Service · AI
AI: the implementation that survives contact with your team.
AI implementation is the work between "the leadership team agrees we should be using AI somewhere" and "the AI is running in production, the team uses it, and the math says it paid off." Most owners are not asking whether AI is real. They are asking whether the seat-of-the-pants ChatGPT habit should be formalized, whether Copilot is worth the per-seat upgrade, and whether the customer data should ever touch a vendor model.
We run the math on each AI question against your operation, name the answer that fits, write the roadmap, and ship the build. Helix Stax runs AI in production for our own back office: a content engine on a 405-billion-parameter model, more than 20 specialist agents orchestrated through Claude Code, and RAG against our notes in Postgres with pgvector. The same plumbing that runs our firm is the plumbing we install for clients.
We are vendor-agnostic. We use the models, we do not resell them. We route between Claude, GPT, and Gemini through OpenRouter and self-host Ollama for prototyping. We are not here to sell you on AI. We score whether AI earns its keep, name which tools fit, and ship the implementation. The Helix Score quarterly re-score is the receipt.
Key service areas
What the work looks like.
- AI strategy and roadmap: what to do, what to skip, what to pilot first
- LLM selection (Claude, GPT, Gemini, open-source) scored against your use case, and we do not resell any model
- Self-hosted AI deployment: Ollama, vLLM, LocalAI: on your hardware or your cloud
- Retrieval-augmented generation (RAG) against your documents, runbooks, and knowledge base
- AI agent and workflow build: n8n AI workflows, agent orchestration, the automation that actually ships
- Microsoft 365 Copilot rollout planning, licensing math, and team enablement
- AI use-policy authoring and the data-safety call on what may touch a vendor model
Named engagements inside this capability
How this shows up as a scoped engagement.
Digital Strategy
The IT-roadmap engagement folded into the AI capability: the strategy call on platforms and sequencing, framed as the written roadmap your CFO can defend. This is the IT-roadmap conversation, not web design.
- A written 12-to-24-month IT roadmap, 10-20 pages, defensible at a board pre-read
- An investment-sequencing table: what to buy and when, what to renew, what to cut
- Every roadmap item pinned to a CTGA pillar so the score tracks roadmap progress quarterly
- The technology section of your annual operating plan, written in your CFO’s voice
How we engage
Three ways in.
AI work runs at every tier. The Pulse names the surface; the build runs at Engagement or Operate.
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Helix Pulse Retainer
A steady advisory hand on AI vendor decisions (model choice, Copilot-vs-not, data-safety calls) without a build cycle. Quarterly re-score on the AI surface.
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Helix Engagement
We come in as your AI squad. Close the gaps the Pulse named, deploy the RAG or the agent or the workflow, train the team, document the runbook, then re-score.
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Helix Operate
Embedded AI architect seat for multi-location operators, defense suppliers carrying CUI obligations, or roll-ups consolidating an AI strategy across acquired companies.
What you walk out with
Concrete deliverables.
- A written AI roadmap: what to do, what to skip, what to pilot, with the cost and the expected return per item
- An LLM and platform selection memo scored against your use case and your data-safety constraints
- A deployed RAG pipeline, AI agent, or AI workflow running in your environment with a runbook
- An AI use policy your team can follow and your counsel can defend
- A quarterly Helix Score re-score showing whether the AI moved the number
Honest scope
What we do not do.
We do not fine-tune foundation models or guarantee model performance. We do not resell models or take vendor referral fees. We do not ship an AI demo that dies in week six: if the math says AI does not earn its keep in your operation yet, we say so on the Pulse call.
Industries we apply this to
Where this service shows up most.
- Government Contracting The flow-down email wants your CMMC posture by the next option year. The audit floor is closer than you think.
- Healthcare EHR, billing, scheduling, and patient comms in four systems that almost talk to each other.
- Legal Practice management, a document portal, and the spreadsheet your senior partner will not give up.
- Service Businesses The dispatch board, the tech's phone, and tonight's invoice each tell a different story.
You can have the number by Friday.
The Pulse is free, sixty minutes, and the only thing you walk out with is your CTGA score and the three gaps that cost you the most. If we are not the right fit, you keep the score and we both move on.