ServicesFour practicesOne accountable firm

End-to-end advisory for your AI opportunity.

Each practice can be bought on its own. Together they take a company from "we should be doing something with AI" to a line item the CFO can defend. Every service below has a published price on the pricing page.

Practice 01AI Strategy & Roadmap

Decide where AI pays back before you spend a dollar on tools.

The strategy practice answers four questions: where is the money, what is the order of operations, what will it cost, and what has to be true about your data and systems first. We answer them with your numbers, in your stores, in weeks.

Executive AI Briefing

A half day with your leadership team. What AI can and cannot do in an operation like yours, what competitors are actually deploying, and a first list of candidate use cases. The fastest way to get the whole table on the same page.

  • Half day, on site or remote
  • Industry-specific deployment scan
  • Candidate use-case list and next step

AI Opportunity Assessment

Three weeks inside the business. We interview the operators, inspect the systems and the data, and rank every opportunity by expected P&L impact and difficulty. You get a go or no-go, in writing.

  • Current-state systems and data map
  • Ranked opportunity list with estimates
  • 90-day plan and budget

Strategy & Roadmap

A 12 to 24 month plan the board can approve: sequence, budget, build-buy-partner decisions per use case, vendor shortlist, governance and data policy, and the measures that will decide whether it worked.

  • Roadmap with budget by quarter
  • Vendor evaluation and shortlist
  • Governance, risk and data policy

Fractional Chief AI Officer

A senior partner on retainer, two days a month to weekly. Owns the AI agenda with your executive team, chairs the steering cadence, and is in the room for vendor negotiations and board updates.

  • Monthly steering committee
  • Vendor and contract review
  • Board and lender reporting

Governance & Risk

An AI policy your lawyers, your franchisor and your insurer will accept. Data rights, model training clauses, guest privacy, employee monitoring, and what happens when a tool is wrong.

  • AI use policy and approval path
  • Vendor terms checklist
  • Incident playbook

Transaction Support

For operators buying or selling and for investors doing diligence. What the target's "AI capability" actually is, what it costs to run, and what it is worth.

  • Technology and AI diligence
  • 100-day plan post close
  • Integration roadmap
Practice 02Executive Advisory

A seat at the table for someone who has sat at it before.

Most operating companies cannot justify a full-time Chief AI Officer, and should not try. The advisory practice gives the CEO, CFO and board a senior partner who has run technology-led companies, negotiated with the vendors, and answered to lenders. On retainer, at a published monthly rate.

Practice 03Build & Integration

Agents and integrations that connect the systems you already own.

We do not sell a platform. We build on the POS, payroll, inventory, ordering and accounting systems you have, with the AI models that fit the job, and we ship in six-week sprints with a measured result at the end of each one. Every sprint is fixed-fee. Scope changes are a conversation, not an invoice.

Operations agents

Labor forecasting and scheduling review, inventory and waste, purchasing anomalies, invoice coding, daily store reports written for a GM, not an analyst.

Guest and revenue agents

Review response and recovery, loyalty segmentation, menu and pricing analysis, catering and large-order follow-up, call and text answering with a human escalation path.

Back-office and finance agents

Period-end close assistance, cash and deposit reconciliation, vendor statement matching, franchise reporting and royalty checks, and the memo that explains the variance.

Systems integration

The unglamorous part that decides whether any of the above works: APIs, data pipelines, identity, and a data model that outlives any single vendor.

Operations desk

A named team watching every agent and integration we run for you. Alerts triaged, failures fixed, vendors managed, model and prompt changes tested before they reach a store.

Monthly performance review

One page per use case: the baseline, the result this month, what changed, what we recommend next. Written for the CFO and the operations chief, delivered on a date.

Continuous improvement

Models change monthly and vendors change terms yearly. We absorb both. When a better option appears, we test it against your baseline and tell you whether to move.

Expansion

Rolling the next use case into the same desk costs less than the first. The data, the integrations and the manager habits are already in place.

Practice 04Managed AI Operations

Software that runs your stores needs someone running the software.

The firms that build AI leave when it goes live. The vendors who sell it hand you a support queue. Neither owns the result. Managed AI Operations is PrimeInsite running what we built, per location, per month, with a monthly review that reports the number.

How clients buy

Three typical paths through the firm.

Nobody has to buy everything. These are the sequences we see most often, with the budget each one represents on the pricing page.

Path A · Prove it

Briefing, then Quick Start

For an operator with one painful workflow and a healthy skepticism. A half day with leadership, then one workflow automated end to end in two weeks. If it works, scale it. If it does not, you have spent $17,000 and learned something.

Path B · Plan it

Assessment, Roadmap, Sprints

For a group with 20 to 200 locations and a board that wants a plan before a pilot. Three weeks of discovery, a roadmap, then build sprints in the order the roadmap set. Managed operations picks up each sprint's output.

Path C · Own it

Retainer plus Managed Operations

For companies that want AI run as a function, not a project. A fractional Chief AI Officer sets the agenda and the operations desk runs it. Sprints are added as the roadmap calls for them.

Bring us the problem. We'll bring the plan and the price.

A 30-minute working session with a senior partner. No deck, no pitch. You leave with a point of view on where AI pays back in your operation and what it would cost to find out.