AI advisory for growing businesses
Ready.
AIM. Fire.
Aim first. Then spend.
Most companies buy AI tools first and look for the payoff later. We help you aim first, so every dollar you put into AI has a target, a measure, and an owner. If you have been asked to make the AI decision for your company, this is where you start.
15 minutes. No pitch. Not sure where to aim? Start here.
01 / The real problem
Most AI spending produces nothing you can measure
The technology usually works. The tools do not fit how the business actually runs, and nobody defined what success would look like.
A 2025 study from MIT's NANDA initiative found that 95% of organizations saw no measurable return from generative AI, despite an estimated $30 to $40 billion in spending.
Source: MIT NANDA, "The GenAI Divide: State of AI in Business 2025," as reported by FortuneWe see the same pattern in small and midsize firms:
- Ready, fire, aim.
A tool gets purchased because a competitor mentioned it. Months later nobody can say what it saved.
- Work that lives in inboxes.
When schedules, approvals, and client history sit in individual email accounts, AI has nothing reliable to work with, and leadership cannot see what is happening.
- Shadow AI.
Staff are already pasting company and client information into personal AI accounts. Without a policy, that is a confidentiality problem waiting to surface.
- Too many changes at once.
Moving files, switching accounting systems, and turning on an AI assistant in the same quarter can expose data that old folder permissions quietly left open.
None of these are technology problems. They are aiming problems.
02 / Where AI pays off
Two tracks. One method.
Every business runs on six areas: winning customers, closing business, keeping clients, delivering the work, running the back office, and leading the company. They split into two tracks.
Follow up with purpose
Turn inquiry notes into a clear next step, a draft response, and a reminder for the right person. Your team reviews before anything goes out.
Measure: Time to first follow-up
Get proposals moving
Build a first draft from an approved scope, pricing, and proven templates. Your team checks the details and makes the final call.
Measure: Time from scope to draft
See the next opportunity
Bring scattered client notes into a clearer view of open conversations, stalled decisions, and clients who need attention.
Measure: Clients without a next step
Take the intake off the phone
Capture new requests in one place with the details your team needs, routed to the right person, instead of living in voicemail and inboxes.
Measure: Requests handled without rework
Get documentation written
Turn meeting notes and job records into the documents your firm has to produce anyway: summaries, checklists, handoffs. Staff review, not retype.
Measure: Hours per week on write-ups
Give leaders the numbers
Pull the figures that matter out of the systems you already run into a view your leadership team can read every week without asking someone to build it.
Measure: Days from month-end to a usable report
03 / Our method
Aim before
you invest.
Most companies buy the tool first. We start with the work, define the target, and build a plan you can measure.
Ready.
We interview the people who run the business and the people who do the work. Leaders describe where the company needs to go. Staff describe where the hours actually go. The gap between those two pictures is where the opportunity is.
AIM.
You receive a written plan with three priorities, not thirty. Each one has a specific target, a way to measure it, a named owner, and a date. Each one also states the risk and data safeguards required before it starts.
Fire.
You choose how to execute: your team runs the plan, we advise monthly while your team builds, or we build it alongside you. Because the targets were set first, you will know whether it worked.
The AIM Assessment
A fixed-fee starting point with a plan at the end.
A structured review of how your business operates today and where AI and automation will produce a measurable return.
- Interviews with leadership and the key people who run the work, around four in total
- A scored review across all six business areas, risk and data governance included
- Three priorities, each with a target, a measure, an owner, and a date
- A leadership review of the findings and your options
Report delivered within 10 business days. Scope, fee, and timing agreed before you begin.
Interviews
About 45 minutes with the owner or senior leader, plus shorter conversations with the key people who run the work.
Analysis
We map what we heard across the six areas. Risk and data governance are reviewed across all of them.
Your report
An honest score for each area, the estimated cost of the time being lost, and three prioritized recommendations with measurable targets.
Review session
We walk your leadership team through the findings and the options for moving forward.
What you will not get: a list of tools to buy, a sales pitch dressed up as a report, or scores adjusted to create urgency. If an area of your business is working well, the report will say so.
04 / After the assessment
Your plan. Your way forward.
Choose the level of help that fits your team. The plan is yours either way.
Run it yourself
The plan is yours. Many firms have the people to execute once the priorities are clear.
Advisory
We meet with your team monthly, keep the plan on track, help you evaluate vendors and tools, and adjust as results come in.
Build with us
We implement the priorities alongside your team, then hand over something that works and that your people know how to run.
Already chosen your tools?
The AIM Readiness Review
If you have already picked your tools, the question changes from "what should we do" to "are we set up to do it safely and in the right order." We review your goals, the sequence of changes, who can access what data, how outside partners will be connected, and what your staff are permitted to put into AI tools. You get a sequenced rollout plan with the safeguards in place before anything is switched on. This matters most when several changes land together: moving files to the cloud, replacing an accounting system, and enabling an AI assistant.
05 / Why MITSAIM
Business people.
With a security mindset.
MITSAIM is the AI advisory practice of Managed IT Solutions. We have managed business technology since 2001, and we bring that operational experience to one question: what will actually help your business, and what will put it at risk.
Raleigh, NC. Serving growing businesses.
- 01We have managed business technology since 2001.
We know how small and midsize firms actually run, including the parts nobody documents.
- 02Security and governance come first.
We come from managed IT and cybersecurity. Every recommendation includes who can see the data, where it goes, and what policy your staff need.
- 03We are vendor neutral.
We do not resell AI tools, so the advice is about your business and not about a product.
- 04We will tell you what not to do.
Restraint is part of the job. Sometimes the right answer is to fix a process before adding AI to it, or to wait.
- 05Built for Microsoft 365 environments.
Most of our clients already own capabilities they are not using. We start with what you have paid for.
06 / Is this you?
The people we do our best work for
If two or more of these sound familiar, the AIM Assessment is the right first step.
- You are the CFO who has been told to implement AI, or at least figure out what it would cost and return.
- You run a company of 30 or more people without a CFO, and the AI decision landed on your desk.
- Your team runs on email and spreadsheets, and you know that will not hold as you grow.
- You have bought AI licenses and cannot point to what they returned.
- You are about to evaluate a software product that claims to be built on AI, and you are not sure what to ask.
- You suspect staff are using personal AI accounts with company information.
- You handle confidential client, patient, or investor data and cannot afford a mistake.
07 / Questions
Good questions.
Straight answers.
Do we need to be using AI already?
No. About half the firms we talk with have not started, and that is a fine place to begin. If you have started, the assessment shows whether the effort is pointed at the right problems.
How much of our team's time does this take?
About three hours in total across everyone interviewed, plus one hour for the review session.
What happens to the information we share?
It stays confidential and is used only to prepare your report. We are a security firm first, and we handle your information the way we advise you to handle your clients' information.
Will you recommend specific products?
Only where a product is clearly the right fit, and we do not earn commissions on AI tools. Many recommendations involve capabilities you already own.
What if the assessment shows we are not ready for AI?
Then the report will say that, along with what to fix first. Knowing that before you spend money is the point.
We are already a Managed IT Solutions client. Does that change anything?
You have a head start. We already know your systems, your security posture, and your Microsoft 365 environment, which makes the assessment faster and the recommendations more specific. Ask your account contact about client pricing, or book a call.
Next step
Big ambition.
A better aim.
Bring one business challenge. Fifteen minutes with someone who has been managing business technology since 2001, and you leave knowing whether the AIM Assessment is the right next step. No pitch, no slide deck.
919-636-5325 | info@mitsaim.com
7501 Creedmoor Rd, Suite 112, Raleigh, NC 27613