Cloud migration and modernization
Moving systems to the cloud, or updating the ones you have, in planned steps.
Cloud and technology
Clear decisions about cloud, tools and the systems AI runs on.
What's included
What we deliver in this area.
Tool and vendor selection
Which products and vendors fit your needs, with costs and risks compared side by side.
Architecture and integration planning
How new tools connect to the systems you already use, and what the work involves.
A sample of what you get
What the deliverable looks like, shown with made-up data.
Order management options: Lakeside DistributionYour decision: which option
| What matters | Keep current setup | Option A: ERP add-on Recommended | Option B: separate platform |
|---|---|---|---|
| Fits your current systems | Yes | Yes, built into the ERP | Needs new connections |
| Running cost | Lowest | Moderate | Highest |
| Integration work | None | Light | Heavy |
| Supports the AI roadmap | No | Yes | Yes |
| Main risk | Manual work keeps growing | Tied to one vendor | Longer setup |
Sample with made-up data for a fictional company. Not a client project.
How it works in practice
How a typical engagement runs, and an example.
Typical engagement
Advisory, scoped to the decision
We agree the decision you need to make, compare the realistic options, and give you a written recommendation with costs, risks and the integration work involved.
For example
Choosing between two ERP add-ons, with costs, risks and the integration work compared side by side.
Illustrative, not a client project.
Industries where we use it
Pick yours to see the problems we would start with.
Financial servicesKYC and onboarding review, client service requests and moreHealthcare and life sciencesPrior authorizations, patient intake and moreRetail and consumer goodsProduct listings, customer service requests and moreTechnology, media and telecomKnowledge assistants, support ticket triage and moreManufacturing and industrialsQuote and order entry, dealer product questions and moreConstruction and real estateBid preparation, lease abstraction and moreEnergy and utilitiesField work orders, customer service requests and moreTransportation and logisticsShipping documents, freight invoice audit and moreHospitality and travelGuest messages, group and event quotes and moreProfessional servicesResume screening, proposal drafting and more
How an engagement runs
Four stages, and you decide at every gate whether to go further.
- Stage 1
Free
Discovery call
No commitment
A conversation about your workflows and whether AI fits.
- Stage 2
2–3 weeks
AI Readiness Assessment
Fixed fee
Your best AI opportunities, ranked, with costs and benefits.
- Stage 3
4–8 weeks
AI Solution Sprint
Fixed project fee
One working solution, built into your tools and handed over.
- Stage 4
Monthly
AI Partner Retainer
Ongoing
Monitoring, improvements and the next use case.
Decision gate: nothing moves forward without your go-ahead
See the full processBring us the workflow that slows your team down.
On a free call we'll tell you whether AI can handle it, and roughly what it would take.
YOUR-001Your business
Your slowest workflow
Re-keyed, chased, checked by hand, and waiting in someone's inbox.
Needs a conversation See it on the board