AI Business Assessment
Review your workflows, identify repetitive work and build a prioritized roadmap of AI opportunities.
I help business leaders find where work is getting stuck, where employees are losing time, and where AI can create a better way to get things done.
The starting point isn't a software demo. It's understanding how your business actually works, then identifying the places where technology can make a meaningful difference.
Your team spends hours every week answering the same calls, routing requests, scheduling appointments and taking messages.
Instead of simply hiring more people, we look at the process from beginning to end and ask a different question: which parts actually need a person?
An AI receptionist is just one example. The same process-first approach can uncover opportunities across customer service, sales, operations, administration, reporting and internal knowledge.
Solutions are selected based on your workflows, your existing technology and the outcome you're trying to achieve.
Review your workflows, identify repetitive work and build a prioritized roadmap of AI opportunities.
Voice AI can answer routine calls, capture information, schedule appointments and route conversations to the right person.
Connect the systems you already use to reduce manual handoffs, repetitive data entry and administrative work.
Give employees a faster way to find answers across policies, SOPs, documents and organizational knowledge.
Help teams turn Microsoft 365 and Copilot into practical daily workflows instead of another unused subscription.
Hands-on training built around the actual work your employees do, with practical examples they can use immediately.
Website assistants and other customer-facing AI experiences that handle routine questions and guide people to the right next step.
Ongoing guidance for leadership teams that want to evaluate AI opportunities, vendors, risks and implementation priorities.
Senior-level AI guidance without the cost of building a full-time AI leadership function.
A straightforward process designed to keep the focus on measurable business outcomes.
Meet with leadership and key employees. Learn how work gets done today.
Document the current process and identify friction, repetition and bottlenecks.
Evaluate potential impact, complexity, cost, risk and expected return.
Implement the right combination of AI, automation and existing technology.
Track adoption and results, then identify the next opportunity.
With a background in IT leadership across financial services, nonprofit and manufacturing environments, the focus is on practical execution and technology that fits the organization.
You work directly with Craig, bringing years of experience managing technology, systems, vendors, security and business operations.
If an AI solution doesn't make economic or operational sense, the recommendation should be clear. The goal is to improve the business, not add another tool.
Engagements can be tailored to the size of the opportunity and the level of support your team needs.
A focused engagement to understand your business and identify the highest-value opportunities.
Turn a defined opportunity into a working solution your team can actually use.
Ongoing strategic support for businesses building AI into their operations over time.
You don't need an AI strategy before reaching out. Bring the business problem. We'll start there.