WF-01
Support triage and resolution
Classify requests, retrieve context, draft a response, route exceptions, and capture feedback.
MeasureFirst response, resolution time, human minutes, reopen rate
Accountable AI delivery for mid-market operators
Peter Olson / Tier9AI
One workflow.Measured in production.
I help mid-market B2B software and technology-enabled service companies move one customer or service operation from baseline to controlled production in six weeks - without hiring a full-time AI executive.
Paid diagnostic · fixed scope · no free multi-hour workshop
Controlled production / WF-01
Customer operations workflow
Owner assigned
01Baseline the operating costDefined
02Choose build, buy, or configureDecide
03Design human control pointsControl
04Launch one team safelyRelease
05Measure against baselineProve
Scope
1 workflow
Owner
Named
Result
Measured
Enterprise credibility
AWS · American Express · Wells Fargo · Fidelity
Operator perspective
Product, cloud, AI, and hands-on SaaS ownership
Initial market
B2B software and technology-enabled services
Primary buyers
COO · CIO/CTO · Customer · Product · Operations
The ownership gap
Most companies do not have an AI-idea problem. They have an ownership problem between demo and production.
The missing work is not another strategy deck or chatbot. It is selecting a worthwhile workflow, proving the economics, choosing the right implementation path, aligning every decision-maker, controlling risk, driving adoption, and reporting the result.
ExperimentOperating result
Promising demoOwned production workflow
Usage metricsCycle time and unit economics
AI tool selectionBuild / buy / configure decision
Happy pathApprovals, exceptions, and fallback
Team enthusiasmAdoption and executive reporting
The unit of sale
One workflow. One accountable owner. One controlled launch. One measurable result.
Start with customer and service operations
One workflow family. Six practical starting points.
The first engagement is deliberately narrow. The goal is not enterprise-wide transformation; it is one workflow for one team with a clear owner and measures that already matter to the business.
WF-02
Customer onboarding and implementation
Coordinate intake, dependencies, handoffs, status updates, and exception ownership across teams.
MeasureCycle time, stalled accounts, rework, time to value
WF-03
Knowledge management and internal search
Make approved product, policy, and account knowledge retrievable inside the daily workflow.
MeasureSearch time, answer quality, escalations, adoption
WF-04
Product feedback classification
Normalize qualitative feedback, identify themes, connect evidence, and support prioritization.
MeasureHandling time, coverage, theme quality, decision latency
WF-05
Customer health and QBR reporting
Assemble account signals, flag risk, draft narratives, and keep a human accountable for the readout.
MeasurePreparation time, coverage, risk detection, follow-through
WF-06
Service-delivery handoffs
Move work between sales, onboarding, support, delivery, and finance with explicit owners and exceptions.
MeasureQueue age, missed handoffs, rework, customer delay
The first purchase
01 / The starting point
AI Workflow Value Diagnostic
A fixed-scope decision package for one high-friction workflow - before anyone buys another tool or starts another pilot.
Timeline
10 business days
Price
$7,500 introductory fee
$12,500 after the first two clients.
Executive decision package
Current-state workflow and exception map
Baseline economics and measurable success criteria
Use-case, data, integration, and risk scorecard
Build, buy, configure, or simplify recommendation
Human controls, evaluation, logging, and accountability plan
Executive ROI model and six-week implementation plan
50% at signing and 50% at the executive readout. $5,000 is credited toward a sprint signed within 30 days.
Discuss this diagnostic
Fixed scope · defined exclusions
The path after a sound decision
Delivery expands only after the first workflow earns it.
02 / After the diagnostic
AI Value-to-Production Sprint
$30,000-$45,000
Approximately 6 weeks
One narrowly scoped workflow taken into controlled production for one team, with delivery leadership and measurement included.
- Production workflow and required integrations
- Human approvals and exception handling
- Evaluation, monitoring, and audit logging
- Team enablement and operating runbook
03 / After a successful launch
Fractional Head of AI Delivery
$12,000-$18,000 per month
3-month minimum
Limited-scope leadership for the roadmap, executive steering, vendors, governance, adoption, cost control, and value realization.
- Prioritized AI portfolio and roadmap
- Business cases, baselines, and value reporting
- Build-versus-buy and vendor decisions
- Governance, cost controls, and human-control patterns
For deal teams and investors
AI and Technical Due Diligence · $10,000-$20,000
A private, referral-led assessment of architecture, product, cloud economics, AI claims, security exposure, technical debt, and post-close priorities.
Baseline to controlled production
Senior judgment through the entire delivery chain.
Peter owns the connective work between the executive buyer, workflow owner, technical team, risk partners, and implementation specialists. Engineering capacity can flex; accountability does not.
01
Baseline
Quantify the workflow before changing it
Volume, labor, cycle time, rework, errors, escalations, and customer impact become the starting line.
