.svg)
.svg)
AI Pilots for Department-Level Budget
Prove value for operations, marketing ops, RevOps, and HR leaders with contained pilots before broader rollout - without waiting for enterprise IT.
What Department Leaders Tell Us
.svg){kind=icon}
IT Backlogs
Enterprise IT has AI on the roadmap for 2027. You need results in 2026. The organization moves slowly, but your department's problems exist now.
Mandate Without Resources
Leadership expects you to demonstrate AI progress, but central resources aren't available. You have departmental budget authority but need results fast.
Proof Before Investment
You can get approval for a small departmental pilot ($20K-$40K), but need to prove ROI before securing investment for broader rollout.
Political Complexity
Any cross-department initiative requires months of alignment. You need to prove value within your team before convincing others to join.
Our Approach for Department Leaders
We help department leaders implement AI pilots that prove value quickly without requiring enterprise-wide coordination. You get a working system for your team, measurable results you can show leadership, and a roadmap for expansion if the pilot succeeds.
We design implementations that work within departmental budget authority, don't require IT approval for every decision, and deliver results fast enough to maintain leadership attention.
Department-Level Automation
Workflows specific to your team that don't require cross-department coordination. Prove value in your area before expanding.
Measured ROI
Clear metrics that demonstrate value to leadership: time saved, cost reduced, quality improved, capacity increased.
IT-Compatible Design
Build systems that can integrate with enterprise IT later if you scale, but don't require their involvement to launch.
Executive Storytelling
Documentation and presentation materials that help you make the case for broader investment.
Example Projects
Challenge:
Marketing ops director at $500M company spending 15 hours monthly compiling campaign performance reports from multiple sources (GA, HubSpot, LinkedIn, Salesforce) for executive review.
What We Built:
AI reporting system that pulls data from all sources, generates standardized performance summaries, identifies trends, and creates executive-ready presentations.
Results:
Report compilation time reduced from 15 hours to 2 hours. More frequent reporting (weekly vs monthly) provides faster feedback for campaign adjustments.
Executive Impact:
Used success to secure $150K budget for broader marketing automation initiative
.png)
Challenge:
RevOps leader at mid-market SaaS company facing 40% error rate in CRM data, impacting forecasting accuracy and pipeline visibility. Sales team doesn't prioritize data entry.
What We Built:
AI system that monitors CRM data quality, prompts sales team to correct missing/inaccurate information, auto-fills certain fields from meeting notes and email, and flags forecast risks based on data patterns.
Results:
CRM data accuracy improved from 60% to 91%. Forecast variance reduced by 35%. Sales team spends 70% less time on manual data entry.
Executive Impact:
CFO cited improved forecast accuracy in board presentation; RevOps leader promoted to VP
Challenge:
HR ops manager at 800-person company spending 6-8 hours per new hire on onboarding logistics: system access requests, equipment orders, training schedules, compliance documentation.
What We Built:
AI onboarding coordinator that triggers automated workflows based on role and department, tracks completion status, sends reminders to stakeholders, and generates compliance reports.
Results:
Onboarding coordination time reduced from 7 hours to 1.5 hours per hire. New employee time-to-productivity improved by 20%. Zero compliance documentation gaps in 6 months.
Executive Impact:
CHRO approved expansion to offboarding and internal transfers
What Makes Your Situation Different
Department leaders inside larger organizations face unique constraints
Budget Authority
You have departmental budget but not enterprise IT budget. We design implementations that fit within your approval authority.
Political Navigation
You need wins that don't threaten other departments or require their cooperation. We scope pilots to stay within your territory.
Proof Requirements
Leadership needs to see ROI before approving expansion. We build measurement and documentation into every engagement.
IT Compatibility
Eventually this needs to work with enterprise systems. We design for future integration even when launching independently.
How We Usually Work Together
Phase 1: Entry Tier (2-3 weeks)
Assess your workflows, identify automation opportunities, prioritize based on impact and feasibility. Most firms start here.
Phase 2: Core Tier (4-6 weeks)
Implement AI pilot for highest-priority workflow. Prove value, build internal confidence, document learnings.
Phase 3: Expansion Tier (6-8 weeks)
Roll out to additional practice areas or departments once initial pilot proves successful.
Typical Total Timeline: 4-6 months from first conversation to multi-department deployment
Do you have access to off-market listings?
.svg){kind=small}
How do you ensure I get the best price for my property?
Can you handle deals for out-of-state clients?
How do you handle commissions and representation fees?
.avif)
Ready to Get Clear on Your AI Roadmap?
Schedule a 30-minute conversation to discuss your current situation and see if an Entry Tier engagement makes sense.
Schedule a CallLorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.
Find on Social Media
