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AI advisory & implementation

AI put to work where it saves your team real time.

We identify the repetitive work in your company that AI can handle reliably, then build, connect and support the tools—with your data and your people in control.

ContactWhat’s included
Detailed scope of work

What’s included

We move from operational audit to production tools integrated directly into the software your staff already uses every day.

Operational AI audit & ROI roadmap

Structured interviews and workflow mapping across operations, customer support, finance and sales to find where automation pays back fastest.

  • Step-by-step time and cost breakdown of repetitive manual workflows
  • Ranked shortlist of 3–5 high-return use cases with estimated hours saved
  • Model, API and vendor selection (OpenAI, Anthropic Claude, Google Gemini or private endpoints)
  • Written implementation blueprint you keep even if you build in-house

Knowledge assistants on your documents

Retrieval-Augmented Generation (RAG) assistants grounded strictly in your internal SOPs, contracts, catalogs and technical manuals.

  • Secure indexing of PDFs, Google Drive, SharePoint, Notion or help-center docs
  • Inline source citations pointing to the exact document and page number
  • Role-based access controls and zero training on your proprietary data

Document & workflow automation

End-to-end pipelines that read incoming files, extract structured fields, and update your ERP, CRM or accounting tools automatically.

  • Automated parsing of invoices, purchase orders, bills of lading and forms
  • Two-way integrations via Make, n8n, custom webhooks and REST APIs
  • Exception flagging so humans only review edge cases or missing fields

Inbox, ticket & lead triage

Intelligent routing and draft generation for high-volume email inboxes, support desks and WhatsApp channels.

  • Automatic intent classification, language detection (EN/ES) and priority tagging
  • Context-aware draft replies staged inside your helpdesk or email client
  • Mandatory human-in-the-loop approval for sensitive client communications

Data governance & team training

Practical company policies and live workshops so your team adopts the tools safely and consistently.

  • Clear company AI usage policy covering PII, client confidentiality and API privacy
  • Role-specific prompt playbooks and video SOPs in English and Spanish
  • Live hands-on training sessions with your operations and commercial teams

Ongoing monitoring & tuning

Continuous evaluation and maintenance so prompts, integrations and models stay accurate as your business changes.

  • Accuracy auditing and prompt refinement based on real staff feedback
  • API cost monitoring and model version upgrades
  • Monthly review of hours saved, adoption rates and next automation targets
Practice results

Recent AI implementation outcomes

Document Extraction + Triage Cross-Border Logistics Firm · Laredo, TX
27 hrs/week saved Quote turnaround reduced from 6 hours to 22 minutes
Problem Three coordinators spent 5+ hours every morning copying commercial invoice and packing list data from emails into their ERP.
What we built Deployed an automated PDF/email extraction pipeline with 1-click human verification before ERP entry.
Result Removed 27 hours/week of manual typing, cut data errors by 89%, and accelerated customer quotes to under 25 minutes.
“They didn’t pitch us a generic chatbot. They audited our dispatch desk and built a tool our coordinators rely on every morning.”
Marcus T., VP of OperationsFreight & Customs Brokerage
Private Knowledge Assistant Engineering & Compliance Firm · US & Mexico
-65% lookup time Bilingual assistant indexing 1,800+ technical manuals and SOPs
Problem Junior engineers spent hours searching through 1,800+ regulatory PDFs and interrupting senior partners for clause verification.
What we built Built a private SharePoint-connected RAG assistant with exact page citations and strict enterprise data privacy.
Result Cut technical lookup and proposal drafting time by 65% while keeping all files inside their own cloud environment.
“Every answer cites the exact technical manual and page number. Our senior engineers got roughly a day a week back.”
Sofía G., Director of EngineeringIndustrial Compliance Consultancy
Execution

How it works

  1. Audit

    Map how work moves across your team and pick the 2–3 highest-return use cases.

  2. Pilot

    Build the first workflow and test it with real staff and real operational data.

  3. Roll out

    Connect to production systems, document SOPs and train the people who use it.

  4. Support

    Measure hours saved, tune accuracy and expand to the next workflow.

A good fit for

  • Teams handling high volumes of emails, PDFs, quotes or repetitive data hand-offs
  • Business owners who want measurable time savings rather than experimental AI demos
  • Companies with strict data privacy, NDA or client confidentiality requirements

Fees and terms

  • Fixed-fee operational AI audit with a written roadmap you keep
  • Implementation quoted per workflow with clear acceptance criteria
  • All API keys, vector databases and automations deployed in your own accounts

Tell us where the business is stuck.

A first call is free and takes 30 minutes. We'll tell you which of our practices can help, and say so plainly if none of them can.

ContactCall +1 (505) 453-9947