AI Adoption and Automation

AI Adoption & Automation Program

AI technology is being introduced at breakneck speed. When asked, most people are unsure of its impact and what they can do about it.

This program is designed to open the door for companies to learn and apply the language, tools, ideas of AI in a manner that transforms AI R+D into measurable pilot project results.

1. It is focused, fast and results project driven.

2. It redirects wasted “experimenting” time to ROI value efforts.

Proposal Summary:

    This 12-sessions cohort-based consulting engagement is designed to equip your internal innovation team with the skills, strategies, and tools to adopt and apply artificial intelligence and automation to real business problems—while aligning with IRS requirements for R&D tax credits.

    The program includes:

  • structured evaluation,
  • team consulting, 
  • hands-on application resulting in pilot projects,
  • policy development,
  • strategic roadmaps for sustainable automation.

    Engagement Goals:

  1. Identify high-value AI/automation use cases across your operations.
  2. Upskill cross-functional internal teams with AI tools/automation process.
  3. Pilot test and evaluate targeted solutions.
  4. Document results and develop a roadmap for AI expansion.
  5. Satisfy IRS Four-Part Test to qualify for R&D tax incentives.

 

    Target Companies:

  • Manufacturing, distribution, and engineering firms, and services contractors
  • Revenue: $2M to $60M
  • Employee count: 15–250

 

    IRS R&D Credit Compliance

This program may likely satisfy the following IRS R&D tax credit eligibility criteria: (check with your tax advisor) 

  1. Permitted Purpose: Enhances performance through new technologies.
  2. Technological in Nature: Uses AI, automation, data science, and engineering disciplines.
  3. Elimination of Uncertainty: Each team addresses functional or technical challenges.
  4. Process of Experimentation: Structured pilot sprints with iterative problem-solving.

   

    Program Structure:

        Duration: 24 sessions over 12 months
        Sessions: Bi-weekly 2-hour evaluation + application exercises     (3-hour customized implementation teamwork in each company)
        Team Composition: 4 team members per company
        Cohort: 6 companies per cohort
        Review Session: Cohort-wide peer presentations and shared        learning of use cases to multiply AI adoption   

    Bi-Weekly Topics Overview:

  1. Kickoff & Clarity – Alignment, readiness, leadership support
  2. Foundations of AI – Definitions, ethics, real-world examples
  3. Data & Decisions – Data flow mapping, KPI design, dashboards
  4. Collaboration Tools – AI-enhanced communication & platforms
  5. Role-Specific Tools – AI for sales, ops, HR, marketing, IT
  6. Automation Primer – No-code tools & task automation mapping
  7. Customer Journey Design – AI-driven touchpoints across lifecycle
  8. Time & Process Optimization – SOPs, time audits, redesign
  9. Security & Governance – Risk management, policy creation
  10. Micro-Pilot Sprint Planning – Scope, metrics, tasks
  11. Case Study Presentations – Results sharing & review
  12. Expansion Strategy – Roadmap development, next steps

   

    Tools & Platforms Examples: (emerging tech added as proven):

  • Data & Automation: Power BI, Excel, Zapier, Make.com, N8N, Custom GPTs
  • Collaboration: Slack, Notion, Miro, Teams, Asana
  • Security & Governance: Sentinel One, DNS Filter
  • Customer Experience: Score App, Chatbots, HubSpot, GHL

   

    Deliverables:

  • AI Readiness Report
  • Functional Pilot Project per Company
  • Draft AI Governance Policy
  • SOP & KPI Redesigns
  • AI Expansion Roadmap
  • R&D Documentation Support Package

   

    Team Structure:

  • Lead Consultant: Paul J Hindelang
  • Team Experts from each company:
    • Data Strategist: Sources, Accuracy, Flow
    • Subject Matter: Context, In-use value, Process
    • IT, AI Technologist: Tools, Testing, Validation
    • Team Leader: Documentation, Results, Communication

    Investment:

    $15,000 per team Includes training sessions, all workshop facilitation, access to special demos & trial product discounts, workshop exercises and application, templates, results proofs, and peer cohort integration.

    Optional Add-ons:

  • Customized GPT & AI Agents models 
  • R&D Tax Credit Documentation Coaching (all forms included)
  • Post-Program Implementation Support (as needed advisory)

    Next Steps:

  1. Confirm internal 4-person team participants
  2. Select program start date and cohort
  3. Review engagement agreement
  4. Schedule kickoff call and readiness assessment

   Let’s future-proof your company together.

   Set up a discovery discussion call, contact:

   Paul J Hindelang 1-248-244-8550 www.results-systems.com