Analytics & AI Membership - Tier II

Analytics & AI Membership:
Ongoing Decision Intelligence Capability
 

Structured analytics and AI enablement — without building an internal team.

Provides a consistent way to organize, consolidate, and use existing data so leadership can operate with reliable visibility and improve performance over time.

Tier I — Visibility & Data Foundation

Establish consistent reporting and performance visibility

• Consolidated KPI dashboard

• Structured monthly reporting

• Data normalization across sources

• Baseline forecasting and trend visibility

Standard Engagement Level: $1,950 / month

Priority Access Rate: $975 / month

Tier II — Decision Intelligence & AI Enablement

Move beyond reporting into active performance management

• Advanced performance and margin analysis

• Scenario modeling and forecasting

• Structured data environment and semantic layer

• Practical AI workflow enablement

Standard Engagement Level: $5,200 / month

Priority Access Rate: $2,950 / month

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Continuous decision visibility and AI enablement — delivered in a structured, scalable model.

Many smaller and lower-mid market companies already have the data needed to improve performance — but not the structure to use it consistently.  Reporting is still sometimes manual, spread across multiple files or systems, and difficult to rely on for day-to-day decisions. 

This membership is designed to address that gap.  It provides a structured way to organize, consolidate, and use existing data so leadership can operate with consistent visibility — without building an internal analytics team. 

The model is intentionally designed to be largely automated once established, while allowing for deeper support when needed. 

Core Structure 

The starting point is simple: bring the company’s key data into a consistent, usable format and make it available in a way that supports regular decision-making. 

In practice, this means: 

Over time, this replaces fragmented spreadsheets and disconnected reports with a single, consistent view of performance. 

Once this foundation is in place, most ongoing activity is handled through automated updates and structured reporting, with periodic adjustments as the business evolves. 

Typical Starting Use Cases 

Most organizations begin with straightforward needs: 

These are not advanced use cases — but they are often where the biggest gaps exist.  Addressing them creates immediate improvement in visibility and decision quality. 

Automation First, Advisory When Needed 

The membership is designed to operate with minimal ongoing effort once the initial structure is in place. 

Most organizations rely on: 

As the data becomes more structured and reliable, new opportunities often become visible — such as deeper analysis, cost optimization, or more advanced forecasting. 

At that point, organizations may choose to expand into more involved analytical work or AI deployment. This is optional and based on actual need, not assumed upfront. 

Who This Is For 

This model is most relevant for companies that: 

How It Evolves 

Most members begin by establishing reliable reporting and consistent data structure. 

As this foundation stabilizes, they typically gain a clearer understanding of where performance can improve — whether in cost control, forecasting, or operational efficiency. 

Some organizations remain at this level, using the membership for ongoing visibility. Others expand into deeper analytical work as new priorities emerge. 

The structure supports both paths. 

Investment Analysis 

Tier I — Visibility & Data Foundation 

Reliable performance visibility without internal buildout 

This level establishes a consistent, trusted view of performance across the business. It is designed for organizations that need structured reporting and data consolidation without building internal analytics capability. 

Once established, delivery is largely automated, with periodic refinement to ensure alignment with business needs. 

Includes: 

Standard Engagement Level 
$1,950 / month 

Priority Access Rate 
$975 / month 
Available to a limited number of organizations during the current onboarding cycle 

Tier II — Decision Intelligence & AI Enablement 

Move from visibility to active performance management 

This level is designed for organizations ready to use data more actively to guide decisions, improve forecasting, and begin introducing AI-supported workflows. 

It builds on the foundation established in Tier I and expands into deeper analytical support and structured decision-making. 

Includes everything in Tier I, plus: 

Standard Engagement Level 
$5,200 / month 

Priority Access Rate 
$2,950 / month 
Reserved for organizations entering the current capacity window. 

How Organizations Typically Engage 

Most organizations begin at the Visibility level to establish reliable reporting and consistent data structure. 

As clarity improves, many identify opportunities to go further — particularly in forecasting, cost management, and operational decision support. At that point, expansion into Decision Intelligence becomes a natural next step. 

There is no requirement to upgrade. However, organizations that do typically move faster and with greater precision.