AI Transformation
Services
We come into your company and build the AI infrastructure your team will actually use. Not a pitch deck. Not a workshop that ends at theory. Real tools, real adoption, real ROI.
Three Pillars
Every engagement is built on three pillars. You can engage with one, two, or all three depending on where your organization is in its AI journey.
Onboarding & Training
Customized workshops. Tool setup. License management. Change management.
Custom Builds
Workflow audit. Prioritized builds. Dashboards, automations, internal tools.
Ongoing Advisory
Monthly retainer. Weekly leadership calls. System refinement. New builds.
Customized AI Workshops
In-house or virtual. Tailored to your team's skill level and your company's actual workflows. Not generic AI 101. We teach your people to use AI on the problems they face every day.
What's Included
- +AI readiness assessment. We evaluate current tools, workflows, and team skill levels before designing the program.
- +Tool selection and licensing. Claude, ChatGPT, Copilot, Gemini... we recommend the right tools for your stack and negotiate enterprise licenses.
- +Customized training curriculum. Built around your industry, your data, your actual use cases. Not slides from a conference.
- +Hands-on build sessions. Every participant leaves with something they built. A working automation, a configured agent, a prompt library.
- +Change management playbook. Adoption fails without buy-in. We build internal champions and create the communication plan.
- +Post-workshop support. 30 days of async support via Slack or Teams for questions that come up after training.
$25,000 – $75,000
- +AI readiness assessment
- +Tool selection and enterprise licensing guidance
- +Custom curriculum design
- +Live workshop delivery (in-house or virtual)
- +Hands-on build sessions
- +Change management playbook
- +30-day post-workshop support
Build What Matters
You could build a hundred different things. The question is what should you build. We audit your workflows, interview your teams, and identify the builds that sit at the intersection of high impact and high adoption.
The Build Process
- +Workflow audit. We shadow your teams. What do people do day to day? What's manual? What's broken? Where does information get lost?
- +Stakeholder interviews. We talk to leadership, managers, and the people doing the work. The gap between those three conversations is where the opportunity lives.
- +Impact vs. Adoption scoring. Every potential build gets plotted on two axes. Will it move the needle? Will people actually use it? We build in the top-right quadrant.
- +Rapid prototyping. First working version in 2-4 weeks. Not a mockup. A functional tool your team can test.
- +Iteration and deployment. Feedback loops with real users. Refinement. Documentation. Training. Launch.
Low Adoption
Low Adoption
High Adoption
What We Build
- +Custom dashboards. Executive reporting, team KPIs, real-time analytics. Built on your data, not a SaaS template.
- +Internal knowledge bases. Company intranets, SOPs, searchable document systems. Think Obsidian or Notion but built for your workflows.
- +Process automations. Proposal generation, vendor intake, client onboarding, compliance checks. The repetitive work your team shouldn't be doing manually.
- +Custom CRM modules. Lead scoring, pipeline automation, reporting layers. Integrated with your existing stack.
- +AI agents and assistants. Custom-trained on your data, your tone, your processes. Not a generic chatbot.
- +Governance and compliance tools. Audit trails, approval workflows, access controls. Built for regulated industries.
$20,000 – $45,000
depending on complexity
- +Workflow audit and stakeholder interviews
- +Impact vs. Adoption prioritization
- +Rapid prototyping (2-4 weeks to first working version)
- +Iterative development with user feedback
- +Documentation and team training
- +Deployment and launch support
Ongoing Advisory & Support
AI is not a one-time project. Tools evolve. Teams change. New opportunities emerge. We stay embedded in your organization on a monthly retainer to keep systems running, refine what's built, and identify the next high-impact build.
- +Weekly or bi-weekly leadership calls. Strategy, progress, roadmap adjustments.
- +Breakout sessions with teams. Deep dives on specific tools, workflows, or departments.
- +Tool monitoring and updates. We keep your AI stack current as models and platforms evolve.
