AI & Advisory
AI Strategy
Clarivant turns AI from a board-level buzzword into a working capability — we identify where it actually fits your operations, run focused pilots that prove ROI, and leave your team with the guardrails to scale without us.
How We Implement AI
Here is how most AI projects start: someone reads an article, pitches it to the CEO, a vendor gets hired, and six months later there is a proof-of-concept that works in a demo but nobody uses in production. The vendor moves on. The POC sits in a repo. The company concludes “AI does not work for us.”
AI worked fine. The strategy did not.
The three failure modes we see repeatedly
First: starting with the technology instead of the decision. “We should use LLMs” is not a strategy. “We need to cut survey analysis from 3 weeks to 3 hours” is. The technology follows the problem.
Second: skipping the data assessment. An AI model is only as good as the data it trains on. If your customer records have 40% missing fields, a churn model will predict noise. We have walked away from AI pitches and recommended data cleanup instead. It is not what the client wanted to hear, but it saved them six figures.
Third: building without guardrails. An LLM that hallucinates in a demo is a curiosity. An LLM that hallucinates in a patient-facing system is a liability. Every AI deployment needs explicit boundaries for what it can and cannot do, how errors are caught, and who is accountable.
What an engagement looks like
We start with AI Opportunity Mapping: a structured 2-3 week assessment that evaluates your operations, data readiness, and team capabilities against a library of proven AI use cases. The output is a ranked list of opportunities — scored by impact, feasibility, and data readiness — with a recommended first pilot.
Then we build the pilot. Not a slide deck about what AI could do. A working system.
For a healthcare provider, that meant a pipeline from SurveyMonkey responses through AWS Lambda and ChatGPT API into Snowflake — turning patient surveys into structured insights in minutes instead of weeks. For eBay, it was a churn prediction model combining listing quality, traffic patterns, and marketing touchpoints in R and Databricks — retrained monthly, producing actionable retention lists.
For a cloud security platform, we delivered an FY27 pricing model in 9 days using Claude Code across 28 focused sessions. Nine days. Not because we cut corners — because the right architecture (structured seed tables, temporal lookups, parallel validation) eliminated the manual work that usually stretches pricing projects to quarters.
What we leave behind
Beyond the working pilot: an AI guardrails starter document tailored to your industry and risk profile. A data readiness scorecard showing which additional use cases your current data can support and which need investment first. A handoff plan so your team can operate, monitor, and iterate on the pilot without us.
When AI is not the answer
If a SQL query and a well-designed dashboard solve the problem, AI adds complexity without value. If your data is not clean or centralized, AI will amplify the inconsistencies. We will tell you during the Opportunity Mapping phase — roughly 30% of the use cases clients bring to us are better solved with conventional analytics.
Questions worth asking before you invest
Can you describe the specific decision this AI system would improve — and how you measure that improvement today without AI? Do you have at least 6 months of clean, labeled data for the process you want to automate? If the AI system makes a mistake, what is the cost — and who catches it?
Frequently asked questions
We do not have a data science team — can we still use AI?
How do you decide which AI use case to pursue first?
What is the difference between AI Strategy and Predictive Forecasting?
How do you handle data privacy and compliance concerns?
Related case studies
- Grupo AFAL (Carl’s Jr Mexico franchise, 100+ locations) Modern Data Foundation for Restaurant Franchise (Carl’s Jr / AFAL) Enterprise data infrastructure from scratch — single source of truth across 100+ Carl’s Jr locations with real-time supply chain visibility.
- eBay Classifieds Mexico & South America Churn Model for Paid Listings Churn model across listing, traffic, and marketing signals to retain paying users.
- Healthcare provider (anonymized) Survey-to-AI Pipeline for Patient Insights From survey to patient insight in minutes — an AI pipeline that processes responses in real time.
Related insights
- Retail & eCommerce Why I Built Clarivant: The Mid-Market Analytics Gap After 15 years at P&G and eBay, I saw mid-market companies stuck on 60,000-row Excel files. Enterprise analytics shouldn't require enterprise budgets.
- SaaS & Tech CLAUDE.md for dbt: What Goes in the File That Matters Most Three categories of CLAUDE.md content for financial dbt projects, plus OS-level hooks that prevent AI coding assistants from touching revenue data.
- SaaS & Tech AI Guardrails That Outlast the Consultant A CLAUDE.md starter kit, pre-commit hooks, and domain context template — shipped on the last day so the team could use Claude Code safely without us.
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