This is Track A. WiscAI offers two parallel engagement tracks. Track A — Workshop & Advisory (this page) helps your team adopt AI on their own work. Track B — Discovery → Build delivers AI as a working system. They run in parallel, not sequence — pick what fits, or run both.

Strategy is only useful if it leads to action

Every engagement starts with understanding your business, not selling you a framework. Here's what we do together.

AI Opportunity Diagnostic

A focused working session with your leadership team. We map your workflows, surface AI opportunities, score them by impact and feasibility, and build shared alignment on where to start.

Prioritized Roadmap

A clear sequence of AI initiatives — from quick wins to longer-term transformation. Scoped to your resources and your risk tolerance. Written to be executed, not filed.

Pilot Design

We design the first AI pilot with clear success criteria, technical requirements, and a realistic timeline. You go into it knowing exactly what "good" looks like.

Executive Alignment

We help you build the internal case — board materials, leadership briefings, change management framing. AI projects fail more often on adoption than on technology.

What this looks like in practice

Two Wisconsin engagements where strategy turned into shipped AI systems.

Manufacturing · Wisconsin

Commercial Printing AI Transformation

A Wisconsin commercial printer came to us with a workforce problem: long-tenured staff approaching retirement, with decades of operational knowledge held in people's heads and no documentation behind it. We ran an AI diagnostic session, mapped the workflows at risk, and designed four concurrent AI projects: invoice generation automation, AP invoice OCR, smart accounting workflow, and print operations intelligence. The engagement is in discovery and development across the four tracks.

4 AI Projects In Flight In Discovery & Development
Insurance · Wisconsin

Personal Lines Insurance Meeting Prep AI

A top-tier captive personal lines insurance agent in Wisconsin needed to compress 1.5 hours of per-prospect data gathering into minutes. We scoped the workflow, mapped the data sources, and built an AI meeting prep platform: document extraction turning dec pages into structured coverage analysis, gap identification, and recommendation tiers across home, auto, umbrella, and life. Multi-state coverage engine, multi-seat team support. Live in production.

Live in Production Personal Lines · Wisconsin

Clarity first. Execution second.

1

Diagnostic Session

Focused working session with your leadership team. Surface pain points, prioritize AI opportunities, build alignment on where to start.

1 week
2

Roadmap Delivery

A written, prioritized AI roadmap with scoped pilots. Includes technical requirements, success criteria, and recommended sequencing.

1–2 weeks
3

Pilot & Build

We can design the first pilot or build it — depending on your internal capabilities. Fixed-scope. Real outcomes.

2–4 weeks

See how strategy engagements land in your industry

Each pillar page breaks down the two-lane opportunity map — internal/operational versus customer-facing or regulated — with real examples.

Ready to find your AI leverage points?

Start with a 30-minute conversation. We'll tell you honestly whether we're the right fit.

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