — context + options + recommendation
✅ Calendar intelligence — protected, connected to goals
✅ ROI dashboard — every task costs what it should
This is an Agentic Executive Management System — the agent doesn't just answer questions, it runs the system. Moving information, managing tasks, accelerating decisions, reporting outcomes. All day. Every day.
The Transformation
08 / 28
THE LIVE SYSTEM
This Is What AEMS Looks Like.
Not a mockup. Not a prototype. Ed's live system — running right now across three companies. Here's a preview of what you'll see.
Command Center
Live task board, activity feed, decisions queue — your entire operation at a glance.
ROI Intelligence
Tasks completed, time saved, cost per task, 30-day ROI — all real time, all defensible.
Master Board
Every task, every owner, every status — Goals to Execution, tracked in one living board.
Built for Ed Kopko. Running across Bold Business, Mercury Z, and Personal — three companies, one system.
Full live demo ahead →
System Preview
09 / 28
Meet Your Agent
This Is What an Agent Looks Like
Not a chatbot. Not a tool. A strategic orchestrator — conducting every system, every communication, every decision in real time.
Brio Rhodes — Strategic Orchestrator · Bold Business
Price Modern gets their own agent
Brio belongs to Ed. Your agent is built entirely for you — separate system, separate server, zero shared data. The only question is: what do you call her?
Tiana
Lilo
Jasmine
You decide →
Meet Brio
Three Levels of Intelligence
A New Category: The Agentic Executive Management System.
Three levels. Only one manages you, your people, and your agents.
Level 1 — What You've Tried
The LLM
ChatGPT · Copilot · Gemini
✕Answers when you ask — then forgets
✕No context between sessions
✕You do all the work — it just helps
✕Can't manage tasks or people
✕No agent fleet visibility
✕Off when you stop typing
Level 2 — What Some Have Built
The AI Agent
Task bots · Single-purpose agents
◑Executes tasks when directed
◑Some session memory
◑Takes actions in one domain
✕Doesn't manage your team
✕No fleet oversight or ROI tracking
◑Active in bursts, not continuous
⚡ This Is What's New
Level 3 — The Breakthrough
AEMS
Agentic Executive Management System
Brio — Manages you, your people, your agents
✓Runs your operations — you approve, not execute
✓Permanent memory — never loses context
✓Acts across email, calendar, tasks, team
✓Delegates to your team — tracks outcomes
✓Oversees your agent fleet — cost + ROI per agent
✓Always on — scans, acts, reports 24/7
"It doesn't just answer questions.
It runs the system — all day, every day."
Why AEMS
10 / 28
Built on Principles Every AI Leader Would Recognize
The Agentic Executive Management System: Four Pillars
Management has always required intelligence, decisions, execution, and memory. For the first time — we automated all four.
🔭
Intelligence Layer
Real-time awareness across your inbox, calendar, tasks, and team. Surfaces what matters, flags what's urgent, synthesizes context before you need it.
"Know what's happening — before you ask."
⚡
Decision Engine
Every decision arrives pre-packaged: context + options + recommendation + draft. You bring the judgment. Brio brings everything else.
"Every decision in 30 seconds, not 30 minutes."
🤖
Execution Layer
Email, calendar, research, document creation, team coordination — executed automatically or with your one-word approval. Tasks complete without manual involvement.
"It doesn't suggest — it executes."
🏛️
Institutional Capital
Every decision, every context, every relationship preference captured and retained. Compounds over time. Survives staff turnover. Becomes a permanent company asset.
"Knowledge that never walks out the door."
AEMS Architecture
11 / 28
The Missing Layer — Until Now
Goals Drive Everything. The System Connects It All.
Tasks without goals are just work. Relationships without goals are just contacts. The system connects every task, every relationship, and every decision back to the goals that matter — and tells you which ones are moving and which are stuck.
🏢 Bold Business
🚀World Class Agentic CompanyBold Amplify, AEMS product, agents in every department
💼AI-Amplified RevenueWorkforce Solutions for the AI Era — new product line
🧠Build a Team of OrchestratorsHire people who leverage agents — not just complete tasks
⚡ Mercury Z
🏗️Lead Data Center & AI InfrastructureDWDM engineering, auditing, BEAD program expansion
🤖Internal AI Agent InfrastructureAI recruiter, AI SDR, AI ops support — scale without headcount
⭐ Personal
🏠House Renovation and Expansion — Nov 1Complete expansion, enable family vision
❤️Family ConnectionLenore, Michael, Matthew — intentional time, protected
🎵Music & HealthComposing practice + longevity habits
How it connects: Every task on the Master Board maps to a goal. Every relationship is tracked against the goal it serves. Brio surfaces which goals are moving, which are blocked, and what needs your attention — not just "what tasks are open." This is management for outcomes, not activity.
