Resources

Tools, cases, and workshops.

Real results from real deployments. Free resources to help you get started on your own terms.

Free Resources

Start for free. Learn what's possible.

Six resources designed to help you understand where AI fits before you talk to anyone.

AI Opportunity Assessment

A 10 minute assessment that returns a personalized report with your top three automation candidates and estimated ROI. No sales call required to see your results.

Start Assessment

Workflow Audit Snapshot

Upload an SOP or process document. Get three automation ideas within 48 hours, with rough time savings estimates for each. No commitment required.

Upload Your SOP

CFO Pulse Pack Sample

See exactly what a daily AI-generated executive snapshot looks like. The format, the narrative, the anomaly detection. See it before you decide if you want it.

View Sample Report

AI Governance Checklist

The security and compliance checklist we apply to every deployment. Access controls, audit logging, data governance, human oversight, incident response, and vendor assessment.

View Checklist

Workflow Analyzer: Underwriting Case Study

Walk through a real underwriting workflow step by step and see exactly where AI can be applied, what gets automated, and how much time is recovered. Interactive and free.

Explore the Workflow

Heed AI Blog

Practical articles on AI governance, workflow design, ROI analysis, and industry-specific deployments. Written for business owners, not engineers.

Read the Blog
Case Studies

Results from real deployments.

Three production systems live in 2025. Numbers verified. Systems running today.

Beauty Product Manufacturer

Invoice Automation

An AP team was drowning in manual invoice processing. Each invoice required human data entry, contract cross-reference, and manual approval routing. The hiring cycle was being delayed because existing staff couldn't keep up. A new hire was being considered to handle overflow.

We deployed a multi-agent invoice processing system that extracts, validates, and routes invoices automatically. Discrepancies surface before payment. Approvals route to the right person without anyone chasing anyone.

Stack: Azure Document Intelligence, GPT-4, NetSuite
$44,000

Annual savings

1

Hire cycle eliminated

5 months

Running in production

Under 2%

Error rate

Avocado Distributor (5 Person Executive Team)

Executive Intelligence

Five executives were each spending significant time every morning pulling reports from multiple disconnected systems. Decisions required assembling data manually before any analysis could begin. During a high-stakes merger negotiation, real time margin visibility was essential and unavailable.

We deployed a conversational BI agent that pulls from all systems simultaneously and delivers a narrative daily snapshot. Anomalies are surfaced automatically. Executives ask questions in natural language and get answers with sources.

Stack: Copilot Studio, Claude Sonnet 3.5, SPS Commerce
62.5 hrs

Per week recovered across team

$80,000

Time recovery value

CEO used real time margin analysis during merger negotiations

Key outcome beyond the time numbers

General Contractor

Contractor Admin Automation

A project manager was buried in admin work across bids, permits, and subcontractor coordination. The volume had grown beyond what one person could manage without outsourcing. Multiple vendors were being paid to handle tasks that should have been internal.

We deployed a multi-interface agent system accessible through Slack and SMS. The agent handles routine coordination, drafts bid documents, tracks permit statuses, and routes exceptions to the project manager for decision. The PM now handles three times the project volume.

Stack: Claude Sonnet 3.5, GPT-4o mini, Slack, Twilio
3x

Volume per project manager

$8,000/mo

Outsourced costs eliminated

Zero OSHA violations

Safety compliance maintained through automated checklists

Speaking and Workshops

Book Michael for your event.

Available for keynotes, workshops, and panel participation on AI governance, adoption, and compliance.

Topics available

  • AI Governance for SMBs: What you need to know before you deploy
  • EU AI Act Compliance: Practical steps for US companies with EU exposure
  • Time Recovery through AI: Finding the workflows worth automating
  • AI for Chambers of Commerce: Member services, outreach, and operations

Format options

Keynote (30 to 60 minutes), Workshop (half day or full day), Panel participation

Contact to Book

Operational AI for Business

Workshop

Hands on working session. Bring your laptop. Leave with a working prototype built around your actual business process.

Designed for owners and operators who want to understand AI by doing, not just listening.

Purchase via Square

Want to see these results in your business?

Start with the assessment. Get your personalized report. Then decide if you want to talk.

Start Assessment Book a 15 Minute Call