# Know what your AI project needs before you build it.

**Title:** AI Implementation Consulting for Mid-Market Companies | NocodeAssistant  
**Description:** AI implementation consulting for mid-market teams. Define the business case, priorities, and delivery plan for one workflow. Build and support are scoped separately.  
**Canonical URL:** https://www.nocodeassistant.agency/ai-consulting/

We help mid-market teams assess the business case for one workflow and define what to build, what it needs, and how to test it. The agreed plan comes before a separate build.

[Book a free 30-minute intro call](/go/intro-call?cta_label=ai-consulting-hero). The call checks fit and agrees on the next step. It does not include a written assessment.

## Consulting scope and price

We agree on the scope, delivery timeline, and fixed fee before work starts. The required outputs, systems, and review needs affect the scope. The proposal sets the outputs, project lead, timeline, fixed fee, and required client inputs. Outputs can include a workflow map, business case, options, system design, access and approval rules, test plan, pilot review, or route to launch. The proposal states what is included and excluded.

Consulting does not include software development or ongoing support. You can use the plan with another builder. See [AI agent development](/ai-agents/) or [AI automation](/ai-automation-agency/) for build scope and delivery details.

## Completed AI builds

These projects show delivery experience. They are separate from the consulting offer.

### Dinsko

A Swedish footwear retailer's AI agent checks orders and return rules, then submits refund requests after customer confirmation. After 90 days, it resolved **47% of tier-1 tickets without human help**, about a third of all tickets. Other cases go to the support team with context. Monthly support-team cost fell from **€14,200 to €9,200**, including AI infrastructure. One employee moved to retention, so that salary moved to another budget. [Read the Dinsko case](/blog/ai-support-agent-ecommerce/).

### Emerald Wealth Partners

The client's research tool searches 2,200 filings and earnings call transcripts. The client reported that committee research preparation fell from **2–3 days to 10 minutes** after 60 days. Answers link to original passages. If an answer fails its source check, the tool shows passages for review. The team interprets the evidence and makes each investment decision. [Read the research case](/blog/ai-search-tool-sec-filings/).

## Other software projects

These projects connected existing records and removed manual steps. The right solution depends on the work, not on using AI everywhere.

- **Major.app:** Reporting fell from 40 to 2 hours per client each month after playlist data collection was automated and client dashboards were built. [Case study](/case-studies/major-app/).
- **Blomma:** Account reconciliation fell from 44 to 2 hours each month after order, dispatch, and finance records were brought into an operations tool. [Case study](/case-studies/blomma/).
- **PrepLadder:** Shared data helps Sales, Marketing, and Support. When Sales closes a deal, Support can see customer details without waiting for a separate message. [Case study](/case-studies/prepladder/).

We assess whether a process change, an existing tool, or custom software can solve a problem before recommending AI.

## Choose a workflow worth improving

We check work volume, time spent, delays, errors, and available data. We then compare a process change, fixed rules, and AI. The cost of a mistake and the need for human review affect the choice.

- The same input should lead to the same action: start with rules and connections.
- The task depends on language or varied documents: assess AI with clear review points.
- The process or its value is unclear: map the work and measure the problem.

### Workflows and what to measure

| Workflow | Possible role | Measures |
|---|---|---|
| Customer support | Answer routine requests and send exceptions to a person. | Response time, resolved cases, corrections, and cost per case. |
| Document research | Find source passages and prepare a brief. | Preparation time, source quality, and missing information. |
| Invoice exceptions | Compare records and flag differences. | Correct matches, review time, and missed differences. |
| Quotes and service requests | Gather details and prepare a draft. | Time to prepare, corrections, and completed requests. |
| Internal reporting | Collect updates and prepare a summary. | Preparation time and corrections. |
| Insurance claims | Summarise records for an adjuster. | Review time and missing evidence. |
| Procurement | Compare supplier quotes with the request. | Review time and missed differences. |
| Manufacturing quality | Find approved instructions for a supervisor. | Search time and incorrect or outdated references. |
| Logistics exceptions | Summarise delays for an operator. | Update time and unresolved cases. |
| Professional services | Prepare a brief from approved records. | Preparation time, corrections, and source completeness. |

Still choosing which opportunity to pursue? The [$999 AI readiness audit](/ai-audit/) ranks opportunities and compares building with buying for the top three. The audit is optional.

## Who should join the first call?

Bring the person who knows the process and someone who can approve a change. A rough estimate of volume, time, or cost helps. A process description and non-sensitive examples are enough to start. Production access is not needed for the intro call.

Before system design, involve your IT or security contact to check access and data use.

## A plan your team can use to decide

The proposal defines which planning and review work we provide. Pilot development and live delivery require separate scopes and prices.

