Scoping & Success Criteria
Define the question, the decision it informs, and what success looks like before any work starts.
Research & Data Synthesis
Market, company, and internal data pulled into one clean, sourced fact base.
Analysis & Modeling
The core analysis and models behind the answer, built to be traceable and easy to update.
Executive Readout
A decision-ready deck and walkthrough for leadership, with a clear recommendation.
Discovery Workshop
Working sessions with your team to map how the work gets done today and where the time goes.
Use-Case Prioritization
Candidate AI use cases ranked by value, feasibility, and data readiness.
Data & Systems Audit
What data you have, where it lives, how clean it is, and what it will take to use it.
ROI Business Case
What it costs to build and run, what it saves, and whether it is worth doing.
AI Roadmap
Which use cases to tackle first, in what order, what each one needs, and a realistic timeline for each.
Working Prototype
A usable version your team can test with real inputs, built in weeks.
Evaluation & Testing
Outputs checked against real examples, with accuracy measured and failure cases documented.
Implementation Roadmap
What it takes to run this use case in production: a go or no-go call, the integrations and data work still needed, governance, cost to build and run, and a timeline.
Workflow Automation
Repeatable AI workflows that take a process from data pull to finished output.
Systems Integration
Connections to the systems you already run, like your CRM, ERP, data warehouse, or document store.
Knowledge Base Setup
Your documents and data organized so AI can search and cite them reliably.
Agent & Prompt Design
The instructions, guardrails, and handoffs that make AI behave consistently.
Dashboards & Reporting
The views your team actually uses, connected to live data.
Governance & Data Privacy
Access controls, review steps, and data handling rules that fit how your firm manages risk.
Documentation & Handoff
Runbooks and walkthroughs so your team can run and extend what we built.
Weekly Working Sessions
A standing session with your team to keep priorities, numbers, and decisions moving.
On-Demand Analysis
Quick-turn analysis and small builds when a question comes up between meetings.
Monitoring & Iteration
Ongoing tuning as usage grows, so accuracy and adoption keep improving.
Building AI Agents
Design and ship agents that pull data, run the analysis, and draft the deliverable, with the right tools and guardrails.
Agent Teams & Orchestration
Multi-agent workflows where specialist agents research, model, and review each other's work in parallel.
Agent Harnesses & Evals
The harness around the model: context, tool permissions, test sets, and evals that prove an agent is ready for client work.
MCP & Data Connectors
Connect agents securely to your CRM, ERP, data warehouse, and document stores through MCP servers.
Context Engineering & Skills
Turn your firm's methods, templates, and know-how into reusable skills every agent and analyst can call on.
Agentic Coding for Analysts
Use coding agents like Claude Code to build models, dashboards, and automations without waiting on engineering.