Current use and priority tasks
Document the tools people use, the tasks they use them for, and where policy or review is unclear.
L&M helps HR and operations leaders identify current AI use, define internal rules for approved uses, and give employees clear guidance, training, and workflows.
Joey Bartlett: Principal Consultant & AI Lead
Amanda St. Andrews, MBA-HRM, SHRM-CP: HR & People Operations
Joey leads engagement delivery, AI strategy, and implementation. Amanda brings specialist HR expertise to employee guidance, training, and adoption planning.
Teams already use AI, but leaders lack a current inventory.
Employees do not know which information can be placed in a tool.
A platform was purchased without a clear owner or use plan.
Managers lack a clear process for reviewing outputs, exceptions, and failures.
Policy is too general to guide day-to-day decisions.
Approved inputs, written steps, review points, exception paths, and named owners.
Document the tools people use, the tasks they use them for, and where policy or review is unclear.
Define approved inputs, confidential-data limits, decision authority, and when employees must escalate.
Create role-specific instructions, prompts, written workflows, review steps, onboarding, and training.
Name the owners, gather employee feedback, review exceptions, and update the workflow after people use it.
Amanda brings her MBA-HRM and SHRM-CP background to L&M’s HR and people-operations work. She is developing HR tools and workflows for upcoming engagements, with a focus on employee guidance, onboarding, and training.
Joey leads technical architecture, information flows, platform evaluation, integrations, validation, and failure handling.
A current-use and readiness assessment typically runs 2–5 weeks. Focused workflow, guidance, or training work is scoped after intake.
This is operational and technical support. It is not employment-law advice, a formal compliance certification, payroll processing, or a PEO service.
Share the teams involved, the tools they use, and which decisions or information rules remain unclear.