Goals Drive Everything
12 / 28
The Command Center
Goals → Relationships → Calendar → Execution
Not a task list. A connected management chain — where every action has context, every calendar block has purpose, every relationship is tracked against a goal.
01
Goals
Strategic objectives — quarterly, annual. Every task and relationship connects back to a goal. Nothing exists in isolation.
→
02
Relationships
Who matters to each goal. Last contact, next action, relationship health. Brio monitors and surfaces when a relationship needs attention.
→
03
Calendar
Your time, aligned to what matters. Strategic blocks protected. Every meeting connected to a goal. No drift, no double-booking, no gaps.
→
04
Execution
Tasks, communications, and follow-ups that move the needle — executed automatically, reported clearly, tracked completely.
Live example: Goal: "Close Price Modern partnership by Q2" → Relationship: Brent Matthews (meeting Thursday 2pm, deck prepared) → Calendar: Block protected, drive time calculated → Execution: Follow-up email drafted, next steps logged in Command Center, deal tracked to close.
The Command Center
13 / 28
PILLAR 2 — PEOPLE MANAGEMENT
Your Organization Moves at the Speed
of Your Relationships
The system doesn't just manage your time — it manages the people around you. Relationships, delegation, accountability, and communication: orchestrated and tracked, never dropped.
❤️ Relationship Intelligence
🎯
Every relationship mapped to a goal
Know who matters for what initiative — always
🔔
Relationship health alerts
Proactive alerts when key contacts go cold
📋
Full contact history — never from memory
Last contact, last topic, next action, every time
⚙️ Team Coordination & Delegation
📤
Tasks assigned, tracked, escalated
Nothing assigned verbally and forgotten again
📡
Stakeholder communication orchestrated
Right message, right person, right account
🔁
Follow-ups sent automatically
No thread goes silent unless you closed it
Priority Senders
Key clients · Strategic partners · Critical vendors
When a priority sender emails, the system reads it, extracts the task, drafts a reply, and alerts you — immediately. You never miss a key relationship signal again.
People Management
14 / 28
Live System Walkthrough
Let's show you AEMS
running live — right now.
Brio is the engine. AEMS is the system. What you're about to see is a live, working platform — not a mockup, not a prototype. This is how Ed Kopko runs his companies today.
This is not a mockup. This is Ed Kopko's live system — running right now. You are about to see the actual dashboard, the Master Board, and Brio in action.
The Command Center — every task, every relationship, live
ROI Dashboard — real cost, real tasks, real time
Master Board — 180+ tasks, tracked and owned
Live Demo
This Is Ed's Live System
The Command Center — Live, Today
Not a mockup. Not a wireframe. This is the actual dashboard running for Ed Kopko right now — pulling live data from Google Sheets, tracking 186 tasks, 33 relationships, and real-time agent costs.
Live System
15 / 28
THE AEMS INTELLIGENCE LAYER
Six Layers of Intelligence — Working Together
Not features. Not tools. Six interconnected intelligence layers that make your operation visible, aligned, and always aimed.
Captures tasks from every source — emails, meetings, conversations — before you even ask. Auto-assigns with owner, deadline, and context attached.
Nothing falls through. Ever.
Every task connects to a strategic goal. AEMS continuously checks whether execution matches intention — and flags when it doesn't.
Strategy and execution, always aligned.
Real-time view into your team's projects, assignments, and relationship health. Who owns what, where things stand, and who needs a nudge — without a meeting.
Manage outcomes, not inboxes.
Performance, utilization, and ROI for every agent in your fleet. See what each agent is doing, what it costs, and what it's delivering — in real time.
Manage your AI like you manage your team.
Every decision arrives with context, options, and a recommended path already written. You bring judgment. AEMS brings the brief. 30 seconds, not 30 minutes.
10× decision throughput.
Cost per task, time saved, and cumulative return across every leader, team, and agent. The economics of your entire operation — visible, real-time, defensible to any board.
