Services for owners and boards of established businesses
Pick the layer that matches what is in front of you: a board that needs an AI plan, a business that needs evidence before it spends, or a workflow that needs fixing now. Each offer has a fixed price or a written quote, and nothing reaches a customer without your approval.
The usual path: AI Board Briefing, then AI Strategy Sprint, then First Build Sprint, then ongoing improvement. 013BI and the Workflow Fix Review feed evidence into the sprint.
A clear boundary
If a checklist, integration, or process change is enough, that is what we recommend. If AI can safely read, draft, compare, classify, or surface exceptions, we design it around the people already responsible for the work.
01 / Advise
For owners and boards who must answer "what is our AI plan?". The Strategy Sprint ends in a board decision and a defined first build; the Briefing ends in a written brief; the Fractional Lead reports to the board each quarter.
A 90-minute session with your board or leadership team and a written brief: where AI changes your economics, the three moves and three traps, and what to ask any vendor. Credited in full against a Strategy Sprint ordered within 30 days.
Four to six weeks: leadership interviews, a map of how the work moves, a written direction, a roadmap with owners and measures, and a board decision with the first build defined. The sprint defines the first build; the First Build Sprint delivers it.
A strategy lead who sits with leadership, prepares the roadmap, runs the vendor and build evaluations, and brings recommendations; your leadership decides. Written report to the board each quarter. Three-month blocks.
Scope, deliverables, and how a sprint runs, on the Strategy page →
02 / Diagnose
Two ways to see what is actually happening: across the company record, or inside one recurring workflow.
Connect an approved company document set to a proposed KPI system, dashboard prototype, business deep dive, and investment-readiness agenda.
Founding pilot terms are confirmed in writing. 013BI in detail →
One recurring workflow. One structured working session. One written decision you can use, with or without us.
Not included: software development, system access, vendor selection, or production deployment.
03 / Build and run
Pilots, the First Build Sprint, ongoing improvement and ready-made products. Each has an owner, a measure, and an off switch.
Test one revenue-response, management-visibility, or administrative-capacity workflow with fixed boundaries and a measurement plan.
Builds the first piece the plan chose: three working systems in four weeks, the ones your Strategy Sprint defined, built into the tools you already use, plus an owner's dashboard. Fixed price; you own everything at handover.
A First Build Sprint ordered within 30 days of a Workflow Fix Review is credited with the $750 fee in full. Nothing touches a customer without your approval, and everything we build has an off switch you can reach.
Measured optimization, maintenance, and a prioritized backlog after a successful implementation.
We define what the system may do, what requires approval, where evidence is stored, and how a person can stop or reverse it.
Reserve Calendar, Driver File, and Licence Feed handle one recurring compliance or filing job, the same way, for every business like yours.
Good first candidates: quote intake, follow-up preparation, document comparison, exception reports, recurring customer summaries. Start later with final hiring decisions, autonomous payments, clinical judgment, legal conclusions, or anything that cannot be reviewed or reversed.
Pilot capacity, pricing, timing, supported formats, and commercial terms are confirmed in writing; a request does not create an engagement.
Describe what you need
A useful note names the question your board is asking, or the workflow: who touches it, how often it happens, and what delay or rework costs you. We reply within two business days.
Submitting this form does not create an engagement or charge. Scope, availability, and commercial terms are confirmed in writing first.