THE ALLIANCE METHOD
A 3-Phase Framework for Risk-Free Enterprise AI Adoption
From executive alignment to custom agent co-building and complete internal team capability transfer.
Phase 1: Crawl-Align (Tech Audit & Executive Alignment)
Map the workflows worth automating. Set security guardrails. Get leaders aligned on the revenue and retention metrics that matter.
You leave with: a map of your highest-value workflows and a leadership team pointed the same way.
Phase 2: Walk-Build (Custom Agent Co-Building Sprints)
Co-build working AI agents with your team in live sessions, inside the software you already use.
You leave with: working custom AI agents running in your own stack, built alongside your people.
Phase 3: Run-Scale (Team Capability Transfer & Scaling)
Move all custom code and tools into your environment. Train your internal champions. Measure results against your own metrics.
You leave with: full ownership of every system, a trained internal team, and no vendor lock-in.
Tech stack and integrations
We build inside the stack you already run.
No rip and replace. Your CRM, your models, your data, your cloud.
CRMs
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- Zoho CRM
- Pipedrive
LLM models
- OpenAI (GPT, ChatGPT Enterprise)
- Anthropic (Claude)
- Google Gemini
- Microsoft Copilot / Azure OpenAI
- Perplexity
- Meta Llama
- Mistral
Orchestration frameworks
- LangChain
- LlamaIndex
- LangGraph
- Microsoft Copilot Studio
- n8n
- Zapier
- Make
Vector databases
- Pinecone
- Weaviate
- Qdrant
- Milvus
- Chroma
- pgvector (PostgreSQL)
Cloud and workspace
- Microsoft Azure
- AWS
- Google Cloud
- Microsoft 365
- Google Workspace
Data platforms
- Snowflake
- Databricks
- BigQuery
- PostgreSQL
- SQL Server
Git hosting
- GitHub
- GitLab
- Bitbucket
- Azure DevOps
Not listed?
We work with every tech stack. If your tool has an API or runs in your tenant, we can build inside it.
Your team
Who we need from your team
Five roles make the workshops work. One person can hold more than one.
Executive sponsor
Names the business metrics, clears blockers, and signs off on priorities.
Phase 1, then checkpoints
Workflow owner
Knows the process end to end and decides what "working" means.
All three phases
IT / security lead
Approves guardrails, grants tenant and tool access, and reviews the deployment.
Phases 1 and 3
Technical owner
A developer or systems admin who co-builds with us and owns the repository after handoff.
Phases 2 and 3
Internal champions
Two or three people who do the work today. They test each prototype and train their peers.
Phases 2 and 3
Full handoff
How handoff works
Direct code transfer into your own Git repository. No ongoing retainer needed to keep it running.
- 01
Your repository, from the start
The build lives in a Git repository inside your organization. Your technical owner holds admin rights.
- 02
Direct code transfer
At handoff we transfer all custom code, workflows, prompts and documentation into that repository.
- 03
Your team takes the keys
We walk your technical owner and champions through running, changing and extending each agent.
- 04
We step out
Our access is removed. You keep everything.
Download the Workshop Preparation Guide & Stack Checklist (PDF)
Three pages. Phases, roles, pre-session checklist and stack checklist.
THE REAL PROBLEM
The Consultant Trap
You do not need another AI tool. You need measurable growth.
Most enterprise AI programs stall in one of two places.
The license trap: Leadership buys software. Teams use it to summarize notes and draft routine emails.
The slide-deck trap: Advisors deliver strategy decks. Core business metrics do not move.
How We Fix It
We start with workshops and an AI readiness review to map your revenue, retention and operations workflows. Then we build working agents with your team, inside your existing tools. You keep full ownership and the results show up in your numbers.
See What Workflows Your Tech Stack Can Automate
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