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AI Enablement & Training
AI Readiness Assessment
AI Use Case Development
AI Managed Services
Fractional CIO
IT Spend Optimization
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1 (516) 260-4112
Making AI Work For Your Business

Your business runs on people. Let AI run the rest.

CSM Integrated Solutions helps small and mid-sized businesses implement AI that delivers measurable ROI — without the complexity, guesswork, or Big 4 price tag.

AI Maturity Indicators

Data Infrastructure
Is your data AI-ready?
4/10
Developing
AI Governance
Policy & controls in place?
2/10
Needs work
Workforce Readiness
Team AI-aware?
5/10
Developing
Process Automation
Manual workflows mapped?
3/10
Developing
20+
Years enterprise IT
300+
Clients served
40+
Hours saved per client monthly
Any Size
We scale with you
$1M–$100M
Target revenue range
90 days
Assessment to live AI
What we do

AI enablement, end-to-end.

From your first assessment to a fully managed AI program — we guide growing businesses through every stage of becoming an AI-enabled organization.

01

AI Enablement & Training

Hands-on workshops that take your team from AI-curious to AI-capable — including building a real AI agent by end of day.

Learn more →
02

AI Readiness Assessment

A scored evaluation of your data, processes, governance, and team — with a full AI roadmap and ROI projections.

Learn more →
03

AI Use Case Development

We design, pilot, and deploy AI solutions that automate your most manual, time-consuming business processes.

Learn more →
04

AI Managed Services

Monthly monitoring, optimization, and expansion of your AI program on a predictable subscription model.

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05

Fractional CIO

AI-first IT strategy, vendor management, board-ready reporting, and trusted CEO/CFO advisory on retainer.

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06

IT Spend Optimization

Identify waste, renegotiate contracts, right-size licenses, and recover 20–40% of your technology budget — without cutting capability.

Learn more →
Approach

Strategy and execution.
Not one without the other.

Most SMBs are stuck between MSPs that don't understand AI and consultants who never implement anything. We fill the gap — enterprise-grade AI strategy, actually implemented.

Strategy + Execution

We build the roadmap and deploy it. Every engagement ends with something working — not a 200-page document collecting dust.

AI-Native, Not AI-Opportunistic

We're not an MSP that added "AI" to the website. AI strategy and implementation have been our focus — we know what actually works in practice.

SMB-Calibrated Engagements

Fortune 500 methodology at SMB scale and price. We scope, price, and execute for the real constraints your business faces.

Vendor-Neutral Advisor

We earn no commissions on software we recommend. We choose the right tool for your business — even if it's free. Our only incentive is your outcome.

Ready to become an AI-enabled business?

Start with a free 5-minute AI Readiness Assessment. Walk away with a real score, real use cases, and a clear first step.

No commitment required. First consultation is free.

Positioning

Not a generic IT shop. Not a strategy-only firm.

We fill the gap nobody fills well — senior AI strategy combined with hands-on execution, calibrated for SMB budgets and timelines.

How it works

From AI-curious to AI-operational in 90 days.

Four stages. Clear deliverables at each step. You'll see ROI before the engagement ends.

Typical Timeline

Wk 1–2AI Readiness Assessment completed
Wk 2–3AI roadmap & use case priorities set
Wk 3–5Governance framework established
Wk 5–12First AI use case live in production
Mo 4+Ongoing AI managed services
1

Assess

Structured evaluation of data, processes, governance, and team. Scored output with prioritized opportunities and gap analysis.

2 weeksSelf-serve or consulting
2

Strategize

AI roadmap, use case backlog, governance framework, and pilot selection. A plan you can actually execute.

1 weekLeadership workshop
3

Deploy

Hands-on implementation of your top 1–3 use cases. We manage build, integration, testing, and launch.

4–8 weeksFull implementation
4

Optimize

Monthly managed services — monitoring, tuning, cost control, and expansion. Your AI program gets better every month.

