AI Transformation Consultant

Objective Design and implement an executive-grade AI operating system that integrates Microsoft 365, Notion, CRM systems, communications, and organizational knowledge into a coordinated multi-agent workflow. Scope •⁠ ⁠Assess existing workflows and information architecture. •⁠ ⁠Design AI agents for executive, sales, marketing, research, finance, and operations. •⁠ ⁠Build a shared knowledge repository. •⁠ ⁠Configure secure permissions and governance. •⁠ ⁠Create executive dashboards and automated reporting. •⁠ ⁠Develop prompt libraries and standard operating procedures. •⁠ ⁠Train staff and hand over documentation. Deliverables •⁠ ⁠AI strategy document. •⁠ ⁠Multi-agent architecture. •⁠ ⁠Knowledge management framework. •⁠ ⁠Executive dashboard. •⁠ ⁠Daily and weekly automation workflows. •⁠ ⁠Documentation and training sessions. •⁠ ⁠90-day optimization roadmap. Success Metrics •⁠ ⁠Reduction in administrative work by at least 50%. •⁠ ⁠Faster proposal and research turnaround. •⁠ ⁠Improved visibility into projects and KPIs. •⁠ ⁠Consistent executive reporting. •⁠ ⁠Adoption by leadership and key teams.