AI Strategy & Consulting

Most SME and midmarket businesses know AI can make them more efficient. Few know where to start - or which tools will actually deliver results for their specific operations. 

Platintel's AI consulting practice cuts through the noise. We assess your business, identify where off-the-shelf AI tools can drive real value, build a prioritized roadmap, and help you make the case for change internally. No jargon. No shelf-ware. A clear path to ROI. 

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AI Strategy & Consulting
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Why Most AI Projects Fail to Deliver - And How to Avoid It

Businesses spend time and money on AI tools that never get used, pilots that never scale, and strategies that sit in a document while day-to-day operations carry on unchanged. The problem usually isn't the technology - it's the absence of a clear business case, a realistic implementation plan, and the internal buy-in to make the change stick. 

Whether you're an SME, or a midmarket business - a failed AI project wastes budget, erodes internal confidence, and sets the business back. The stakes are too high to get it wrong. 

A Practical AI Consulting Practice Built for SME and Midmarket

Platintel's AI consulting practice is built for SME, and midmarket businesses. We don't start with a technology ‘wish list’. We start with your biggest operational bottlenecks, your team's current capability, and your tolerance for change - then identify where AI can produce the biggest return on investment, the fastest.

We're technology-agnostic. We have no vendor relationships that influence our recommendations - we recommend what's genuinely best for your business, not what's easiest to sell. Our primary focus is on enabling AI with off-the-shelf tools that deploy in weeks, not months. Where standard tools genuinely can't solve the problem, we design and build bespoke solutions. 

Identify

Identify

Find where AI and automation create real value in your business - before you spend a dollar on tools. We map your operations, data, systems, and team capability to surface the highest-impact opportunities.

Enable

Enable

Deploy practical, off-the-shelf AI solutions that integrate with how your business actually works. We build the roadmap, select the tools, and deliver the business case to get internal sign-off. 

Scale

Scale

Build the internal capability and measurement framework to keep improving as AI evolves. We define success metrics upfront and track ROI at every stage - so the value is visible, and the momentum continues. 

What Is AI Strategy Consulting?

AI strategy consulting helps SME and midmarket businesses identify where artificial intelligence and automation can improve their operations, reduce costs, and create competitive advantage - and builds a clear, prioritized roadmap to get there. Platintel focuses on practical, off-the-shelf AI solutions that can be deployed quickly, with bespoke builds available where standard tools fall short. 

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AI Readiness Assessment

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Opportunity Identification & Prioritization 

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Off-the-Shelf and Bespoke Solutions 

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Clear ROI Roadmap 

What We Assess

The Identify phase starts here. Every engagement begins with a structured assessment across four dimensions- so we know exactly where AI can create genuine value before we recommend a single tool. 
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Operations & Workflows

Where are your teams spending time on manual, repetitive, or low-value tasks? Where does information get stuck, lost, or duplicated? We map your core workflows to identify the highest-impact automation and AI opportunities. 
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Data & Systems

AI is only as good as the data that feeds it. We assess your current data quality, storage, and accessibility - and identify which of your existing systems can integrate with off-the-shelf AI tools without a full rebuild. 
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People & Capability

Successful AI adoption depends as much on your people as your technology. We assess your team's current AI literacy and identify where training, change management, or process redesign is needed to make adoption stick. 
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Commercial Opportunity

We quantify the opportunity - estimating time savings, cost reduction, and revenue impact for each prioritized use case so you can build a clear internal business case and set realistic expectations on ROI. 

How We Work

The Identify phase starts here. Every engagement begins with a structured assessment across four dimensions- so we know exactly where AI can create genuine value before we recommend a single tool. 
AI Implementation & Integration

Discovery Call

A focused 30–60-minute conversation to understand your business, your goals, and your biggest operational challenges. No charge, no commitment. We get in quickly, assess honestly, and tell you clearly whether AI consulting will create real value for your situation - before you spend anything.

AI Readiness Assessment

A structured review of your operations, data, systems, and team capability. We identify where AI can create genuine value and flag any blockers - poor data quality, integration gaps, change-readiness issues - before they become expensive problems.

Opportunity Mapping

We identify and prioritize your highest-impact AI use cases - across operations, customer experience, finance, marketing, or wherever the opportunity is greatest. Each use case includes a business case estimate and a recommended approach (off-the-shelf tool, configuration, or bespoke build).

Roadmap Delivery

You receive a clear, prioritized AI roadmap: which tools to implement, in which order, with realistic timelines, resource requirements, and expected ROI at each stage. Built for your team to act on, not to sit in a drawer.

Ongoing Support

We're available to support implementation, review progress, and adapt the roadmap as your business evolves. See our AI Implementation & Integration service for full execution support.