OngoingSubscription
Differentiators

CSM vs. your other options

CapabilityCSM Integrated Solutions Traditional MSPGeneric AI ConsultantBig 4 / Enterprise
AI Strategy & Roadmap Deep, SMB-calibrated Not a focus Strategy only Enterprise scale, high cost
Hands-On AI Implementation We build and deploy Hardware focus Recommends, doesn't buildJunior staff delivers
AI Training & Workshops Hands-on, role-specificGeneric, expensive
Managed IT Infrastructure Full-stack Core offering
Fractional CIO AI-first strategyAdvisory only
SMB-Appropriate Pricing Built for $1M–$100M VariableOften project-only Six-figure minimums
Ongoing AI Program Mgmt Monthly subscription
Vendor-Neutral Advice No commissions Vendor-tiedVariesVaries
AI Strategy & Roadmap
CSM Deep, SMB-calibrated
MSP Not a focus
AI Firm Strategy only
Big 4 Enterprise scale, high cost
Hands-On AI Implementation
CSM We build and deploy
MSP Hardware focus
AI Firm Recommends, doesn't build
Big 4Junior staff delivers
AI Training & Workshops
CSM Hands-on, role-specific
MSP Not offered
AI Firm Not offered
Big 4Generic, expensive
Fractional CIO
CSM AI-first strategy
MSP Not offered
AI Firm Not offered
Big 4Advisory only
SMB-Appropriate Pricing
CSM Built for $1M–$100M
MSP Variable
AI FirmOften project-only
Big 4 Six-figure minimums
Vendor-Neutral Advice
CSM No commissions
MSP Vendor-tied
AI FirmVaries
Big 4Varies
Messaging

Our positioning statements

Primary

"We help small and mid-sized businesses become AI-enabled organizations — with measurable ROI, without enterprise complexity."

vs. MSPs

"Your MSP keeps your systems running. We make your systems think."

vs. AI Firms

"Most AI consultants give you a strategy document. We give you a deployed AI system — and then we manage it."

For the SMB CEO

"You don't need a Chief AI Officer. You need a trusted advisor who's done this before — and charges SMB rates."

See the difference in practice.

Book a free 30-minute strategy session — an honest conversation about where AI fits in your business.

Training & Assessments

AI Enablement Packages

Workshop
AI Foundations
Half-day workshop for up to 15 participants — AI history, tools landscape, and hands-on prompting exercises.
Intro to AI + tools overview
Prompt engineering for business users
5 business-specific use case examples
Follow-up resource kit
Workshop + Lab
AI Builder Day
Full-day workshop where participants build and deploy a real AI agent. Includes the signature Daily Briefing Agent lab.
Everything in AI Foundations
Hands-on agent-building lab
Daily briefing agent (Calendar + Weather)
Custom use case for your business
30-day follow-up call included
Assessment
AI Readiness Report
Full consulting engagement — stakeholder interviews, process analysis, and a complete AI roadmap with ROI projections.
Stakeholder interviews (up to 8)
Business process + data audit
12–24 month AI roadmap
Use cases: Easy / Medium / Hard
Cost estimates + ROI projections
Implementation & Recurring

AI Development & Managed Services

Use Case
Quick Win
One well-scoped AI automation — designed, built, and deployed in 4–6 weeks.
1 use case end-to-end
Integration with 1–2 tools
User training + documentation
30-day post-launch support
AI Program
AI Pilot Program
3 use cases deployed over 90 days — includes governance, training, and transition to managed services.
3 use cases prioritized by ROI
AI governance framework
Team training (2 sessions)
90-day project management
Transition to managed services
Recurring
AI Managed Services
Ongoing management of your AI program — monitoring, optimization, cost control, and 1 new use case per quarter.
Monthly performance reviews
Cost optimization
1 new use case per quarter
Priority support
Fractional CIO

Strategic IT Leadership

Engagement options
Monthly Retainer

12-month commitment. 8 hrs/mo + on-call advisory.

Prepaid Hour Block

Minimum 20 hours, drawn down as needed. No long-term commitment required.

Actual scope and deliverables are tailored to your package and business needs. The following represent typical activities performed under this engagement.

What we work on
  • Full initial technical assessment of your current IT environment, vendors, and gaps
  • 12–36 month IT roadmap with clearly defined goals and milestones
  • Formalized IT budgeting and forecast rhythm
  • IT spend analysis and prioritized savings opportunities
  • Vendor review, contract management, and renewal discipline
  • Application rationalization and consolidation planning
  • AI use-case discovery and ROI modeling per automated workstream
  • Executive reporting package aligned to leadership and board cadence
  • Security and compliance posture baseline aligned to your risk tolerance

Not sure which option fits?

