AI Strategy & Consulting for Small and Mid-Sized Businesses
Your team is already using AI. The question is whether it's saving time on the right work, with the right tools, without putting client data at risk. We help you answer that, then build a plan you can actually run.
What is AI strategy consulting?
Where most companies get stuck
Somebody buys a few ChatGPT seats. Someone else turns on Copilot. A department head signs up for a meeting recorder on a personal card. Six months later nobody can say what's working, what it costs, or where the data went.
That's the normal starting point, and it's fixable. The fix is picking a small number of high-value uses and doing them properly.
What we do
AI readiness assessment
We look at your Microsoft 365 or Google Workspace setup, your data permissions, the AI tools already in use (including the ones nobody approved), and your compliance obligations.
Use-case prioritization
We sit down with the people doing the work and rank ideas by hours saved, risk, and effort. Most companies end up with two or three strong starting points.
Tool and vendor selection
ChatGPT, Microsoft Copilot, Gemini, Claude, or a purpose-built tool? We compare them against your systems and data rules. Business and enterprise accounts only; personal accounts are where data leaks start.
Roadmap and rollout plan
A short, dated plan: what gets turned on first, who owns it, what training happens, and how you'll know it's working.
Governance built in
Every recommendation comes with the guardrails to match: an AI use policy, approved-tool list, and the technical controls to enforce it. See AI Security & Governance.
How an engagement runs
Who this is for
Healthcare practices, law firms, accounting and financial firms, manufacturers, nonprofits, and entertainment companies in Los Angeles and Middle Tennessee. If you handle regulated data (patient records, client matters, financials), governance comes first, and that's the order we work in.
Frequently Asked Questions
Do we need an AI strategy if we're a small business?
Yes, because your staff are likely already using AI tools. A short strategy makes sure that use saves real time and doesn't expose client or patient data.
Which AI tool is best for our company?
It depends on your systems and your data. Microsoft 365 companies usually start with Copilot because it works inside the tenant you already secure. We compare options against your setup before recommending anything.
Is it safe to use ChatGPT for work?
Business and enterprise versions keep your data out of model training by contract; free and personal accounts don't give you that control. We help you move staff onto company-managed accounts and block the personal ones.
Do you only work with Microsoft?
No. We work with Microsoft 365 and Google Workspace, and with the major AI vendors. We're a Microsoft shop at heart, so Copilot rollouts are a big part of what we do.
Find out where AI fits in your business
One conversation. We'll tell you what's worth doing now, what can wait, and what to stop.