Our Service Offerings

Comprehensive AI and operational transformation solutions

Strategic Services

Building the foundation for AI-driven transformation

AI Opportunity Assessment

4 Weeks

Ideal for: Organizations seeking to understand their AI readiness and identify high-impact opportunities across front and back office operations.

  • Comprehensive analysis of front office (sales, marketing, customer service) and back office (finance, HR, operations) functions
  • Identification and prioritization of 5-10 high-ROI AI initiatives
  • Financial modeling of cost savings, revenue uplift, and implementation costs
  • 100-day execution roadmap with clear milestones and success metrics
  • Technology architecture recommendations and integration approach
  • Risk analysis and change management strategy

AI Strategy Development

6-8 Weeks

Ideal for: Leadership teams ready to develop a comprehensive, enterprise-wide AI strategy aligned with business objectives.

  • Executive workshops to align on vision, priorities, and success criteria
  • Detailed AI roadmap spanning 12-36 months
  • Governance framework and decision-making processes
  • Resource planning (talent, technology, budget)
  • Key performance indicators and measurement framework
  • Change management and organizational readiness plan

Technology Architecture & Modernization

8-12 Weeks

Ideal for: Companies with legacy systems that need modernization to enable AI adoption and improve operational efficiency.

  • Current state architecture assessment and gap analysis
  • Future state architecture design with AI enablement
  • Migration strategy and sequencing plan
  • Cloud platform selection and optimization (Azure, AWS, GCP)
  • Data infrastructure and integration architecture
  • Security, compliance, and governance framework

Front Office Transformation

Drive revenue growth and customer excellence with AI

Sales Optimization & Intelligence

3-6 Months

Ideal for: Sales organizations looking to improve win rates, forecast accuracy, and sales productivity through AI.

  • AI-powered lead scoring and qualification system
  • Predictive forecasting and pipeline analytics
  • Intelligent sales playbooks and enablement tools
  • Automated proposal generation and pricing optimization
  • Competitive intelligence automation and analysis
  • Sales performance dashboards and insights

Customer Service Transformation

4-6 Months

Ideal for: Organizations with high-touch, manual customer support that want to reduce costs while improving customer satisfaction.

  • Analysis of support tickets, calls, and workflows to identify automation opportunities
  • Implementation of AI chatbots and virtual assistants
  • Intelligent knowledge base with automated content creation
  • Smart ticket routing and prioritization
  • Sentiment analysis and proactive escalation
  • Self-service portal development (high-touch to low-touch)
  • Metrics tracking: cost-per-interaction, resolution time, CSAT, NPS

Marketing Intelligence & Automation

3-6 Months

Ideal for: Marketing teams seeking to improve campaign performance, personalization, and marketing ROI.

  • AI-driven customer segmentation and targeting
  • Content generation and optimization tools
  • Predictive campaign performance modeling
  • Multi-touch attribution and ROI analysis
  • Marketing automation workflow optimization
  • Personalization engine development

Back Office Optimization

Maximize efficiency and reduce costs through intelligent automation

Finance & Accounting Automation

3-6 Months

Ideal for: Finance teams looking to reduce manual work, improve accuracy, and accelerate financial processes.

  • Intelligent invoice processing and AP automation
  • Automated bank reconciliation and closing processes
  • Cash flow forecasting and working capital optimization
  • Anomaly detection and fraud prevention systems
  • Financial reporting automation and analytics
  • Expense management and approval workflows

HR & Talent Operations

3-5 Months

Ideal for: HR departments seeking to improve talent acquisition, employee experience, and HR operational efficiency.

  • AI-powered recruiting and candidate matching
  • Automated resume screening and interview scheduling
  • Employee engagement analysis and prediction
  • Intelligent onboarding and training systems
  • HR service desk chatbots and self-service
  • Performance management insights and recommendations

Process Automation & Optimization

4-8 Months

Ideal for: Organizations with repetitive, manual processes across multiple departments that can benefit from intelligent automation.

  • Process discovery and optimization analysis
  • RPA + AI implementation for complex workflows
  • Document processing and data extraction
  • Contract analysis and management automation
  • Supply chain and procurement optimization
  • IT service management automation

Implementation & Delivery

Hands-on execution with proven methodologies

Fractional CTO / CIO Services

Ongoing

Ideal for: Growing companies that need senior technology leadership but aren't ready for a full-time executive hire.

  • Strategic technology planning and roadmap development
  • Architecture decisions and vendor selection
  • Engineering team leadership and mentoring
  • Technology budget planning and optimization
  • Board and investor communication on technology matters
  • Flexible engagement (1-3 days per week)

Portfolio-Wide AI Advisory

Ongoing

Ideal for: PE firms and holding companies wanting consistent AI strategy and governance across multiple portfolio companies.

  • Quarterly AI strategy sessions with Operating Partners
  • Standardized AI diligence playbook for acquisitions
  • On-demand strategy reviews for portfolio company CTOs
  • Best practice sharing across portfolio
  • Access to AI opportunity assessments for new investments
  • Executive education on AI trends and opportunities

Custom Development & Integration

Project-Based

Ideal for: Organizations needing custom AI solutions, system integrations, or specialized technical implementations.

  • Custom AI model development and training
  • LLM integration and optimization
  • Agentic AI system architecture and development
  • API development and system integration
  • Data pipeline and infrastructure design
  • Legacy system modernization and migration

Service Delivery Model

🎯

Our Approach

We combine strategic thinking with hands-on execution, ensuring initiatives deliver measurable business value:

  • Business-First: Focus on outcomes, not just technology
  • Agile Delivery: Iterative approach with regular checkpoints
  • Knowledge Transfer: Build internal capability while executing
  • Measured Results: Clear KPIs and success metrics
  • Sustainable Change: Ensure long-term adoption and value
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Engagement Models

Flexible engagement options to match your needs and timeline:

  • Project-Based: Fixed scope and timeline for specific initiatives
  • Retainer: Ongoing advisory and implementation support
  • Fractional Leadership: Part-time executive leadership role
  • Success-Based: Performance-based compensation tied to outcomes
  • Hybrid: Combination approach based on your requirements

Typical Engagement Results

20-40%
Cost Reduction
15-30%
Revenue Growth
50-70%
Process Efficiency Gain
12-18mo
Typical ROI Timeline

Let's Discuss Your Needs

Schedule a consultation to explore how our services can drive transformation in your organization.

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