Transform — Consulting & Strategy

How should this business operate if we designed it from scratch today?

We analyze the operation end to end, quantify where money and hours leak out, and produce a costed roadmap you can actually execute — with us or without us.

Method

Two phases before a single line of code

Phase 1

Business & Technology Assessment

  • Business processes and employee workflows
  • Software systems, CRM, accounting, website
  • Sales, service, marketing and reporting
  • Data flows, manual tasks and admin overhead

Where is the company losing time and money?

Phase 2

AI Opportunity Assessment

  • AI and workflow automation mapping
  • Software modernization and data integration
  • Agents, document processing, predictive analytics
  • Sales, marketing and internal knowledge systems

Cost → Savings → Revenue impact → Difficulty → ROI

Deliverable

The AI Transformation Roadmap

One document your executive team can fund, sequence and measure against.

Current-state analysis
Future-state architecture
Automation opportunities
Recommended AI technologies
Implementation priorities
Estimated costs and savings
ROI projections
30/60/90-day roadmap
12-month transformation roadmap
Process transformation

We redesign the workflow, then add intelligence

Sales — before

Lead→Email→Spreadsheet→Salesperson→Follow-up→Proposal

Sales — after

Lead→AI qualification→CRM→Automated nurturing→AI proposal→Contract→Onboarding

Accounting — before

Invoice→Email→Open PDF→Data entry→Spreadsheet→Accounting

Accounting — after

Invoice→AI extraction→Validation→Accounting system→Approval→Payment

Customer service — before

Customer→Phone→Employee→Search documents→Answer

Customer service — after

Customer→AI assistant→Knowledge base→Automated answer→Escalation→CRM record

Hiring — before

Applicant→Resume→HR review→Manual screening→Scheduling

Hiring — after

Applicant→AI screening→Ranking→Automated scheduling→Interview→HR review
Cost reduction

Operational Efficiency Audit

We identify where your company is spending money unnecessarily and build the systems that reduce that cost — automate, consolidate, eliminate, integrate, modernize.

Labor utilization
Software spending
Administrative overhead
Repetitive work
Customer acquisition cost
Customer service cost
Data entry and reporting
Vendor expenses
Engagements

Priced on outcomes, not hours

AI Business Transformation Audit

$7,500

The productized entry point. Delivered in 2–3 weeks: process audit, technology audit, AI and automation opportunities, cost reduction, digital assessment, roadmap, ROI analysis and a 90-day plan.

AI Assessment

$5,000 – $15,000

Business process analysis, technology audit, AI opportunity analysis, ROI analysis and transformation roadmap.

AI Transformation Strategy

$15,000 – $40,000

Deep operational analysis, process redesign, technology architecture, AI strategy, implementation roadmap and business case.