AI for Data-Driven Teams · 90-Day Results
Your business runs on data. Now make it run on AI.
We move operations, finance, and leadership teams from AI curiosity to AI execution — with a clear roadmap, the right foundation, and a partner accountable to your results. Not your AI vendor’s roadmap. Yours.
AI Readiness Assessment
One-time · 100% credited toward implementation · Completed in 5 business days
- Full data source & workflow audit
- AI maturity score across 5 dimensions
- 3–5 prioritized automation opportunities with ROI estimates
- A quick-win deployable in under 30 days
- Executive-ready roadmap presentation
- No ongoing commitment required
The Problem
Most AI projects fail before they deliver a single result.
You’ve heard what AI can do. Maybe you’ve even bought tools. But somewhere between the pitch and the payoff, the momentum stalled — because nobody told you the hard truth.
- You’ve bought AI tools that nobody is using — licenses sitting idle while invoices keep coming.
- Your data lives in 5 different systems that don’t talk to each other — and nobody knows where to start.
- Every AI vendor wants to sell you a platform before they understand your actual workflows.
- Leadership wants proof of ROI before approving budget — but you can’t show ROI without the budget.
- Your team spends hours on manual tasks AI could handle — but nobody has time to build the automation.
- You’re worried about governance, security, and compliance — and every “solution” hand-waves those concerns.
“What if we invest in AI and it becomes another expensive tool nobody uses?”
That fear is completely legitimate. You’ve watched companies spend six figures on AI pilots that never made it to production. The demos looked incredible. The proposals were thick with buzzwords. And six months later, nobody could point to a single business outcome.
The problem was never the technology. It was that nobody assessed whether the organization was ready — its data, its workflows, its people — before writing the first check. That’s exactly what the AI Launchpad is designed to fix.
The real problem isn’t that your team isn’t ready for AI. It’s that the AI industry has convinced you the only path forward is a six-figure “transformation” with a 12-month timeline and a lock-in contract. That’s not a requirement — it’s a business model designed to extract maximum revenue from your uncertainty. You can know exactly where AI fits, what it will cost, and what it will return — in one week, for $3,500, with zero obligation to continue.
Microsoft Experts · AI + Data
100+ data projects delivered. Now we’re bringing that rigor to AI.
“AI is the next layer — but only when it’s built on a foundation that actually works.”
Start with your data, understand your workflows, and build something your team will use on Day 1.
CDO Advisors built its reputation on Power BI implementations people actually adopt — 80%+ adoption across our engagements, at a time when most BI rollouts fail to reach even a third of their intended users. We did that by starting with workflows, not tools. By talking to the people who use the data, not just the people who sign the contract. We’re applying that same methodology to AI: no tool-first thinking, no generic chatbot implementations — just practical automation that connects to your existing data and delivers results your CFO can point to.
How It Works
A clear path from where you are to where AI starts paying for itself
Three stages. No guesswork. No wasted spend. Every dollar is scoped and signed off before work begins.
Get clarity first — AI Readiness Assessment
You’re not paying for a sales pitch. You’re paying for facts.
Before we recommend a single tool or build a single workflow, we embed in your operations for one week. We interview your team, audit your data, map your technology stack, and score your AI readiness across five dimensions. You walk away with a prioritized roadmap, ROI estimates, and at least one quick-win you can act on in under 30 days — whether you continue with us or not.
- Data source & workflow discovery
- AI maturity score across 5 dimensions
- Tool & vendor gap analysis
- 3–5 opportunities with ROI estimates
- A quick-win deployable in 30 days
- Executive roadmap session (60 min)
Build the foundation — AI Implementation
Fixed scope, fixed price — scoped and signed before any work begins.
You can’t build reliable AI on top of disconnected data and manual workflows. This stage deploys, configures, and integrates the AI infrastructure your organization needs. We connect your existing data sources — the ERPs, CRMs, spreadsheets, and databases you already run — to the AI tools that drive automation. Done right, every future AI initiative moves faster, costs less, and performs more reliably.
- AI platform architecture document
- Workflow automation configured to your rules
- Data pipeline connections to your systems
- First AI agent live on real data
- Governance, audit trails & human-in-the-loop
- Cost-monitoring dashboard — no surprise bills
- Admin runbook & team onboarding docs
- Power BI integration for AI analytics
Grow with a partner who stays — AI Operations Retainer
Essentials, Growth, or Scale — upgrade with 30 days’ notice, no lock-in.
Once your foundation is live, the work is just beginning. Models drift. Requirements change. New automation opportunities surface every quarter. The AI Operations Retainer is your ongoing AI team — without hiring, training, or managing a full-time AI function internally. Choose the tier that matches your scale and adjust as you grow.
