Services

Five core engagements.
One operating layer.

Every service is designed to make your company's operating knowledge visible, structured, and usable by your teams, AI tools, and implementation partners.

Core Services

Start with the diagnostic. Build from there.

Most clients begin with the AI Readiness Diagnostic to identify the specific knowledge, workflow, and governance gaps blocking their AI. Every subsequent engagement builds directly on what that diagnostic finds.

01
AI Readiness Diagnostic
Entry engagement · Fixed fee · 5 business days
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The fastest way to identify the knowledge, workflow, and governance gaps most likely blocking your AI transformation. In 5 business days, we assess your organization across six dimensions: process documentation, knowledge accessibility, workflow clarity, decision logic capture, data structure, and human-in-the-loop governance. You leave with a clear, executive-ready picture of where you stand and what to fix first.

This is not a generic maturity model. It is a focused assessment built around your specific AI deployment context, scoped to the processes, systems, and use cases that matter most to your program right now.

Best For
Organizations 6–18 months into an AI initiative with results below expectations. Teams preparing a significant AI investment. Leaders who need an honest independent read before committing more budget.
Engagement Type
Fixed fee. Credited in full toward a subsequent engagement if you proceed.
What You Receive
AI readiness score across six dimensions Top three blocking factors with root cause analysis Knowledge architecture map Priority workflow map for AI opportunity areas 30 / 60 / 90-day action plan Executive-ready summary presentation
02
Company Brain Blueprint
Foundation engagement · Project-based · 8–12 weeks
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We extract, structure, and map your organization's critical operating knowledge: workflows, decisions, exception logic, escalation rules, and expert judgment that currently live in people's heads, emails, and informal habits. We turn that knowledge into a living architecture your teams, AI tools, and implementation partners can operate from.

The output is not a consulting report. It is an operational asset: the missing layer between your raw company data and reliable AI automation. Every subsequent AI deployment in your organization becomes faster and more reliable because this foundation exists.

Best For
Organizations with multiple AI initiatives underway or planned. Companies where key person risk is high. Any organization preparing for serious AI agent deployment.
Engagement Type
Project-based. Scoped to your organization's size, complexity, and AI priorities. Typically follows a Diagnostic.
What You Receive
Workflow maps for 10–20 core processes SME knowledge capture sessions Decision logic documentation Knowledge taxonomy and classification AI-readiness annotations Company Brain Blueprint master architecture Governance framework Implementation roadmap
03
Agent-Ready Workflow Design
Execution engagement · Workflow sprint · 3–4 weeks
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When you have specific automation targets and need them designed properly before you build. Deploying an AI agent on an undocumented, exception-heavy process does not automate your operations — it automates your inconsistencies. We take your highest-priority automation targets and make them genuinely agent-ready.

We map the current state at the level of specificity reliable AI execution requires, identify what must change before automation can work, document edge cases, and produce specifications your engineering team or AI partner can build from directly.

Best For
Organizations with specific automation targets that keep stalling. Teams whose AI vendor needs better process documentation before they can build. Companies running a focused automation sprint.
Engagement Type
Workflow sprint. Focused on 3–5 specific processes. Can run standalone or as part of a Blueprint engagement.
What You Receive
Current-state process maps Agent-ready redesigned specifications Decision trees and exception handling Human-in-the-loop trigger definitions Agent prompt architecture scaffolding Testing and validation framework Engineering handoff documentation
04
Critical Knowledge Capture
Protection engagement · Per expert · 4–6 weeks
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Every organization has critical expertise that lives nowhere except inside specific people. The senior partner who knows how every major client relationship really works. The operations manager who handles every exception the process documentation does not cover. When these people leave, that expertise leaves too — quietly, immediately, and expensively.

We use structured knowledge elicitation techniques to extract and document the tacit expertise that experts themselves often struggle to articulate. The result is a working model of how they think, decide, escalate, and solve problems.

