The reality today

Still running on
copy, paste and chase?

Siloed information

Every tool holds a piece; no one sees the whole picture.

Manual hand-offs

People move data between systems and chase each other to keep processes going.

Slow responses

Customers, teams and decisions wait while the information gets found.

60%

of workers’ time goes to “work about work”: chasing status, switching apps and searching for information.

Asana · Anatomy of Work Index
1.8 hrs

a day, per employee, spent searching for and gathering information.

McKinsey Global Institute

Tools get bought. Workflows don’t change.

Without training and implementation, results don’t show. The opportunity is to connect AI to the work your team is already doing.

Clone · Systemize · Scale

Build the modern advantage
into how you work.

Start with the business: how work gets done, how decisions are made, and where your people’s time goes. Then build AI into the way the whole team operates.

01

Clone

Capture how work is done and how decisions are made.

  • Document the processes your team uses.
  • Capture the thinking behind the decisions.
  • Train AI employees on how you and your team work.
02

Systemize

Build that knowledge into ModernOS, one connected operating system for people and AI.

  • Connect skills, plugins and workflows across your tools.
  • Replace copying and chasing with connected hand-offs.
  • Bring information together for real-time insight.
03

Scale

Roll out your human + AI team through ModernOps.

  • Train people to use and build AI employees.
  • Implement change with the team doing the work.
  • Measure time saved and business results, then expand.

Illustrative onboarding example

The same process.
A very different working day.

A new client signs. Here’s how the hand-offs can change when AI team members work together.

Before · New client onboarding

Six people. Six hand-offs.
Days of waiting.

Estimated human time: 6–8 hours
  1. AdminCopies the lead into the customer relationship management system · ~5 min
  2. SalesWrites the follow-up · ~1 hr
  3. ManagerReviews and approves · ~30 min
  4. OperationsBuilds onboarding · ~2 hrs
  5. FinanceSends the invoice · ~30 min
  6. EveryoneChases status · ~1–2 hrs

Revisions and missing information send work back through the process.

After · Same process

One AI team. One approval.
Done in minutes.

Estimated human time: ~15 minutes

Trigger

New client signs

The connected workflow begins.

AI team members hand off to each other

  • Log the lead · seconds
  • Draft follow-up · ~1 min
  • Build onboarding · ~2 min
  • Prepare invoice · ~1 min
  • Update everyone automatically · seconds

Each AI employee passes its work straight to the next. No copying, no chasing.

One human touchpoint

Review & approve

~15 minutes

Illustrative estimates for one new-client onboarding workflow.

How it fits together

Our method. Your business.
One operating system.

The Modern CEO

The CEO

Make space for the leadership decisions behind your next stage of business.

Explore The ModernCEO →

The Modern Exec

The leadership team

AI training and strategic guidance to lead the team through change.

The Modern Team

The workforce

Training and AI employees for a connected human + AI team.

ModernOS

Your AI-powered operating system: skills, plugins and workflows connected across your tools. One system that brings people and AI together.

ModernOps

Implementation and change management. We bring it to life with your team, inside your business, until it runs.

From the work

Hours become minutes.
The opportunity gets bigger.

Different businesses. Different starting points. The same focus on connecting AI to the work.

Case study · B2B technology company

5,000+

hours saved / year

One hour of training.
5,000+ hours of opportunity.

Eight people, each building a custom AI employee for their own role.

The spark

One AI employee, built from a single documented process.

Expected: 3–5 hours a week.

Reported actual savings from one AI employee: 3,000–5,000 hours a year.

The AI employee build

Each person built AI employees, workflows and automations for their own role, and the hours continued to stack.

We tallied the savings in a dashboard built in Claude.

What’s next

Everyone is equipped to build their AI employees. The team is continuing to design AI chiefs of staff, workflow automations and new ways of working.

A governance model is in place to support continued adoption.

The magic wasn’t in the AI tool. It was in connecting AI to the work the team was already doing.

The team triple-checked the results live. Client details kept confidential.

Sheet metal manufacturer

24,000+

Hours of manual work saved every year.

From order desk to shop floor, rebuilt for AI.

A full revamp of the digital tools and workflows the team uses to process orders and run the manufacturing shop.

And this is only round one: the project is just getting started.

Orders + shop operations

General contractors

1 hr → 2 min

Hours become minutes.

Contractor A

COO time savings: weekly report cut from one hour to two minutes.

  • Automatic bid management: monitors the Department of Transportation website, sources requests for proposals and drafts replies.
  • Fleet management: monitors records and guides inventory and equipment buy/sell/lease decisions.

Contractor B

90%+ less time on some project management tasks.

Modernized the full front office in one quarter: audited existing work, then built team-specific AI tools that work with their enterprise resource planning data.

Start where you are, then expand

Results reflect the scope of each project. Outcomes differ by business.

How we serve & engage

Meet you where you are.
Take you where you need to go.

01 · Speaking & training

Bring the modern advantage
to your stage.

Keynotes, workshops and hands-on team AI upskilling.

From seeing what’s possible to building the skills to put it to work.

  • How to Clone Yourself
  • The AI-Powered CEO
  • Your Human + AI Team

02 · Implementation

We don’t hand you a plan.
We build it with you.

Done with you, inside your business, until it runs.

ModernOS

Your AI-powered operating system: skills, plugins and workflows connected across your tools.

Explore ModernOS →

AI Clone Team

AI employees trained on how you and your team think and work.

Explore the ready-made team →

Custom builds + ModernOps

Built around your processes, rolled out with your team, with change management that makes it stick.

03 · Consulting & advisory

Guidance at every
level of leadership.

From the CEO’s desk to the boardroom.

Board

Advisory on AI, growth and transformation, cutting through the hype to deliberate, achievable results.

CEO

1:1 strategy for clarity, time back and more profitable growth, without everything running through you. For ongoing leadership support, explore The ModernCEO program →

Exec

Hands-on AI training, a personal AI assistant for the role, and strategic guidance to lead the team through change.

What it makes possible

Waste eliminated.

Wasted time. Wasted materials. Five touchpoints where one will do. Every process gets leaner.

Possibility expanded.

People freed up for work that moves the needle, and things that weren’t possible before.