There’s no playbook for enterprise AI.
Some companies are too scared to implement it across their organization (data privacy is a scary thing!) Some are light years ahead and empowering their people with big budgets to build bots, automations, and workflows. And some are in the middle. They’re experimenting with AI, but know they need more support to get to the next level.
Our services span
Every client engagement is bespoke, but these four categories are the foundation of it all.
Advisory and Enablement
A straight answer on what AI is worth to your business, and hands-on sessions so your people can use it on their own work.
- A written plan with priorities and prices
- A build-versus-buy answer, with the reasoning
AI Systems and Automation
Software that takes over the repetitive work your team does every week.
- Works inside the tools you already use
- Ships with checks that confirm the work
Data Foundations and Reporting
One set of numbers across your locations, entities, and systems, reconciled before anything else gets built on top.
- One view across locations, entities, or systems
- Reports on the schedule you already use
Applications and Portals
Customer-facing apps, portals, and internal tools that connect to the systems you already run.
- Customer apps, portals, and storefronts in your brand
- Connected to your ERP, booking system, or CRM
Case studies
What we have built
The ask
Financial consolidation for a family office
The problem
A family office owns office, retail, multifamily, and hotel properties in three cities. Each property manager reported from its own accounting system. Every month, the trial balances arrived in different formats with different line-item names, and a legacy consolidation product tied them together on an annual license.
The solution
We built a system that collects the monthly files and maps every line item to one chart of accounts. It consolidates them with tie-outs and emails the finished workbook to the finance team.
4 → 1
accounting systems into one consolidated P&L
The ask
Order intake for a B2B manufacturer
The problem
Twenty-eight outside sales reps sent in orders by phone and email, often incomplete. A small operations team retyped each one into the ERP, and one long-tenured employee carried most of the process in her head.
The solution
We built two things. An email agent reads incoming orders, classifies them, and pulls out the order details. It writes them into the ERP through an adapter, so the client can change ERPs later without a rebuild. A dedicated order line records rep calls and transcribes them afterward. It produces a summary of each call and feeds the same pipeline.
28 reps
sending orders into one pipeline
The ask
A website and lead pipeline for a roofing contractor
The problem
A roofing and HVAC contractor working in two states had no website and no consistent way to capture inbound demand.
The solution
We built the site, the lead capture, and the follow-up that moves an inquiry to an estimate appointment. The first jobs closed through the new pipeline before the site launched publicly.
2 states
one inbound pipeline
Previous clients
United Airlines, General Electric, Actus Nutrition, Becton Dickinson, Yamaha, CareFirst, Emerson Electric, DiamondRock Hospitality.
Ready to chat?
Book a call and we’ll talk through everything.