AI Enablement

Everyone says your business needs AI. Nobody tells you where to start. We pair you with a dedicated advisor who learns your business, implements the right tools, and guides your team through every step.

The Service

What You Get

Not a consultant with a recommendation deck. Not a help desk. A dedicated advisor who learns your business and takes ownership of moving you forward.

A Dedicated Advisor

A dedicated advisor who uses the same tools they implement for you. They spot opportunities as those tools evolve, serve as a gut check on new ideas, and always know the most efficient path forward.

Process Discovery

Your advisor maps how your business actually operates, identifies bottlenecks and repetitive tasks, and prioritizes what to automate first.

Tool Setup and Integration

We select, configure, and connect the right AI tools to your existing systems. Working workflows from day one, not a recommendation deck.

Workflow Automation

Meeting intelligence, document review, content generation, project tracking - automated workflows tailored to your operations that your team can run independently.

Education and Empowerment

Training starts with leadership and scales to every team. Your advisor documents what people figure out through tinkering and makes sure the whole organization benefits, not just one power user.

Ongoing Optimization

AI tools evolve weekly. Your advisor evaluates new capabilities against your documented workflows and rolls out what matters, continuously compounding your investment.

The Process

How It Works

Your advisor handles the complexity. Your team focuses on results.

1

Discover

Map your workflows and identify where AI drives the most value.

2

Implement

Configure tools, connect systems, and build working workflows.

3

Enable

Train your team with playbooks so they run it independently.

4

Evolve

Expand into new workflows as tools advance and your needs grow.

Beyond the First Month

The Value That Compounds Over Time

The first weeks deliver quick wins. What comes next is where the real return shows up.

Months 1-2
Foundation
Tool setup, first workflows live. Leadership trained first to champion adoption across the organization.
Months 3-4
Expansion
Refine workflows, expand to new departments. Training reaches managers with role-specific playbooks.
Months 5-6
Maturity
Individual contributors using AI daily. Advanced workflows, team self-sufficiency, institutional knowledge captured.
Ongoing
Continuous Advantage
New capabilities deployed as tools evolve. New staff trained. Collective learnings from our practice make every next step faster.

Why the Retainer Keeps Paying for Itself

AI is a moving target. Without a dedicated advisor keeping pace, the initial investment plateaus.

  • New capabilities - your advisor rolls out relevant platform improvements before you have to ask.
  • Workflow expansion - every department has processes waiting to be streamlined.
  • Knowledge sharing - your advisor turns team tinkering into documented, transferable workflows the whole organization benefits from.
  • Education at every level - from leadership down to individual contributors, building org-wide fluency over time.
  • Staff onboarding - new hires get up to speed on AI tools and workflows so adoption never regresses.
Engagement Options

Monthly Retainer Plans

Both plans include a dedicated advisor, tool setup, workflow implementation, and training. Month-to-month, no long-term commitment.

Starter
Foundation
$2,800/mo
8 hours per month at $350/hr
Get started with discovery, your first workflows, and hands-on training.
  • Initial process discovery and mapping session
  • Configuration of core AI tools (AI assistant, meeting intelligence, or equivalent)
  • 2-3 automated workflows implemented
  • Microsoft 365 integration setup
  • Team training and prompt playbooks
  • Monthly check-in and optimization review
Best for: Small teams or a few specific workflows to automate.
Most Popular
Growth
$5,600/mo
16 hours per month at $350/hr
Move faster with deeper integration across multiple teams and workflows.
  • Everything in Foundation
  • Comprehensive process mapping across departments
  • 5-8 automated workflows, expanded over time
  • Advanced integrations (CRM, project management, document systems)
  • Custom prompt libraries and workflow documentation
  • Bi-weekly advisory sessions
  • Priority access to Data and Automation team for custom builds
Best for: Multiple teams, diverse workflows, faster pace.
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Need Custom Development or Enterprise Data Infrastructure?

Our Technology and Data Enablement service provides a senior Technology Advisor backed by data scientists and engineers. AI Enablement clients get a seamless transition, no starting over.

Two Services, One Team

Where AI Enablement Fits

Two complementary services from the same team. Fast, practical AI wins on one side - enterprise-scale technology on the other.

AI Enablement Technology and Data Enablement
Best For Any organization ready to put AI to practical use Larger organizations needing strategic tech leadership and custom development
Focus Workflow automation with modern AI tools Data infrastructure, BI platforms, custom applications
Your Advisor Business and Automation Analyst Senior Technology Advisor (fractional CIO/CTO) with engineering team
Approach Off-the-shelf AI tools configured for your operations Custom-built solutions - Azure, Power Platform, data pipelines, APIs
Investment $2,800-$5,600/month $4,900-$12,100/month
The Impact

What Our Clients Experience

Hours
Reclaimed Weekly
Less time on meeting notes, document prep, and manual follow-ups.
Minutes
Not Days
Tasks that took days now happen in minutes, without sacrificing quality.
Clarity
Across Operations
AI surfaces insights so your team always knows what needs attention.

You Don't Have to Figure This Out Alone

Every engagement starts with a conversation - no jargon, no obligation.

Schedule a Conversation

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