Services

Three services. Pick what you need.

Standalone engagements — not a mandatory sequence. We assess workflows, design strategy, and deploy solutions with humans in the loop at every critical step. We specialize in CRE and construction, but the workflow patterns we solve show up everywhere.

Workflow Assessment

Know exactly where AI is ready to help — and where it isn't.

A structured audit of the workflows that move your business. We sit with the people doing the work, map data flows, and produce a register of opportunities ranked by ROI, risk, and readiness — focused on the hard-to-reach steps off-the-shelf tools don't actually solve.

Format: Fixed-scope engagement
Best for: Leaders who suspect AI can help but want a credible read before buying or building anything.

What you get

Deliverables

Workflow & data flow maps for in-scope processes
AI readiness scorecard across people, process, and data
Prioritized opportunity register with ROI and risk framing
Failure-mode analysis — where AI typically breaks down in each workflow
Executive readout & recommended action plan

AI Strategy & Roadmap

From scattered pilots to a sequenced, defensible AI plan.

We translate assessment findings — or your existing strategy work — into a sequenced roadmap. We model ROI per initiative, evaluate vendors honestly, and design custom solutions when that's what the workflow requires. Every plan includes human-in-the-loop checkpoints and fail-safes.

Format: Fixed-scope or retained advisory
Best for: Operators with budget approval and a board asking 'what's our AI plan?'

What you get

Deliverables

Sequenced AI roadmap with dependencies
Per-initiative ROI model with sensitivity ranges
Build-vs-buy evaluation and vendor shortlist where applicable
Custom solution architecture when off-the-shelf won't fit
Data, security & governance plan
Human-in-the-loop workflow design & change-management playbook

Deployment & Adoption

We don't leave until the workflow has actually changed.

Pilots run with the people who will actually use them — not in a lab. We design, build, or integrate the solution, train the field team, instrument adoption, and stay through the first measurement cycle. Humans verify every critical output before it moves downstream.

Format: Sprint or retained engagement
Best for: Teams that have a plan but watched prior pilots stall before adoption — or need custom tooling built and deployed.

What you get

Deliverables

Pilot design, success metrics & rollback plan
Custom build, integration, or vendor coordination
Human-in-the-loop verification checkpoints
End-user training and field enablement
Adoption telemetry and performance reporting
ROI measurement against baseline

Frequently asked

Honest answers to the questions that come up.

Do you take a percentage of software fees?: No. We are vendor-agnostic and never accept commissions, kickbacks, or referral fees from software providers. We are paid by you, work for you, and recommend what we'd recommend to ourselves.
How is this different from a Big Four consulting engagement?: We're senior operators, not pyramids of analysts. Engagements are led by people who have personally underwritten construction loans, run owner-side projects, and stabilized distressed builds. You get the partner on every call, not just the sales call.
Will you build custom software for us?: Yes — when the workflow demands it. We're not here to sell you a wrapper around ChatGPT or force-fit an off-the-shelf product that doesn't actually solve your problem. We target the specific, harder-to-reach steps in your operation where generic tools fall short. When custom work is the right answer, we scope it honestly and build it — or bring in vetted partners. When an existing tool genuinely fits, we'll say that too. We don't pad the bill with engineering you don't need, and we don't pretend shelfware fixes workflows it can't.
How do you handle AI not being perfect?: We assume it isn't. AI is excellent at pattern recognition, knowledge retrieval, and getting you 80–90% of the way there quickly. It is not a substitute for judgment. Every workflow we design keeps people in the loop to verify, refine, and approve — and we map where AI typically fails so we can build fail-safes before those failures cost you money.
Do you only work with CRE and construction companies?: We partner with any organization facing complex, document-heavy workflows where AI can add real value. Our deepest operating experience is in commercial real estate and construction — but the workflow patterns (review cycles, coordination, reporting, exception handling) show up across industries. If your problem looks like ours, we can probably help.
What size of company do you typically work with?: Mid-market through institutional owners, developers, GCs, lenders, and operators — plus growth-stage companies in adjacent sectors. The common thread is leaders who care about ROI and adoption, not buzzwords.
How quickly can we start?: Discovery calls within the week. Engagements kick off once scope is agreed — we'll give you an honest timeline during the discovery call, not before we've seen your operation.

Not sure which service fits?

A 30-minute discovery call is enough to scope the right starting point. No pressure, no proposal until we both think it's right.

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