AI Advisory for Organizations | SummitMark

Put AI to work on the tasks slowing your team down.

I help business owners and managers find where AI can take on repetitive work, so their teams can focus on customers, decisions and the work that needs their attention. We agree on what AI handles and what a person checks.

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Talk Through Your AI Rollout

Three ways I work with leadership teams.

Know Where AI Goes First

For leadership teams. We pick the two or three recurring tasks worth changing first, agree on what AI handles and what stays with a person, and decide how to check whether the change is helping.

Managers Who Can Lead It

Hands-on sessions for managers, built on their team's actual work: status reports, client emails, meeting notes. They leave able to coach their team instead of guessing along with them.

A Tool, When the Work Needs One

If a workflow needs an automation or a custom tool, I build it around the work we mapped together, then hand it over with the checks your team needs to trust it.

Two ways to start.

Model A

Focused Advisory Sprint

3–4 Weeks

Best for: leadership teams setting priorities. A short look at where AI is used today, where it causes rework, and the first workflows to fix.

Plan Your Advisory Sprint

Model B

Team Rollout Program

Multi-Month

Best for: organizations ready to roll AI out across teams. Manager workshops on real team work, follow-up practice, and regular check-ins with leadership.

Ask About a Team Program

Rollout Questions

Enterprise AI rollout, change management, and leadership training.

How do you roll out AI across an enterprise without it stalling in pilot?

Start with the managers, not the tools. Most rollouts stall because leadership buys the licenses and employees experiment quietly, while the people in the middle never get shown how AI fits their team's actual work. 1. Find where AI is already in use, and where it's causing rework. 2. Pick a few real workflows worth changing. 3. Train managers on those workflows before anything scales.

How do you handle change management and resistance?

Most resistance isn't about the technology. It's people who don't know what's allowed, what's expected, or whether the new way of working will count. Clear governance, role-specific training, and managers who can answer those questions in the room do more than any launch email.

What does leadership training cover?

Strategy and governance: identifying opportunities worth funding, managing risk, making investment decisions, and leading the organizational change that follows. Leaders leave with a shared way to make AI decisions, not a list of tools.

Our people already use AI tools. Where do you start?

Most organizations are already there. 55% of workers use AI daily or weekly, while only 33% used employer-provided AI training in the past six months (The Conference Board, July 2026). I start with what's already in use, find where it's helping and where it's quietly creating risk, and build from there.

Got a project in mind?

Tell me what your team is working on and where AI fits.

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