Understand your business
A 45-minute onboarding call with your leadership and whoever knows your tech stack best.
You get: a shared picture of how you operate today.
Strategy
A plan thatactuallyworks.
A prioritized AI implementation plan, built from your goals and managed every step of the way.
Strategy always comes first.
Every engagement starts here. We build a clear strategy with you, then execute it systematically and in order, with accountability for everyone involved along the way.
Exactly how we build your plan.
About four weeks from first call to an agreed AI Roadmap. Then we manage it with you.
Secure the foundation
Data security, regulations like HIPAA, HR documents and insurance, reviewed before anything is built.
You get: clear AI policies and handbook language.
Set clear goals
A vision session where your executives define next year's goals and where AI moves the needle.
You get: goals your leadership agrees on.
Prioritize
Every opportunity weighed by impact, effort and risk, then put in order.
You get: the initiatives that pay off first, first.
Plan the resources
For each initiative: who owns it, which tools it uses, what it costs to run and when it lands.
You get: your AI Roadmap, ready to run.
Keep it on track
Monthly and quarterly milestone reviews, reports to leadership and Roadmap updates as AI changes.
You get: accountability that lasts.
What your plan gives you.
Long-term vision, short-term goals.
Where AI takes your business over the years, broken into goals you can hit this quarter.
Priorities and resources.
What comes first, who owns it, which tools it needs and what it costs.
Accountability for everyone.
Clear owners and milestones, on our side and yours, reviewed every month.
Oversight and management.
Shiftstone oversees and manages the plan with you, for the long term.