Everything you need to know about Path to Scale, the ScaleOS™ methodology, and our engagements.
Most AI consultants give recommendations based on interviews and workshops. We give recommendations based on your actual process data — using Microsoft Process Mining to extract event logs and Six Sigma root cause analysis to rank bottlenecks by cost and delay. The findings are defensible, the ROI is measurable, and your team can see the evidence themselves.
We work with B2B service companies doing $3M–$30M in revenue. Specifically: founders and operators who have tried AI tools but can't show ROI, companies where operational chaos is the bottleneck, and teams that are tech-enabled or tech-adjacent (CRM, PM tool, ERP, helpdesk).
Yes. We work with any B2B service company that uses tools to run operations — even if you're not a software company. Professional services, consulting firms, agencies, managed services, and other service businesses all qualify.
Our credentials include: Harvard HDSI Agentic AI Implementation Framework, Microsoft Certified Process Mining, Six Sigma methodology, 18+ years of operations leadership experience, $100M+ in projects managed, and recognition as Best Small Business Consultant NYC 2024 by Best of Best Review.
ScaleOS™ is our proprietary operations methodology: Map, Mine, Design, Deploy. It starts with your actual process data — not interviews or assumptions — and ends with deployed AI agents your team can run independently. Every engagement follows this framework.
Mine Before You Design™ is our core operating principle. Before designing any solution, we mine your actual process data to understand what's really happening — not what people think is happening. Most AI projects fail because they're designed on assumptions. We eliminate that risk by starting with evidence.
Process mining is a data analysis technique that extracts event logs from your operational systems (CRM, ERP, helpdesk, etc.) and reconstructs how your workflows actually run — step by step, with timestamps and actors. It reveals bottlenecks, deviations, and inefficiencies that interviews and observations miss. We use Microsoft Process Mining, the industry-leading tool for this analysis.
The A.G.E.N.T. playbook is our Harvard-derived agentic AI implementation methodology: Audit, Gauge, Engineer, Navigate, Track. Every AI agent we deploy follows this structured process to ensure adoption, measurable ROI, and operational durability. It comes from the Harvard HDSI Agentic AI Implementation Framework.
Any operational tool generating event data: CRM (Salesforce, HubSpot), project management (Asana, Monday, Jira), ERP, helpdesk (Zendesk, Intercom), or similar. Most $3M–$30M service businesses qualify. We confirm fit on a free 20-minute call before you commit.
The Discovery Sprint (4 weeks) gives you data-backed clarity: a process map, bottleneck ranking, and agentic blueprint. You know exactly what to fix and how. The Transformation Sprint (12 weeks) takes that clarity and implements it — building and deploying AI agents in your environment. Most clients start with Discovery and move to Transformation once they've seen the data.
Discovery Sprint delivers findings in week 4. Most clients see measurable improvement within 60 days of implementation. The Transformation Sprint delivers deployed agents by week 12, with ROI typically measurable by week 8 of the engagement.
Start with the Discovery Sprint. It's designed for companies that want clarity before committing to a full engagement. Many clients find the Discovery Sprint alone changes how they think about their operations — and makes the decision about next steps obvious.
No. Every system we build, your team can run. Every agent we deploy, your team understands. We include team training and updated SOPs in every Transformation Sprint. Our goal is to make ourselves unnecessary — not indispensable.
Every engagement is scoped to your specific situation — the number of workflows, systems, team size, and complexity all affect scope. We discuss investment on the call, after we understand your operations, not before. This ensures we scope correctly and don't over- or under-deliver.
Book a free 30-minute introductory call. We'll ask about your operations, tell you what we'd look at, and confirm whether we're a fit. No commitment required.