Deep dive into ops
Operations, tech stack, team structure, goals. Pain points, bottlenecks, and opportunities surfaced before any recommendation.
PLAYBOOK / STRATEGY & OWNERSHIP
Decide first. Document what ships.
Consulting that maps the right fix. Documentation the team actually uses. An ethics framework that gets adoption instead of fear. The strategy layer makes the rest of the stack survive turnover, audits, and time.
01 / CONSULTING & STRATEGY
A map. Not a sales pitch.
Vendors pitch tools. Nobody tells you which ones fit your operation. We assess your ops, your stack, your team — ROI-modeled roadmap, prioritized by quick wins. Hourly or fixed-scope. You leave with a map.
WHAT THIS COVERS
- Operational assessment and bottleneck identification
- AI readiness evaluation and scoring
- Technology stack audit and recommendations
- ROI projections and implementation roadmap
- Paid advisory sessions (hourly or project-based)
- Vendor and platform selection guidance
- Team capability assessment
- Priority action plan with quick wins
HOW IT GOES
Score AI readiness, model ROI
AI readiness evaluated. Bottlenecks mapped. ROI modeled per recommendation, grounded in your specific data.
Prioritized action plan
Clear next steps, timelines, expected outcomes. Quick wins first. You leave with a map, not a vendor list.
Implementation handoff
If you want us to build what we recommended, we move into implementation. If not, the roadmap is yours to run with.
WHO THIS IS FOR
AI readiness evaluation
Practical recommendations and ROI projections before any tool purchase. Know what works in your environment before you spend.
Operational assessment
The 3–5 highest-impact automation opportunities that remove bottlenecks and reduce manual work, ranked by ROI.
Strategic technology roadmap
Automation investments aligned with growth targets and clear implementation timelines. Board-ready output.
QUESTIONS PEOPLE ASK
What happens in a consulting session?
A deep dive into your current operations — tools, workflows, pain points, and goals. You leave with specific, actionable recommendations prioritized by ROI and implementation difficulty.
How much does consulting cost?
Advisory sessions are available hourly or as fixed-scope project assessments. Contact us for current rates. Every session delivers tangible recommendations, not generic advice.
Do I need consulting before hiring you for implementation?
Not necessarily. If you already know what you need built, we can skip straight to implementation. Consulting is for operators who want clarity and a strategic map before committing budget.
What's an AI readiness evaluation?
We assess your data quality, process maturity, team capabilities, and technology infrastructure to determine which AI and automation solutions will actually work in your environment — versus which would be premature.
Can you help choose between tools and platforms?
Yes. We evaluate tools based on your specific requirements — volume, budget, data residency, integration needs, and scaling trajectory — not vendor marketing.
02 / PROCESS DOCUMENTATION & AI COMPLIANCE
Systems that survive the people who built them.
Systems live in someone's head. When that person leaves, so does the business. We write SOPs, playbooks, training walkthroughs, and AI governance frameworks aligned with ISO 42001, EU AI Act, and NIST AI RMF. Documentation the team actually uses.
WHAT THIS COVERS
- Standard Operating Procedures (SOPs)
- Workflow documentation and operational playbooks
- System handoff notes and training walkthroughs
- Test cases and edge-case documentation
- AI usage policies and approved tool guidelines
- Compliance framework alignment (ISO 42001, EU AI Act, NIST RMF)
- Human-in-the-loop protocol documentation
- Data handling rules and guardrail documentation
HOW IT GOES
Document what's running
All workflows, automations, and AI deployments currently in use — mapped before a single word is written.
SOPs + playbooks + compliance
Every edge case, decision tree, and escalation path documented. Training materials produced alongside.
Train + own + maintain
Validate with stakeholders, train the team, establish update cadence. The organization owns the knowledge from day one.
Quarterly refresh cadence
Documentation rots without ownership. Quarterly review minimum, with assigned owners. Survives audits and turnover.
WHO THIS IS FOR
Onboarding without tribal knowledge
Documentation for all automated workflows so new hires onboard without tribal knowledge — systems survive turnover.
AI compliance framework
AI usage policies, audit trails, and human oversight protocols for organizations operating under regulatory scrutiny.
Standardized playbooks
Consistent procedures and training across locations so every franchise runs the same proven systems.
QUESTIONS PEOPLE ASK
Why do I need process documentation?
Systems outlast people. When a team member leaves, gets promoted, or goes on vacation, documentation ensures the business keeps running. It also prevents the "only Jordan knows how this works" problem.
What's included in an AI compliance framework?
Clear guidelines on approved AI tools, data handling rules, human-in-the-loop protocols for high-stakes decisions, and alignment with frameworks like ISO 42001, EU AI Act, and NIST AI RMF.
How detailed are your SOPs?
