Services and Methodology

A clear path from assessment to execution, for both markets we serve.

Whether you are a regulated enterprise building the governance foundation AI requires, or a professional services firm finding where AI can take real work off your plate, every engagement follows the same principle: start with an honest assessment, then move with a documented plan.

Column 01

Regulated Enterprises

Financial services institutions, banks, credit unions, healthcare organizations, and other enterprises where AI adoption must meet governance, documentation, and regulatory standards.

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Column 02

Professional Services Firms

Law firms, medical practices, accounting firms, and consulting firms where AI adoption is about reclaiming time and capacity, not navigating regulatory frameworks.

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Tier 01Free Entry Point · Self-Serve AssessmentComplimentary · No scheduling required
Regulated Enterprises

AI Readiness Assessment: Lite

Know exactly where your organization stands before committing resources or budget. Scores your readiness across 7 AI governance domains, surfacing specific gaps, why they matter, and the challenges they will create if left unaddressed.

  • ·Scored results across all 7 AI governance domains
  • ·Gap analysis: what the gaps are, why they matter, and their impact
  • ·Priority next steps for each domain
  • ·Email report delivered instantly upon completion
  • ·Complimentary 30-minute discovery consultation
Take the Free AssessmentSchedule a discovery call
Professional Services Firms

AI Opportunities and Optimization Assessment: Lite

Find out exactly where AI can help your practice, and where it will not, before spending a dollar or an hour. Scores your operations across key workflow domains, pinpoints the inefficiencies creating the most friction, and shows you what to address first.

  • ·Scored results across key operational workflow domains
  • ·Gap analysis: challenges identified, their significance, and business impact
  • ·Priority next steps for each domain
  • ·Instant email report upon completion
  • ·Complimentary 30-minute discovery consultation
Take the Free AssessmentSchedule a discovery call
Tier 02Comprehensive Assessment · Facilitated engagement
Regulated Enterprises

Comprehensive Readiness Assessment

The full picture of where your organization stands, and exactly what it will take to get where it needs to be. Combines the Full AI Readiness Assessment with a structured framework that maps your current investment posture, identifies execution gaps, and produces a prioritized AI adoption roadmap your board and regulators can stand behind.

  • ·Full AI Readiness Assessment (HMAC-secured access)
  • ·Four-tier risk classification across all domains
  • ·Investment posture and execution gap analysis
  • ·Prioritized AI adoption roadmap with scoring rationale log
  • ·60-minute facilitated debrief with our team
Schedule a Discovery Call
Professional Services Firms

Comprehensive AI Opportunities and Optimization Assessment

A deep-dive into every key workflow in your practice, evaluated against industry best practices and scored for AI acceleration potential. Identifies exactly where your operation is losing time, revenue, and capacity, and builds a sequenced roadmap for unlocking that value using the right tools, in the right order, with the right guardrails in place.

  • ·Full workflow mapping and bottleneck analysis (WAIT Framework)
  • ·AI Signal Scores by workflow, benchmarked against industry best practices
  • ·Prioritized AI use case roadmap with scoring rationale
  • ·Value opportunity analysis: time, revenue, and capacity recovery
  • ·60-minute facilitated debrief with our team
Schedule a Discovery Call
Tier 03Strategy and Advisory · Project-based or retainer
Regulated Enterprises

AI Strategy and Governance Advisory

For organizations ready to build, or rebuild, the governance infrastructure AI requires. FCG works as fractional Chief AI Governance Officer, designing governance frameworks, risk architectures, and AI operating models aligned to your specific regulatory context. Includes modernization of your technology execution framework to position the organization to sustain AI adoption at scale, with the documentation structure to support it.

Discuss your situation
Professional Services Firms

AI Opportunities and Efficiency Advisory

For practices ready to commit to change. FCG works directly with your team to document the current state, define a clear future state, and build a practical implementation plan, including tool selection, process redesign, and a change management approach designed to stick. Every phase is scoped to your actual situation. No junior staff. No boilerplate. No pre-packaged engagement resized to fit.

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Tier 04Execution and Implementation · Hands-on, scoped engagement
Regulated Enterprises

Execution and Implementation Advisory

When the frameworks are in place and it's time to move. FCG works alongside your team to execute on the roadmap, from pilot scoping and vendor engagement through change management and go-live. Accountability is built in at every stage, with documentation designed to support operational success and stand up to regulatory review. Every phase closes with a clear record and a defined next step.

Discuss your situation
Professional Services Firms

Execute and Implement Solutions

The implementation itself. FCG takes the plan from advisory to action, working alongside your team or coordinating contracted resources to execute workflow changes, deploy AI tools, and build the internal capability your practice needs to sustain improvements over time. No hand-off to a project manager who wasn't in the room. The team that built the plan executes it.

Discuss your situation
LEAP

AI Literacy and Speaking Engagements

FCG's facilitated AI literacy offering, scoped to your audience, their context, and what they actually need to walk out more capable. Not a survey of AI tools. Not a motivational talk. A practical session that builds the mindset, vocabulary, and working skills to make AI a genuine partner.

Current flagship: "Senior PM in the Age of AI", a 120-minute session for mid-to-senior project managers built to bridge the gap between knowing AI exists and actually using it to think better.

Format

Live facilitated session · 90 to 120 minutes · In-person or virtual · Scoped to your audience

Participant materials

Hands-on handouts · Presentation deck · Post-session resources

Entry point included

AI Readiness Assessment Lite provided to all participants

Regulated Enterprises

Building AI fluency across compliance, technology, and operations teams

Designed for teams navigating AI adoption in a regulated context, where the stakes of misuse are high and the need for responsible AI practices is non-negotiable. Participants leave with practical skills, a responsible use framework, and confidence to evaluate AI tools against their organization's governance requirements.

Audiences
Compliance teamsTechnology teamsOperations leadershipCross-functional AI working groups
Professional Services Firms

Building team confidence with AI, safely, practically, and without adding risk

Designed for professional teams who are curious about AI but unsure what's safe to use with client information. Covers what AI can and cannot do, which tools are appropriate in a professional services context, how to review AI-generated outputs before they reach clients, and how to make AI a genuine productivity tool.

Audiences
Law officesMedical practicesAccounting firmsConsulting teamsPMI chapters and PMOs

Not sure where to start? The free assessment takes 15 minutes.