AI & Automation Services

Make AI profitable for your business.

Turn scattered experiments into governed and measurable capabilities with Teal’s AI and automation services.

Choose the solution that matches the outcome you need.

ONGOING SUBSCRIPTION

Managed Intelligence

AI deployment plus ongoing management across your business.

What you get:

  • Deployment and governance 
  • Ongoing adoption and staff enablement 
  • AI tool and use-case oversight 
  • Usage, risk, and value reviews 
  • Continuous roadmap and optimization 

30-DAY CONSULTING ENGAGEMENT

AI Jumpstart

For leaders who want solid AI strategy consulting before buying tools or starting a build.

What you get: 

  • Executive AI working session 
  • Workflow and use-case assessment 
  • AI governance starter kit 
  • One prioritized initiative 
  • 90-day execution roadmap 

CUSTOM DESIGN & BUILD

AI Agents & Automation Services

For organizations ready to improve specific workflows with custom agents and automations. 

What you get: 

  • Workflow discovery and solution design 
  • AI agents grounded in your business data 
  • Intelligent automations across your systems 
  • Human review, security, and exception handling 
  • Testing, launch, and measurable outcomes

FIXED-SCOPE DEPLOYMENT PROJECT

Microsoft 365 Copilot Optimization

For organizations that already know they want Copilot and need it deployed correctly. 

What you get: 

  • Readiness and licensing review 
  • Security and data access checks 
  • Copilot configuration and launch 
  • Governance and acceptable-use guidance 
  • User enablement and adoption plan 

NOT SURE WHERE TO BEGIN? 

Schedule a “Where can AI and automation fit into my business?” conversation.

Talk through your goals, repeated work, current systems, concerns, and opportunities with a Teal advisor. You will leave with a clearer sense of the best next steps for your organization. 

SIDE BY SIDE

Compare your five options.

Service Best for Format You end up with

Managed Intelligence

Leaders who want AI to be owned and managed
Monthly subscription
Profitable capabilities, trained people, a live roadmap, and governed AI

AI Jumpstart

Leaders with competing ideas and no plan
Fixed-fee project
A prioritized strategy and an AI use policy

AI Agents & Automation Services

A named process that is repetitive and expensive
Custom engagement
Agents and/or intelligent automations tailored to fit your unique needs and built by our team

M365 Copilot Optimization

Teams that have already bought – or plan to buy – Copilot
Fixed-scope project
Copilot optimized to your environment, plus a user enablement plan

Conversation

Anyone who is not sure where to start
Meeting
A clear, specific next step

WHY CHOOSE TEAL

AI Consulting and Automation Services

Teal has managed IT and cybersecurity for regulated small and midmarket businesses, nonprofits, and associations for over 25 years. We combine business advisory, AI consulting, automation engineering, Microsoft expertise, and security-first operations.

Our Chief Intelligent Transformation Officer leads and owns client AI programs, so your teams’ adoption never gets ahead of governance. 

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Built for leaders ready to improve how work gets done.

WHY TEAMS GET STUCK

You can buy every tool on the market and lose money running it.

Disconnected Experimentation

Only 14% of organizations have a documented AI strategy. 

Employees are using AI independently without shared standards or ownership.

Poor AI Adoption

Only 12% of employees have been trained on how to leverage AI for their role.

Without training tied to actual job tasks, employees either avoid the tools or use them in ways that won’t contribute to measurable improvement.

Security & Data Concerns

Only 23% of IT leaders are confident their organization can manage security and governance when deploying GenAI tools.

Leadership is unsure which information can be used, where it can go, and who is accountable.

Unclear ROI

Organizations miss up to 40% of the available AI productivity gains.

It’s easy to purchase a license and kick off pilots, but having an effective adoption process and seeing measurable improvements is difficult for most organizations. 

Don’t know where to start?

Share what’s slowing your team down, what you’ve tried, and what you’re worried about with our team. We’ll tell you the best next step – even if it isn’t one of our solutions. 

Recent AI and Automation Articles

Microsoft Copilot for Finance Firms

Microsoft 365 Copilot for Finance Firms

Microsoft Copilot gives registered investment advisors and financial services firms a way to move faster on analysis, compliance reporting, and client communication – without adding any staff. Firms managing SEC

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