AI Strategy and Consulting

Feel like you have too many AI options? We give you clarity on which ones will actually move your EBITDA.

Every mid-market company is dealing with AI overwhelm - too many options, too much noise, not enough clarity on what will actually move the needle on your EBITDA. We cut through it. No hype. No vendor agenda. Just a clear answer to the only question that matters: which AI projects should you actually do, and why?

AI Strategy That Starts With Your Outcomes. Not the Vendor's.

Which AI projects should you actually do - and why?

Most AI consulting starts with what the technology can do. We start with what your business needs to accomplish - and work backwards from your revenue targets, your margin structure, and your working capital reality.

The real question is not which AI tools are available. It is which ones your organization has the capacity to execute, which ones will move a number your CFO cares about, and which ones to leave alone.

What should we actually build?

Not everything AI can do. What it should do for your specific organization, given your data, your team, and your financial objectives.

How will this workshop impact our EBITDA?

Every recommendation maps to a financial lever - revenue, margin, or working capital. If we cannot tie a project to a number, we do not recommend it.

How do we actually execute it?

A vendor-agnostic scope you own. Take it in-house, to any vendor, or use our global engineering partner network. The choice is always yours.

Why Most AI Value Disappears

The ideas aren't wrong.
The gap is in the business case.

Most teams know which AI tools to try. What they skip is the part where you size the problem before you buy the solution. How big is the leak? What's it costing you every quarter? Is AI even the right fix, or is there a process change sitting right next to it that would pay back faster?

Without those answers, AI gets bolted onto a problem that wasn't measured, owned by a team that wasn't ready, and reviewed by a board that expected it to run itself. That's how 70%+ of AI projects stall before they earn back the ROI.

95%
of GenAI pilots produce no measurable business value
MIT Sloan · 2025
70-85%
of enterprise AI projects never reach production
Industry Benchmark

The AI4EBITDA workshop helps you size the problem, find the revenue and profit leaks you didn't know were there, and decide whether AI is actually the right answer before you build it.

See How the Workshop Works →
How We Work

A clear process. A scope you own.

1
Understand Your EBITDA Landscape
We start with your financials - where the margin is, where the working capital pressure is, and where revenue growth is most constrained. This filter runs through every AI project we evaluate.
The average ROI is $3.7m found, based on missed revenue and/or profit leakage.
2
Map AI Opportunities to Your Levers
We identify every viable AI project in your organization - across revenue, cost, and working capital - and map each one to a specific financial outcome with an estimated impact range.
3
Assess Execution Capacity
Using our organizational intelligence methodology, we confirm which projects your team can actually deliver - and which require external support or a different sponsor before they start.
Want to see scrubbed sample reports? Talk to Nicole
4
Produce a Ranked Roadmap and Project Scope
You leave with a prioritized roadmap and vendor-agnostic scopes for the top items. Clear enough that any internal team or external vendor can pick up and build without translation.
5
Choose Your Build Path
In-house. Your existing vendor. Or our curated network of 80,000 vetted global engineering agencies. No lock-in. No preferred vendor. Your organization's interests only.
Drive EBITDA

3 ways we drive EBITDA.

Successful implementations become playbooks for your entire organization. Every AI project we scope maps to one of three financial outcomes. You know the impact before you commit the budget.

15–30%
Revenue Acceleration
Topline Impact
  • AI-powered personalization and upsell
  • Predictive lead scoring and pipeline intelligence
  • Automated customer success workflows
  • Dynamic pricing and demand forecasting
A top-3 retailer reduced customer acquisition cost by 22% in 6 months using AI-driven segmentation from their existing CRM data.
20–40%
Process Improvement
Margin and Cost
  • Process automation and workflow elimination
  • AI-assisted quality control and defect reduction
  • Intelligent document processing
  • Vendor and procurement intelligence
A mid-market manufacturer reduced processing time by 64% after scoping three automation workflows against their actual bottlenecks - not their wishlist.
10-25%
Working Capital Optimization
Cash Flow and EBITDA
  • Inventory forecasting and reduction
  • Collections intelligence and AR acceleration
  • Supply chain visibility and risk modeling
  • Cash flow prediction and scenario planning
A PE-backed healthcare company improved DSO by 18 days within one quarter using AI-driven collections prioritization built on their existing ERP data.
AI Workshop and Transformation

AI leaders are not waiting. Are you?

The gap between AI leaders and laggards is widening every quarter. AI leaders are outperforming - not because they have more technology, but because they prioritized the right projects against the right outcomes and had the organizational capacity to execute them.

89%Of top performers
use AI strategically
37%Average productivity
gain in year 1
3.2hrsSaved per person
per day, on average

The AI Workshop does not produce a list of use cases. It produces a ranked, sequenced transformation roadmap tied to your actual revenue and margin levers - with a scope you own.

