Illustration: engineers working alongside AI agents

Services

Everything between the strategy and the running system.

Thirteen services in four practices, delivered by one team that builds, runs and supports what it recommends. Senior engineering leadership directs AI agent teams, from strategy through delivery.

Two ways to work

Every service comes one of two ways.

We run it for you, or we build it with your people and teach them to run it. Either way, the same senior leadership owns the result.

  1. Path 1

    We run it

    Bravo owns delivery end to end. You own the decisions.

    • Architecture and build
    • Independent QA on every release
    • Releases, operations and support

    You own: The priorities, and the go or no-go at every gate.

    How we run it
  2. Path 2

    We build it with you

    We build alongside your people and teach them to run it.

    • Pairing and code reviews
    • Playbooks, runbooks and recorded decisions
    • A planned handover

    You own: The team we leave behind. Success is how little you need us afterward.

    How we teach your team

Start with either path, or start with the first and move to the second.

Practice 1 of 4

AI and agents

Generative and agentic AI put to work inside the business, not in a slide deck.

AI opportunity assessment

A fixed-price look at where AI and data will move your numbers, in priority order.

A fixed-price engagement: we map your systems, data, workflows and current technology spend, then rank the opportunities by value and effort. You leave with a sequenced plan and the prerequisites each step needs, whether or not you hire us to build it.

  • Systems and data map
  • Prioritized opportunity list
  • Itemized technology and AI spend review
  • Sequenced roadmap with prerequisites

Agentic AI and automation

Agents that do real work inside your systems, with guardrails and audit trails.

Multi-agent workflows, retrieval-augmented search over your own documents, custom Model Context Protocol (MCP) servers, and document processing that turns inboxes and PDFs into structured data. We define each production agent's permitted actions and required records with a human owner.

  • Multi-agent workflows
  • Retrieval over your documents (RAG)
  • Custom MCP servers and tools
  • Document processing and extraction
  • Marketing and customer-engagement automation
  • Evaluation and drift monitoring

Executive AI agents

A personal chief-of-staff agent connected to your email, calendar and systems.

We set up personal agents for leaders: triaging mail, preparing briefings, tracking commitments and pulling answers from business systems. It is the same pattern our CTO works with every day, configured to your permissions and your approval rules.

  • Agent configured to your accounts and permissions
  • Approval rules for anything sent or spent
  • Briefings and follow-up tracking
  • Training for you and your assistant

Practice 2 of 4

Custom software

Bespoke systems built around how you actually operate.

Custom software development

Web and mobile applications, portals and internal tools, built to fit.

Customer self-service portals for scheduling and payment, audit and exceptions tools, operations dashboards, mobile apps for the field, and net-new products. Senior engineering leadership directs agent teams, so bespoke software is practical at a mid-market budget.

  • Product design and UX
  • Customer portals
  • Audit and exceptions tools
  • Field and mobile apps
  • Internal tools and back-office systems
  • Net-new products

Systems integration

Connect ERP, CRM, field-service, payment and partner systems.

APIs, event-driven integrations and B2B EDI (X12 over AS2) between the systems that run your business: ERP platforms such as Microsoft Dynamics 365, CRM, field-service platforms, payments and trading partners. Infrastructure is defined as code, so environments stay consistent.

  • API and event integrations
  • EDI with trading partners
  • ERP and CRM integration
  • Infrastructure as code

Modernization and cloud

Move legacy systems forward without stopping the business.

Re-platform aging applications, migrate ERP generations, and move workloads to the cloud in stages, with cut-over timing left as a business decision rather than a deployment accident.

  • Legacy application modernization
  • ERP migration support
  • Cloud migration (Azure and others)
  • Staged cut-over planning

Practice 3 of 4

Data and analytics

One trustworthy picture of the operation, on the stack you already run.

AI-ready data foundation

Pipelines, warehousing and data quality that reporting and AI agents can rely on.

We build and run the pipelines, models and warehouse that analytics and AI depend on, with data-quality checks, lineage and role-based access, so dashboards, forecasts and agents all read the same governed numbers. Agents reach business data only through access we define, and what they do is logged. We start from your existing stack, whether that is Azure, Microsoft Fabric and SQL Server, Postgres or a lakehouse, rather than forcing a migration, and Climb Analytics can sit on top as the reporting layer.

  • Ingestion and transformation pipelines
  • Warehouse and lakehouse design
  • Data governance: lineage, role-based access, retention and audit
  • Data-quality checks
  • Governed data access for AI agents
  • Faster refresh schedules

Analytics and reporting

Dashboards leaders use, with per-location access and numbers they trust.

Multi-location reporting, leaderboards and financial views, delivered through Climb Analytics for home-service operators or built on your own BI platform. Any custom software we build can ship with a Climb Analytics reporting dashboard.

  • Executive and location dashboards
  • Per-location access control
  • Replacement of manual and spreadsheet reporting
  • Climb Analytics dashboards for custom builds

Applied machine learning

Forecasting, churn risk and anomaly detection that feed real decisions.

Models that sit inside the workflow: demand, call-volume and revenue forecasting that can draw on signals such as weather, customer-retention risk scoring, anomaly detection for audits and exceptions, and classification of calls, texts and documents.

  • Forecasting
  • Pricing and demand analysis
  • Retention and churn-risk scoring
  • Anomaly and exception detection
  • Classification of calls, texts and documents

Practice 4 of 4

Leadership and operations

Senior technology ownership, and someone accountable after launch.

Fractional CTO

Senior technology leadership plus the delivery team. The build is included.

Technology strategy, architecture, vendor and spend management, team leadership and board or investor reporting, owned by an experienced CTO who comes with the team that builds, releases and supports the software. Choose whether we run it, or build it with your engineers and teach them to own it.

  • Technology strategy and roadmap
  • Architecture ownership
  • The delivery team: build, QA and release
  • Vendor and spend management
  • Team leadership and coaching
  • Board and investor reporting

AI enablement and training

Help leaders and teams adopt AI tools and agent workflows safely.

Hands-on enablement for executives and teams: which AI tools to use, how to use them with company data safely, and how to build agent workflows into daily work, with usage policies and guardrails that fit your business.

  • AI usage policy and guardrails
  • Tool selection
  • Hands-on team sessions
  • Agent workflows for daily work

AI governance and adoption

Guardrails, audit trails and an adoption plan, so the work keeps paying off after launch.

Governance and adoption are designed into an agent workflow and are also available for tools you already run. We agree permissions, approval points, audit records and independent review for the actual risk. Adoption measures and review cadence are written into the engagement; while Bravo runs the work, leadership sees results, exceptions and what to improve next.

  • Permission and approval design
  • Defined audit records
  • Independent review gates
  • Adoption and outcome measures
  • Agreed operating reviews

Managed operations and support

Monitoring, database administration and continuous improvement after launch.

We keep what we build running: monitoring and alerting, incident response, database administration, security updates and a steady cadence of improvements, under a service level agreed in the engagement.

  • Monitoring and alerting
  • Incident response
  • Database administration
  • Security maintenance
  • Enhancement roadmap

One accountable owner

A named senior leader owns each engagement from assessment to production and after.

Senior engineering leadership

Engagements are led by senior engineering leadership directing AI agent teams.

Your stack, not ours

We start from the platforms you already run and change them only when the business case says so.

Not sure which service you need?

Start with a free first call, then a fixed-price AI opportunity assessment. We map your systems, data and spend, and hand you a prioritized plan whether or not we build it.