DEPARTMENTS AND BUSINESS FUNCTIONS INCLUDED
Compliance | Customer Service | Customer Success | Data/Analytics | E-commerce | Executive/Strategy | Facilities | Field Service | Finance | HR | IT | Legal | Manufacturing | Marketing | Operations | Product | Project Management Office | R&D | RevOps | Sales | Security
Simple Plans. Clear Value.
Your starting point for automation and AI discovery on your terms. 1 year of access to the Solution.AI Action Center. Best for: Early discovery and fast signal by department. Best when you want a simple starting point and minimal friction.
- PLAN NOTES
- Upgrade to Coretech‑Guided or Professional Consulting anytime
- TOOLS & RESOURCES
- SolutionAdvisor.AI Action Center (Basic Access)
- Automation vs AI Education (and when to use each)
- AI vs Automation Decision Guide
- Automation & AI Readiness Checklist
- Pilot / Project Scoping & Requirements
- Readiness Self-Assessment
- Engage Service Provider(s)
- Access to Service Provider Resources for Qualified Opportunities
- Quarterly Automation and AI Newsletter
- SERVICES & SUPPORT
- 30 minute One-on-One Scoping Session per Automation and AI Solution Identified
- Quote Requests
- WHAT'S NOT INCLUDED
- Coaching
- Professional Consulting
- Automation and AI Tool Kit (Briefs, Case Studies, and Guides)
- Engineering Reviews
- Top 3 Service Provider Comparison
- Saving Multiple Projects
- Archiving Projects
One time payment which provides you with 6 months of coaching with a Solution.AI consultant and 1 year of access to the Solution.AI Action Center. Best for: When you want faster momentum, deeper readiness resources, and guided validation before committing. ROI this option quickly by leveraging tools to save hours of time and effort.
- PLAN NOTES
- Upgrade to Professional Consulting within 30 days and your full payment is applied toward the cost.
- INCLUDES ALL SELF-GUIDED TOOLS AND RESOURCES PLUS THE BELOW
- TOOLS & RESOURCES
- SolutionAdvisor.AI Action Center (Premium Access)
- What's Possible Briefs
- Case Studies
- KPI Guide
- ROI Guide
- Integration Guide
- Security & AI Governance Guide
- SERVICES & SUPPORT
- Easy Start Kick‑off Call to Review Resources and Your Roadmap
- 1‑hour One‑on‑One Scoping Session per Automation and AI Solution Identified included with Discovery Questionnaire
- Engineering Review Request
- Top 3 Service Provider Comparison Review
- WHAT'S NOT INCLUDED
- Professional Consulting
Your executive‑ready automation and AI roadmap, delivered by experts. The right consulting to ensure success. Access to the Action Center for up to one year after the implementation of your project. Best for: When you need an executive‑ready roadmap across roles, workflows, and skills, all delivered as a custom engagement.
- PLAN NOTES
- Custom pricing based on scope and complexity
- TOOLS & RESOURCES
- INCLUDES ALL CORETECH-GUIDED ACCESS, TOOLS, AND RESOURCES
- SERVICES & SUPPORT
- End-to-End Strategic Guidance
- Comprehensive Work Analysis
- Skills Gap Assessment
- Workforce Planning
- Personalized Upskilling Roadmap
- Automation & AI Implementation Strategy
- Integrated Transformation Plan
- Dedicated Expert Team
- Change Management & Adoption Support
The Free tier is a self-guided starting point in the Action Center that allows users to create one project and work through the Action Center at their own pace with limited support. This tier is best for early exploration or a single initiative.
The Coretech-Guided tier is the premium experience in the Action Center, designed for users who need support across multiple projects with AI-assisted auto-fill, proprietary tools, and a more guided project workflow. This tier also includes guided access to our proprietary solution provider database and AI‑assisted intake to help narrow provider options faster and more confidently. This tier is best for teams running multiple projects or needing structure and speed.
The Professional Consulting tier includes everything in the Action Center that is in the Coretech-Guided tier and adds access to a third-party consulting firm for deeper support with gap analysis, employee upskilling roadmaps, transformation planning, and other strategic advisory services. This tier is best when organizational change, risk, or complexity is high.