Solutions

Our 8-phase framework adapts to your unique priorities—whether optimizing a single function or leading enterprise-wide transformation—ensuring alignment with leadership objectives, compliance standards, and operational capacity.

“AI enablement is not about tools—it’s about decision-making. We start with leadership alignment, risk governance, and cultural readiness, because that’s where real transformation begins.” – Cory Kronheim, Founder of SM Advisory

Initial Win

We facilitate leadership to solve for a short-term, immediate solution with minimal investment.

AI Strategy & Roadmap

You need a plan. We guide you through the 8-phase framework to assess readiness, align leadership, prioritize opportunities, and design a clear, trusted path to responsible AI adoption and measurable results.

Outsourced Chief AI Officer

You have a day job, and AI is too important to ignore. We provide dedicated AI leadership, ensuring trusted, strategic, and measurable AI adoption and growth.

Phase ZERO

Organizational Readiness Assessment

Evaluates a client’s current culture, tech landscape, and leadership alignment to ensure they can adopt AI responsibly.

Phase 0 - Readiness Assessment

Your C-suite and key leaders are interviewed by SM Advisors to understand your business strategy, AI knowledge, risk appetite, and cultural and tech landscape. This shapes your AI journey. AI is the car. You’re the driver. Not the other way around.

Phase ONE

Strategic Alignment & Leadership Enablement

Guides executives in defining an AI vision that dovetails with organizational goals, embedding trust and ethical leadership into every decision.

Phase 1 - Strategic Alignment

Phase 1 focuses on educating and enabling your senior management to build confidence in using AI. The goal is to ensure you feel in control and comfortable navigating AI’s risks and opportunities. Safe space. We assess where you are today, and help you take your next step forward.

Phase TWO

Opportunity Identification & Prioritization

Pinpoints the high-value AI use cases—like fraud detection or automated lending decisions—most likely to deliver quick wins and significant ROI.

Phase 2 - Opportunity Identification

Next, we create an environment for ideation. We help your senior management take what they’ve learned about talking to AI and explore how its possibilities can help achieve your strategic goals. The result of this phase is a list of use cases designed by you and facilitated by SM Advisors.

Phase THREE

Risk Governance & Mitigation

Works hand-in-hand with compliance to ensure that all AI systems meet regulatory requirements, thereby reducing reputational and operational risk.

Phase 3 - Risk Governance

We design governance frameworks tailored to your operations, ensuring AI solutions remain explainable, fair, and compliant. SM Advisors trains your teams to assess AI tools, document decisions, and manage risks so stakeholders and regulators trust your AI initiatives.

Phase FOUR

Feasibility Analysis & Technical Enablement

Validates technology choices, from data infrastructure to machine learning platforms, while creating a roadmap for sustainable scaling.

Phase 4 – Feasibility Analysis

SM Advisors helps analyze your data, systems, and technical environment to test if your AI goals are achievable. We facilitate building quick prototypes, identify gaps, and create a roadmap for integrating AI into your business processes, budgets, and tools. We understand resources are finite, so we ensure each investment is purposeful and aligned with your overall strategy.

Phase FIVE

Implementation & Ethical Scaling

Introduces AI solutions to production environments with an emphasis on transparency and accountability, rolling them out in carefully managed stages.

Phase 5 - Implementation

SM Advisors steps in as your translator and guide—understanding your strategy, governance, tech stack, and vendor landscape. Whether it’s as simple as helping you deploy tools like Copilot, more complex like integrating AI agents in to your core processor, we ensure solutions align with your goals and operational reality.

Phase SIX

Talent & Cultural Transformation

Reskills employees and reimagines organizational structures to sustain AI adoption, reinforcing a culture that embraces continuous learning.

Phase 6 - Talent & Culture

Phases 0 through 5 have built top-down support for your AI strategy. Now it’s time to create the grassroots movement. SM Advisors helps ensure employees and AI users understand and adopt tools confidently, seeing value for the business and personally. We help evolve roles, workflows, and mindsets so your people see AI as an enabler rather than a threat.

Phase SEVEN

Continuous Improvement & Value Measurement

Establishes feedback loops and KPIs, ensuring that AI solutions deliver lasting business value and remain adaptable to evolving market demands.

Phase 7 - Continuous Improvement

SM Advisors helps you define success metrics to track AI performance. We establish feedback loops, retraining schedules, and governance check-ins so your AI evolves with business needs, regulations, and market changes, continually delivering value.

"Working with Cory is always a pleasure - he listens, cares, and brings real clarity and intelligence to every conversation."

"Cory's easy to work with, quick to take action, and never shies away from a challenge. He makes collaboration smooth and productive."

"Cory's collaborative approach, trustworthiness, and genuine care shine through. As an auditor and advisor, he fosters solutions and connections, celebrating shared success with professionalism and dedication."

"SM Advisors stays at the forefront of AI enablement, and Cory’s passion and authenticity make him an incredibly talented, creative partner to work with."

"Cory's engaging, consultative approach fosters professional growth and knowledge-sharing, empowering others to excel while cultivating a collaborative, forward-thinking environment."