AI strategy and roadmap
Find the AI use cases with the clearest return in your business, rank them by feasibility and impact, and leave with a phased roadmap and budget ranges your board can approve.
AIONDATA is an AI consulting firm in San Ramon, California that builds and runs its own enterprise AI products. We help mid-market and enterprise teams decide where AI pays, check whether their data can support it, prove it on real data in a fixed-price pilot, and take it into production with security, monitoring and training. The advice comes from software we operate for more than 50,000 users, not from slides.
A 15-minute intro call, then a structured discovery of your data, workflows and goals. No preparation needed on your side.
We score candidate use cases on return, data readiness and risk, and recommend where to start, with honest numbers and the reasons behind them.
A time-boxed pilot on your real data against agreed success metrics, typically live within two weeks.
Production hardening, integrations, governance, training and a handover plan, or ongoing delivery if you want us to keep building.
Most first conversations land in one of these six rows. The right starting point depends on what already exists, not on how ambitious the goal is.
| Your situation | Where we start | What you get | Typical duration |
|---|---|---|---|
| Leadership wants an AI plan the board can approve | Readiness assessment | Use-case portfolio, data readiness report, roadmap with budget ranges | 1–2 weeks |
| A pilot stalled between demo and deployment | Production review | Gap analysis on security, accuracy and integration, and a plan to finish | 2–3 weeks to a plan |
| You must choose between Claude, ChatGPT and Microsoft Copilot | Assistant selection workshop | A decision table for your teams and data, with licence and rollout plan | About 1 week |
| Executives wait weeks for reports | Pilot on your data | Natural-language analytics on your warehouse with verified answers and audit trails | About 2 weeks to live |
| Documents drive a manual process | Pilot on your data | An extraction pipeline with human review, measured on your own document types | About 2 weeks to live |
| AI agents need to act inside your systems | MCP and agent scoping | Tool design, approval gates and custom MCP servers for SAP, NetSuite, Salesforce or HubSpot | Scoped after discovery |
Assessments and pilots are fixed-price. Production delivery is scoped per roadmap after discovery.
Three kinds of help are sold as "AI consulting". They differ in who does the work and what you hold at the end.
| Question | Strategy consultancy | Staff augmentation | AIONDATA |
|---|---|---|---|
| Who does the work | Analysts and a partner; builds are often subcontracted | Individual contractors you manage | The team that ships our own products |
| What you hold at the end | Slides and a roadmap | Code, if the work was managed well | Working software, documentation and trained staff |
| Pricing basis | Day rates | Hourly or monthly rates | Fixed-price assessment and pilot, scoped delivery |
| Regulated-industry patterns | Varies by team | Depends on the individual | Row-level security, audit trails and tenant isolation are standard |
| After handover | A new engagement | The contractor leaves | Runbooks, training and an optional retainer |
A fair reading: a strategy consultancy fits a board-level operating model review, and contractors fit a team that already has an architecture and a manager. We fit teams that need the software to exist and run.
Our recommendation is usually to buy the assistant, configure what the vendor already does well, and build only the part that touches your own systems and rules.
| Need | Buy or configure | Build | What we recommend first |
|---|---|---|---|
| Executive questions answered from your data | Dashboards, or the AI features inside your warehouse or BI tool | Natural-language analytics with verified queries and audit trails (what Lexicon does) | A pilot on two or three real executive questions |
| Documents turned into structured data | Vendor document AI services | An extraction pipeline with human review on your document types (what Agentic Studio does) | Measure accuracy on a hundred of your own documents |
| An assistant for every employee | Claude, ChatGPT Enterprise or Microsoft 365 Copilot | Custom MCP servers so the assistant can reach your ERP, CRM and HR data | Select the assistant, then connect one system |
| Agents that act in business systems | Vendor agent builders such as Copilot Studio or Agentforce | Custom agents with approval gates and an evaluation suite | Start read-only, add writes behind approvals |
AI consulting at AIONDATA spans the full lifecycle: identifying where AI automation and AI agents create measurable value, assessing whether your data can support them, choosing the right models and architecture, and then building and operating the result. Because we develop our own enterprise AI software, Lexicon for data intelligence, Agentic Studio for document processing and SynergyOS for operations, our recommendations come from production experience rather than theory. We know what breaks at month three, which is when most pilots quietly stop.
