Independent analysis · Practical direction

Practical advice for the way your business works. Clarify an operating decision, improve a workflow, choose the right tools, or evaluate where AI can help. Each engagement is shaped around your priorities.

Explore the engagements

Choose the level of clarity you need

Clear decisions, practical plans, and useful operating change.

We shape each engagement with you around the decision, team, systems, and outcome involved. You receive an agreed scope, working sessions, and concrete deliverables; implementation, travel, and outside services are included only when the proposal says so.

START

Business Workflow & Systems Review

Find a practical starting point for improving how work moves through your business.

One process or a broader operationScope agreed with you

Best fit

A business dealing with repeated data entry, scattered information, slow handoffs, or software that no longer fits the way its team works.

Possible deliverables

A map of the current workflow and handoffs
Prioritized improvement opportunities
Options for existing tools, custom software, or automation
A recommended first project and its success criteria

How we scope it

We agree which people, processes, and systems to review, and how much investigation is needed. AI is one possible tool; the recommendation follows the business problem.

An introductory conversation comes first. A detailed review is separately scoped before work begins.

Discuss your business

Executive AI Opportunity Workshop

Align leadership on where AI could create value, what deserves caution, and what should happen next.

Example format · one onsite dayScope agreed with your team

Best fit

Leadership teams seeking practical orientation before authorizing a broader assessment or build.

You receive

Executive workshop and concise findings memo
An illustrative workshop may surface 8–12 candidate opportunities
Initial value-versus-difficulty prioritization
A recommendation to assess, build, wait, or take no immediate action

Boundary

An example starting scope is one leadership team, a preparation call, a workshop, a findings memo, and a clarification round. Together we set participant count, format, travel, interviews, research depth, and any architecture or implementation planning.

Preparation and written findings are included.

Plan an executive workshop

Focused Department AI Assessment

Find the strongest initial AI or automation opportunity within one department and turn it into a practical 90-day plan.

Illustrative duration · 2–3 weeksWorkflow scope agreed together

Best fit

A team facing repetitive, document-heavy, exception-heavy, or information-intensive work.

You receive

Current-state workflow map
Opportunity register and value-complexity matrix
Recommended first pilot and business rationale
Risks, approval boundaries, and 90-day plan
Executive findings presentation

Boundary

An example starting scope is one department or related workflow set, stakeholder interviews, a findings presentation, and a revision. We agree the functions, interview plan, and deliverables together; production software, integrations, and data migration are separately defined.

Suitable for sales, purchasing, catalog, warehouse, finance, marketing, or retail operations.

Assess a department

Company AI Opportunity & Implementation Roadmap

Turn company-wide possibilities into a prioritized, governed, and budgeted 12-month implementation roadmap.

Illustrative duration · 3–4 weeksCompany scope agreed together

Best fit

Leadership teams with several possible initiatives that need a defensible order of operations.

You receive

AI readiness and department opportunity map
Prioritized use-case register and value-complexity matrix
Business cases for the top three pilots
Buy, configure, integrate, or build recommendations
Governance and human-agent authority boundaries
Preliminary budgets and a 12-month roadmap

Boundary

A possible scope spans several business functions, interviews, prioritized pilot cases, an executive readout, and a revision. We agree the functions, stakeholders, depth, and deliverables; detailed technical discovery, production software, integrations, and data migration are defined separately.

Thryve's principal company-level advisory engagement.

Build your AI roadmap

Expanded Enterprise AI Strategy

Create a coordinated, multiyear AI strategy across multiple facilities, business units, or executive stakeholders.

Illustrative duration · 5–8 weeksEnterprise scope agreed together

Best fit

Larger manufacturers, national distributors, and multi-division businesses requiring deeper coordination and governance.

You may receive

Financial baselines and ROI models
Vendor evaluation scorecards
Governance and acceptable-use structure
Workforce and data-classification recommendations
Multiyear roadmap, pilot portfolio, and stage gates

Boundary

Scope is defined by the facilities, business units, systems, and stakeholder groups involved. Production implementation, detailed implementation architecture, cybersecurity certification, and legal or regulatory opinions are separate.

The engagement is shaped around the business units, facilities, stakeholder groups, and decisions that need coordination.

Shape an enterprise strategy

Fractional AI Strategy Advisor

Add continuing AI leadership, roadmap stewardship, and executive guidance without hiring a full-time AI executive.

Example cadence · three monthsAccess and capacity agreed together

You receive

Executive cadence and roadmap stewardship
Vendor, proposal, and project review
Governance support and pilot coordination
Measurement, risk, and return review

Engagement levels

Advisory cadence for periodic executive guidance
Embedded cadence for active roadmap stewardship
Fractional AI Lead cadence for weekly leadership
Final scope reflects access, reserved capacity, and response periods

Boundary

Access and monthly capacity are defined in advance; unused capacity does not roll over. Engineering, implementation, third-party costs, and urgent work are scoped separately.

Cadence ranges from monthly executive guidance to weekly roadmap ownership.

Discuss advisory fit

AI Training & Workshops

Give leaders and teams a practical understanding of AI, its operational uses, and the controls required to use it responsibly.

Virtual or onsite formatProgram shaped to the audience

Best fit

Organizations preparing leaders, employees, or departments to evaluate and use AI more effectively.

Possible subjects

Leadership fundamentals and safe employee use
Role-specific sales, service, or purchasing workflows
Agents, chatbots, APIs, and MCP
Approval, privacy, governance, and vendor evaluation

Format

Sessions can be virtual or onsite, from a focused leadership briefing to a role-specific team program. We agree the audience, preparation, materials, travel, and follow-up in the engagement scope.

Standardized education only; assessments, process mapping, architecture, production recommendations, implementation, cybersecurity certification, and legal or regulatory advice are separate.

Plan a training day

Independent by design

Your recommendations are yours to use.

Implement them with Thryve, your internal team, or another provider. A consulting engagement never requires a software purchase.

01Orient the leadership teamStart with a focused executive workshop. 02Resolve one operational pressure pointAssess a department and select its strongest pilot. 03Set a company directionPrioritize the next twelve months before spending on builds.

Start with the right question

Clarity before commitment.

Tell us what is changing in your business, where the pressure is building, and what leadership needs to decide.

Start a conversation

Your message goes to James at Thryve.