Wins You Can Execute Right Away

  • A ranked list of AI opportunities tied to your specific EBITDA levers
  • Vendor-agnostic project scopes you own - not locked to any platform
  • Clear criteria for which projects to do first and which to leave alone
  • A prioritized roadmap your board will recognize as serious
  • Identification of where your team has capacity to build vs. where you need support
  • A build path that works in-house, with any vendor, or with our partner network
  • No vendor agenda. Your organization's interests only.

The scope you produce in the AI Workshop is yours. Take it in-house, to any vendor, or use our network of 80,000 vetted global engineering agencies to build it.

Three Ways to Build

Your scope. Your choice of build path.

The vendor-agnostic scope gives you full flexibility. No lock-in. No preferred vendor.

🏢
Take It In-House
Use the scope to brief your internal engineering and product teams. Written to be picked up by any skilled technical team without translation or interpretation.
🤝
Use Your Existing Vendor
Take the scope to any technology partner or agency you already work with. A vendor-agnostic spec puts you in control of the relationship.
🌐
Use Our Partner Network
Access a curated network of 80,000 vetted engineering agencies globally. We match your project scope to the right capability and budget - not a directory search.
Common Questions

What mid-market CXOs actually ask us.

We work with lower and mid-market companies, typically $15M in revenue and above. The perfect fit is a company between $15M and $150M in revenue, across industries including manufacturing, distribution, retail, services, SaaS, and tech, that is dealing with AI overwhelm or FOMO and has an operational efficiency mandate. Common situations include manual processes and cross-departmental coordination challenges, EBITDA improvement requirements for growth or exit preparation, and a willingness to invest in systematic discovery before implementation. If that sounds like you, we are a fit.
Yes. AI4EBITDA helps clients design and implement AI-driven innovations that directly impact EBITDA through targeted workshops and scoping exercises. Our approach identifies the highest-ROI opportunities where AI can accelerate market response, improve operational efficiency, or enable new business models. We focus exclusively on initiatives that can demonstrate a pathway to 10% EBITDA improvement, ensuring transformation efforts are tied to measurable business outcomes rather than technology for technology's sake.
Yes, of course. Although we are focused on teaching you to fish rather than billing consulting hours, we can act as the Accountable Exec on the project to ensure your team delivers your AI projects on time, on budget, and without gaps. We can help with hiring or re-organizing your team to focus on building a rhythm and rigour to your AI projects.
Yes, of course. We partner with our sister company Outforce.ai, which reduces risk for clients that need to create products or improve foundational tech to drive business outcomes. We quickly filter through our 78,949 specialized agencies to match clients with engineering agencies based on our client's precise requirements. Our edge is a fast, data-driven, AI-based matching platform along with our proposal and team AI analysis. With Outforce.ai, clients aren't just outsourcing, they are strategically extending their teams so they can rapidly scale.
Yes, of course we can. We assist our clients scope, manage, and govern technology engagements with focus on maturing delivery processes. Ultimately, our sister company Outforce.ai provides oversight on financial, timeline, and quality outcomes for the projects. This requires a consistent approach to executive oversight, project delivery, key investments in technology, and operational support to ensure success of projects when Outforce.ai is reliant on agencies from around the world to directly deliver engineering work.
It is the most common situation we see. AI FOMO is real - boards are asking, vendors are pitching, and the internal team has a list of 40 ideas with no framework for choosing between them. The answer is not more ideas. It is a clear prioritization methodology tied to your actual financial reality. That is what we provide.
Give them a ranked roadmap with financial impact estimates instead of a strategy deck. Boards respond to specificity. When you can show three projects mapped to revenue, cost, and working capital - with capacity assessments that tell you which ones your team can actually deliver - the conversation shifts from pressure to planning.
A big firm brings a framework and charges you for every hour of applying it. We bring a methodology validated across 1.4 million companies and 15 years of performance data - plus organizational intelligence that tells you whether your team can actually execute what we recommend. We give you a scope you own, not a report that lives in a drawer. And we have no preferred vendor to sell you into.
Having AI tools is not the same as having an AI strategy. Most organizations with existing tools are using them for the wrong things, in the wrong sequence, without knowing whether the team responsible for them has the capacity to extract value. The question is not whether you have tools. The question is whether the right people are making the right decisions about how to use them.
Most companies cannot answer this because they are evaluating AI projects based on what vendors are selling, not what their organization actually needs. We map every project against three levers - revenue, process improvement, and working capital - and rank them by impact and feasibility against your current organizational capacity. The result is a prioritized list tied to numbers your CFO will recognize.
Ready to transform chaos into calm?

Tell us your biggest challenge right now.

We will tell you whether it is a strategy problem, an execution problem, or a visibility problem - and what to do about it. No vendor agenda. Just a straight answer from people who have built, operated, and transformed companies at every scale.

The goal is not to implement AI. The goal is to improve your EBITDA. AI is one of the ways to get there. We help you figure out which ones matter too.
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