Best For
Organizations facing planned or unplanned senior departures. Companies with high key-person risk. Any firm where critical operational knowledge is concentrated in 2–5 individuals.
Engagement Type
Per expert or expert cluster. 3–5 structured elicitation sessions per engagement. Can run standalone or alongside a Blueprint.
What You Receive
Deep knowledge capture sessions Expertise maps Process documentation from the expert's perspective Annotated case library with reasoning captured Onboarding accelerator documentation Knowledge transfer plan for successors
05
AI Transformation Retainer
Ongoing engagement · Monthly retainer · 6-month minimum
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A Company Brain is not a project you complete and file away. As your organization evolves, new processes emerge, key people change, AI capabilities expand, and your knowledge architecture needs to keep pace. The Retainer gives your organization a dedicated company intelligence partner to maintain that foundation and connect it continuously to your AI deployment.

Most Retainer clients come from completed Blueprint or Diagnostic engagements. They have built the foundation and want to keep it current, expand it, and ensure it continues to support new AI use cases as they emerge.

Best For
Organizations actively deploying AI across teams. Companies with ongoing knowledge capture needs. Leadership teams that need monthly AI transformation guidance tied to real business outcomes.
Engagement Type
Monthly retainer. Minimum 6-month commitment. Scope and depth adjusted based on your active AI deployment priorities.
What You Receive Monthly
2 knowledge capture or workflow mapping sessions Company Brain maintenance and updates AI adoption review Automation opportunity backlog Monthly strategic advisory session Priority access for urgent capture needs Quarterly executive readout
Engagement Accelerators

Optional modules that help teams adopt, test, and sustain AI-ready ways of working.

These modules can be added to a Diagnostic, Company Brain Blueprint, Agent-Ready Workflow Design engagement, or Retainer when adoption, prototyping, or knowledge continuity is the real blocker. They are not standalone consulting services — they are designed to deepen or extend a core engagement.

Accelerator 01

AI Co-Creation Lab

Build the AI companion your team will actually use.

We work with a priority team — sales, operations, HR, or customer support — to co-design an AI assistant around real work. Together, we map user needs, define workflows, capture decision logic, prototype the experience, and identify the systems, data, governance, and integration requirements needed before deployment.

We do not force generic AI tools into your workflow. We help your team shape the use case from the beginning, so adoption is built into the process.

Sales enablement Customer support Internal knowledge assistants HR and onboarding copilots Operations support Teams that need buy-in before implementation
Use case definition Workflow map Prototype concept Integration requirements Adoption risks Implementation roadmap
Accelerator 02

AI Sandbox Sprint

Turn AI curiosity into working prototypes.

Using a structured innovation sprint format inspired by Startup Weekend methodology, we help teams identify high-value AI use cases, form working groups, build prototypes, and present functional concepts tied to real business needs.

The goal is not innovation theater. The goal is to give employees a safe environment to experiment with AI, understand what is possible, and build momentum around use cases that can move into real implementation.

Creating internal buy-in Surfacing high-value AI use cases Training teams through action Testing AI safely before scaling Building momentum across departments Turning AI strategy into tangible prototypes
Prioritized AI use cases Prototype demos or proof-of-concepts Team learning outcomes Adoption insights Implementation risks Next-step implementation plan
Accelerator 03

Company Brain Stewardship

Keep knowledge alive after the build.

A Company Brain only creates value if it stays current. We help manage the ongoing capture, review, update, and dissemination of critical knowledge through communities of practice, knowledge rituals, content governance, and adoption support.

This is where knowledge management becomes an operating discipline, not a one-time documentation project.

Preventing knowledge loss Supporting onboarding Sustaining AI adoption Managing communities of practice Keeping knowledge assets current Maintaining the Company Brain over time
Knowledge governance rhythm Community engagement plan Update and review process Knowledge dissemination strategy Ongoing adoption support Monthly improvement priorities

Not sure where to start?

Most clients begin with the AI Readiness Diagnostic. In 5 business days, it identifies the knowledge, workflow, and governance gaps most likely blocking your AI transformation — and which engagement makes sense next.