Five capabilities, deployed by a senior pod that combines strategy, implementation, data engineering, workflow design, and ROI measurement.
A
AI / Data Readiness
Assess systems, workflows, data quality, use cases, feasibility, security needs, and ROI potential.
B
Data Foundation + System Design
Clean up CRM, customer, product, finance, support, and operational data so AI workflows can actually work.
C
AI Cost + Model Optimization
Reduce AI/tooling costs through model routing, usage tracing, evals, prompt/context optimization, vendor rationalization, and cost-per-workflow reporting.
D
Forward-Deployed Workflow Builds
Deploy high-value AI workflows across sales, customer operations, finance, support, internal knowledge, reporting, onboarding, retention, and operations.
E
Value Measurement
Tie every initiative to measurable outcomes: revenue influenced, pipeline created, churn reduced, hours saved, cost reduced, margin improved, or EBITDA impact.