Every mid-market company we talk to has the same three problems. They are not solved by more tools, better models, or bigger budgets. They are solved by a practice that integrates AI into the company's data, workflows, people, and operations.
The corporate knowledge — policies, contracts, customer history, institutional memory — is locked inside Drive, SharePoint, the CRM, the ticketing system, and a decade of email. Public-model AI is useless against it.
Pilots launch. Adoption plateaus by month three. Value never materializes. Executive sponsorship evaporates.
No observability. No evaluation. No cost attribution. No governance posture. The AI is a black box that Legal and Security are increasingly uncomfortable with.
A three-phase engagement model. Each phase has a clear deliverable, a clear fee, and a clear exit point. Most clients proceed through all three. Some don't — and that's a legitimate outcome of a well-structured assessment.
Before anything is built, we map your operational landscape, data systems, identity infrastructure, and governance posture. We identify the top five AI leverage opportunities, score them on impact and feasibility, and produce a phased implementation roadmap with a change management plan. If you proceed to Phase 2, this is the architecture we build to. If you don't, you have a sophisticated AI strategy document built on operational reality, not slideware.
We build the integrated AI system in production. RAG over your corporate knowledge with permissions mirrored from source systems. Workflow integrations into Slack, Teams, your CRM, and the surfaces your teams actually work in. Enterprise SSO and identity. Production observability and evaluation. Audit logging and governance. The first wave of adoption begins before launch — champions identified, pilot cohort onboarded, measurement cadence established.
This is where transformation actually happens. The 6 to 12 months after launch is the window where most AI deployments fail — adoption stalls, evaluation drifts, costs balloon, governance gaps surface. We hold the retainer to carry the system through that window. Monthly adoption reporting, quarterly strategic review, evaluation regression, model and prompt maintenance, integration expansion as opportunities surface, incident response when things go wrong.
We engage in three modes. The right one depends on your starting point and who else is at the table.
You are an operational leader with a clear AI mandate and the authority to act on it. We engage end-to-end, from Integration Assessment through Build through the Adoption retainer. One firm, one relationship, from clarity to integrated production system to sustained adoption.
Your transformation methodology partner — a strategy firm, an organizational consultancy, or a specialized methodology practice — owns the operational and organizational change layer. Iron Pine owns the AI integration practice. We co-deliver: shared discovery, joint deliverables, integrated phase plans. You get methodology depth and AI build capability operating as a single team.
A PE firm deploying AI across the portfolio doesn't need a vendor — it needs an operating partner who can run a playbook across multiple companies. We engage as a practice partner to the firm and as a delivery partner to portfolio companies. Assessment work is structured to surface portfolio-wide patterns. Build engagements deploy across multiple companies with shared infrastructure.
Production AI systems we have built, shipped, and run. Most are integrated into how clients actually operate. Some are Iron Pine SaaS products you can use yourself.
A multi-tenant AI platform that monitors 12,000+ CLIA-certified lab facilities, discovers open roles across career sites, scores candidates against an enriched 2,000+ candidate database, and pushes qualified leads into Bullhorn CRM through a two-step dedup workflow. Built for a PE-held laboratory staffing company and currently in production. Twelve working sessions from concept to live SaaS.
A national fire agency registry organized by county. Customer Success teams select a state and county to instantly see every agency with jurisdiction — federal, state, tribal, county, local. PostGIS automation computes jurisdictional boundary overlaps that previously required manual phone calls to County OEMs. Six working sessions from start to live production.
A custom community platform purpose-built for fire service professionals — self-onboarding with role-based training tracks, geographic + functional discussion forums, virtual events, gamification, and integration with the 33,872-agency Fire Intelligence registry. Independently validated by a strategy partner against $200K–$350K commercial alternatives (Higher Logic, Bettermode, Forj). Delivered the full eleven-phase build in a single weekend.
A self-service AI readiness assessment. Enter your company URL, answer a branching questionnaire, and receive a branded readiness report with scored opportunities and an executive summary. Six-step Claude analysis pipeline executes in 55 to 65 seconds. Built using the hybrid sandbox pattern in five days. Free tier available — paid tier unlocks the full opportunity portfolio.
MBA · PMP · 20+ Years in SaaS, Customer Success & Revenue Operations
Senior operations leader with two decades of building and scaling customer-facing organizations — implementation, Customer Success, PMO, data analytics — through a period of 10x growth. Deep fluency in the strategic transformation frameworks that drive executive AI decisions: Christensen disruption theory, Jobs-To-Be-Done, design thinking, formal change management, and Faster-To-Market methodology. Academic publishing work in the field.
Iron Pine engagements are led by an operator who speaks the same language as the boardroom and the development terminal. The strategy firms can't build. The dev shops can't strategize. Iron Pine does both — and stays through adoption.
No pitch. No pressure. Just a straight conversation about where AI can move the needle for your business.