AI Systems Integration & Managed Operations
Map your highest-ROI workflow in 2 weeks. Deploy it in production.
We integrate AI into your business workflows with governance, compliance controls, and measurable ROI. Not strategy decks. Working systems connected to your real tools, with a clear go/no-go at every step.
The Problem
Your team uses AI. Your workflows don't.
58% of small businesses use generative AI. But most are using it for ad hoc tasks — disconnected from CRMs, case management, and core systems. No governance, no measurement, no policy.
52% of organizations have no AI usage policy — a compliance liability in regulated industries.
64% of professional services staff received no AI training — despite widespread adoption.
Only 20% of firms are measuring AI ROI — so most have no idea if it's working.
What We Do Differently
Systems integration. Governance. Measurable outcomes.
We are not strategy consultants. We build production systems that connect AI to your existing tools, run with compliance controls, and prove their value.
Governance Built In
Every implementation ships with AI usage policies, audit logging, access controls, and human-in-the-loop validation. Aligned with NIST AI RMF. Built for regulated environments.
Connected to Your Systems
We integrate with your CRM, AMS, practice management, and document systems. AI that writes to a chat window is a toy. AI that writes to your systems of record is infrastructure.
ROI You Can Measure
Fixed scope. Defined KPIs. Monthly performance reporting. You will know exactly what your AI investment is doing — because only 20% of firms measure this today, and we refuse to be part of the other 80%.
How We Work
Sprint. Build. Operate.
A clear ladder from discovery to production to managed operations. Every step has a fixed scope, a deliverable, and a decision point.
Sprint
2 weeks. Map workflows, rank ROI, build backlog, draft AI policy. Go/no-go.
Build
Fixed-scope pack. Production-deployed workflow with integrations, security, and training.
Operate
Monthly retainer. Monitoring, governance, cost controls, and quarterly roadmap.
Transparent Pricing
Three tiers based on scope and compliance requirements. Every engagement starts with a Sprint.
Starter
Single workflow · Low risk
Sprint: $7,500
Pack: $20K – $35K
Retainer: $2.5K – $5K/mo
Growth
2–3 workflows · Moderate
Sprint: $12,500
Pack: $45K – $85K
Retainer: $6K – $10K/mo
Scale
Regulated · Multi-site
Sprint: $15,000+
Pack: $100K+
Retainer: $12K – $20K/mo
Implementation Packs
Pre-architected. Fixed scope. Production-ready.
Template-based builds for proven workflow patterns. Faster and more predictable than custom development, with production-grade governance.
Intake & Triage
Automate how work enters your business. Forms, email, SMS — classified, scored, routed, and logged in your systems with audit trails.
View packDocument Processing
Turn documents into structured data. Classification, extraction, validation, and routing — with compliance logging for regulated workflows.
View packKnowledge Assistant
Your organization's knowledge — searchable, cited, and access-controlled. AI-powered internal search with human validation for sensitive queries.
View packCopilot Governance
Deploy Microsoft 365 Copilot safely. Policies, permissions, training, and ROI measurement — so adoption is governed and measurable.
View packIndustries
Built for regulated and operationally complex businesses.
Deep expertise in industries where compliance requirements, document volumes, and workflow complexity make generic AI tools insufficient.
What This Looks Like
Example engagements.
Typical outcomes from Sprint and Pack deployments in our focus industries.
Insurance Agency · 45 employees
Claims Intake Automation
Sprint identified claims intake as the highest-ROI workflow: 3 staff spending 6+ hours daily on phone-based data collection and manual AMS entry. Intake & Triage Pack deployed with multi-channel capture, AI classification, and AMS integration.
Outcome: 70% reduction in intake cycle time. Full audit trail for GLBA compliance.
Accounting Firm · 85 employees
AI Governance & Document Processing
Sprint revealed widespread unmanaged ChatGPT usage with no firm-wide policy. Copilot Governance Pack deployed alongside Document Processing Pack for tax document classification and workpaper extraction.
Outcome: Firm-wide AI policy in place. 12 hours/week saved on document prep per team.
Insurance Brokerage · 25 employees
Policy Knowledge Assistant
Sprint identified that producers spent 45+ minutes per day searching carrier guidelines and internal procedures. Knowledge Assistant Pack deployed with secure document ingestion, cited answers, and role-based access.
Outcome: Average time-to-answer reduced from 8 minutes to under 30 seconds.
These represent typical engagement patterns. Specific outcomes vary by workflow complexity, data readiness, and integration scope.
Security & Governance
Built for environments where compliance is not optional.
Every implementation includes governance controls as standard. Not as an add-on.
NIST AI Risk Management Framework
Governance aligned with the most widely recognized AI risk management standard.
GLBA-Aware Implementation
Security controls, breach notification procedures, and documentation for insurance and financial services.
Audit Logging & Access Controls
Every AI action logged. Role-based access. Documented for compliance review.
Human-in-the-Loop Validation
High-stakes decisions always route through human review. AI assists. Humans decide.
FAQ