Tailored AI Strategy and Enablement

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Format: 60–90 Minutes | Up to 20 Participants | Virtual or On-Site

Value Prop: Cross-functional AI orientation tailored to your existing software. 

Key Details:

• Focused on your current tech stack (Microsoft Copilot, OpenAI ChatGPT, Anthropic Claude, Google Gemini, etc.).
• Generative AI (GenAI) & prompt engineering fundamentals. 
• Introduction to MCP (Model Context Protocol) and how context connects AI to your business data.
• Practical introduction to agents, computer vision, RAG, connectors, plug-in, projects and grounding. 
• Governance: Responsible AI usage, data security boundaries, and human-in-the-loop (HITL) policies. 

Deliverables: Quick-reference prompt guide & learning resources.

Format:   4 Hours | Up to 12 Participants | On-Site Preferred  

Value Prop: Hands-on execution—25% instruction, 75% practical workflow creation.  

Key Details: 

• Pre-workshop discovery & survey to map your current team tools and workflows. 
• Real-time builds: Participants build live GenAI prompts and agentic workflows in their own accounts. 
• Automated Agent discovery: Identify repetitive tasks ideal for AI agent delegation.
• Computer Vision & document intelligence: Extract unstructured data from PDFs, invoices, and receipts into core systems. 
• Connecting AI to your CRM for automated lead and customer follow-ups.  

Deliverables:  AI agent opportunities, immediate execution roadmap. 

 Format: Full Day | Up to 12 Participants | On-Site  

Value Prop: Deep-dive operational mapping inside high-friction business units.  

Key Details: 

• Process mapping across core departments (Operations, Finance, Sales, HR, Supply Chain). 
• System Integration: Identify workflows for potential automation.
• Identify MCP (Model Context Protocol) to safely query and write data between your ERP, CRM, and databases. 
• Architectural blueprinting for multi-agent workflows and automated background tasks. 
• IT, Security, and Governance alignment to ensure data privacy and compliance.  

Deliverables: Initial 30/60/90-day execution roadmap, and executive readout. 

Format: Ongoing Retainer | Tailored Cadence  

Value Prop: On-demand executive guidance to drive continuous AI adoption and software ROI.  

Key Details: 

• Strategic oversight: Maximize existing investments in current Microsoft, Google, OpenAI, Anthropic, ERPs, and CRMs before purchasing new tech. 
• Evaluate emerging AI/ML technology, agentic frameworks, custom GPTs, computer vision tools, and MCP connectors. 
• Ongoing workflow implementation, employee touchpoint, and agile workflow sprint planning. 
• Vendor selection, implementation partner coordination, and risk management.  

Deliverables: Recurring progress reviews, dedicated technical implementation coordination, and custom workflow development. 

 Format: 1-Month Full-Time Embed | On-Site & Embedded  

Value Prop:   Dedicated executive leadership to architect AI opportunities and align internal teams for execution.

Key Details: 

•  Audit operational workflows across HR, Ops, Finance, Sales, Marketing, and Supply Chain. 
• Map high-value use cases for AI agents, computer vision, and MCP connectors in active KM, ERP, and CRM environments. 
• Coordinate implementation strategies while aligning internal IT, Security, and vendor partners. 
• Conduct employee office hours, team training, and change management to drive long-term adoption. 

Deliverables: Dedicated full-time leadership support, end-to-end deployed AI workflows, operational roadmap, and final executive readout.