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AI services

From the first assessment to a system running in production and monitored every month. Every engagement starts with a business question and ends with a number that shows whether it worked.

Plan

Decide where AI will pay off before you spend on it.

AI readiness assessment

A fixed-price review of your workflows, data and risks that ends with your three best AI opportunities, ranked by return.

For example: A 30-person firm learns that intake and scheduling, not marketing, is where AI will save the most time.

What you get

  • Workflow map of the processes that matter
  • ROI estimate for each opportunity
  • Data quality and privacy review
  • 90-day action plan

Typical timeline: 2 to 3 weeks

AI strategy and roadmap

For leadership teams who need a 12-month plan: which tools to buy, what to build, what to leave alone and how to budget for it.

For example: A regional distributor replaces six overlapping AI subscriptions with two, and funds one custom forecasting model with the savings.

What you get

  • Build, buy or wait decision for each use case
  • Vendor shortlist and evaluation
  • Budget and staffing plan
  • Board-ready summary

Typical timeline: 3 to 6 weeks

Team training and AI adoption

Hands-on workshops that teach your staff to use AI tools well and safely, built around their real daily tasks.

For example: An office team cuts weekly report preparation from five hours to one after a half-day session.

What you get

  • Role-specific workshops, in person in Orange County or online
  • Prompt libraries for your common tasks
  • Clear rules on what data stays out of AI tools
  • Follow-up office hours

Typical timeline: Half day to 4 weeks

Build

Systems that take repetitive work off your team, connected to the tools you already use.

AI agents and workflow automation

Agents that handle multi-step back-office work such as quoting, follow-ups, data entry and reconciliation, with a person approving anything important.

For example: A home services company sends accurate quotes in minutes instead of the next day.

What you get

  • Integration with your CRM, email, calendar and accounting tools
  • Approval steps where judgment matters
  • A log of every action taken
  • Fallback to a person when the agent is unsure

Typical timeline: 4 to 10 weeks

AI receptionist and voice agents

A phone agent that answers every call, books appointments, answers common questions and hands off to staff when needed.

For example: A dental office stops losing after-hours callers to the practice down the street.

What you get

  • Connection to your scheduling or practice software
  • Your business hours, services and policies built in
  • Call summaries sent to your team
  • HIPAA-aware setup for healthcare practices

Typical timeline: 3 to 6 weeks

Website and support assistants

A chat assistant trained on your own content that answers questions accurately, captures leads and knows when to bring in a human.

For example: An e-commerce store answers sizing and shipping questions at midnight and sees fewer abandoned carts.

What you get

  • Answers grounded in your pages and documents, with sources
  • Lead capture into your CRM
  • Tested against tricky and off-topic questions
  • Monthly review of conversations

Typical timeline: 3 to 5 weeks

Document intelligence

Read, extract, check and route the documents your team handles by hand: intake forms, invoices, claims, contracts and bills of lading.

For example: A billing team stops retyping intake packets and catches missing signatures before submission.

What you get

  • Extraction tuned to your document types
  • Confidence scores with human review of uncertain fields
  • Export to your systems or spreadsheets
  • Accuracy measured on your own files

Typical timeline: 4 to 8 weeks

Generative AI and knowledge assistants

A private assistant that answers staff questions from your manuals, policies and past work, and drafts content in your voice.

For example: New hires find answers in seconds instead of interrupting senior staff.

What you get

  • Search across your documents with cited answers
  • Access rules that match who can see what
  • Drafting for proposals, emails and reports
  • Your data kept out of public model training

Typical timeline: 4 to 8 weeks

Predict

Data science that turns the records you already keep into forecasts and decisions.

Predictive analytics and forecasting

Forecast demand, revenue, staffing and inventory with honest ranges, so you plan for what is likely rather than a single guess.

For example: A retailer orders closer to real demand and carries less dead stock into the next season.

What you get

  • Forecasts with likely ranges, not just a number
  • Comparison against your current method
  • Automatic weekly or daily updates
  • Alerts when reality moves outside the range

Typical timeline: 4 to 8 weeks

Custom machine learning models

Scoring and classification models for churn, lead quality, no-shows, fraud and risk, each with the reasons behind every score.

For example: A subscription business calls at-risk customers a month before they would have cancelled.

What you get

  • Model built and validated on your history
  • Factor-level explanations your team can read
  • Fairness and stability checks
  • Deployment into your existing workflow

Typical timeline: 6 to 12 weeks

Business intelligence dashboards

Dashboards your team actually opens, fed by data that updates itself, with the few numbers that matter on top.

For example: An owner sees margin by job every Monday instead of at quarter end.

What you get

  • Data pipelines from your sales, finance and operations tools
  • Dashboards in Power BI, Looker Studio or Tableau
  • Plain-English AI summaries of what changed
  • Definitions everyone agrees on

Typical timeline: 3 to 8 weeks

Data analysis for e-commerce and operations

Focused studies that answer one expensive question: where customers drop off, which products lose money, why costs are rising.

For example: An online store finds that one shipping rule is causing a third of its abandoned checkouts.

What you get

  • A clear written answer with the evidence
  • Recommended actions ranked by impact
  • Reusable analysis you keep
  • A walkthrough with your team

Typical timeline: 2 to 5 weeks

Govern

Keep AI accurate, safe and accountable after it goes live.

AI governance and policy

An inventory of the AI your company uses, a practical policy and the documentation that customers, insurers and regulators increasingly ask for.

For example: A company answers a large client's AI security questionnaire in a day instead of a month.

What you get

  • Inventory of AI tools and where data goes
  • Acceptable-use policy written for your team
  • Risk assessment for higher-stakes uses
  • Readiness review against emerging US and EU rules

Typical timeline: 2 to 6 weeks

Evaluation and red-teaming

Independent testing of an AI system you built or bought: how often it is right, how it fails and whether it can be pushed into saying things it should not.

For example: A software company finds and fixes a support bot that was inventing refund policies.

What you get

  • Test set built from your real cases
  • Accuracy, bias and safety results
  • Adversarial testing of chatbots and agents
  • Written report with fixes, ranked

Typical timeline: 2 to 4 weeks

Monitoring and managed AI

Ongoing care for AI in production: accuracy and drift tracking, cost control, updates and a monthly report on results.

For example: A forecasting model is retrained the week a supplier change shifts the pattern, not three months later.

What you get

  • Dashboards for accuracy, usage and cost
  • Alerts when performance slips
  • Updates as models and tools change
  • Monthly results report

Typical timeline: Monthly

Tools we work with

We choose tools for your situation, not the other way around, and we avoid locking you into anything you cannot leave.

AI models

Claude, GPT, Gemini and open-weight models such as Llama and Mistral, selected per task for accuracy, cost and privacy.

Data science

Python, scikit-learn, XGBoost, PyTorch, forecasting libraries and SHAP-style explanations.

Data and BI

SQL databases, BigQuery, Snowflake, Power BI, Looker Studio and Tableau.

Business systems

Google Workspace, Microsoft 365, HubSpot, Salesforce, QuickBooks, Shopify and common practice-management software.

Not sure which service you need?

That is what the assessment is for. In two to three weeks you will know exactly where AI pays off in your business, and where it does not.