What we do

From decision to deployment, on one team.

Most firms sell you a strategy and disappear. Or they sell you a tool and call it strategy. We do the work end to end — and we'll happily prove the value before you write a second check.

Business Strategy

Where AI fits in the next year of your business — and where it doesn't. We translate the noise into a plan tied to your real cost, revenue and risk levers.

  • ·Quarterly AI strategy reviews
  • ·Tool ecosystem mapping
  • ·Build vs buy guidance
  • ·Roadmap aligned to budget

AI Implementation

Hands-on rollout of the tools and workflows your team will actually use. We build inside your existing systems, not around them.

  • ·Microsoft Copilot rollouts
  • ·Custom GPTs and assistants
  • ·Workflow automation
  • ·Internal knowledge bases

Security & Governance

The guardrails that let you move fast without inviting an incident. Policy, vendor review and training that fit how your team actually works.

  • ·Acceptable AI Use Policy
  • ·Vendor risk review
  • ·Employee training & enablement
  • ·Data handling guidelines

Continuous Optimization

AI is not a one-time project. We monitor, tune, retrain and expand so your investment compounds instead of going stale six months in.

  • ·Usage and adoption metrics
  • ·Prompt and workflow tuning
  • ·Quarterly capability reviews
  • ·New-tool evaluation

Capabilities

Everything our clients ask us about.

Advizent leads with AI and coordinates the full picture — strategy, security and infrastructure moving together inside the stack you already run.

AI Services

Copilot rollouts, custom GPTs, agent pilots, RAG knowledge bases, workflow automation.

AI Strategy & Roadmapping

Quarterly planning, build-vs-buy decisions, vendor evaluation, AI portfolio reviews.

AI Governance & Security

Acceptable Use policy, data-handling guidelines, vendor risk, employee training.

Cloud Services

Azure and Microsoft 365 tenant work as it relates to AI enablement and Copilot prerequisites.

Microsoft 365 & Copilot

Licensing, deployment, Copilot Studio agents, and adoption coaching for SMB teams.

Data Readiness

Cleanup, tagging, permissions and lineage so AI tools answer accurately from your real data.

Network Security & Data Protection

Security policy, vendor review and safe data handling baked into every AI rollout we deliver.

Managed AI Optimization

Ongoing tuning, model updates, prompt libraries, usage metrics and quarterly capability reviews.

Integration & APIs

Connecting AI to the CRM, ERP, ticketing and line-of-business apps you already pay for.

Fractional CIO/CTO for AI

Senior leadership-level guidance for SMBs without a full-time CIO. Strategy, vendor calls, board updates.

Engagements

Pick the right door.

AI Readiness Assessment

Free

Your scored starting point: Opportunity Score, Profit Gap, Risk read, and three prioritized 90-day moves.

Start the assessment

Workflow Sprint

2–3 weeks

We pick one painful workflow, baseline it, build the automation, and prove the ROI against numbers your team trusts.

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Agent Pilot

30–60 days

A scoped AI agent for one function. Real users, real metrics, a clear go/no-go decision at the end.

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Fractional AI Advisor

Monthly retainer

Recurring strategy sessions, tool reviews, vendor calls and governance support. We become the AI brain on your leadership team.

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Not sure which engagement fits?

Take the assessment first. The result usually answers the question for you.

Begin the Assessment