Advisory Services

Everything Your Enterprise
Needs to Succeed with AI

Seven specialized service lines, delivered through a flexible retainer model designed for how enterprises actually operate.

Engagement Model

The Retainer Advantage

AI adoption is not a one-time project. It is an ongoing organizational capability. Our retainer model reflects that reality.

Monthly Advisory Retainer

Rather than billing by the hour or project, we structure engagements as monthly retainers β€” giving you consistent, priority access to senior advisors across all service lines. Your questions don't wait for a contract amendment. Your team builds real relationships with advisors who understand your context deeply.

Priority access to senior advisors No per-hour billing surprises Scope flexibility across service lines Async communication included Monthly strategy reviews Minimum 3-month engagement

Service 01

Enterprise AI Strategy Planning

A clear, defensible AI roadmap aligned with your specific business goals β€” not a generic framework applied to every client.

What's Included

  • AI readiness assessment across business units
  • Use case identification and ROI prioritization
  • Phased adoption roadmap (6, 12, 24 months)
  • Technology landscape evaluation for your sector
  • Executive presentation and stakeholder alignment
  • Quarterly strategy review sessions
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Use Case Prioritization

Systematic scoring of AI opportunities by feasibility, impact, and strategic fit β€” so you invest in the right bets first.

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ROI Modeling

Quantitative models for expected efficiency gains, cost reduction, and revenue impact before a single line of code is written.

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Roadmap Delivery

A board-ready AI strategy document with clear milestones, resource requirements, and decision gates at each phase.

Service 02

Open-Source LLM Adoption Consulting

Navigate the rapidly evolving open-source LLM landscape with advisors who evaluate these models every day.

What's Included

  • Model selection for your specific domain and task type
  • Fine-tuning strategy and dataset preparation guidance
  • On-premise vs. cloud deployment architecture
  • Benchmarking and evaluation framework design
  • Quantization and inference optimization advisory
  • Ongoing model performance monitoring guidance
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Model Evaluation

Objective comparison of Llama, Mistral, Qwen, Gemma, and emerging models against your actual workload requirements.

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Fine-Tuning Advisory

When to fine-tune, when to use RAG, and when off-the-shelf is sufficient β€” along with a concrete fine-tuning plan when needed.

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Deployment Architecture

Guidance on self-hosted GPU infrastructure, vLLM, Ollama, and cost-optimal serving strategies for your scale.

Service 03

AI Agent & Automated Workflow Design

Design autonomous AI systems that take meaningful action β€” not just generate text.

What's Included

  • Agent architecture design (single-agent and multi-agent)
  • Tool integration mapping and API design review
  • State management and failure recovery patterns
  • Human-in-the-loop control point design
  • Workflow orchestration framework selection
  • Testing and evaluation strategy for agentic systems
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Agent Design Patterns

React, Plan-and-Execute, Reflexion, and multi-agent orchestration β€” we advise on the right pattern for your complexity level.

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Workflow Integration

Connecting AI agents to your existing ERP, CRM, and internal APIs β€” without creating fragile, unmaintainable automation.

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Safety & Control

Human oversight mechanisms, action boundaries, and audit logging designed into the architecture from the start.

Service 04

Enterprise AI Workflow Optimization

Identify where AI delivers the most measurable value in your existing operations and redesign those workflows accordingly.

What's Included

  • Current workflow audit and process mapping
  • AI integration point identification
  • Redesigned workflow documentation
  • Change management guidance for AI-augmented roles
  • KPI framework for measuring efficiency gains
  • Implementation oversight and iteration guidance
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Process Audit

Structured review of your current workflows to identify high-volume, repetitive, and decision-heavy tasks that AI can meaningfully augment.

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Efficiency Measurement

Define baseline metrics before implementation so efficiency gains are demonstrable, not assumed.

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Change Management

Guidance on communicating AI workflow changes to affected teams β€” addressing adoption resistance early and constructively.

Service 05

AI Infrastructure & Technology Selection

Impartial guidance on the tools, platforms, and infrastructure choices that will define your AI capability for years.

What's Included

  • Vector database selection and architecture design
  • GPU and cloud infrastructure planning
  • MLOps platform evaluation (self-hosted vs. managed)
  • Vendor RFP support and evaluation criteria design
  • Build vs. buy analysis for core AI components
  • Total cost of ownership modeling
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Cloud Architecture

Evaluate AWS, GCP, Azure, and on-premise options with a clear-eyed view of cost, control, and compliance implications.

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Data Infrastructure

Vector stores, embedding pipelines, and retrieval systems designed for your data volume and latency requirements.

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Vendor Due Diligence

Independent evaluation of AI platform vendors β€” without the sales bias. We have no referral agreements with any vendor.

Service 06

AI Governance & Compliance Advisory

Build the internal structures and policies needed to deploy AI responsibly β€” before regulators or incidents force you to.

What's Included

  • AI governance framework design
  • Risk assessment and model documentation templates
  • EU AI Act readiness evaluation
  • Data privacy compliance for AI systems (GDPR, CCPA, state-level AI laws)
  • Internal AI policy drafting support
  • Governance committee structure guidance
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Policy Frameworks

Acceptable use policies, model risk management frameworks, and incident response protocols tailored to your industry.

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Regulatory Readiness

Gap analysis against EU AI Act, ISO 42001, and sector-specific AI regulations in financial services, healthcare, and manufacturing.

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Responsible AI Audit

Structured review of your existing AI systems for bias risk, explainability gaps, and data provenance issues.

Service 07

Enterprise AI Training Programs

Structured, practical training that builds genuine AI fluency across your organization β€” not just awareness.

What's Included

  • Executive AI leadership workshop (half-day)
  • Manager-level AI decision-making program
  • Technical team: prompt engineering and fine-tuning
  • AI tool adoption workshops (department-specific)
  • Custom curriculum development for your use cases
  • Async reference materials and internal wiki support
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Leadership Workshops

Half-day to full-day workshops for executives and senior managers β€” strategic AI thinking, risk literacy, and investment decision frameworks.

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Technical Training

Hands-on training for engineering and data teams β€” prompt engineering, RAG implementation, LLM evaluation, and agent development fundamentals.

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Custom Curricula

Bespoke training programs designed around your actual AI tooling, industry domain, and team's current capability baseline.


Delivery

How We Deliver

Every engagement is flexible across delivery modes β€” we work the way your team works best.

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Remote Video

Scheduled advisory sessions, strategy reviews, and working sessions via video call β€” available globally across time zones.

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On-Site Consulting

Embedded advisory presence at your office for intensive workshops, stakeholder alignment sessions, and hands-on workflow audits.

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Online Training

Live virtual workshops and structured online learning sessions for teams distributed across multiple locations.

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Async Communication

Dedicated advisor access via email and messaging for quick questions, document reviews, and ongoing guidance between sessions.

Let's Discuss Your Situation

Every engagement starts with a free 30-minute discovery call to understand your goals and determine if we're the right fit.

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