Prove the value. Always.
Six Intelligence Layers
16 / 28
Decision Engine
High-Velocity Decision-Making
The Draft Rule isn't a safety feature. It's a competitive advantage — turning 30-minute decisions into 30-second approvals.
Without the AEMS
Inbox arrives — you read everything to find what matters
You research context from memory, old emails, docs
You draft a response or action from scratch
You decide. You send. You update the task tracker.
You move to the next item — if you remember it
⏱ 25–35 minutes per decision
VS
With Brio — AEMS
Brio reads everything — surfaces only what needs you
Each item arrives with: context + options + recommendation
Draft is already written, correct account, correct tone
You say PLAY — Brio sends, updates, logs, follows up
Nothing falls through the cracks — ever
⚡ 30 seconds per decision
"Brio doesn't ask 'what do you want to do?' — she brings the analysis, the options, and the recommended path. You bring the judgment. That's 10× decision throughput."
Task
Captured automatically
Assigned
Owner + deadline set
Executed
Logged + followed up
Measured
ROI tracked per task
Decision Velocity
17 / 28
ROI INTELLIGENCE
The Economics of AEMS — Real, Measurable, Defensible
For the first time, you see exactly what every management task costs — and choose whether a human or an agent does it.
Human Time vs. Agent Cost
| Task |
Exec Cost |
Agent Cost |
Multiplier |
| Morning email triage (45 min) |
$150–$225 |
$0.12 |
~1,500× |
| Research brief & analysis (2 hrs) |
$400–$600 |
$1.20 |
~400× |
| Team follow-ups & status (1 hr) |
$200–$300 |
$0.09 |
~2,500× |
| Monthly total |
$15K–$25K |
$75–$125 |
100–200× |
"The question isn't 'can an agent do this?' — it's 'should a $300/hr executive be doing it at all?' Now you can see the answer in real time."
Live ROI Dashboard — Today
Tasks Done
18
+23% vs last week
Time Saved
4.2h
Est. $840 exec value
Agent Cost
$3.42
$0.19 per task avg
30-Day ROI
186×
$82 cost → $15,300 value
$84 / month
Fully deployed. Three companies. Steady-state.
Replicate this dashboard for every executive in your org.
ROI Intelligence
18 / 28
AGENT FLEET MANAGEMENT
Manage Every Agent. See Every Cost. Track Every Outcome.
When your organization has 10, 50, or 500 agents — this becomes your mission-critical dashboard. For the first time, every agent in your fleet is visible, accountable, and measurable.
Agent / Role
Status
Cost / Month
Tasks / Day
Time Saved
ROI
Brio Rhodes
Executive AEMS
● Active
$84
42
4.2 hrs
186×
Ava
Marketing Intelligence · Vishal
◌ Coming Soon
—
—
—
—
SDR Agent Fleet (×5)
Outbound Sales Automation
◌ Planned Q3
—
—
—
—
💸
Cost Visibility
Per-agent cost by day, month, and task. Model breakdown. Department attribution. Budget alerts before overruns. Real-time from provider APIs.
📈
Value & ROI
Tasks completed, hours saved, and dollar value delivered — per agent, per week, per quarter. Cumulative ROI that compounds as the fleet scales.
⚡
Performance
Utilization rate, task quality, escalation frequency, uptime. Know which agents are delivering and which need tuning — before your board asks.
Agent Fleet Management
19 / 28
Real Numbers. Live Data.
ROI You Can See Every Day
Every task categorized. Every dollar tracked. Ed sees his agent's cost, tasks completed, and time saved — updated in real time from the Anthropic API.
Today: 42 tasks · 134 min saved · $47 cost (heavy dev day). Steady-state: $75–125/month across all 3 task categories.
Live ROI Data
20 / 28
Proof Point
Real Example: One Instruction. Every System Moves.
Five words of input. Seven complex steps of execution. This is what an agent does that a task tool never could.
"
Close the dock project.
— Ed Kopko, CEO, Bold Business
5 words. Google Chat. Morning coffee.
1
Searched 3 years of email history for all dock-related correspondence
2
Identified all relevant contacts: contractors, property manager, HOA
3
Identified the correct primary contact for closure communication
4
Drafted a professional closure email from the correct personal account
5
Sent after Ed's one-word approval ("PLAY")
6
Updated Command Center — project marked complete, tasks archived
7
Logged with full audit trail — who did what, when, and why
5 words in → 7 steps executed → project closed. Full audit trail.
