Services & Pricing
Structured for where your organization actually is — not where a sales deck says you should be.
AI Readiness Audit
Before you spend on AI tools or consultants, you need an honest picture of where your data infrastructure, risk posture, and organizational readiness actually stand. This audit gives you that picture — plus a prioritized roadmap for what to do next.
Who it's for
Community banks, credit unions, midstream/E&P operators, regional health systems, healthcare payors/TPAs, and specialty lenders — actively evaluating AI investments, or who have already deployed tools without governance in place.
What's included
- Data infrastructure review (sources, pipelines, quality, lineage)
- AI risk & compliance gap analysis mapped to your regulatory environment
- Use case prioritization matrix — scored by feasibility and ROI potential
- Vendor and tooling evaluation (current stack + alternatives)
- Written findings report with executive summary
- 90-day implementation roadmap with sequenced workstreams
What you walk away with
- Clear picture of AI readiness across data, risk, and workforce dimensions
- Prioritized list of use cases worth pursuing — and which aren't
- Compliance risk inventory specific to your regulatory environment
- A roadmap your board can see and your team can execute
Claude Training for Teams
A one-day AI demo does not change how people work. This program is built around your actual workflows, your specific tools, and the real constraints of your industry — so that when training ends, your team actually uses what they learned.
Who it's for
Teams that have access to Claude or similar AI tools but aren't seeing consistent, compliant adoption across their workforce. Ideal as a follow-on to the AI Readiness Audit.
What's included
- Custom prompt library built around your specific workflows and roles
- Internal knowledge base setup and structuring
- AI policy & acceptable use framework tailored to your compliance environment
- Live training sessions (recorded for async access)
- Cohort-specific prompt playbook delivered at close
What you walk away with
- A team that uses AI in their daily work — not just in demos
- Custom prompt library tied to real job functions
- Written AI use policy ready for HR and compliance review
- Recorded training library for ongoing onboarding
Fractional AI Officer
AI governance is not a one-time project. This engagement gives you a senior AI & data architect embedded in your organization on an ongoing basis — without the overhead of a full-time hire or a big-firm engagement.
Who it's for
Mid-market organizations in banking, energy, or healthcare that need sustained AI leadership but can't justify a $250K+ full-time hire. Typically entered after the Audit and Training phases.
What's included
- AI governance program ownership & ongoing management
- Vendor evaluation, selection, and contract oversight
- Roadmap execution support and milestone tracking
- Board and executive reporting on AI program status and ROI
- Regulatory change monitoring and impact assessment
- Direct access — no account manager, no ticket queue
What you walk away with
- A functioning AI governance program — not just a document
- Board-ready reporting on AI risk and ROI
- Vendor relationships you control
- An AI program that scales with your organization