AI STRATEGY

Navigate AI capabilities with the people who build them

Working with business leaders to make the right technology investments
Strategy Sprints
Uncover and validate use cases
Cut through hype and complexity to identify, prototype, and implement AI-driven improvements that make work easier and smarter across teams.
64%
Time to close improvement
realized in MiiR sales workflow
We build shared understanding with teams, who get a practical introduction to AI by working directly with real tools and workflows. We map how the business runs today, including people, processes, data, and highlight where intelligence can remove friction, reduce cost, or improve decision-making.

We prototype AI enabled workflows that integrate with existing systems. These demos make ideas tangible and help teams see what’s viable now, what needs refinement, and what should be deprioritized.
Sprints culminate in validated use cases, early prototypes, and a practical roadmap for moving into pilots or adoption. The output is grounded in constraints—data, systems, and people—so investment decisions are clear and defensible.
Immersive discovery and alignment
A focused period of interviews, workflow mapping, and hands-on observation that builds a clear picture of how the business actually runs. This creates alignment on the real problems to solve and identifies where AI can deliver meaningful operational leverage.
Rapid prototyping and validation
The team configures or simulates practical AI workflows—using existing tools, data, and systems—to show what’s possible quickly. These prototypes make ideas tangible, test assumptions, and reveal the conditions needed for a solution to work in production.
Pilot readiness and adoption support
Monthly facilitated sessions that apply proven models directly to active initiatives. Creating clarity, strengthening governance, and producing artifacts that stand up in the business.
AI Accelerator
Peer groups with expert guidance
A private working group for executives navigating AI decisions. The Accelerator connects a small peer cohort with Substantial’s team to pressure-test strategy, vendors, and governance in real time.
100x
Acceleration in month-end
close reporting at Schupan
Leaders use Accelerate to understand where intelligence actually creates leverage across the business. Members get support scoping PoCs, validating assumptions, and producing decision-ready artifacts such as investment cases, governance models, and board-level narratives.

A private cohort provides continuous input from leaders facing similar constraints. Between sessions, members get direct access to Substantial advisors for focused working sessions and artifact creation.
Peer group forum
A private space where leaders facing similar AI decisions compare what’s working, what isn’t, and what’s emerging, supported by facilitators and invitational experts (from companies like Anthropic, Palantir, AWS).
Between-sessions operator support
Substantial advisors help move work forward between sessions: validating investments, reviewing vendor proposals, shaping POCs, and joining focused working sessions when momentum is needed.
Structured working session
Monthly facilitated sessions that apply proven models directly to active initiatives. Creating clarity, strengthening governance, and producing artifacts that stand up in the business.
Operate
AI, managed
An embedded operating partner that helps run AI systems day-to-day by managing vendors, guiding decisions, and ensuring adoption across the business.
6x
Reduction in systems used
across sales workflow at MiiR
Our technology experts embed within client leadership teams to guide decision-making, oversee governance, and help teams use AI systems in ways that support business outcomes.

We manage the full lifecycle of AI systems: monitoring accuracy, handling model updates, coordinating vendors, and ensuring the work gets done. Our role is to keep systems healthy, effective, and aligned with business goals.

Operate gives teams access to technical expertise without adding headcount. We configure agents, integrate tools, resolve issues, and help departments adopt changes at a pace that fits their workflows.
Embedded leadership for AI systems
An embedded Substantial team supports day-to-day decisions and guides ongoing AI initiatives. Operators work within the organization—fractionally or in an extended capacity—to maintain momentum, ensure alignment, and help translate intent into working systems.
Governance, monitoring, and model care
AI systems receive continuous care to monitor performance, workflows, data quality, and perform model evaluations. Governance becomes a consistent practice that keeps systems accurate, safe, and dependable.
Managed infrastructure, tools, and vendors
A modern MSP support for AI, coordinating agents, automations, integrations, and vendor relationships. Our team maintains configurations, resolves issues, manages updates, and ensures production systems stay stable as needs evolve.
How does Substantial price its work?
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Substantial uses a fixed-fee model for upfront strategy and implementation, followed by usage- or license-based pricing for ongoing operation of AI systems.

This structure aligns incentives around business outcomes rather than hours billed, and ensures Substantial remains accountable for the performance of the systems it operates.
How does the Intelligence Platform connect with tools and teams?
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The platform connects directly into existing tools, CRMs, ERPs, communication systems, and data sources. It orchestrates actions across them, enabling AI agents to observe, decide, and act inside real workflows.

Integrations are configured around jobs-to-be-done which often require fewer tools and streamlines processes.
How are reliability and safety maintained as systems evolve?
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Substantial provides continuous monitoring, evaluation, and governance for each system. Performance is tracked in production, prompts and decision logic are refined as workflows change, and model updates are introduced carefully to maintain accuracy, safety, and alignment with the intended outcomes.
Who manages incidents and vendor relationships?
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Substantial can manage incidents and vendor relationships when needed, or the business can keep these responsibilities in-house. In ongoing partnerships, Substantial typically handles first-line incidents, coordinates with model and infrastructure providers, and ensures systems stay healthy. In lighter-touch or strategy-focused engagements, Substantial provides guidance while internal teams remain in control.
Which areas of the business will benefit most from AI?
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The Intelligence Layer excels in workflows that span multiple tools and teams, require significant coordination, and rely on repeatable, knowledge-based decision-making. These are typically high-frequency, rules-driven processes where institutional knowledge can be captured and expressed as logic.

This includes:

Customer Success: ticket automation, channel coordination, enriched customer data.

Sales & GTM: CRM workflows, qualification, routing, quoting, and proposal generation.

Operations: finance, HR, manufacturing, and product workflows where unified data unlocks real-time insight.

Agent Orchestration: multi-agent collaboration across departments, passing context from support to sales to operations.

These domains benefit because intelligence reduces latency, increases accuracy, and handles complexity across tools that traditionally require heavy manual coordination.
Learn more
Learn more
What makes a business a good fit for Operate?
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The Operate partnership is designed for mid-market companies that face enterprise-level pressures but don’t have the internal capacity to manage, govern, and operate modern AI systems. These are growing businesses whose teams are fully focused on running the day-to-day, leaving limited bandwidth to drive new initiatives or evaluate complex technology choices.

Companies that see technology as a way to create more value—for customers, employees, and the business—and want to elevate how their teams work are especially well suited. Operate provides the leadership, accountability, and operational capability needed to build, run, and evolve AI systems that would otherwise require significant internal investment.
How are hosting, deployment, and day-to-day operations supported?
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Substantial supports several operating modes depending on the system being built and how each company prefers to run it. For custom software, Substantial can maintain the codebase directly, transition ownership to internal teams, or provide flexible support that scales up or down as needed. The priority is ensuring that what is built remains useful, usable, and reliable over the long term.

For AI systems, Substantial can operate on existing models and infrastructure or provide fully managed hosting and operations. This includes deployment pipelines, CI/CD, DevOps, monitoring, continuous improvement, and updates to prompts, logic, and model versions. Pass-through costs are handled transparently, and companies can choose the level of operational responsibility Substantial takes on.
Careers at SUBSTANTIAL
Interested in shaping how AI is built and deployed?
We’re hiring across engineering, product, and design.
See Careers
See Careers