Proof Point
21 / 28
Every Task, Every Owner, Every Status
The Master Board — Nothing Falls Through
186 tasks across all three companies — organized, prioritized, and owned. Brio updates this automatically after every action. Ed's single source of truth for everything in motion.
Master Board
22 / 28
The Command Center
Your Situation Room — Not a Task Board
Before: your management system lived across Slack, Email, Memory, and Spreadsheets. After: one unified operating picture.
❌ Without the AEMS
📧Inbox is your task list — buried in 200 emails
🧠Your memory is your CRM — and it forgets
📅Calendar has no connection to goals — it just fills up
🔍Finding context requires searching 5 tools
⚠️Critical tasks surface only when someone complains
📉Institutional knowledge walks out the door at 5pm Friday
💸No visibility into what management overhead actually costs
✅ With the AEMS
🎯Goals, relationships, tasks, and calendar — connected in one view
⚡Implicit task detection — surfaces what nobody explicitly assigned
🔗Every task has context — which goal it serves, who's involved, what's next
📊Real-time cost visibility — unit economics for every management action
🤝Relationship health tracked — last contact, next action, goal connection
🏛️Permanent institutional memory — every decision captured, searchable, usable
🌐Multi-company, multi-domain — Bold, Mercury Z, Personal. Zero bleed.
The Situation Room
23 / 28
Institutional Capital
Knowledge That Never Walks Out the Door
The most valuable thing a company has is institutional knowledge. For the first time — it's permanent, searchable, and compounds over time.
Without the AEMS
⬛Context lives in people's heads — not documented
⬛When a key employee leaves, their knowledge leaves with them
⬛Past decisions are repeated — nobody remembers why choices were made
⬛Onboarding new leaders takes 6–12 months of context-building
⬛Relationship history is personal — not organizational
⬛The company starts over every time the team changes
VS
With the AEMS
✦Every decision documented with context, rationale, and outcome
✦Institutional memory is a company asset — not a person's memory
✦Past decisions surface automatically when similar situations arise
✦New leaders onboard in days — full context from day one
✦Every relationship tracked with history, preferences, and next action
✦The company gets smarter every day — regardless of personnel changes
"You're not just deploying an agent. You're building a permanent management infrastructure that outlasts any individual — and gets better the longer it runs."
Institutional Capital
24 / 28
The Transformation
Spend Less Time Managing Information. More Time Leading.
The most valuable thing an executive can do is think, decide, and lead. Everything else is overhead. We eliminated the overhead.
Before: You Are the System
How You Spend Your Time
Tracking what's been done and what hasn't
Following up on emails you're waiting on
Organizing and re-organizing your task list
Searching for context before every meeting
Drafting routine communications from scratch
Managing up, down, and sideways manually
Result: You're the bottleneck. Your org moves at the speed of your inbox.
After: The System IS the System
How You Spend Your Time
Setting strategy and priorities — quarterly, weekly
Making high-quality decisions with full context
Leading people — relationships, culture, vision
Growing the business — clients, partners, opportunities
Approving in 30 seconds what used to take 30 minutes
Seeing everything without managing everything
Result: You stop being the executor. You become the director.
"I didn't upgrade my assistant. I upgraded my management infrastructure."
Transformation
25 / 28
THE PATH FORWARD FOR PRICE MODERN
The agentic organization doesn't happen all at once.
It starts with one leader. Then it scales.
Everyone is going to arrive at an agentic organization eventually. The question is whether Price Modern leads that transition — or catches up to it. The advantage belongs to whoever builds the foundation first.
Step 1 · Start Here — 90 Days
Brent Gets an Agent + AEMS
Not just an AI assistant — a complete management system. Your agent manages your goals, priorities, and communications. AEMS gives you the Command Center to run yourself, oversee your people, and govern the agents you'll build from here. You move faster. You decide better. The infrastructure is already in place.
↳ Agent deployed · Command Center live · AEMS running
Step 2 · 90 Days & Beyond
Launch Specialized Agents — Fast
The first deployment does the hard work — infrastructure, integrations, memory, and process are already in place. Each new specialized agent (sales, ops, marketing, service) deploys in a fraction of the time and cost. Your team and their agents are all visible and managed from the same system.