02
Decide
Choose build, buy, configure, or simplify
The answer is vendor-neutral. AI is used only where it improves the economics or operating result.
03
Control
Design approvals, exceptions, and accountability
Security, privacy, evaluation, logging, human review, and failure handling are designed before launch.
04
Launch
Put one workflow into production for one team
A controlled release, explicit owner, team enablement, and operating runbook keep the change usable.
05
Measure
Report the result against the baseline
Executives see operational and financial movement, not a demo count or a vague AI-adoption metric.
Accountable owner
Human approvals
Security boundaries
Evaluation + logging
Baseline measurement
Evidence before claims
Proof should survive an executive readout.
Tier9AI does not present synthetic demos, directional estimates, or software usage as a client result. A credible case begins with a baseline and ends with measured production evidence.
01
A visible baseline
Volume, human effort, delay, rework, exceptions, and customer impact are documented before the workflow changes.
02
A decision trail
The build-versus-buy choice, architecture, human-control points, and risk decisions are explicit and reviewable.
03
A measured result
The readout compares production performance with the baseline. No invented savings and no demo metrics presented as ROI.
The accountability model
Peter leads the decision, delivery, controls, adoption, and value readout. Specialists add capacity without fragmenting ownership.
Lead with Peter. Deliver through Tier9AI.
The product-to-production experience to own the hard middle.
Peter Olson's background spans AWS, American Express, Wells Fargo, Fidelity, and hands-on SaaS ownership. The through-line is translating complicated operating problems into executable technology programs - aligning executives and technical teams, managing dependencies and risk, and getting the work into production.
Experience across AWS, American Express, Wells Fargo, and Fidelity
Enterprise product, cloud, AI, and operating-program leadership
Hands-on SaaS ownership and product economics
Cross-functional delivery spanning executives, product, engineering, risk, and operations
Qualify the fit before the work
Built for companies that can act on the recommendation.
B2B software or technology-enabled services
Approximately 75-750 employees and $10M-$150M in revenue
Founder-led, private-equity-backed, or recently acquired
An existing product, IT, data, engineering, or operations team
AI activity exists, but no single delivery owner owns the result
Capacity to invest at least $25,000 in a successful initiative
Strong buying triggers
- A stalled AI pilot or a collection of tools with no measurable result
- Board pressure to show operating value or reduce cost
- Rapid support, onboarding, implementation, or service-delivery hiring
- A recent acquisition, private-equity investment, or new operating executive
- A CRM, service-management, data-platform, or cloud transformation
Not the engagement
- A free multi-hour AI assessment
- An enterprise-wide transformation program
- An hourly developer or generic chatbot build
- A small-business automation project below the investment threshold
- A fully autonomous process with no accountable human owner
Common questions
Specific answers for a specific engagement.
01Why start with a paid diagnostic?+
Because the expensive mistake is building the wrong thing. The diagnostic establishes the baseline, decision, controls, economics, and implementation path for one workflow before a larger commitment.
02Do you always recommend building with AI?+
No. The recommendation may be to buy, configure, simplify, or use conventional automation. The decision is based on operating value, data readiness, risk, integration effort, and measurability.
03What does controlled production mean?+
The workflow has an accountable owner, defined human approvals, exception handling, evaluation, logging, security and privacy boundaries, a fallback path, and measures tied to the original baseline.
04What does the client team need to provide?+
An executive sponsor, a workflow owner, access to the relevant people and systems, usable baseline data, and timely decisions from technology, security, legal, data, or operations when they are involved.
05How is success measured?+
Measures are selected before implementation and can include cycle time, human minutes, escalation and reopen rates, error and exception rates, customer satisfaction, throughput, or cost per resolved request.
06Is this a free AI assessment?+
No. The initial 20-minute fit call only determines whether there is a credible workflow, owner, baseline, implementation capacity, and budget. The analysis itself is the paid AI Workflow Value Diagnostic.
Workflow fit review
Is one workflow worth a paid diagnostic?
Share five essential facts first. Then schedule a 20-minute qualification call. Baseline, ownership, budget, and control questions are discussed on that call. It is not a free assessment.
- 01Which workflow creates the most delay, manual effort, or customer frustration?
- 02How often does it occur, and what is the current operating impact?
- 03What has already been attempted?
- 04Where must a person remain responsible for the decision?
- 05Who owns the business result and the technical path?
- 06Is there budget and urgency for a successful initiative?
Prefer email? peter@tier9ai.com
Start with one workflow
Is this workflow worth a diagnostic?
Give Peter the five facts needed for an informed first conversation. Deeper baseline, ownership, budget, and control questions belong in the qualification call—not in your first form.
Five fieldsAbout two minutesNo free assessment
The working constraint
One market. One workflow family. One accountable result.