- Continuous agent monitoring & optimization
- New agent development each month/quarter
- Quarterly AI roadmap reviews
- Prompt library maintenance & updates
- Model upgrade management as AI evolves
- Proactive opportunity identification
Transparent Pricing
Choose the level of partnership that fits your stage
One fixed monthly fee per tier. Upgrade or downgrade with 30 days’ notice — no lock-in, no penalties, no hourly billing surprises.
Essentials
- Monthly monitoring & performance report
- Ongoing optimization & agent updates
- Monthly 30-minute check-in call
- Alert & error monitoring
- Prompt library maintenance
- Email support — 48-hour SLA
- Pause or cancel anytime
Growth
- Everything in Essentials
- 1 new agent build per quarter — included
- Bi-weekly strategy syncs (45 min)
- Quarterly AI roadmap review
- A/B testing & prompt optimization
- Usage analytics dashboard
- Model upgrade management
- Shared Slack / Teams channel
Scale
- Everything in Growth
- Up to 1 new agent per month
- Embedded development capacity
- Monthly executive briefing & ROI review
- Multi-agent orchestration support
- Custom training workshops (2 / quarter)
- Proactive opportunity identification
- 4-hour escalation response SLA
Not sure which tier fits? Start with the Assessment. We’ll recommend the right retainer based on your data, your goals, and your AI maturity — not what earns us the most.
What Changes
What your business looks like with AI that actually works
Hours returned every week
Invoice processing, compliance reporting, data entry, meeting follow-ups — they run automatically. Your people focus on decisions, not administration.
ROI leadership can measure
A custom KPI framework tied to your real business metrics shows exactly how much AI contributed to efficiency, cost savings, and quality — from day one.
An AI program you can trust
Every system includes governance controls, human override paths, and audit logging. You never choose between speed and accountability — you get both.
Systems that finally talk
Your ERP, CRM, spreadsheets, and databases connected through intelligent automation. No more copy-paste. No more “which spreadsheet has the latest numbers?”
A team that understands AI
We don’t create dependency. Your team gets trained, documented workflows and the knowledge to manage and expand AI without calling us for every change.
A roadmap, not a guess
You know exactly what comes next — what it costs, what it returns, and when. No more wondering if AI is “worth it.” You have the numbers to prove it.
Before AI Launchpad
- AI tools purchased but sitting unused
- Leadership skeptical — “show me the ROI first”
- Team drowning in manual data tasks every week
- No idea which AI opportunities matter most
- Governance & security concerns blocking progress
After AI Launchpad (90 Days)
- First AI agent live, delivering measurable results
- KPI framework proving ROI to leadership
- Hours returned to your team every week
- Prioritized roadmap for the next 3–5 initiatives
- Governance built in — audit trails, overrides, compliance
Why This Is Different
CDO Advisors vs. the typical AI vendor
| Typical AI Vendor | CDO Advisors AI Launchpad | |
|---|---|---|
| First step | Tool demo → annual license | $3,500 Assessment → credited 100% |
| Timeline to value | 6–12 months (maybe) | First ROI within 90 days |
| Pricing model | Hourly billing, scope creep | Fixed scope, fixed price — always |
| Governance | Added later (if at all) | Human-in-the-loop from Day 1 |
| Data readiness | “You should have that ready” | We assess and fix it first |
| Team dependency | Ongoing vendor lock-in | Training + docs → self-sufficiency |
| Contracts | 12-month minimums | Pause or cancel with 30 days’ notice |
| Industry expertise | Generic playbooks | Oil & gas, midstream, manufacturing & industrial services |
Representative Outcomes
The kind of results AI Launchpad is built to deliver
Illustrative examples drawn from the types of automation we build. Figures represent typical results for the workflow described, not a specific named client.
Accounts-payable automation on a mid-size finance team — invoice processing compressed from days to hours.
Marketing automation that cuts qualification time while raising CRM data accuracy toward the high-90s.
From first conversation to AI-driven analytics running on production data.
Actual results depend on your data quality, workflow complexity, and volume. We’ll estimate your specific ROI during the Assessment — before you commit to a build.
Every quarter you wait is a quarter your competitors gain.
The organizations winning with AI didn’t have better ideas than you. They started building their foundation earlier — making the data, infrastructure, and governance decisions before the pressure was on. Now they’re running agents that save dozens of hours per week and surface insights before they become problems. Waiting isn’t free. The gap compounds. The best time to start was last year. The second best time is a discovery call this week.
Common Questions
Everything you’re wondering
How long until we see ROI?
Do we need our data ready before we start?
What industries do you serve?
What does “fixed scope, fixed price” actually mean?
Can we cancel or pause a retainer?
What if we already use Power BI — does AI replace it?
What if we want to bring AI development in-house eventually?
Where should we start if we’re not sure?
The Next Step
Ready to know exactly where AI fits in your business?
Start with the Assessment. One week. One clear roadmap. Zero risk — the fee applies 100% to your implementation if you move forward.
No sales pressure · Fixed-price engagements only · Assessment fee credited 100% · Pause or cancel anytime