AI Solutions
Unlock the Power of AI for the Middle Market
Most middle market organizations still rely on Excel and legacy ERP systems—familiar tools that feel safe, but ultimately slow down decision-making, drain capacity, and limit visibility. The reality is: you don’t jump from spreadsheets to Artificial Intelligence in one leap. Success requires a structured, flexible journey that builds on your data, strengthening it at each stage so it can power analytics, automation, and AI at scale.
At Clark Schaefer Consulting, we help you navigate this journey with clarity, confidence, and measurable outcomes, with data driving impact at every step.
A Flexible Journey, Built Around You
Every organization’s AI journey looks different. Some are just starting to clean up siloed spreadsheets; others are exploring dashboards or testing advanced automation. No matter where you begin, our team adapts to your needs with a customized roadmap, ensuring your strategy evolves as your capabilities grow. We help you move from reactive reporting to data-driven business decisions, faster, smarter, and with confidence.
Here’s how we help middle market organizations move step by step at their pace from reactive reporting to autonomous AI-driven operations.
Focus: Excel + static ERP
CSC Role: Assess reporting gaps, introduce data governance basics, stabilize controls
Outcome: Solid data foundation for reliable decision-making and readiness for automation
Focus: Dashboards, drill-down insights powered by integrated data
CSC Role: Build BI roadmap, govern data, single source of truth
Outcome: Real-time visibility and faster, data-driven decisions
Focus: Automating tasks with reliable, structured data
CSC Role: Identify automation opportunities, embed audit-ready data controls, train staff
Outcome: Faster cycles, fewer errors, freed-up talent capacity
Focus: Predictive insights from clean, well-governed data
CSC Role: Roadmap for AI use cases, ensure data readiness, implement governance
Outcome: Proactive decisions with ethical, transparent models
Focus: AI acting autonomously under human oversight
CSC Role: Establish guardrails, enterprise-wide governance, secure deployment
Outcome: Intelligent autonomous operations—with humans in control and data at the core
Our Core Solutions
1. AI Roadmapping
We start by defining your vision and objectives, then identify the highest-value opportunities for AI adoption. Data guides the prioritization of use cases, informs benchmarks, and drives measurable progress throughout the roadmap.
Outcomes:
A data-informed roadmap tailored to your business needs
Prioritized use cases where data delivers measurable value for immediate and long-term impact
A framework that uses data benchmarks to track adoption, performance, and success
2. Governance & Controls
Responsible AI depends on strong governance. CSC ensures that data quality, lineage, and transparency form the backbone of governance to keep AI ethical, secure, reliable.
Services include:
AI Policy & Procedures: Establish governance frameworks that define ethical, transparent use of data and models
Risk Management: Manage risks like bias, privacy, and fairness by auditing data inputs and model outcomes
Compliance & Audit Readiness: Build evidence trails from data lineage through model performance
Monitoring & Documentation: Track data and model behavior continuously to ensure long-term accountability
Outcomes:
AI Initiatives grounded in data governance and transparency
Protection against regulatory, reputational, and operational risk through controlled data use
A culture of accountability where data ethics and integrity drive decision-making
3. Data & Security Foundations
AI is only as strong as the data behind it. We help you build a governed, secure, and scalable data environment that unlocks true insight and fuels every stage of the journey.
Services include:
Data Governance & Stewardship: Establish roles and processes that ensure data integrity across systems
Data Quality & Lineage: Implement tools to trace and validate data from origin to outcome
Security & Privacy Controls: Balance protection with accessibility so data is both safe and usable
Integrated Data Platforms: Enable real-time insights by connecting ERP, CRM, and other systems into one governed source of truth
Outcomes:
A governed single source of truth that ensures reliable analytics and insights
Strong data protections that secure sensitive information while enabling business agility
Future-ready foundations where secure, high-quality data powers automation and AI growth
Why Clark Schaefer Consulting
Implementation is just the start. We meet you where you are, helping you get more from your data at every stage of maturity. From business intelligence as an entry point to automation and advanced AI, we make sure your data fuels progress, guiding you with a flexible, customized approach that grows your organization. Our flexible, customized approach ensures that your strategy evolves with your organization’s needs, delivering measurable value without overextending resources.
We’ve helped middle market clients transform data into structured insights using document recognition AI to streamline accounts receivable processing and unlock new efficiencies. This is just one example of how we translate data into meaningful business impact.
Take the Next Step
You don’t have to make the leap from spreadsheets to AI overnight. With CSC, you’ll have a partner who builds on your data foundations, unlocking insights, reclaiming capacity, and preparing your organization for the future of agentic AI.
Reach out today to schedule a consultation and start your tailored AI roadmap. Together, we’ll build the foundation, governance, and data strategy that positions your organization to make smarter, faster, and more confident decisions.
