Two pillars. One operating team.

Implementation & Automation

Systems we design, build, integrate, and hand off. We work vendor-agnostic. If the right answer is boring — an existing tool configured well — we'll say so.

Business process automation

• HR: onboarding, PTO, benefits enrollment, compliance tracking
• Payroll & Finance: AP/AR, reconciliation, expense policy enforcement
• Accounting: month-end close acceleration, vendor management
• IT & Cybersecurity: ticket triage, access review, policy compliance

Automation-as-a-Service (retainer)

• Named operator on our side, monthly cadence on yours
• Continuous improvement backlog, ranked by payback
• Quarterly reviews against the original roadmap

AI-powered sales & marketing systems

• Pipeline enrichment & lead scoring
• Outreach personalization at volume, without the slop
• Attribution cleanup and reporting

Executive AI assistants

• For managing partners, practice owners, and their chiefs of staff
• Grounded in your documents, meetings, and CRM
• Private by default; deployed in your infrastructure

Business intelligence dashboards

• Revenue: by service line, by provider, by referral source
• Operations: utilization, turn-time, backlog
• Customer / patient flow: cohort behavior, reactivation

Data & insights systems · Licensing & integration · End-to-end implementation

These live beneath everything else and are scoped as part of the roadmap.

Training & Consulting

A capable team is the only exit plan that makes sense. Our training is role-based, written, and measured. We don't do generic "AI literacy" workshops.

Readiness assessments

• Two-week diagnostic, written deliverable (24–36 pp.)
• Priced implementation plan; you can take it and leave
• Complimentary for qualified businesses

Custom AI roadmaps

• 12-month phased plan with cost, payback, and confidence per initiative
• Sequenced against your fiscal calendar and staffing

Certification programs

• Six-session cohorts, capped at twelve participants
• Role-differentiated curriculum (executive, staff, specialist)
• Written assessments and a final practicum

Role-based training tracks

• Executive leadership: strategy, governance, vendor selection
• Staff / user: tools in daily workflow, escalation, safety
• Specialist: prompt patterns, data handling, ops rituals

AI-generated training content

• Internal libraries produced from your actual SOPs
• Quarterly refreshes; versioned like code

SMB training packages

• $2,000–$2,500 per session
• $18,000 for a six-session certification cohort