↳ 90 days and beyond · Low cost per agent · Fast deployment
Step 3 · Lead
Price Modern Becomes Agentic
A growing fleet of specialized agents across sales, ops, marketing, and service — all governed from AEMS. The advantage compounds: each agent makes the next one faster to deploy and cheaper to run. The gap between you and competitors widens every month.
↳ The gap widens every month · Advantage compounds
"The companies that win the next decade won't just use AI tools — they'll be built around them.
Price Modern can be one of the first in your industry to operate that way."
Bold Business — Confidential
26 / 28
Supporting Materials
Appendix
Appendix
A
Appendix — Investment Detail
What the $24,000 Builds
Three phases. Eight weeks. One fully operational Agentic Executive System — built around your world.
🤖
Phase 1 · Weeks 1–4
Build the Agent
▸Dual-persona setup: Brent Proxy + independent EA
▸Microsoft 365 integration (Outlook, Teams, SharePoint)
▸Secure token flows + Azure permissions with IT
▸2nd Brain data ingestion (up to 5 SharePoint folders)
▸Voice + tone calibration from your past communications
$8,000 · Kickoff
📊
Phase 2 · Weeks 5–6
Build the Dashboard
▸Custom Command Center — your live operating picture
▸Decision queue: draft emails ready for one-click approval
▸Task board with owner tracking + status visibility
▸ROI tracker — cost per task, time saved, cumulative value
▸Priority sender alerts (your key relationships, instant)
$8,000 · Week 4 Check-in
🎯
Phase 3 · Weeks 7–8
Populate Your World
▸Your strategic goals entered and connected to tasks
▸Key relationships mapped — last contact, next action
▸Live testing with your real inbox + calendar
▸Agent voice tuned to your style — go-live activated
▸Full handoff — you take the wheel from Day 1
$8,000 · Go-Live
🔒
Ongoing Retainer — $1,500 / month
Server hosting · API monitoring · Prompt refinement · Microsoft integration maintenance. Starts post go-live.
👥
Dedicated Strike Team
Mel Goff — Project Lead & Delivery
Ron Rivero + Jewel Nurunnabi — Sr. AI Engineers
Appendix — Investment Detail
A1
Appendix — Security & Trust
Your Agent. Your Data.
Completely Separate.
Price Modern's AEMS agent is deployed on your dedicated infrastructure — not Ed's, not Bold Business's shared cloud. Ed cannot see your data. No one outside Price Modern can. Your Outlook emails, Teams conversations, and business decisions never leave your Microsoft 365 environment without your explicit approval.
🔐
Ed's Brio has zero access to Price Modern's systems. Ever.
🔒
Your Server. Your Control.
Brio runs on a dedicated server in your environment — not a multi-tenant cloud. No other company's data is on your instance. No vendor has a back door.
✋
Nothing Sent Without Approval.
Every external communication — email, calendar invite, document — starts as a draft. Brio proposes; you approve. No irreversible action happens without your explicit "send."
📋
Every Action Is Logged.
Complete audit trail of every task Brio performs — what it read, what it wrote, what it sent. You can review, reverse, and audit anything at any time.
⚡ Built for Microsoft 365 Environments
Microsoft-Native Integration
AEMS connects to Outlook, Teams, and SharePoint through Microsoft's standard OAuth 2.0 permission model — the same authentication your IT team already governs and trusts.
Least-Privilege Microsoft Graph Access
Brio requests only the Microsoft Graph API scopes it needs — mail, calendar, tasks. No admin-level permissions. Your IT team reviews, approves, and can revoke access instantly from Azure AD.
Your Tenant. Your Data.
Nothing leaves your Microsoft 365 tenant without explicit approval. Bold Business's technical team manages the deployment, applies patches, and monitors for anomalies — you have a managed partner, not a tool to figure out.
Does the AI train on my data?
No. Anthropic's commercial API contract explicitly prohibits training on customer inputs. Your Outlook emails and Teams conversations never improve anyone else's AI.
What if I want to exit?
Your data stays in your Microsoft 365 tenant — always. Revoke the app permissions in Azure AD and the connection is severed immediately. No lock-in. No data migration.
👨💻
Have deeper technical questions?
Our engineering team is available for a security review, architecture walkthrough, or IT integration discussion. We can bring the right people to the table.
Data Security & Trust
A2
