AI Edge Adoption
Get your organization ready to take full value of AI.
The full engagement for mid-market leaders. Workflow capture, a prioritized roadmap, people-first change management, governance, and the training that makes it stick, with ongoing services to keep it alive.
AI should serve people, not replace them.
Four phases. One transformation.
Diagnose, Architect, Transition, Govern. Each produces the inputs the next requires. People-first change management is woven through all four. It is not a phase people opt into, it is a discipline threaded through every engagement.
- Phase 1Diagnose
C-Suite, VP Operations, Board Members. Engagements typically start at $50,000. Scope and final pricing are set on the fit call. 30-day engagement.
Four deliverables: Hidden Labor Cost Assessment, Digital Associate Architecture, Governance Framework, Board-Ready Investment Case. Shadow AI inventory included.
This is where every engagement starts. We map exactly where your low-value work is concentrated and quantify the time and money available to recover.
- Phase 2Architect
Operations Leaders, Procurement Directors, IT and AI Program Leads. Varies by complexity.
Design and deploy Digital Associates that handle the repetitive work your experts currently do manually. Built around your existing workflows, not generic templates.
Once we know where the hours are trapped, this is the build phase. Every Digital Associate is designed to return measurable hours to your highest-compensated people.
- Phase 3Transition
HR Directors, People Leaders, Change Management Leads. Ongoing support available.
Most AI deployments fail on adoption, not architecture. People should not fear losing their jobs to AI. They should be motivated by the opportunity to design and manage their job using AI. This phase moves people from executing tasks to directing intelligent systems: setting strategy, making judgment calls, building relationships.
74% of digital deployments stall because of people, not technology.
- Phase 4Govern
COO, CTO, Risk and Compliance Leaders. Framework plus quarterly review.
Manage Digital Associates the same way Paula managed employee performance for 25+ years: clear expectations, measurable outcomes, continuous feedback. If an agent is not performing, coach it, retrain it, or replace it.
Governance without velocity is bureaucracy. Velocity without governance is risk. This framework delivers both, with brand-safe constraints and legal red lines built in from day one.
Inside the engagement
AI Ready: getting your people ready, not just your systems.
Shadow AI is growing at 250% year over year. People are pasting contracts, customer lists, and pricing data into tools nobody approved. Formal AI initiatives stall because the team does not share a vocabulary, a workflow, or a governance line they can defend. Buying more tools does not fix that. The team does.
AI Ready is the training layer inside an AI Edge Adoption engagement: live cohorts plus workshops for Operations, Procurement, HR, and Revenue Operations teams, built around the workflows they already run. It is not a standalone course.
Live cohorts
Small-group sessions on AI fundamentals, prompting, governance, and the human side of an AI-enabled team, paced over weeks rather than crammed into a day.
Workshops on real work
Bring the workflows your team actually owns. Leave with AI-assisted versions, written prompts, and a governance line you can defend.
Governance, built in
Shadow AI inventory, brand-safe constraints, legal red lines, and a clear escalation path, so adoption does not outrun risk.
- A team that uses AI with confidence in weeks, not quarters.
- Reduced Shadow AI risk: people stop pasting sensitive data into random tools.
- A common vocabulary across the team so AI decisions stop happening in silos.
- People learn to direct AI, not compete with it.
- Repeatable workflows your team owns and can defend in front of legal, risk, and the board.
Which one do I need?
The Workflow Diagnostic looks at one core workflow in two to three weeks. AI Edge Adoption looks at your whole organization and carries the change through. Most clients start with one workflow, prove the payback, and expand from there. The Diagnostic fee credits fully toward the larger engagement.
See the Workflow DiagnosticThe Signature Question
"What are the things that only YOU can do?"
Every engagement begins here. If your highest-compensated people cannot answer that question clearly, the problem is not their capability. It is the operational design surrounding them.
Start with the assessment.
Eight questions, three minutes. Engagements typically start at $50,000. Scope and final pricing are set on the fit call.
Adoption FAQ