FINDATION

AI Automation Specialists

San Francisco, CA --:--

FINDATION

[01]

Enterprise AI Transformation

_

Scale your operations [10x] without hiring [100] people.

We help organizations discover their highest-value AI opportunities, design pragmatic solutions and deploy them at scale.

Prioritize by value, feasibility and impact.

See our methodology

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90 SEC

AI strategy

2026

Enterprise AI

[02]

Who we are

_

HUMANS SHOULD DO HUMAN WORK. AI SHOULD DO EVERYTHING ELSE. WE BUILD THE SYSTEMS THAT MAKE THIS HAPPEN.

HUMANS SHOULD DO HUMAN WORK. AI SHOULD DO EVERYTHING ELSE. WE BUILD THE SYSTEMS THAT MAKE THIS HAPPEN.

HUMANS SHOULD DO HUMAN WORK. AI SHOULD DO EVERYTHING ELSE. WE BUILD THE SYSTEMS THAT MAKE THIS HAPPEN.

+6

Strategy, transformation and delivery expertise for complex enterprise environments.

FINDATION

Founder & CEO

AI Strategy

Identify and prioritize high-value initiatives

AI Strategy

Identify and prioritize high-value initiatives

Enterprise Transformation

Move from experimentation to scaled adoption

Enterprise Transformation

Move from experimentation to scaled adoption

Insurance Expertise

Document intelligence and operational redesign

Insurance Expertise

Document intelligence and operational redesign

Public Sector

Responsible modernization for complex services

Public Sector

Responsible modernization for complex services

Your team is drowning in work that shouldn't exist.

AI Automation Eliminates Them All.

  • Customer support backlog growing daily.

  • Repetitive tasks blocking strategic work.

  • Best people stuck doing work a script could handle.

  • Data entry consuming 20+ hours weekly.

  • Errors from manual processes costing thousands monthly.

  • Scaling requires expensive headcount.

  • Customer onboarding delayed by manual handoffs.

  • Reports built manually every month from scratch.

Your team is drowning in work that shouldn't exist.

AI Automation Eliminates Them All.

  • Customer support backlog growing daily.

  • Repetitive tasks blocking strategic work.

  • Best people stuck doing work a script could handle.

  • Data entry consuming 20+ hours weekly.

  • Errors from manual processes costing thousands monthly.

  • Scaling requires expensive headcount.

  • Customer onboarding delayed by manual handoffs.

  • Reports built manually every month from scratch.

Your team is drowning in work that shouldn't exist.

AI Automation Eliminates Them All.

  • Customer support backlog growing daily.

  • Repetitive tasks blocking strategic work.

  • Best people stuck doing work a script could handle.

  • Data entry consuming 20+ hours weekly.

  • Errors from manual processes costing thousands monthly.

  • Scaling requires expensive headcount.

  • Customer onboarding delayed by manual handoffs.

  • Reports built manually every month from scratch.

Estimate your AI Opportunity.

Time saved per month

Missing variables: employees

Potential ROI

Missing variables: hoursPerWeek/HRS

Business impact

$Missing variables: hourlyCost

Implementation complexity

Yes
No

Opportunity value

$ Missing variables: Overhead, employees, hoursPerWeek, hourlyCost
$ Missing variables: Overhead, employees, hoursPerWeek, hourlyCost
$ Missing variables: Overhead, employees, hoursPerWeek, hourlyCost

This estimate frames the business opportunity. A structured assessment will validate value, feasibility, risk and deployment complexity.

We help leadership teams identify where AI can create measurable value and where it should not be applied.

FINDATION

Head of Client Solutions

[03]

Expertise

_

Our Expertise

Our Expertise

Our Expertise

[focus]

[expertise]

[business value]

01

AI Opportunity Discovery

Identify the most valuable AI opportunities across your organization.

Invoice processing

Contract analysis

Form data extraction

Compliance verification

01

AI Opportunity Discovery

Identify the most valuable AI opportunities across your organization.

Invoice processing

Contract analysis

Form data extraction

Compliance verification

Strategy workshops, value mapping and feasibility screening.

02

Enterprise AI Roadmaps

Build a realistic transformation roadmap with measurable milestones.

Chatbots with escalation

Email auto-response

Ticket routing & triage

Knowledge base automation

02

Enterprise AI Roadmaps

Build a realistic transformation roadmap with measurable milestones.