A free 30-minute discovery call is all it takes. We'll scope the right engagement for your business and budget.

News & Insights

The latest in AI — updated daily.

Current AI news fetched fresh on every visit — covering breakthrough research, enterprise adoption, and the tools shaping how businesses operate.

Sources: TechCrunch VentureBeat MIT Tech Review The Verge Reuters

Loading latest AI news...

HomeAI Enablement & Training
Service

AI Training & Workshops

Hands-on workshops that take your team from AI-skeptical to AI-capable — in a single day. No coding, no jargon, no theory without practice.

Workshop Formats

Four formats for every need

AI Foundations (Half Day)

History of AI, how LLMs work, today's tool landscape, and hands-on prompting exercises specific to your industry. Up to 20 participants. Ideal for leadership and non-technical staff.

Prompt Engineering for Business

Role-specific training for sales, marketing, ops, HR, and finance. Participants leave with a personalized prompt library they'll use the next day.

AI Builder Day (Full Day)

The flagship workshop. Participants build a working AI agent by end of day — no coding required. We work with your actual tools and workflows. Our signature lab builds the Daily Briefing Agent.

Executive AI Briefing (90 min)

A private session for CEOs and leadership teams — AI landscape, competitive risk, strategic opportunity, and where to start, delivered as a business conversation, not a tech presentation.

Signature Lab

Build the Daily Briefing Agent

In every Builder Day workshop, participants build a real AI agent that connects to Google Calendar, the OpenWeather API, and their email — sending a personalized daily briefing every morning automatically.

Google Calendar
Today's schedule
OpenWeather API
Local forecast
GPT-4 Agent
Synthesizes + writes
Email / Slack
Sent every morning

Ready to train your team?

Book a workshop, or start with a free call to find the right format for your organization.

HomeAI Readiness Assessment
Service

AI Readiness Assessment

Know exactly where you stand on AI — and exactly what to do next. Available free and self-serve, or as a full consulting engagement with a complete deliverable package.

Self-Service · Free

Website Assessment

5 questions, instant AI Maturity Score, 3–8 personalized use cases for your industry — in under 5 minutes.

Consulting Engagement

Full AI Readiness Report

Stakeholder interviews, process analysis, data and systems review — plus a complete AI roadmap with ROI projections.

Paid Assessment Deliverables

What you get from the full engagement

12–24 Month AI Roadmap

A sequenced, prioritized plan for AI adoption — aligned to your business objectives and current capabilities.

Use Case Backlog (Easy / Medium / Hard)

Every identified use case categorized by implementation complexity, estimated effort, and technology requirements.

Cost Estimates ($ to $$$$)

Realistic implementation cost ranges for each use case, broken down by tooling, integration, and services.

Prerequisites Assessment

Data requirements, integration dependencies, infrastructure needs, and security considerations per use case.

ROI Projections

Time-to-value estimates, cost savings, productivity gains, and revenue impact — grounded in comparable benchmarks.

Security & Compliance Review

Risk identification and governance recommendations including data residency, access controls, and acceptable use guidance.

Start with the free version.

Take the 5-minute self-service assessment, get your instant score, then decide if the full engagement makes sense.

HomeAI Use Case Development
Service

AI Use Case Development

We design, pilot, and deploy AI solutions that automate your most manual, repetitive business processes — from discovery to production in weeks, not months.

How it works

From idea to live deployment

1

Discover & Define

Map the target process in detail — current state, inputs, outputs, edge cases, success criteria. Clear scope prevents scope creep.

1–2 days
2

Design & Prototype

Rapid prototype to validate the approach before building the full system. You test and approve before we invest in production.

1–2 weeks
3

Build & Integrate

Full development and integration with your existing tools — CRM, ERP, calendar, email, or whatever the workflow touches.

2–6 weeks
4

Test & Train

User acceptance testing, edge case handling, and team training. We don't launch until your team is confident and the system is reliable.

1 week
5

Launch & Monitor

Go live with monitoring in place — cost tracking, error alerts, and performance dashboards. 30-day post-launch support included.

Ongoing

What processes are you doing manually?

If a human does it the same way every time, AI can probably do it faster and cheaper. Let's find out which ones to automate first.

HomeAI Managed Services
Service

AI Managed Services

Your AI program doesn't manage itself. We handle monitoring, optimization, cost control, and continuous expansion — so your AI gets better every month.

