Training & Advisory
Audits, builds, and data + AI training for teams already running
One-off engagements scoped to your firm, delivered by the Enterprise DNA team. Get an audit, scope a build, or run a data and AI workshop with your team.
Engagement types
Four ways to work with us
Each engagement is scoped per outcome and shaped to how your firm actually operates. Decade-deep data background, paired with the AI practice that built it.
Managed AI Agents
Done-for-you. We design, deploy, and manage a fleet of AI agents across your operations, then run and improve them every month. You approve the work, we run the system.
See how it runs arrow_forwardAI Advisory
A scoped advisory engagement for teams that want a clear, honest plan before they spend on tools or builds. Strategy, roadmap, vendor calls, and governance.
See what advisory covers arrow_forwardFractional Chief AI Officer
Senior AI leadership month to month. A fractional Chief AI Officer who owns your AI strategy, governance, and roadmap, long before you could justify the full-time hire.
See what the role covers arrow_forwardStrategy Audit + 30-day roadmap
A diagnostic engagement. We map your team's workflows, surface where AI lifts ceilings, and hand you a 30-day roadmap. One-off, scoped, clear deliverable.
See how the audit runs arrow_forwardCustom builds
A focused build, scoped to one workflow or one outcome. Single workflow to multi-week build. Stays inside your stack, your data, your brand voice.
See what we build arrow_forwardLive training & workshops
In-person or virtual workshops for your team. Practical skills tailored to how your firm actually operates. Cohort or bespoke.
See workshop formats arrow_forwardAdvisory retainer
A fractional advisor for owner-operators who want strategic guidance without committing to a full Omni Command Centre retainer.
See what is included arrow_forwardNew: the sovereignty track
Four engagements that keep your AI yours
As AI spreads across your firm, two questions decide how well it ages. Who owns the intelligence, and what it costs you to run. These engagements answer both, so the board keeps control and the model bill stays lean.
Vendor & dependency audit
A clear read on where your business intelligence lives today, which model vendors you depend on, and where a change of pricing or terms would hurt. You leave knowing exactly what you are exposed to.
Cost & model-routing audit
We map where your model spend goes, then show what comes back when the routine 70 to 90 percent of tasks route to cheaper or open models, with premium models kept for high-value reasoning. A hard number, not a hunch.
Sovereign AI architecture
A design for an AI layer you own. Your data, workflows, agent memory, and customer context stay yours, with the models flexible underneath. Documented and exportable, so you are never locked to one provider.
Control plane & governance
The rules that keep it safe as it grows. Which model sees which data, what each agent is allowed to do, what gets logged, what escalates to a person, and what never leaves your environment.
Your AI should work for you, not for your model provider.
See the full Omni Command Centre arrow_forwardHow an engagement runs
A clear path from first conversation to handover
Every Training & Advisory engagement follows the same shape, so you always know what you are paying for and what you are getting back.
Discovery
A 30-min call with Sam. We understand the firm, the team, and what outcome you actually want from the engagement.
Scope
You get a written scope. Deliverables, timeline, what is in, what is out. No mystery, no scope creep.
Deliver
Sam delivers the work directly. Audits land as written reports. Builds ship inside your stack. Workshops run with your team.
Handover
You walk away with everything you need to keep running it. Recordings, docs, code, decisions. The work stays yours.
Worked examples
What real engagements look like
Two anonymised snapshots of recent Training & Advisory work. Different shapes, different outcomes, same delivery model.
Strategy Audit
A 6-person law firm wanted to know where AI fit
A 6-person law firm engaged us for a Strategy Audit. We mapped intake, matter management, drafting, and client comms. They left with a 30-day roadmap showing exactly which workflows to automate first and what to leave alone. They now run two assistants their lawyers actually use, and the partners can see a real path to new service lines they could never have staffed before.
Custom build
A boutique financial advisory firm ran a 2-week build
A boutique financial advisory firm ran a 2-week build with Sam to ship a client review and compliance assistant. It sits inside their existing tool stack and writes the first draft of every client review note. The advisers spend their week in front of clients instead of in front of templates, and the firm has the headroom to take on the kind of clients it was previously too thin to serve.
Pricing
Scoped per outcome, not per seat
Each engagement is scoped per outcome. Audits typically run as a one-off. Builds run per project. Training is scoped by team size and duration. Book a 30-min call to scope yours.
Book a 30-min callFAQ
Common questions
The questions firms ask before they book a call. If yours is not here, ask Sam on the call.
How long does an engagement usually take?
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Audits run as a focused engagement, typically one to two weeks end-to-end. Builds run per project, from a single workflow to a multi-week build. Workshops are scoped by team size and duration. Sam scopes the timeline with you on the discovery call.
What if I need both an audit and a build?
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Common path. Most firms start with a Strategy Audit, get the 30-day roadmap, and then commission one or more builds off the back of it. You can book them together or sequence them. Either way, the audit informs the build, so nothing is wasted work.
Is this different from the Omni Command Centre?
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Yes. Training & Advisory is one-off and per-project. Omni by Enterprise DNA is the ongoing managed Command Centre where we build, install, and run your AI operating layer every month. T&A often leads into Omni once a firm is ready to commit, but they are separate engagements with separate scopes.
Can you train my whole team?
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Yes. Workshops can run for a single team, a cohort across multiple offices, or the whole firm. We tailor the curriculum to your tools, your data, and the work your team actually does day-to-day.
What stack do you work in?
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Tool-agnostic. We work across OpenAI, Anthropic, Power BI, n8n, Supabase, and custom builds. If you already have a stack, we slot into it. If you do not, we will recommend one that fits the firm rather than the other way around.
Where are you based?
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NZ-founded. Auckland, NZ, and AU customers get founder-direct access to Sam. We work with firms outside the region too. Discovery and workshops can run virtual or in-person depending on where you are and what makes sense.