Practical AI. Real business impact.
Every engagement has a clear scope, a written deliverable, and an end point. You can start anywhere, but most clients start with a Blueprint.
The Forge Method™
No solution before diagnosis. We start with one painful, visible workflow and win it, and we measure success against your own baseline.
Assess
Understand the organization. We walk the floor, talk to the people doing the work, and map your processes and technology.
An honest picture of where AI will help, and where it won’t.
Design
Build the roadmap. We set priorities, architecture, and ownership, and tie every step to a business result.
A sequenced roadmap with owners, costs, and success measures.
Build
Develop intelligent systems. AI agents, knowledge systems, automation, and integrations, built around how your team actually works.
Working systems in production, documented and supported.
Adopt
Prepare leaders and train teams. People are trained before tools go live, not after, so change sticks.
Teams who use the tools with confidence, and numbers that show it.
Scale
Become an intelligent organization. Continuous improvement and executive insight, so progress keeps compounding.
An organization that keeps improving without needing us for every step.
Engagements
Six ways to work with us, from a first assessment to a long-term partnership.
Forge Blueprint™
Executive AI assessment, roadmap, business architecture, and transformation strategy. A fixed scope, presented in person.
Forge Labs™
AI agents that handle work, not just answer questions. Knowledge systems, automation, integrations, and custom solutions.
Forge Advisory™
Executive strategy, fractional AI leadership, roadmaps, and governance on a monthly retainer.
Forge Academy™
Leadership training, executive workshops, AI education, and keynotes for associations and teams.
Forge Partner™
Ongoing advisory, monthly strategy sessions, executive office hours, and continuous optimization.
Forge Ledger™
Clean books, every day. Daily ServiceTitan accounting for trade companies, from people who have worked inside both the field and the back office.
- Daily batch review, posting, and export
- Sync error resolution
- GL account and class setup and maintenance
- QuickBooks Online, QuickBooks Desktop, and Sage Intacct
- DiagnosticWe review your ServiceTitan and accounting setup and tell you exactly what we find.
- CleanupA fixed quote based on the diagnostic, so there are no surprises.
- OnboardingGL accounts, classes, business units, payment types, and inventory mapped correctly.
- MonthlyDaily posting and export, with pricing based on your volume.