Our Services

Practical, Secure, Results-Focused AI Adoption

AI Sherpa helps organizations adopt AI in a practical, secure, and results-focused way.

Our services are designed to meet teams where they are and guide them from early exploration to real execution.

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Service 1

AI Strategy and Readiness

We help leaders understand where AI fits in their business and how to approach it responsibly.

This includes:

  • Assessing current AI maturity
  • Identifying high-value use cases
  • Aligning leadership on goals and expectations
  • Defining a realistic AI roadmap
  • Establishing governance and success metrics
Service 2

Secure AI Rollout and Governance

AI adoption must be safe and trusted to succeed. We help organizations deploy AI with the right guardrails in place.

This includes:

  • Usage policies and guidelines
  • Access controls and permissions
  • Data protection considerations
  • Risk awareness and training
  • Responsible AI practices
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Service 3

Training and Enablement

Adoption is where most AI initiatives succeed or fail. We focus on helping teams actually use AI in their day-to-day work.

This includes:

  • Role-based training sessions
  • Practical workflows and examples
  • Prompt frameworks teams can reuse
  • Best practices for consistency and quality
  • Ongoing enablement and support
Service 4

Custom AI Agents and Workflows

We design and build AI agents that support real business processes—rather than generic use.

This includes:

  • Project and operations support agents
  • Estimating and proposal assistance
  • Finance and reporting support
  • Knowledge and documentation agents
  • Integration with existing tools where possible
AI powers big data analysis and automation workflows, showcasing neural networks and data streams for business. Artificial intelligence, machine learning, digital transformation and tech innovation.
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Service 5

Data Access and Context

AI is only as good as the information it can reference. We help ensure AI has the right context to be useful.

This includes:

  • Identifying relevant data sources
  • Aligning access and permissions
  • Structuring information for AI use
  • Reducing reliance on tribal knowledge
  • Supporting long-term scalability

How We Work

Our approach is practical and phased—to build confidence and momentum.

1

Discovery and Goals

Understand your current state, business priorities, and where AI can add the most value.

2

Use Case Selection and Quick Wins

Identify high-impact use cases and prioritize opportunities for early wins that build momentum.

3

Secure Setup and Rollout

Establish governance, configure platforms, set permissions, and deploy AI tools with the right guardrails in place.

4

Training and Adoption

Train teams on practical workflows, provide reusable frameworks, and support day-to-day adoption.

5

Build and Scale AI Capabilities

Develop custom agents, expand use cases, integrate data sources, and scale AI across the organization.

Who These Services Are For

Our services are designed for service-driven, project-based, and multi-location businesses.

Construction Companies

Project-based operations

Field Services Organizations

Service-driven teams

Professional Services Firms

Knowledge-based work

Multi-Location SMBs

Scaling operations

These organizations benefit most from AI when it reduces administrative burden, improves visibility, and scales knowledge across teams.

Get Started

Ready to Put AI to Work in Your Organization?

We can help you take the next step with clarity and confidence.