AI Strategy and Adoption

Are You Ready for AI?

Don't get left behind - ethical, secure, and confidential AI solutions are at your fingertips.

What We Can Do

Our areas of AI expertise

From AI strategy and policy to tool selection, implementation, and adoption, our AI services have you covered.

Book a Free Call ($750 Value)
click to see details

AI Strategy, Roadmapping, and ROI Calculation

AI Use Case Analysis and Design

AI Policy and Position Guidance

AI Tool Selection, Implentation, and Integration

AI Custom Agent Development

AI Adoption and Training

our solutions

AI for Associations

Here's how we can help you and your association cultivate resilience, relevance, and innovation in the age of AI.

AI Strategy, Roadmapping, and ROI Calculation

We help you develop practical AI implementation strategies with clear financial benefits, guiding your association from initial assessment through successful adoption while ensuring measurable impact for your staff and members.

AI Tool Selection, Implentation, and Integration

We help you cut through the noise and navigate the thousands of AI tools out there by evaluating, selecting, and seamlessly integrating the perfect AI tools for your association's needs.

AI Use Case Analysis and Design

We help you identify and design specific AI use cases that deliver high impact value - that you can see and measure - quickly and safely.

AI Custom Agent Development

We help you create and design custom AI Agents by combining the power of Large Language Models with your custom knowledge while keeping your proprietary data safe, secure, and private.

AI Policy and Position Guidance

We provide you with expert guidance on AI policy and positioning, helping associations navigate ethics, governance, and strategic alignment with industry standards.

AI Adoption and Training

Our people-first approach and advanced change managment techniques help your staff adopt and accept AI with calmness, confidence, and clarity - empowering them and setting them up for long-term growth.

Our Unique Process

Our unique process is based on one important thing we've learned - it's never about the technology.
Or, put another way - the technology is the easy part.

That's why every project and client engagement revolves around these four questions:

1

Why

Why this project, and why now?

2

Who

Who asked for this project, and who will be impacted?

3

What

What resources do you have available?

4

How

How can this project benefit you, and how much do you want us involved?

service

And the #1 goal
of our process is always this...

- to elevate your status,
- to expand your influence, and
- to future-proof your career growth.

While leading your Association to technology excellence and creating measurable impact for your members. Its a win-win-win.

Our process does everything possible to TRANSFORM YOUR ROLE:

  • From just-get-it-done manager to strategic thought leader
  • From liability expense to value creator
  • From always reacting to ahead of the curve
Our AI Work

Three AI Projects in our Portfolio

Disclaimer: to respect the confidentiality & privacy of our clients and partners, we’ve omitted specific names. We are, however, happy to share details of our experience and outcomes, including references.

Challenge

"One of our board members said AI will be bigger than the Internet. What are we doing with AI?" - These were the words of an association CEO after a board meeting.

This comment set off a flurry of frantic activity and questions at the association - What is our AI policy? What AI tools should we give staff? Which staff should get AI? What should we use it for?

That's when we got the call.

Strategy

Our strategy focused on three areas: assessment, selection, and adoption.

  • Assessed the associaton's AI Readiness and crafted an AI Policy and Position Statement
  • Identified and defined high-impact use cases across the organization. Evaluated and selected the best AI Tools for each use case
  • Implemented AI Change Management across the organization, providing training on AI prompts, workflow creation, and ethical usage

Results

Fifty-eight people across the association successfully adopted AI Tools by integrating them into their daily workflow and by applying it to 10 specific use cases across the organization.

tab1
bgtab

Challenge

"How are we supposed to get through 600 emails a day and not miss anything?" - these were the words of a stressed and overwhelmed Events department.

The emails were relentless. Questions from registrants, sponsors, speakers, press, and CEOs. Everyone believed their email was top priority. The Event staff didn't know where to begin, and complaints from unanswered emails started to pile up.

That's when we got the call.

Strategy

Our primary strategy for this specific problem was two-fold: use AI to prioritize incoming emails and know as many answers as possible.

