How We Help

Making AI repeatable isn’t a project. It’s a sequence of the right moves at the right time.

Most AI strategies fail because they skip steps. The WOZ Approach meets your organization where it actually is, not where a vendor promised it would be, or where you assume it is.

Our Methodology

The WOZ Approach

Three phases that turn one proven workflow into a system your team runs. Each engagement begins where you are and builds toward where you need to be. What you keep at the end is the method itself. Think of it as a skills file for AI, the way Claude, ChatGPT, and Gemini now run on them, so your team can run the next one without us.

W
Warm-Up
O
Operate
Z
Zoom
Phase 01

Warm-Up

It starts with a clear picture: where AI can realistically help, where your spend is going, and which workflows are worth building first.

Fixed-scope engagement

Spend & System Diagnostic

We map where your AI investment actually sits, calibrate literacy across each team, and surface the shadow AI already running. You leave with an implementation plan and the workflows worth building first.

Outcomes

  • A clear picture of your Tools, People, and Process balance
  • Shadow AI surfaced and brought into bounds
  • An implementation plan with the first workflows identified
Half-day or full-day

AI Workshop & Training

The fastest way in is the team most worried AI will replace them. We arm them with a real, future-proof use case, hands-on with your actual work, not hypothetical demos. The department that feared AI becomes the one that proves it. The method is built on behavioral science: we address the fear before the change, which is why the adoption sticks.

Outcomes

  • Shared AI vocabulary across the team
  • Immediate confidence with tools already available
  • The most resistant team converted into your first champion
Phase 02

Operate

This is where the first workflow gets built, adopted, and measured in your real operations. The gap here isn’t technology, it’s a repeatable way to cross it, and it’s exactly where most companies stall.

Build engagement

Discovery + Pilot

Assess your highest-impact opportunities, architect a solution, and prove it works. Measurable results your team can see.

Outcomes

  • Validated AI use case with real data
  • Internal buy-in built on proof, not promises
  • Clear roadmap for what to scale next
Sprint-based

AI Asset Factory

Automations, agents, custom AI tools, workflows. For organizations past discovery with a backlog of use cases ready to execute.

Outcomes

  • Production-ready AI assets delivered in focused sprints
  • Measurable impact per build
  • Compounding operational advantage
Phase 03

Zoom

AI isn’t a separate initiative anymore. It’s how your organization runs. Now the questions get bigger. What proven workflows are worth owning outright? What does your sanctioned tooling stack look like? And what can you do with all of it that no one else in your industry can?

Ongoing partnership

Fractional AI Leadership

The AI leadership your organization needs without the full-time hire. We build the strategy, the governance, and the internal muscle so your team owns it long-term. For companies serious about lasting capability, not a permanent dependency.

Outcomes

  • AI governance and strategy at the executive level
  • Cross-department AI coordination
  • Sustainable capability that outlasts any single engagement
Governance program

AI on the Record

Most companies have AI happening to them. Employees using tools nobody sanctioned. Vendors slipping AI into the platforms you already pay for. We help you put it on the record: surface what’s running, set a position you can defend, and sanction the tools your people will actually use so they stop routing around you.

Outcomes

  • A defensible, leadership-signed position on AI
  • A sanctioned tooling stack with a repeatable evaluation method
  • A rhythm to stay ahead of the AI landscape over time

Every engagement begins with a no-obligation strategy call.

This is a real conversation, not a sales pitch.

Request a Strategy Call