What You Get

At the end of a Platintel AI strategy engagement, you receive: 
AI Readiness Assessment report
- current state across operations, data, systems, and people 
Prioritized AI opportunity map
- use cases ranked by impact, effort, and ROI potential
Tool recommendations
- specific off-the-shelf platforms assessed against your requirements
Business case documentation
- cost/benefit analysis for each priority use case
AI implementation roadmap
- phased plan with timelines, owners, and success metrics 

Executive summary
- board or leadership-ready overview for internal sign-off  
 

Which Is Right for You?

Off-the-Shelf AI vs Custom Solutions

Our primary approach is enabling AI with off-the-shelf tools - proven, enterprise-grade platforms that can be configured and deployed quickly, at a fraction of the cost of building from scratch. For most SME and midmarket businesses, this delivers the fastest time to value.

Where standard tools genuinely can't solve your problem - because your workflows are too specific, your data too complex, or your integration requirements too unique - we design and build bespoke AI solutions tailored precisely to your operations.

Learn more about our bespoke AI capabilities

Off-the-Shelf AI Tools

Faster deployment - weeks, not months 
Lower cost and lower risk 
Vendor-supported with ongoing updates 
Proven in similar businesses 
Best for: automation, CX, finance, admin, marketing 

Bespoke AI Solutions

Built precisely to your workflows and data 
Integrates with your existing systems 
Unique competitive advantage 
Best for: highly specific workflows, proprietary data, complex integrations 
Higher investment, higher IP ownership 

Engagement Options

The Scale phase begins with the right engagement model. We offer three ways to work with us - and an hourly option for targeted advice. All engagements start with a free consultation - if we don't believe AI can create genuine value for your business, we'll tell you upfront.

AI Readiness Assessment

Fixed fee - contact us for pricing.

Structured assessment of your operations, data, systems, and team 

Prioritized AI opportunity map with ROI estimates

Recommended off-the-shelf tools for your top 3 use cases 

Executive summary for internal sign-off 

Delivered in 2–3 weeks   

AI Strategy & Roadmap

Fixed fee - contact us for pricing.

Everything in AI Readiness Assessment 

Full opportunity mapping across all business functions 

Business case documentation for each priority use case 

Phased implementation roadmap with timelines and success metrics 

Tool selection and vendor evaluation

Delivered in 4–6 weeks 

Ongoing Advisory / Consulting

Hourly rate - contact us for pricing.

Monthly strategic review and roadmap evolution 

Implementation oversight and issue resolution 

Access to Platintel AI consulting team as needed 

Quarterly ROI and progress reporting 

Hour-based/day-rate optional: available on demand.  

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Frequently Asked Questions

How Much Does AI Consulting Cost?

Platintel offers fixed-fee engagements starting with an AI Readiness Assessment, through to a full AI Strategy & Roadmap, and ongoing advisory retainers. Pricing depends on the scope and complexity of your business. Book a free consultation and we'll give you a clear picture of what's involved with no obligation.

What Size Businesses Do You Work With?

We work with SME and midmarket businesses in Australia and the US. Our methodologies are designed to scale - from owner-operated businesses building their first AI use case through to large teams rolling out AI across multiple functions and geographies.

Do You Only Recommend Off-the-Shelf Tools?

Off-the-shelf AI tools are our primary recommendations as they deploy faster, cost less, and carry lower risk for most businesses. Where your requirements genuinely can't be met by standard platforms, we design and build bespoke solutions. We'll always tell you honestly which approach is right for your situation.

How Long Does an AI Strategy Engagement Take?

An AI Readiness Assessment typically takes 2-3 weeks. A full AI Strategy & Roadmap engagement runs 4-6 weeks. Ongoing advisory retainers start immediately after the strategy phase.

What AI Tools Do You Work With?

We assess and recommend from the leading off-the-shelf AI platforms - including Microsoft Copilot, Google Workspace AI, Salesforce Einstein, HubSpot AI, and automation tools such as Make, n8n, and Zapier. Our recommendations are always based on your specific requirements, not vendor relationships.

Do I need to be an offshoring customer to access your AI consulting?

Not at all. Our AI consulting and outsourcing services operate independently, so there's no obligation to do both. Whether you're looking for strategic AI guidance, hands-on implementation support, or simply want to explore what's possible - we're happy to help, no offshore team is required.

How Does This Work Alongside My Offshore Team?

Platintel's AI consulting is designed to work in parallel with your offshore team. We identify where AI can make your offshore and onshore teams more effective - reducing manual work, improving quality, and increasing throughput. The result is a more productive global team, not a smaller one.

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