Detailed enough that someone unfamiliar with the process can execute it. Each SOP includes step-by-step instructions, decision trees for edge cases, screenshots where needed, and escalation paths.
Do you provide training?
Yes. Every documentation package includes training walkthroughs — recorded or live — so your team understands not just what to do but why each step matters.
How often should documentation be updated?
Quarterly reviews at minimum, plus immediate updates whenever a workflow changes. We establish an update cadence and assign ownership during the handoff.
03 / AI ETHICS & TEAM BUY-IN
Adoption isn't permission. It's belief.
Half your team is using ChatGPT in secret. The other half thinks it'll take their job. We write the ethics framework, the usage policy, and the rollout plan. Adoption stops being a battle. Trust gets built on purpose.
WHAT THIS COVERS
- Internal AI usage policy with approved-tool list
- Stakeholder PR and executive narrative for the rollout
- Team-by-team rollout plan with role-specific messaging
- Transparency artifacts (FAQs, audit reports, decision logs)
- Concern protocols for sensitive or high-stakes tasks
- Buy-in workshops, town halls, and Q&A sessions
- Change-management cadence and pulse surveys
- Ethics escalation paths and audit logging
HOW IT GOES
Map the fear before you map the policy
Team pulse, anonymous shadow-use audit, role-specific concerns. The framework is built around what they actually said — not what we assumed.
Policy, narrative, executive backing
Usage policy + executive narrative + role-specific messaging. Aligned with ISO 42001, EU AI Act, and NIST AI RMF where regulation applies.
Workshops, transparency, opt-in pilots
Live training sessions, transparency artifacts, opt-in pilot programs. Adoption earned voluntarily, not mandated from above.
Audit, refresh, escalate
Monitor adoption, refresh policy as tools evolve, run the escalation channel for ethical concerns. Trust requires maintenance.
WHO THIS IS FOR
Post-layoff trust rebuild
Team's nervous after layoffs. AI adoption framed transparently — what it does, what it doesn't, what jobs it changes vs replaces.
Audit-grade governance
Healthcare, legal, finance — full ISO 42001 / EU AI Act / NIST alignment with audit trails and human-in-the-loop checkpoints.
Legacy team adoption
Team's been there 15 years. AI rollout that respects expertise, doesn't threaten it. Buy-in earned through workshops, not mandates.
QUESTIONS PEOPLE ASK
Why does AI adoption fail in most companies?
Mandated from the top, never explained, never tied to actual fear. The team uses ChatGPT in secret because the policy is hostile or absent. Buy-in fails because nobody asked them what they were worried about first.
What goes in an AI usage policy?
Approved tools list, data-sensitivity rules, human-in-the-loop checkpoints for high-stakes decisions, escalation paths, transparency requirements, and a clear distinction between sanctioned and unsanctioned use.
How do you handle people worried about job loss?
Honest. Some roles change. Some don't. We help leadership name what's actually shifting and what isn't, then build a transition plan that respects the team — including reskilling paths where it matters.
Do you align with ISO 42001 / EU AI Act / NIST AI RMF?
Yes. We map your policy and protocols to the relevant frameworks based on jurisdiction and industry. Audit-ready documentation, not just a one-pager.
What's a shadow AI use audit?
An anonymous survey + tooling check that surfaces what employees are actually using — ChatGPT, Claude, Copilot, internal hacks. Without judgment, just data. The policy is built around reality, not denial.
Do executives need to attend the workshops?
Yes. Buy-in fails when leadership delegates the rollout. Visible executive participation in workshops and Q&A is what makes the policy credible to the rest of the team.
04 / THE OPERATING LAYER
Decide. Document. Adopt.
Strategy without documentation rots. Documentation without buy-in goes unread. Buy-in without a clear ethical frame becomes shadow use. The three together compound — what gets decided gets shipped, what gets shipped gets adopted.
Strategy decides what to build
ROI-modeled roadmap. Quick wins prioritized. Vendor selection grounded in your ops, not marketing.
Documentation captures it
SOPs, playbooks, compliance frameworks. The systems survive turnover and audits.
Ethics gets the team to use it
Policy, narrative, workshops. Adoption earned voluntarily. Shadow use stops, sanctioned use starts.
The cycle repeats
Quarterly review. New tools added. Policy refreshed. Team pulsed. Trust maintained on purpose.
WHAT YOU GET, EVERY TIME
Built so your team can run it after I leave.
Workflow mapped before tools are picked
Reporting layer built in, not bolted on
Documentation written for the team that has to run it
Ownership transferred — no monthly retainer required
PICK ONE TO START
Which decision keeps getting pushed?
Strategy, documentation, or ethics — name where the gap is. I'll come back with the assessment, the framework, and what it would take to roll out across the team.