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A 5-Step Plan to Get Started with AI in Your Business

Artificial Intelligence (AI) is transforming industries, but many businesses—especially those still relying on spreadsheets and manual workflows—feel lost when it comes to adoption.

Still Managing Spreadsheets? Here’s How AI Can Save Your Time, Money, and Sanity

If you work in industries like retail, specialty insurance, equipment leasing, or commercial real estate, you might be drowning in inefficiencies while competitors leverage AI to streamline operations and reduce costly mistakes.

At Tiburon Data, we specialize in helping businesses integrate AI into their existing operations. Whether you’re an enterprise still running on Excel or a company managing processes through email, our AI development and strategy services will help you modernize without disruption.

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Still Managing Spreadsheets? Here’s How AI Can Save Your Time, Money, and Sanity

Step 1: Identify Your AI Opportunities

The first step isn’t to dive headfirst into AI—it’s to determine where AI can make the most impact. Common areas include:

  • Automating data entry and document processing to reduce manual workload
  • Reducing human error in financial forecasting with AI-powered analytics
  • Enhancing customer service with AI-powered chatbots that provide instant support
  • Streamlining order and inventory management by leveraging predictive AI models
  • Improving decision-making with machine learning that identifies patterns and trends

Tiburon Data’s experts conduct AI-readiness assessments to identify high-impact areas where AI can deliver ROI quickly.

Step 2: Build an AI Roadmap

AI adoption is most successful when it’s done with a clear strategy. We help businesses map out their AI journey, ensuring that implementation aligns with your company’s goals, workforce, and budget. Our roadmap includes:

  • Short-term wins to showcase immediate value, such as automating simple tasks
  • Medium-term process automation opportunities for greater operational efficiency
  • Long-term AI transformation strategies to fully integrate AI into your business model

Step 3: Implement Custom AI Solutions

Generic AI tools aren’t enough. To see real benefits, you need AI solutions tailored to your workflows. At Tiburon Data, we develop AI models that integrate seamlessly into your operations, whether it’s automating underwriting in insurance or optimizing lease tracking in real estate.

For example, Bevvy IQ: The Virtual Brand Manager Assistant, an AI-powered solution developed by Tiburon Data, has helped a major distributor streamline their distribution operations  Read the full case study here.

Step 4: Train Your Team for AI Adoption

Technology alone doesn’t drive change—people do. One of the biggest AI challenges is getting employees to embrace new systems. Tiburon provides:

  • AI training programs tailored to your industry to ensure smooth adoption
  • Hands-on onboarding for AI-driven tools, ensuring employees understand their benefits
  • Ongoing support to maximize adoption and efficiency, helping businesses scale AI effectively

Step 5: Scale and Optimize AI for Growth

AI isn’t a one-time project—it’s an evolving process. After initial implementation, we monitor performance, fine-tune models, and identify new opportunities to improve efficiency and profitability. Businesses that invest in continual AI improvements stay ahead of the competition by refining their processes over time.

Why Choose Tiburon Data for AI Implementation?

Tiburon Data isn’t just another AI consulting firm. We specialize in working with businesses that aren’t traditionally tech-focused but need AI to stay competitive. With a track record of helping companies transition from outdated workflows to AI-driven efficiency, we ensure:

  • A smooth, step-by-step implementation process
  • Custom AI solutions that integrate into existing systems
  • Hands-on guidance from experts in AI, data science, and business operations
  • Smartshoring talent model for cost-effectiveness

Take the First Step Toward AI Transformation

You don’t have to navigate AI alone. Book a free AI consultation with Tiburon Data today, and let’s create a roadmap that helps your business move forward with confidence.

Schedule a Consultation Now