AI Transformation & Advisory

An effective AI strategy roadmap must be grounded in the company’s 5-year plan and map to the core objectives the organization aims to achieve operationally, financially, and technologically. Our team facilitates discovery workshops, collaborative discussions, and technical analysis to document current-state people, process, technology, and data gaps that may be remediated by the use of AI. Opportunities for technology enhancement are prioritized based on value potential and the ability to enable future growth.

As state, federal, global, and industry regulators place greater scrutiny on security and privacy concerns and reporting and audit quality, organizations must be prepared to address and remediate risks and deficiencies related to utilizing AI tools. Through gap analyses, risk assessments, process and control design, and remediation support, we provide hands-on integrated risk management solutions across all risk domains.

To ensure all stakeholder requirements are met, we perform an objective AI vendor evaluation and facilitate use-case demonstrations. Feedback is aggregated and informs consensus-building discussions and final decisions leading into contracting and pre-implementation. When the right tool is selected, our team supports the end-to-end implementation lifecycle to maximize value and increase user adoption.

To harness the full potential of AI, your organization needs proactive measures to protect customer and investor trust, preserve core competencies, and securely integrate AI into strategic areas of the business. Our technology, cybersecurity, and risk specialists help stand up an AI Governance Council to monitor AI usage and assess the impacts of AI systems across your organization while leveraging leading practices including the NIST AI Risk Management framework, to meet regulatory requirements.

Power core finance activities like consolidations, transactions, planning, analytics, and reporting by embedding AI into key workflows and enterprise systems. Leveraging a suite of technology partnerships across accounting, procurement, CRM, CPM, ERP, and data, our team transforms processes with innovative AI features to deliver ultimate executive/board visibility and integrate siloed functional data.