Practice
Technology & AI
AI agents, CRM and automation, plus communications, cloud and security, chosen around how the business actually runs and implemented until they are adopted.
- Coverage
- AI agents, CRM, communications, cloud and security
- You receive
- Requirements brief, compared quotes, rollout plan
Overview
Technology that earns its place.
We start with the workflow, the people and the cost of what is broken today, then select and implement the systems that fix it.
Through our provider network we source communications, connectivity, cloud and security from leading carriers and vendors, with comparable quotes side by side. Investors use this practice to bring one technology standard across a portfolio.
Services
What the practice covers
AI agents
Always-on agents that answer, qualify, book and follow up.
- Voice AI receptionists for inbound calls and booking
- Outbound calling for follow-up and database reactivation
- Conversation AI across SMS, web chat, social and WhatsApp
- Knowledge-base assistants trained on your documents
- AI review responses and content drafting
- Human handoff rules and escalation paths
CRM and growth systems
One system for every lead, client and conversation.
- CRM, pipelines and opportunity tracking
- Calendars, booking and team scheduling
- Unified inbox across every channel
- Funnels, landing pages and websites
- Compliant email and SMS campaigns
- Reputation and review management
Workflow automation
The repeatable work, handled without manual effort.
- Lead intake, routing and speed-to-lead response
- Appointment reminders and no-show recovery
- Client onboarding sequences
- Internal approvals and notifications
- Integrations between existing tools
Communications and connectivity
Sourced through our carrier and provider network.
- Cloud phone, video and collaboration (UCaaS)
- Contact center and customer experience (CCaaS)
- Fiber, broadband and dedicated internet
- SD-WAN and secure access (SASE)
- Mobility, wireless and IoT
Cloud and infrastructure
The foundation, right-sized and supported.
- Cloud migration and hosting
- Data center and colocation
- Backup and disaster recovery
- Managed IT and help desk services
Cybersecurity
Protection matched to the real risk.
- Security assessments and gap reviews
- Managed detection and response
- Endpoint, email and identity protection
- Security awareness training
How a technology engagement runs
From requirement to adoption.
Review
Users, volumes, costs and renewal datesRequirements
What the solution must actually doCompare
Comparable quotes, side by sideDecide
A recommendation you approveImplement
Order tracking and cutoverAdopt
Training and acceptance testingWhat you receive
- A requirements brief written from the work itself
- A side-by-side of real options and their full cost
- A rollout plan with access, training and acceptance checks
- Configured systems and documented workflows
- A named internal owner for each system after handover
How AI work is governed
- One use case at a time, with a measured before and after
- Written data boundaries before anything is connected
- Human review on anything client-facing
- Messaging compliance, consent and opt-out handling
- A defined fallback to the manual process
Provider relationships. Provider scope is confirmed for each engagement. Our advisory and implementation fees are separate from provider charges, and any compensation we receive from a provider is disclosed in writing before a recommendation is made.
Related practices
Next step
Start with a conversation.
Tell us what needs to get done. You will receive a written first read on where the work stands and the first move.