Real Data Solutions
Services

Diagnose. Decide. Execute.

The A.I.R Assessment tells you where you stand. The A.I.R Roadmap turns that into a prioritized plan. The advisory gets it done. Most clients start with the A.I.R Assessment. Pricing on every paid engagement is conversation-first, not list-price-first.

01 A.I.RTM Framework 02 AI Training 03 Advisory Services
01
A.I.RTM Framework · AI Readiness

Start with the assessment. We'll earn the next step.

A.I.R stands for AI Readiness. Start with the Assessment, then move into the A.I.R Roadmap when you're ready to turn your scores into a plan.

01
A.I.R Assessment

Walk away with a clear picture of where to start.

What's included
  • Online self-assessment
  • Six-pillar readiness score
  • Auto-generated summary report
  • Priority focus areas
Take the Assessment → See a Sample Report
02
Most popular
A.I.RTM Roadmap

Starts with the Assessment, then turns your scores into a prioritized, ERP-aware plan your leadership team can act on.

What's included
  • Assessment completed as pre-work (included)
  • Discovery interviews with leadership (executive sponsor required; cross-functional interviews where useful)
  • Six-pillar score with written commentary
  • A prioritized, sequenced action plan organized by priority, with named owners
  • A 90-day quick-win plan
  • The RDS workstreams and training that deliver each priority
  • Executive deck for the leadership team
  • Live readout with leadership, plus follow-up call
Talk about a Roadmap →
What we work on
Six areas of focus
01 AI Strategy and Implementation
  • Where AI earns its keep in your operation and where it doesn't
  • Internal capability building without creating compliance exposure
  • Practical tools grounded in how distributors and manufacturers actually work
02 ERP Evaluation, Selection, and Optimization
  • Legacy system assessment and gap analysis
  • Vendor evaluation, demo facilitation, and contract review
  • Implementation planning and development scoping
03 Sales Data and Analytics
  • Customer buying patterns, wallet share, and expansion opportunities
  • Margin trends, product mix shifts, and churn signals
  • Reporting and analysis your reps can actually use
04 People and Change
  • Leadership alignment on what AI will and won't do for the business
  • Commission plans, incentives, and role design as the work changes
  • Training and capability building so the team owns the new tools
05 Process and Workflow
  • Manual handoffs that eat time and margin
  • Quote-to-order and order-to-cash evaluated end-to-end
  • Document workflows and automate where necessary
06 Strategic Planning and Operations
  • 3-year action plans with revenue targets and milestones
  • Supplier diversification and competitive positioning
  • Market analysis and organizational design

Pricing subject to change. Final scope and fee are set during proposal.

Full A.I.RTM Framework details →
02
AI Training · Senior Management

Leadership alignment is the first AI advantage. Everything else depends on it.

Before your company can use AI well, your leaders need to understand it. The mechanics, the real use cases, and what it means for a business in your industry.

Half day
AI Training for Executives

A structured presentation built for owners and C-suite, not IT teams. We cover what AI is, what it's actually doing in distribution today, and how to evaluate it as a business decision. You leave the room able to lead the conversation inside your own company.

What's included
  • Tailored to your industry segment and company size
  • Real use cases from chemical distribution and manufacturing
  • How to evaluate AI tools and vendors without getting burned
  • Q&A with your leadership team built into the agenda
Talk about a Training →
Half day · Add-on
Hands-On Tool Workshop

After the literacy session, leaders go hands-on with ChatGPT, Claude Cowork and/or Claude Code. Participants leave with workflows they can use the next morning. Built for people who've never opened ChatGPT and for those who use it occasionally.

What's included
  • Live, guided sessions with ChatGPT, Claude Cowork and/or Claude Code
  • Use cases tailored to your role: sales, ops, finance, procurement
  • Prompts and workflows your team can reuse immediately
  • Private session: your team only
Talk about a Workshop →
03
Advisory Services

The hard part isn't finding the problem. It's doing the work to fix it.

You don't pick a package based on what services you want. You pick a tier based on how deeply you want us involved.

Ignite
Best for

Distributors and manufacturers who have the team in place and want 25 years of industry experience on call to help keep projects on track.

  • An experienced advisor on call, so projects stay on track and time and money go where they should.
  • Direct access by phone and email, so questions get answered before they turn into problems.
  • We review decisions, talk through assumptions, and help you adjust course while you still can.
  • We help keep your A.I.R Roadmap moving between bigger pushes.
  • You bring the questions, and we provide the answers.
Talk about Ignite →
Accelerate
Most popular
Best for

Companies who would rather have an advisor working alongside them than one on the outside. Someone who knows this industry and helps them avoid costly missteps. Take your business from Start-Up to Scale-Up.

  • You make the bigger technology and AI decisions with someone alongside you who has made them before.
  • We're in the room for the decisions that are costly to get wrong: software vendor conversations, ERP and CRM decisions, and demo evaluations.
  • We help turn your A.I.R Roadmap into decisions that move forward, not a document that sits on a shelf.
  • We help you stand up an internal AI committee and sit on it with you, so AI decisions have a home and a steady cadence.
  • Senior leadership gets a weekly executive summary, so ownership stays informed without sitting in every meeting.
Talk about Accelerate →
Transform
Best for

Organizations that need the role filled, not the seat. Private Equity firms, multi-location distributors, and businesses going through a change they don't have the internal expertise to lead.

  • The contribution of a senior technology and strategy leader, without full-time hire costs.
  • We help guide your AI and technology strategy day to day, not just at the big moments.
  • We establish and chair your internal AI committee at the leadership level, keeping it focused on outcomes and accountable for results.
  • Executive reporting to leadership and/or the board, so those accountable for results see them.
  • Multi-year action plans, supplier assessments, and competitive positioning, so you have the direction and not just the next step.
  • Strategic Planning to create three-year plans with annual goals, establish KPI's, update core values and align job descriptions, so the business runs on structure, not tribal knowledge.
Talk about Transform →
Get started

Not sure which one fits? Let's figure it out together.

No pitch. We figure out together which service is the right starting point. If we're not the right fit, we'll tell you.

Take the A.I.R. Assessment → Book a call →