- +New build scoping. As your team matures, new opportunities surface. We scope and prioritize them.
- +Adoption tracking. We measure what's being used, what's not, and why.
- +Quarterly business reviews. ROI reporting, adoption metrics, roadmap for next quarter.
$4,500 – $12,500
per month
- +Weekly or bi-weekly leadership calls
- +Team breakout sessions
- +Tool monitoring and maintenance
- +New build scoping and prioritization
- +Adoption tracking and reporting
- +Quarterly business reviews
Sample Engagements
Every company is different. Here are four representative engagements showing how the three pillars combine into a complete transformation.
Private Equity Portfolio Rollout
100-person PE firm onboarding entire team into Claude Code and Copilot. Custom internal infrastructure for deal flow, reporting, and compliance.
- +3-day immersive workshop for all 100 employees
- +Claude Code + Copilot licensing and configuration
- +Role-specific training tracks (analysts, associates, partners)
- +Custom prompt libraries for deal analysis and due diligence
- +Company intranet with AI-powered search across all SOPs and documents
- +Executive dashboard tracking AI adoption, compliance, and productivity metrics
- +Automated proposal generation system for new vendor intake
- +Deal screening agent trained on firm's investment thesis
- +Centralized reporting with partner-level analytics
- +Weekly calls with managing partners
- +Monthly team breakout sessions
- +Quarterly system refinement and new build scoping
Healthcare Network AI Modernization
Multi-location healthcare system modernizing clinical documentation, patient intake, and administrative workflows across 12 facilities.
- +HIPAA-compliant AI tool selection and deployment
- +Department-specific training (clinical, billing, admin)
- +Compliance framework for AI usage in healthcare
- +Patient intake automation with form pre-population
- +Clinical note summarization system
- +Cross-facility reporting dashboard with compliance tracking
- +Appointment scheduling optimization agent
- +Bi-weekly leadership calls
- +Compliance monitoring and audit support
- +Quarterly ROI reviews with executive team
Law Firm Knowledge Transformation
80-attorney firm building AI-powered research, document review, and client communication systems while maintaining attorney-client privilege compliance.
- +2-day workshop focused on legal AI applications
- +Tool deployment with security and privilege guardrails
- +Practice-area-specific use case development
- +Legal research agent with jurisdiction-aware citations
- +Document review automation for contract analysis
- +Client communication drafting system with tone matching
- +Matter management dashboard with AI-generated status summaries
- +Monthly partner meetings
- +Quarterly training refreshers for new associates
- +System refinement based on usage analytics
E-Commerce Brand Operations Overhaul
$50M DTC brand streamlining creative production, customer service, inventory management, and marketing analytics with AI.
- +Full-day workshop for marketing, ops, and customer service teams
- +AI tool stack integration with existing Shopify, Klaviyo, and analytics
- +Custom prompt libraries for product descriptions and ad copy
- +AI-powered product description generator trained on brand voice
- +Customer service agent handling tier-1 inquiries
- +Inventory forecasting dashboard with reorder automation
- +Creative brief generator pulling from campaign performance data
- +Bi-weekly strategy calls
- +Seasonal campaign AI support
- +Ongoing system optimization
Next Steps
Every engagement starts with a conversation. We learn about your company, your team, and your goals. Then we design a proposal that combines the right pillars for your situation.
- +30-minute discovery call with a senior strategist
- +Custom proposal within 5 business days
- +No long-term contracts. Pillar by pillar if you prefer.
- +References from current enterprise clients available on request
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LET'S GET YOU A PROPOSAL
Brief intake Zoom call to understand your business, goals, and what isn't working.
We audit your account and surface quick wins — specific, actionable, no fluff.
If we're a fit, you receive a bespoke strategy proposal tailored to your business.
New York
1074 Broadway, Woodmere, NY 11598
Florida
433 Plaza Real, Fort Lauderdale, FL 33301
Philadelphia
1429 Walnut Street, Philadelphia, PA 19102