Every engagement moves the same direction: grounded market research, an independent strategic recommendation, then a connection to implementation partners matched to your specific needs — never a generic vendor list.
AI Literacy Workshop
Where most engagements start
A half-day session for your team or board: what AI actually is, where it genuinely helps, and where it doesn't. No pitch, no product demo.
- Plain-language AI grounding for leadership and staff
- Live discussion of your team's real use cases
- Where to be cautious: privacy, accuracy, dependence
- Takeaway guide for staff reference
Half-day · Scoped to your team
Explore the Workshop
Industry Opportunity Scan
Market research that grounds your next move
Independent research into industry shifts, competitor and peer patterns, and where the real opportunities sit for your organization specifically. The foundation the rest of the engagement builds on.
- Leadership interview and context review
- Industry and peer pattern analysis
- Prioritized opportunities and risks
- Recommended next steps
- Executive summary brief
1–2 weeks · Fixed-scope research engagement
Request a Scan
Most Requested
Operational & AI Audit
The strategic advisory engagement
Full review of workflows, systems, data, and AI readiness, translated into an independent strategic recommendation: do now, do next, pilot, defer, or avoid, with a clear execution roadmap.
- Process and pain-point inventory
- Systems, data, and AI assessment
- Risk and readiness evaluation
- Implementation briefs per priority
- 90-day plan and 12-month roadmap
- Executive decision brief
4–6 weeks · Fixed-scope strategic advisory
Request an Audit
System Selection
Connected to the right implementation partner
Once the strategy is set, we connect you with implementation partners matched to your specific needs, budget, and constraints, draft clean requirements, and keep delivery tied directly to outcomes.
- Statement of work (SOW) requirements
- Vetted provider and software shortlist, matched to your needs
- Proposal comparison and reference checks
- Milestone and risk oversight templates
- Post-selection outcome review
2–3 weeks · Fixed-scope partner-matching engagement
Scope Selection
Field Partner Retainer
Ongoing counsel after the audit closes
A standing relationship for organizations that want an independent second opinion on hand: new tools, vendor renewals, and decisions that come up between engagements.
- Monthly check-in on open decisions
- On-call review of new tools or vendor pitches
- Priority access for follow-on scans and audits
- Light-touch, cancel anytime
Ongoing · Monthly retainer, scoped to your needs
Ask About a Retainer