Chatbots with escalation

Email auto-response

Ticket routing & triage

Knowledge base automation

Executive alignment, sequencing and investment priorities.

03

AI Solution Design

Design enterprise-grade AI architectures tailored to your business.

Report generation

Data cleansing

Predictive analytics

Automated dashboards

03

AI Solution Design

Design enterprise-grade AI architectures tailored to your business.

Report generation

Data cleansing

Predictive analytics

Automated dashboards

Blueprints for secure, scalable and governable deployment.

04

AI Agents & Automation

Deploy intelligent agents that augment operations and remove repetitive work.

CRM automation

Lead qualification

Onboarding sequences

Approval workflows

04

AI Agents & Automation

Deploy intelligent agents that augment operations and remove repetitive work.

CRM automation

Lead qualification

Onboarding sequences

Approval workflows

Operational agents integrated into existing workflows.

[04]

Delivery Framework

_

Our Delivery Framework

Our Delivery Framework

Our Delivery Framework

From executive alignment to enterprise rollout, each stage is designed to reduce uncertainty and accelerate value.

week 1

Process Audit

We map your workflows, identify automation opportunities, and calculate potential ROI.

Week 2-3

Solution Design

Custom AI architecture tailored to your systems and requirements.

Week 4-5

Build & Test

Development, integration, and rigorous testing with your team.

week 6

Deploy and Train

Launch with full team training and monitoring.

week 1

Process Audit

We map your workflows, identify automation opportunities, and calculate potential ROI.

Week 2-3

Solution Design

Custom AI architecture tailored to your systems and requirements.

Week 4-5

Build & Test

Development, integration, and rigorous testing with your team.

week 6

Deploy and Train

Launch with full team training and monitoring.

What happens after deployment?

We support governance, adoption and continuous improvement as initiatives scale across the organization.

Discover

Business workshops, current state analysis and pain point identification.

Prioritize

ROI evaluation, quick wins and transformation roadmap.

Design

Business architecture, AI use cases and solution blueprint.

[05]

Featured Customer Story

_

How BoltShift cut support costs by 62% and 3x'd response speed with AI automation.

Industry

Insurance

Company Size

450 Employees

Automation Timeline

2 Months

Policy

Processing intelligence

Risk

Controlled review model

[05]

Featured Customer Story

_

How BoltShift cut support costs by 62% and 3x'd response speed with AI automation.

Industry

Insurance

Company Size

450 Employees

Automation Timeline

2 Months

Policy

Processing intelligence

Risk

Controlled review model

[05]

Featured Customer Story

_

How BoltShift cut support costs by 62% and 3x'd response speed with AI automation.

Industry

Insurance

Company Size

450 Employees

Automation Timeline

2 Months

Policy

Processing intelligence

Risk

Controlled review model

[06]

Executive Perspectives

_

Executive perspective.

Executive perspective.

Executive perspective.

Selected Engagements

Our sales team was spending half their day on admin work. Now they're talking to customers and closing deals. The automation handles everything from lead qualification to contract routing, and our close rates have never been higher.

Executive sponsor

Enterprise transformation

Our sales team was spending half their day on admin work. Now they're talking to customers and closing deals. The automation handles everything from lead qualification to contract routing, and our close rates have never been higher.

Executive sponsor

Enterprise transformation

Our sales team was spending half their day on admin work. Now they're talking to customers and closing deals. The automation handles everything from lead qualification to contract routing, and our close rates have never been higher.

Executive sponsor

Enterprise transformation

4.9

4.9

4.9

Executive feedback

Private engagements

Business confidence

4.9

50+

companies automated

99%

satisfaction rate

FINDATION

Anonymized feedback from enterprise leaders.

Clear priorities, measurable outcomes and practical execution.

50+

companies automated

99%

satisfaction rate

FINDATION

Anonymized feedback from enterprise leaders.

Clear priorities, measurable outcomes and practical execution.

Our project managers were drowning in reporting work. Now they spend their time on client relationships and strategic planning instead of copying data between systems. The ROI was immediate.

Value

Prioritized investment logic

Adoption

Clear governance path

Executive quote

Director of Operations

Our project managers were drowning in reporting work. Now they spend their time on client relationships and strategic planning instead of copying data between systems. The ROI was immediate.

Value

Prioritized investment logic

Adoption

Clear governance path

Executive quote

Director of Operations

The automation completely transformed our business model. Our analysts now spend their time doing actual analysis and strategy work instead of data janitor tasks. We quadrupled our client base without hiring a single additional analyst.