Engagements range from a two-week readiness assessment to multi-quarter delivery partnerships. Every engagement produces working artifacts: a prioritized use-case portfolio, a data readiness report, a reference architecture and, in most cases, a live pilot on your own data. Where a vendor product already does the job, we say so and help you configure it; we build only where your systems, rules or data make a custom component the cheaper long-term option.
The work is deliberately unglamorous. Most of the value in an enterprise AI program sits in data access, permissions, evaluation and integration with the ERP, CRM and HR systems people already use. That is why our AI consulting team is the same team that builds custom MCP servers and system integrations, and why an assessment looks at your SAP, NetSuite, Salesforce or HubSpot setup as closely as at the models.
Our leadership works from San Ramon in the East Bay, at 9110 Alcosta Blvd. For companies in San Francisco, Oakland, the Tri-Valley and Silicon Valley that means on-site discovery, executive workshops and go-live support without travel days on the invoice. Teams elsewhere in California, including Los Angeles, Orange County, San Diego and Sacramento, work with us remotely, with visits at kick-off and go-live when they help.
Our engineering center in Noida, India, gives every engagement a second working day. Analysis and design happen with you during Pacific hours; build and test continue overnight; you review results the next morning. Data stays in the environments you approve, and access for the engineering team is scoped to the systems in the statement of work.
We are an independent firm. We are not a partner or reseller of OpenAI, Anthropic, Microsoft or Google, and we do not earn a margin on the licences we recommend, so the advice on which assistant or model to use is only about fit, cost and compliance.
We work with mid-market and enterprise teams, especially in financial services, healthcare, insurance, infrastructure and product companies, that need AI initiatives to survive security review, compliance audits and board scrutiny. If your last AI project stalled between demo and deployment, that is precisely the gap we close.
Typical sponsors are a CIO, CDO, COO or head of operations with a budget and a deadline, working with an IT or data team that is stretched. We are a poor fit for teams that want a research lab, a large offshore bench without senior oversight, or a vendor to rubber-stamp a tool they have already bought.
Pilots fail for predictable reasons: success was never defined, the data the demo used is not the data production will see, nobody owned permissions, and the integration to the system of record was left for later. Our assessment forces those questions early. Every candidate use case gets a metric, a data owner, a permission model and a named system of record before it is scored.
The pilot itself runs on your real data in a controlled environment, with an evaluation set built from actual questions, documents or transactions. We report accuracy, cost per request and failure modes against the agreed metrics, then recommend go or no-go in writing. A no-go is a good outcome when it saves a year of drift.
Production adds the parts that make AI trustworthy in a regulated setting: row-level security, tenant isolation, audit logs on every answer and action, human approval on writes, monitoring for drift and cost, and runbooks your own team can operate. We hand over code, documentation and training, and stay on a retainer only if you want us to.
AIONDATA’s delivery processes are certified to ISO 9001:2015 and appraised at CMMI Level 3. The company is a member of the NVIDIA Inception program for AI startups. Our products serve more than 50,000 users, and our reference architectures are designed to pass SOC 2 style reviews. The founders bring product and engineering leadership from Google and SmartBear, and financial-services leadership from JPMorgan Chase and First Republic Bank.
Every engagement starts with a written scope, named people on both sides and an agreed definition of done. We prefer short, measurable stages to long contracts, and we publish the check dates on our technical guides so you can see how current the advice is.
Consultants who build: our advice is backed by products we run in production for 50,000+ users
ISO 9001:2015 and CMMI Level 3 certified delivery processes
NVIDIA Inception program member with direct access to current AI tooling
Experience in regulated industries: financial services, healthcare, insurance
Leadership in San Ramon, California, with a Noida engineering center for round-the-clock delivery
Vendor-neutral model guidance: we integrate OpenAI, Anthropic and Google models daily
A 15-minute call to scope your highest-value AI opportunity. No preparation, no obligation.
Please share the workflow and the systems involved—not credentials or customer records. We’ll agree the scope and next steps with you.
Part of NVIDIA’s program for startups building with AI and accelerated computing.
About the programPravin’s experience includes Google and SmartBear. Sravan previously held leadership roles at JPMorgan Chase and First Republic Bank.
Meet the founders9110 Alcosta Blvd Ste H345, San Ramon, CA 94583
US-led delivery, with engineering in India. Supporting US and international organizations.