1. **Pilot:** Plan a limited test with users and measures for quality, cost, and value.
2. **Decision:** Use the results to decide whether to stop, adjust, or proceed.
3. **Production:** Define who will run the system, how failures are handled, and what support is needed.

The plan can set a business goal, map the workflow and current results, compare options, define data access and approval rules, specify test cases, plan pilot review, set launch conditions, define monitoring and rollback, and list training, access, and instructions. The proposal says which work is included.

The plan records the workflow, owner, current performance, recommended option, system connections, data access, approval rules, tests, results if a pilot review is in scope, and proposed operating and support needs.

## Decide what AI can do and who stays responsible

Define the data it can use, the actions it can take, and the decisions that need a person.

For Dinsko refund requests, the agent checks eligibility and asks the customer to confirm. It submits the refund request; it does not make the payment.

Before launch, decide which records the system can access, what actions need approval, how it checks answers, who receives alerts, who can pause it, and who owns accounts, changes, instructions, and support. Your IT or security lead should check where data goes.

The family-office tool stores its document collection in a private database. Selected passages and questions go to the model provider through the client's account. Hosting the workflow yourself does not mean every processing step stays on your server.

## Meet your consulting team

Himanshu Sharma leads development. Arpita Gupta is the backend architect. Your team names the process owner and people who approve changes or review exceptions. Your IT or security contact helps confirm access and data use.

## Choose the next step for your workflow

- **We need to choose an opportunity or plan it in detail:** [Compare opportunities with the $999 audit](/ai-audit/) or [plan one workflow in a consulting call](/go/intro-call?cta_label=ai-consulting-service-path).
- **We have a defined workflow to connect and automate:** [AI automation](/ai-automation-agency/) or [n8n development](/n8n-agency/).
- **We need an agent to interpret requests and take approved actions:** [AI agent development](/ai-agents/).

## Frequently asked questions

**What does AI implementation consulting include?**  
It helps define the business case and delivery plan for a workflow. Agreed outputs can include the workflow map, recommended approach, system design, access and approval rules, test plan, and pilot review. The proposal lists what is included. Build and support are separate.

**How is implementation consulting different from AI strategy?**  
Company-wide AI strategy sets broad priorities. Our implementation consulting focuses on a priority workflow: its value, requirements, limits, and route to delivery.

**How much does it cost?**  
We agree on the scope, delivery timeline, and fixed fee before work starts. The required outputs, systems, and review needs affect the scope. The proposal lists your inputs and exclusions. Software development and ongoing support are separate.

**Can you work with our existing systems?**  
We assess that before quoting. We check what data is available, how the systems connect, who can grant access, and how the proposed connection can be tested. Limits in an existing system can change the scope.

**How do you address security and human approval?**  
We plan data access, permitted actions, approval steps, and failure handling with your IT or security contact. Legal or regulatory sign-off requires the appropriate specialist; this engagement does not certify compliance.

**What happens when the model or data changes?**  
The plan defines who approves changes and which tests need to run again. Ongoing monitoring, changes, and fixes must be included in a separate support agreement.

**What support or uptime is included?**  
Consulting does not include ongoing operation of the system. Response times, escalation, monitoring, and any uptime targets belong in the separate build or support contract.

**Do you have relevant case studies?**  
Our AI cases cover retail support and investment research. Other software projects cover education, music analytics, and flower retail. We assess fit from the workflow, data, and cost of errors rather than assuming one industry's result will transfer to another.

**What did the Dinsko project achieve?**  
After 90 days, the agent resolved 47% of tier-1 tickets without human help, about a third of all tickets. Monthly support-team cost fell from €14,200 to €9,200, including AI infrastructure. One employee moved to retention, so that salary moved to another budget.

**Do time savings reduce costs?**  
Not always. Time saved creates capacity. We check separately whether spending falls, a planned cost is avoided, or extra work produces income after its direct costs.

**What if the pilot misses its target?**  
A pilot review can recommend changes, more testing, or stopping. The next work needs an agreed scope; an unsuccessful pilot does not mean open-ended development is included in consulting.

**What happens after a successful pilot?**  
A live release needs a separate scope, owner, operating plan, and support agreement. You decide whether to proceed or expand.

**Does consulting include the build?**  
No. You can finish with the agreed consulting outputs, choose another builder, or request a separate build proposal from us.

## Book a free 30-minute intro call

Bring the workflow you need to improve. Tell us how it runs now, where it slows down, and the result you need. The free call checks fit and the next step. There is no commitment to build.

[Book a free 30-minute intro call](/go/intro-call?cta_label=ai-consulting-final).