Your challenge
AI is already spreading across your team, but the work is still scattered across tools, SOPs, prompts, meetings, and experiments. Shift turns that noise into a 90-day plan your company can actually run.
Shift Transformation
90-Day AI Transformation Plan
Install the strategy, workflows, personalized AI employees, and team training your company needs to become AI-native.
Internal build plan: Diagnose / Build / Train / Scale
90-day internal plan
The Shift Transformation plan runs in three focused sprints.
This is the operating plan we use internally to move a company from AI interest to live workflows, trained teams, and a measurable expansion roadmap.
Days 1-30: Diagnose and design
We translate the business into an AI transformation map: goals, bottlenecks, team workflows, tooling, risks, and the first systems worth building.
- leadership alignment
- workflow audit
- AI opportunity map
Days 31-60: Build and integrate
We build the first operating layer: personalized AI employees, SOP intelligence, workflow automations, tool connections, and approval paths.
- agent/workflow builds
- company context layer
- tool integrations
Days 61-90: Train, measure, and scale
We train the team, launch the systems into daily work, measure adoption, and define the next wave of high-leverage AI transformation.
- team training
- impact dashboard
- next 90-day scale plan
How it gets installed
A clear path from AI interest to AI capability.
This is not a workshop that ends in inspiration. It is a build-and-train system designed to leave operating assets behind.
Diagnose the business
We audit your team structure, core workflows, SOPs, tech stack, decision points, and where manual work is creating drag.
Design the transformation map
We decide what should become a workflow, what should become a personalized AI employee, and what needs training first.
Build the operating layer
We install the first systems around your real tools, knowledge, Slack, email, docs, approvals, and reporting rhythm.
Train the people
Leaders learn how to drive the change. Team members learn how to use AI inside the work they already own.
Measure and expand
Usage, quality, time saved, risk, and next opportunities become part of a repeatable monthly improvement cadence.
What you get
Two deliverables that make AI useful across the company.
Personalized AI Employees
Custom agentic workers built around your team, voice, knowledge, Slack, email, docs, MCPs, and the tools your business already runs on.
Slack + emailcompany knowledgeMCP-ready toolingapproval flows
Full AI Transformation System
The strategy, workflows, training, measurement, and operating cadence that turns disconnected AI experiments into company-wide leverage.
S-T-E frameworkworkflow libraryteam trainingimpact reporting
The operating layer
The system is built from the parts your company needs to run differently.
Opportunity Map
The work AI should change first, ranked by leverage and feasibility.
SOP Intelligence
Your processes translated into living instructions AI can use.
AI Employees
Role-specific agents connected to approved tools and company context.
Workflow Layer
Automations and handoffs that connect people, agents, and systems.
Training Engine
Courses, live practice, and playbooks for leaders and teams.
Impact Dashboard
A simple view of adoption, capability, risk, time saved, and next bets.
What changes
Your company leaves with a way to keep shifting.
The goal is not to make everyone a prompt engineer. The goal is to create a company where humans have better systems, clearer judgment, and more leverage.
- A clear AI transformation roadmap
- Your first workflow and agent builds live
- Leadership alignment on where AI creates leverage
- Training for leaders and team members
- Guardrails for sensitive data and approvals
- A monthly cadence for measuring and expanding
Install the system. Train the people. Compound the advantage.
If your company has AI interest but not AI capability yet, Shift gives you the structure, builds, and education to close the gap.
Schedule a transformation call