Operational discovery
Forward-deployed engineers map your highest-volume workflows with the people who do the work: steps, systems, volumes, wait times, and error costs.
AI Consulting & Strategy
Operational discovery, readiness assessment, use-case selection, and an architecture your IT team can review, delivered by engineers who then build and operate the result. The output of DPI consulting is a scoped deployment with a metric, not a strategy deck.
Who This Is For
What Consulting Delivers
Forward-deployed engineers map your highest-volume workflows with the people who do the work: steps, systems, volumes, wait times, and error costs.
Data quality and access, system integrations, security and compliance constraints, team capacity, and the gaps to close before deployment.
Candidates ranked by impact, feasibility, and risk, with an estimate of hours returned, response times, or revenue protected for each.
Model choices, integration design, data flows, guardrails, escalation, and whether to run hosted, in your cloud, or fully self-hosted.
A sequence of scoped deployments with owners, timelines, success metrics, and the governance model that keeps them accountable.
For stalled projects: a diagnosis of why the pilot did not reach production and a plan to get it there or replace it.
The pattern is consistent: a vendor demo, a pilot on a convenient use case, and then nothing. The pilot never had a metric, the integrations were left for later, the data was not ready, and nobody owned the system after the consultants left. Strategy decks do not fix that; scoping does.
DPI consulting exists to produce one thing: a first deployment that is worth doing and that will reach production. We get there by looking at the work, not the technology. Where does volume pile up, what does a mistake cost, which systems hold the truth, who has to approve, and what is the number that would prove success.
Our discovery is forward-deployed: engineers sit with the people who take the calls, process the documents, and assemble the reports. They document steps, systems, volumes, and wait times, and they collect real samples. That is why the resulting architecture is specific enough to build from and the ROI model is grounded in your volumes rather than industry averages.
The readiness assessment answers the questions that decide whether a deployment survives: is the data accessible and good enough, which integrations exist, what compliance constraints apply, and where will the models run. The architecture then makes concrete choices: hosted models from OpenAI, Anthropic, or AWS Bedrock, or self-hosted open-source models such as Qwen; telephony on Asterisk for voice work; orchestration with LangGraph; PostgreSQL and vector stores for knowledge; guardrails and human review points. Your IT and compliance owners review it before anything is built.
A sequence of scoped deployments, each with a workflow, integrations, a success metric, a timeline, and an operating model. The first one is scoped in enough detail to start immediately. If you continue with DPI, the same engineers build and run it. If you do not, the plan is written so someone else can.
How It Works
Goals, constraints, stakeholders, and access to the systems and people involved. NDA and, where relevant, BAA signed.
Engineers observe and interview the teams that run the workflows, pull volumes and samples, and document the current state.
Readiness findings, ranked use cases, architecture options with trade-offs, and hosting and compliance recommendations.
A written roadmap with the first deployment fully scoped: metric, integrations, timeline, and what it takes to run it afterwards.
Stack & Integrations
Industries
Lead handling, leasing operations, maintenance, and portfolio reporting.
Field-to-office workflows, subcontractor coordination, document control.
Intake, knowledge management, research, and delivery workflows.
Portfolio-wide assessments and repeatable deployment playbooks.
Quality, procurement, and production coordination workflows.
Onboarding, document review, and compliance workflows with private hosting.
Engagement Models
A short, fixed-scope assessment of one business unit: workflow map, ranked opportunities, and the first deployment scoped.
Two to four weeks across the business: readiness assessment, architecture, hosting and compliance plan, and a sequenced roadmap.
Ongoing advisory for companies rolling out several deployments: prioritization, vendor and model decisions, governance, and reviews.
FAQ
The people doing the discovery are the engineers who will build and operate the system. Recommendations are limited to what we would put into production ourselves, and every deliverable names the workflow, the integrations, and the metric.
No. The roadmap and architecture are yours and are written so an internal team or another vendor can execute them. Many clients do continue with us because the same engineers already understand the workflow.
Yes, for everything with a defined output. Discovery, readiness assessment, architecture, and roadmaps are fixed-scope engagements quoted in writing before they start, so the number does not move while the work runs. Open-ended advisory retainers are the exception we avoid, because they reward hours rather than decisions.
Less than the enterprise figures you see quoted, because the scope is smaller: one or two workflows, a handful of systems, and a decision about what to build first. A scoped discovery for a company with twenty to a hundred employees is a fixed fee in the low thousands, and it ends with an architecture and a build estimate you can take anywhere. Our AI consulting cost guide explains the pricing models.
Within the scope of a deployment: access control, data retention, human-in-the-loop rules, audit trails, model and vendor choice, and the documentation your security or compliance team needs to approve it. We do not sell standalone governance frameworks; the policy is written against systems that are actually going live.
The audit and the discovery engagements are fixed-scope with fixed pricing quoted after a short call about your size and goals. Fractional leadership is a monthly arrangement. We do not bill open-ended hours for discovery.
Access to the people who run the workflows, samples of the inputs they handle, volumes, and a conversation with IT about systems and data. A few hours per week from a sponsor keeps the engagement on schedule.
Yes. Pilot rescue is a common starting point: we diagnose why the pilot did not reach production, usually integration, data, or governance gaps, and propose the shortest path to a working system.
NDA before discovery, BAA where health information is involved, minimum-necessary access to systems, and deliverables that stay your property.
Related
Next Step
Tell us where calls, tickets, documents, or approvals pile up. We map the workflow, size the impact, and propose a deployment you can measure.