Helping Identify and Implement High-Impact AI Opportunities
Two flexible engagement models designed to support AI transformation across:
Order management
Customer service
EDI-related workflows
Internal processes and automation
Data and system integrations
Secure AI implementation
Engagement Options
- AI Project Consulting 1.
- Strategic AI Advisory 2.
The Opportunity
AI has the potential to significantly improve how operational work is completed across the organization.
The immediate opportunity is to explore how AI can support and enhance existing workflows surrounding:
The goal is not simply to add AI.
The goal is to identify areas where AI can create measurable improvements in efficiency, accuracy, speed, scalability, and cost.
Our Approach
Our role is to help determine where AI makes sense, how it should be implemented, and how to do it safely and effectively.
Our approach may include:
Understanding current workflows and operational challenges
Identifying processes that can be automated or augmented with AI
Determining where traditional automation versus AI should be used
Selecting the appropriate AI model or model architecture for each use case
Designing how AI interacts with existing systems and data
Identifying human-in-the-loop requirements
Establishing appropriate security and data protections
Designing testing and validation processes
Prioritizing opportunities based on feasibility, impact, and ROI
Creating a practical path from concept to implementation
AI Architecture & Model Strategy
Different AI models and architectures are appropriate for different jobs.
Part of our role is determining the right AI approach for each use case rather than forcing every problem into the same technology.
Considerations may include:
- Large language models
- Smaller or specialized models
- Reasoning models
- Retrieval-augmented generation and internal knowledge systems
- Agentic AI workflows
- Deterministic automation combined with AI
- Model routing and multi-model systems
- API-based versus privately hosted models
- Cost versus performance
- Latency and scalability
- Required accuracy and reliability
The objective is to create an AI architecture that is effective, practical, secure, and economically sustainable.
Security, Reliability & Governance
AI systems handling business operations require more than functionality. They also require appropriate safeguards.
Our consulting will place particular emphasis on areas such as:
Protecting sensitive company and customer data
Controlling what information AI models can access
Determining when data can or cannot be sent to third-party models
User permissions and access control
Human approval for sensitive or high-impact actions
AI output validation
Reducing hallucinations and incorrect responses
Logging and monitoring AI activity
Establishing guardrails around automated actions
Maintaining appropriate human oversight
The objective is to create AI systems the organization can trust and confidently deploy in a real-world operating environment.
Option 1: AI Project Consulting
Focused Support for the Initial AI Initiative
Designed for organizations that want concentrated strategic and technical expertise around a defined AI project.
Engagement Structure
25-Hour Initial Engagement
Investment: $10,000
Equivalent to a $400/hour blended consulting rate.
Hours may be utilized over an agreed project window of up to 120 days.
Includes access to both:
Founder / AI Strategist Business strategy, workflow design, AI opportunity identification, implementation strategy, ROI analysis, and executive guidance.
CTO / Technical AI Lead AI architecture, model strategy, integrations, technical feasibility, security, testing, and implementation guidance.
Potential Project Scope
For the initial order management, customer service, and EDI initiative, support may include:
Discovery
- Understand current workflows and pain points
- Identify repetitive or inefficient processes
- Understand how information currently moves between systems and employees
AI Opportunity Design
- Identify where AI can automate or augment work
- Determine which processes should remain deterministic
- Identify opportunities for AI agents, copilots, knowledge systems, or automated workflows
Technical Strategy
- Determine appropriate AI models for individual tasks
- Design interaction between AI and existing systems
- Establish data requirements
- Define security and access requirements
Implementation Planning
- Prioritize opportunities based on impact and feasibility
- Identify risks and dependencies
- Develop implementation recommendations
- Establish testing and success criteria
ROI & Business Impact
- Estimate labor savings
- Identify opportunities for increased throughput
- Quantify potential operational improvements where possible
- Identify areas with the strongest potential business impact
Option 2: Strategic AI Advisory
Ongoing AI Strategy & Technical Support
Designed for organizations that want continued access to AI expertise as the initial initiative progresses and additional opportunities emerge.
Per Month
September 1 – December 31, 2026
Month Initial Commitment
Total Investment
Hours/Month
Combined strategic and technical support per month
The ongoing engagement provides preferential pricing, continuity, and consistent access to strategic and technical AI expertise.
Strategic Advisory Scope
Strategic AI Advisory expands the relationship beyond a single defined project.
Potential support includes:
- Ongoing guidance on the initial AI initiative
- AI architecture and model-selection guidance
- Security and data strategy
- Workflow and process design
- Technical implementation guidance
- Review of new AI opportunities across the organization
- Prioritization based on ROI and feasibility
- Troubleshooting active initiatives
- AI testing and optimization
- Executive strategy sessions
- Continued identification of automation opportunities
- Development of a longer-term AI roadmap
- Guidance around emerging AI capabilities that may impact the organization
Why an Ongoing Advisory Relationship
AI technology is evolving rapidly, but the larger challenge for most organizations is determining where to apply it and how to turn it into actual business value.
An ongoing advisory relationship provides:
Continuity from strategy through implementation
Faster decision-making
Access to both strategic and technical AI expertise
Ongoing identification of new opportunities
Better understanding of the organization's systems and processes over time
Ability to adjust strategy as AI technology evolves
Continued focus on ROI and practical business outcomes
The objective is to help the organization develop a repeatable capability for identifying and implementing valuable AI initiatives.
Initial Areas of Focus
While priorities may evolve during discovery, initial exploration is expected to center around:
Order Management
Reducing manual processing, improving information flow, assisting employees, identifying exceptions, and automating repetitive workflows.
Customer Service
Helping teams find information faster, draft or automate appropriate responses, categorize requests, route issues, and improve response efficiency.
EDI & Operational Workflows
Using AI alongside existing automation to interpret information, identify exceptions, assist with troubleshooting, and reduce manual intervention.
Internal Knowledge
Making operational information easier for employees to retrieve, understand, and use.
Workflow Automation
Connecting AI with existing business systems so AI can assist with actions rather than simply answering questions.
Measuring Success
AI initiatives should ultimately be measured against business results.
Depending on the use case, potential success metrics may include:
- Hours of manual work eliminated
- Reduction in cost per transaction or order
- Faster customer response times
- Increased orders processed per employee
- Reduction in manual data entry
- Reduction in errors
- Faster resolution of exceptions
- Increased employee productivity
- Improved customer experience
- Greater operational scalability
- Estimated annual cost savings
Engagement Options
Focused Project
The AI Project Consulting engagement provides concentrated strategic and technical support around the initial order management, customer service, and EDI initiative.
Investment: $10,000
Includes: 25 hours of consulting support
Ongoing Partnership
The Strategic AI Advisory engagement provides ongoing strategic and technical support through year-end, including the initial initiative as well as additional AI opportunities identified across the organization.
Investment: $5,000/month through December 31, 2026
Total Investment: $20,000
Includes: Up to 15 hours of combined support per month
Next Steps
Select preferred engagement structure
Identify primary stakeholders
Conduct initial discovery session
Document current workflows and challenges
Identify highest-impact AI opportunities
Develop initial AI architecture and strategy
Prioritize initiatives based on impact, feasibility, security, and ROI
Establish implementation roadmap
Engagement Note
Specific priorities, deliverables, and allocation of consulting time will be mutually agreed upon based on project needs and may evolve throughout the engagement.
AI Strategy, Consulting & Advisory