Clarity

Opportunities overlooked

Focus

Business value first

Executive quote

CEO

The automation completely transformed our business model. Our analysts now spend their time doing actual analysis and strategy work instead of data janitor tasks. We quadrupled our client base without hiring a single additional analyst.

Clarity

Opportunities overlooked

Focus

Business value first

Executive quote

CEO

The automation completely transformed our business model. Our analysts now spend their time doing actual analysis and strategy work instead of data janitor tasks. We quadrupled our client base without hiring a single additional analyst.

Clarity

Opportunities overlooked

Focus

Business value first

Executive quote

CEO

We went from dreading month-end close to having financials ready in under a week. The system catches errors we would have missed manually, and our team finally has time for strategic analysis instead of data entry.

Momentum

Pragmatic next steps

Confidence

Measurable outcomes

Executive quote

CFO

We went from dreading month-end close to having financials ready in under a week. The system catches errors we would have missed manually, and our team finally has time for strategic analysis instead of data entry.

Momentum

Pragmatic next steps

Confidence

Measurable outcomes

Executive quote

CFO

[07]

Technology Ecosystem

_

Technology Ecosystem

Technology Ecosystem

Technology Ecosystem

Network model

Network model

[08]

The Findation Collective

_

The Findation Collective

The Findation Collective

The Findation Collective

A multidisciplinary network combining strategy, transformation, AI engineering and enterprise delivery.

ID[01]

Sweden/

Strategy

Executive alignment and opportunity framing

ID[01]

Sweden/

Strategy

Executive alignment and opportunity framing

ID[01]

Sweden/

Strategy

Executive alignment and opportunity framing

ID[02]

France/

Business

Operating model and value case design

ID[02]

France/

Business

Operating model and value case design

ID[03]

United States/

Data & AI

Data readiness and enterprise AI architecture

ID[03]

United States/

Data & AI

Data readiness and enterprise AI architecture

ID[03]

United States/

Data & AI

Data readiness and enterprise AI architecture

ID[04]

Ukraine/

Change Management

Adoption, governance and enterprise rollout

ID[04]

Ukraine/

Change Management

Adoption, governance and enterprise rollout

Build AI initiatives that create measurable value.

We align executives, operators and technologists around high-value AI opportunities.

+6

specialists

+6

specialists

Strategy, business, data, AI, automation, architecture and change management.

08

Capabilities

Strategy, business, data, AI, automation, architecture and change management.

08

Capabilities

[09]

Engagement Models

_

Engagement Models

Engagement Models

Engagement Models

Monthly

Annual

save 20%

AI Discovery Workshop

Popular

Executive workshop to frame priorities, constraints and highest-value opportunity areas.

Discovery

/month

Executive alignment

Use-case framing

Value hypothesis

Initial opportunity map

Ongoing support & maintenance

Email support (48hr response)

AI Opportunity Assessment

Popular

Structured assessment of use cases, data readiness, feasibility, risk and measurable ROI.

Assessment

/month

Opportunity portfolio

ROI model

Complexity scoring

Governance considerations

Quarterly strategy reviews

Custom training sessions

Priority email & Slack support

Enterprise AI Roadmap + Partnership

Popular

A roadmap and strategic partnership model for designing, deploying and scaling enterprise AI initiatives.

Roadmap

/month

Enterprise roadmap

Strategic transformation partnership

Implementation support

Scale governance

SLA guarantee

Dedicated automation strategist

Annual ROI reporting & executive reviews

Monthly

Annual

save 20%

AI Discovery Workshop

Popular

Executive workshop to frame priorities, constraints and highest-value opportunity areas.

Discovery

/month

Executive alignment

Use-case framing

Value hypothesis

Initial opportunity map

Ongoing support & maintenance

Email support (48hr response)

AI Opportunity Assessment

Popular

Structured assessment of use cases, data readiness, feasibility, risk and measurable ROI.

Assessment

/month

Opportunity portfolio

ROI model

Complexity scoring

Governance considerations

Quarterly strategy reviews

Custom training sessions

Priority email & Slack support

Enterprise AI Roadmap + Partnership

Popular

A roadmap and strategic partnership model for designing, deploying and scaling enterprise AI initiatives.