  • Used Microsoft Copilot Studio to create a custom AI Agent that had access to all of the emails sent to the Events department
  • Trained the agent by providing 8 years worth of emails sent and received, providing a list of important people and priority companies, providing all information about the different events (the schedule, speakers, times, dates, prices, etc.), and any additional information staff felt was important.
  • Provided the Customer FAQ Agent to Event staff only to help them quickly prioritize, process, and respond to emails

Results

The amount of time the Events department spent answering emails was cut in half, while dramatically increasing response times.

tab1
bgtab

Challenge

"It’s just going to create more work" and It’s going to replace me" - these were the concerns expressed by staff of a mid-sized membership organization.

The association's investment in ChatGPT Team saw less than 25% of staff using it after three months, as employees privately voiced concerns about job security and skepticism regarding AI's capability.

That's when we got the call.

Strategy and Services

Our primary approach focused on transforming AI from a threat into a trusted tool through a people-first implementation strategy. Here's what we did:

  • Conducted "Fear to Faith" workshops to listen to concerns and transform narrative from "AI will replace me" to "AI can help me"
  • Created AI Champions Network and a metrics dashboard to recognize / celebrate AI wins (time saved, process improvements, innovation)
  • Implemented "Start Small, Win Big" strategy with small, low-risk AI tasks that showed immediate results

Results

Within four months, AI adoption increased from 25% to 75% across the organization. Staff reported an average time savings of 4 hours per week, and employee satisfaction surveys showed a 40% increase in positive sentiment toward AI tools.

tab1
bgtab
Reviews

What Our Clients Are Saying

We respect the confidentiality and privacy of our clients and partners, so we've omitted some identifying details here.

But we are more than happy to connect you directly with our current and previous clients, so you can get honest feedback on what it's like to work with us.

"In over 20 years of working with Chris and Sandy Point, there's not a single project they could not get done or a problem they could not solve. Chris is on speed dial and I don't know what we'd do without him and Sandy Point.'

Glenn S.
Vice President, Technology

"Chris and Sandy Point have the uncanny ability to take our plain english (and often confusing) requirments and tranlate them into technology solutions that were not only exactly what we wanted, but more than we ever thought possible."

Emily W.
Assistant Vice President, Compliance

"The work of Sandy Point, under Chris' leadership and guidance, have saved me countless hours of work through automation and integration, allowing me to focus on higher-value and strategic priorities that benefit me, our members, and our association. "

Geneva B.
Senior Director, Conference Systems and Strategic Partnerships
Full references available on request.

Questions? Answers.

Have a different question and can’t find the answer you’re looking for? Reach out to our support team by sending us an email and we’ll get back to you.

We are different in four important ways: 1.) our focus is on you, not just the project or technology, 2.) associations are all we know and work with, 3.) our rates adjust based on your association's revenues, and we guarantee ROI, and 4.) you have complete control over the amount of help you need.

How do you focus on me?

Our goal is to help you elevate your status, expand your influence, and future-proof your career growth through your technology project or task - while leading your association to excellence. Trust us, it's a win-win for everyone, including members!

We believe that every association, no matter how small, deserves access to innovative and modern technology. That's why our rates adjust based on your association's annual revenues. We also guarantee our rates: if your project doesn't deliver, then your money back, it's that simple.

Every association has different levels of resources available in terms of staff capability, knowledge, technology, and budget.

That's why we offer three ways to work with us: 1.) Do-it-Yourself (DIY): we guide you with expert support and knowledge while you complete the majority of the project on your own, 2.) Done-with-You (DWY): we complement your internal resources and we complete the project together, 3.) Done-for-You (DFY): don't worry about a thing - we do it all for you!

Have a Technology Goal, Project, Task, or Problem? Schedule a Free Strategy Call to Talk About It

This is a free, no-obligation strategy call to see if - and how - we can help you. Schedule now and get a $750 consulting credit for free.

Book a Free Call ($750 Value)
click to see details