Service Specification

Managed Intelligence

An organizational intelligence layer that helps leadership see, decide, and execute across the business.

Engagement: $8,000 / month
Term: 3-month minimum

Purpose

Help leadership adopt AI across the business with the systems, guidance, and operating intelligence required for digital transformation.

Ideal customer

50-500 employees
Fragmented tools and data
Manual reporting and status updates
Operational complexity and handoffs
Leadership visibility gaps

Deployment components

AI adoption assessment

Identify where AI can improve visibility, execution, knowledge, and workflow performance across the business.

Operating intelligence layer

Connect business systems into executive briefs, workflow context, and decision support for leadership.

Transformation guidance

Provide the roadmap, playbooks, and implementation support required to move from AI experimentation to durable operating capability.

Connected systems

Asana / ClickUp / Monday: work management and execution visibility
Google Drive: documents, policies, reports, and institutional context
Slack / Teams: communication, decisions, and coordination
CRM: customer, revenue, and pipeline context
Spreadsheets: operational data and reporting inputs
Email: requests, updates, and follow-up context

Timeline

Month 1

Assess

Audit systems, workflows, data readiness, and executive priorities. Identify the highest-value opportunities for AI adoption.

Month 2

Deploy

Establish the operating intelligence layer, refine source systems, and define implementation playbooks for priority use cases.

Month 3

Iterate

Support adoption, review progress, refine workflows, and guide the organization toward durable AI-enabled operating capability.

Operating deliverables

AI adoption roadmap
Executive intelligence brief
Workflow and data readiness assessment
OpenAI use-case map
Implementation playbooks
Source-system cleanup recommendations
Monthly transformation review, if required

Outcomes

Real-time intelligence: Leadership can understand current work, blockers, risks, ownership, and priorities without waiting for manual reporting.
Modern operations: Recurring workflows, reporting gaps, and manual coordination points are identified and converted into clearer operating protocols.
Faster execution: Leadership receives better context sooner, reducing the time between identifying an issue and acting on it.

Requirements

Access to core business systems
Key stakeholder interviews
Historical reports and documents
Named internal owner for collaboration

Commercial terms

$8,000 / month: billed monthly in advance
3-month minimum: cancel with 30 days' notice after minimum term