From scattered systems to unified intelligence. A phased approach that delivers immediate value while building toward complete transformation.
Days 1-21
The foundation phase establishes core infrastructure and delivers immediate executive intelligence. Within three weeks, leadership has instant access to unified institutional knowledge.
Office 365, CRM, QuickBooks, and document repositories connected and synchronized.
Historical emails, documents, CRM records, and financial data indexed and made searchable.
Voice and text interface for asking questions across all integrated systems.
Leadership can ask any business question and receive instant, sourced answers.
Questions that required three people and two days now get answered in 30 seconds. Decisions based on complete information instead of fragmented knowledge.
Months 2-3
Intelligence expands to sales operations. Real-time coaching during calls, automatic CRM updates, and performance analytics transform how your sales team operates.
Real-time coaching during customer calls with contextual suggestions and objection responses.
Conversations automatically logged with sentiment analysis, next steps, and risk factors.
Pattern recognition identifies what works: successful phrases, winning sequences, optimal timing.
Sales team onboarding to new intelligence capabilities and coaching on effective usage.
Sales cycles shorten as reps have perfect information. Win rates improve as best practices propagate. New hires ramp faster with institutional knowledge at their fingertips.
Months 4-6
Operational intelligence comes online. Every interaction captured, meetings automatically documented, compliance monitored in real-time, and risk detected before it manifests.
Complete phone infrastructure replacement with AI-integrated solution. Every call recorded, transcribed, and analyzed.
Customer service agents get instant access to customer history, similar cases, and proven solutions.
Automatic transcription, action item extraction, decision documentation. Smart whiteboard integration.
Regulatory monitoring, risk detection, audit trail generation without manual effort.
Customer satisfaction improves as service becomes more informed and efficient. Compliance becomes automatic. Meeting productivity increases as documentation handles itself.
Months 7-12
Predictive intelligence activates. The system moves from reactive to proactive: identifying risks before they materialize, spotting opportunities before competitors, and optimizing resources automatically.
Pattern recognition across all data sources identifies risks, opportunities, and optimal actions.
Data-driven insights for market timing, pricing, hiring, and investment priorities.
System learns from every interaction, becomes more accurate with usage, and develops new capabilities based on patterns.
From scattered systems to unified intelligence. From reactive to predictive. From competitive to market-leading.
Your company operates with intelligence that competitors can't match. Decisions based on complete data. Risks caught early. Opportunities seized quickly. Excellence becomes the standard.
Complete access to email, documents, SharePoint, Teams conversations, and calendar data. Everything stored in your Microsoft environment becomes searchable and contextual.
Customer interactions, deal progression, contact histories, and engagement data. Automatically enriched with insights from other systems.
Financial data integrated with operational intelligence. Revenue patterns, expense analysis, customer profitability, and predictive cash flow.
Complete replacement with AI-integrated infrastructure. Every call recorded, transcribed, analyzed, and made searchable. Customer sentiment tracked automatically.
Historical contracts, proposals, policies, and procedures. Years of institutional knowledge extracted and made instantly accessible.
Complete email history processed for key decisions, customer interactions, and institutional knowledge buried in threads.
Industry-specific systems and proprietary databases integrated into the unified intelligence platform.
From foundation to full intelligence in 12 months. Immediate value at every phase. Continuous growth over time.