Roadmap

/month

Enterprise roadmap

Strategic transformation partnership

Implementation support

Scale governance

SLA guarantee

Dedicated automation strategist

Annual ROI reporting & executive reviews

[10]

Answers

_

Frequently asked questions

01

How do we start?

We begin with an AI Discovery Workshop to understand priorities, constraints, data readiness and the business outcomes leadership wants to achieve.

02

How long does an AI assessment take?

Most assessments take two to four weeks, depending on the number of business units, systems and use cases in scope.

03

How do you prioritize AI initiatives?

We evaluate each initiative against business value, feasibility, operational risk, data readiness and implementation complexity.

04

Do you develop solutions?

Yes. We design the solution blueprint and can support implementation with AI engineers, data specialists and integration partners.

05

Can you work with existing systems?

Yes. Our approach is designed for enterprise environments with existing CRMs, ERPs, knowledge bases, workflow tools and legacy systems.

06

How do you measure ROI?

We define ROI through time saved, cost avoided, service quality, risk reduction, adoption, cycle-time improvement and measurable operational outcomes.

Have a question?

Reach out anytime. We're happy to answer any questions before you commit to working together.

FINDATION

Head of Client Solutions

[10]

Answers

_

Frequently asked questions

01

How do we start?

We begin with an AI Discovery Workshop to understand priorities, constraints, data readiness and the business outcomes leadership wants to achieve.

02

How long does an AI assessment take?

Most assessments take two to four weeks, depending on the number of business units, systems and use cases in scope.

03

How do you prioritize AI initiatives?

We evaluate each initiative against business value, feasibility, operational risk, data readiness and implementation complexity.

04

Do you develop solutions?

Yes. We design the solution blueprint and can support implementation with AI engineers, data specialists and integration partners.

05

Can you work with existing systems?

Yes. Our approach is designed for enterprise environments with existing CRMs, ERPs, knowledge bases, workflow tools and legacy systems.

06

How do you measure ROI?

We define ROI through time saved, cost avoided, service quality, risk reduction, adoption, cycle-time improvement and measurable operational outcomes.

Have a question?

Reach out anytime. We're happy to answer any questions before you commit to working together.

FINDATION

Head of Client Solutions

[10]

Answers

_

Frequently asked questions

01

How do we start?

We begin with an AI Discovery Workshop to understand priorities, constraints, data readiness and the business outcomes leadership wants to achieve.

02

How long does an AI assessment take?

Most assessments take two to four weeks, depending on the number of business units, systems and use cases in scope.

03

How do you prioritize AI initiatives?

We evaluate each initiative against business value, feasibility, operational risk, data readiness and implementation complexity.

04

Do you develop solutions?

Yes. We design the solution blueprint and can support implementation with AI engineers, data specialists and integration partners.

05

Can you work with existing systems?

Yes. Our approach is designed for enterprise environments with existing CRMs, ERPs, knowledge bases, workflow tools and legacy systems.

06

How do you measure ROI?

We define ROI through time saved, cost avoided, service quality, risk reduction, adoption, cycle-time improvement and measurable operational outcomes.

Have a question?

Reach out anytime. We're happy to answer any questions before you commit to working together.

FINDATION

Head of Client Solutions

[12]

lets get started

_

Ready to automate your biggest bottleneck?

ROI projections for your business

BEST-FIT TECHNOLOGY STACK

Implementation timeline

 I personally review every automation audit to ensure we can deliver real value.

FINDATION

Founder & CEO

Book a free 30-minute audit with our team. We'll review your processes and show you exactly what's possible.

Monthly operational spend

We'll reach out within 2 hours to schedule your call.

[12]

lets get started

_

Ready to automate your biggest bottleneck?

ROI projections for your business

BEST-FIT TECHNOLOGY STACK

Implementation timeline

 I personally review every automation audit to ensure we can deliver real value.

FINDATION

Founder & CEO

Book a free 30-minute audit with our team. We'll review your processes and show you exactly what's possible.

Monthly operational spend

We'll reach out within 2 hours to schedule your call.

[12]

lets get started

_

Ready to automate your biggest bottleneck?

ROI projections for your business

BEST-FIT TECHNOLOGY STACK

Implementation timeline

 I personally review every automation audit to ensure we can deliver real value.

FINDATION

Founder & CEO

Book a free 30-minute audit with our team. We'll review your processes and show you exactly what's possible.

Monthly operational spend

We'll reach out within 2 hours to schedule your call.