Performance Monitoring

Continuous monitoring of all deployed AI workflows — response quality, error rates, latency, and cost per interaction. Alerts before issues become outages.

Cost Management

Monthly API cost review, token usage optimization, model selection, and caching strategies. Predictable, lean AI costs every month.

Continuous Optimization

Monthly prompt tuning, workflow updates, and model evaluations. Your AI outputs get better over time — not worse as the world changes.

Use Case Expansion

One new AI use case per quarter as part of your subscription — keeping momentum going beyond the initial pilot.

Security & Compliance

Monthly review of your AI governance posture — data handling, vendor updates, policy changes, and compliance maintenance.

Monthly Business Reviews

Executive summary of AI program performance — ROI tracking, hours saved, cost reduction, and strategic recommendations.

AI is a program, not a project.

Companies that treat AI as a one-time deployment fall behind. Managed services keep you ahead.

HomeFractional CIO
Service

Fractional CIO

AI-first IT leadership for companies not ready for a full-time CIO — but who can't afford to make technology decisions without one. Monthly retainer. 12-month minimum. Real outcomes.

AI-First IT Strategy

A technology roadmap built around your AI goals — every infrastructure decision made with AI capability in mind.

Technology Health Assessments

Quarterly reviews of your full technology stack — identifying risk, waste, and opportunity before they become emergencies.

IT Cost Optimization

Vendor renegotiation, license right-sizing, and cloud cost management. Most clients recover 15–25% of IT budget in year one.

Vendor & Tool Selection

Vendor-neutral guidance on every technology decision — from AI tools to ERPs. We're on your side, not the vendor's.

Board & Executive Reporting

Technology briefings for your board and investors — translating complex IT decisions into business language that drives good decisions.

Trusted CEO/CFO Advisor

On-call access to your advisor for technology questions, vendor situations, security incidents — without the $400/hr invoice.

Your business deserves a CIO.

Not a $500K/year executive — a trusted advisor with 15 years of enterprise experience, charging SMB rates.

HomeIT Spend Optimization
Service

IT Spend Optimization

Most organizations are overpaying for technology by 20–40% without knowing it. We find the waste, renegotiate the contracts, right-size the licenses, and put that budget back to work — without cutting capability or reliability.

What we do

Where we find the savings

A structured IT spend audit typically uncovers significant recoverable budget within the first 30 days.

IT Spend Audit

A comprehensive review of all technology contracts, subscriptions, SaaS licenses, and vendor relationships — identifying redundancies, unused seats, and immediate negotiation opportunities.

Vendor Consolidation

Rationalize your vendor landscape, eliminate redundant tools, and consolidate contracts to reduce administrative overhead and improve negotiating leverage across your entire technology stack.

Contract Renegotiation

We benchmark your current contracts against market rates and negotiate on your behalf — typically recovering 15–30% on major software and infrastructure agreements at renewal time.

Cloud Cost Optimization

Azure and AWS spend analysis, resource right-sizing, reserved instance planning, and waste elimination. Most organizations reduce cloud spend by 20–35% without any loss of performance.

License Right-Sizing

Microsoft 365, Salesforce, Adobe, and other SaaS platform audits — ensuring you're not paying for unused seats, duplicate users, or premium tiers your team doesn't actually use.

Ongoing Governance

Monthly IT spend governance as part of a Fractional CIO engagement — so cost creep doesn't return after the initial optimization and you stay ahead of renewal cycles.

Typical Results

What clients recover

20–40%
IT budget recovered
Typical range on first-year optimization engagements
30 days
To first savings identified
Average time from engagement start to first actionable findings
Day 1
Positive ROI
Engagements are structured to recover more than they cost in year one

Find out what you're overpaying for.

A no-obligation IT spend audit typically identifies significant savings within 30 days. Let's talk.

Get in Touch

Let's talk about your AI opportunity.

First consultation is always free. No pitch, no pressure — just an honest conversation about where you are and where AI can take you.

Reach us directly

We respond to every inquiry within one business day. Prefer to skip the form? Book on Calendly.

Book a Call
Calendly — 30 min, free
Location
New York, NY
Not sure where to start?
Take the free AI Assessment first — 5 minutes, instant score, no contact info required.

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We respond personally within one business day.

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Request a Custom Quote

We'll put together a proposal tailored to your business.

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