AI FOR THE MID-MARKET

AI you can run

the business on.

We start with your process, choose where AI pays and where it does not, then build it and run it with you. You approve every stage.

2005

FOUNDED

Two decades

RUNNING BUSINESS PROCESSES

Finance & Healthcare

REGULATED OPERATIONS

B Corp

CERTIFIED

THE MID-MARKET AI GAP

Trying AI is done.
Running on it is the hard part.

Software vendors sell tools, not accountability. Outsourcers sell hours, not fixed workflows.

01

SCOPE

Where to start

Pilots pile up with no clear rule for which process to fund first, or which to leave alone.

02

OWNERSHIP

Who runs it after launch

AI skills are hard to hire, and most teams are already full. Someone has to own the work once it is live.

03

SYSTEM FIT

Will it work with what we run

Integration, data, and security reviews slow work that looked simple in a demo.

04

VALUE

How to show it paid

Time saved shows up first. Turning it into a financial return needs a baseline set before the build.

WHAT LEADERS NEED

Scope

One process, by return

Owner

Accountable after go-live

Proof

Baseline before build

OUR APPROACH

Fix the process. Choose the AI.
Build and run it.

Treat AI as an operating decision. Start with the work, fund what pays, and hold someone accountable for the result.

01 Choose the use cases

BEST FOR

Rank AI use cases by expected return and readiness, and name the ones not worth doing.

WHAT IT MEANS FOR YOU

You fund fewer, better bets, and know what you chose to skip.

02 Fix the process

WHAT WE DO

Map and baseline how the work runs today, and remove the breaks before anything is automated.

WHAT IT MEANS FOR YOU

You start from a measured baseline, not a guess.

03 Build and run it

BEST FOR

Build AI into your existing systems with human review, then operate and improve it with our specialists or alongside your team.

WHAT IT MEANS FOR YOU

Someone answers for it after launch and reports against the baseline.

■ Build starts only after you sign off on scope and the value case. Each later stage needs your sign-off too.

FOR THE C-SUITE

What each leader decides, and on what evidence.

Treat AI as an operating decision. Start with the work, fund what pays, and hold someone accountable for the result.

CEO

THE QUESTION

Is AI changing our results, or only our tool list?

OUR ANSWER

Grow the business while Infinit-O owns execution at a predictable cost. We baseline first, so results are judged against where you started.

CFO

THE QUESTION

What are we spending, and what comes back?

OUR ANSWER

You approve the value case before Build; results are reported against the baseline.

COO

THE QUESTION

Will this survive contact with real operations?

OUR ANSWER

We fix the process before automating it, keep people on the exceptions, and track adoption after go-live.

CIO / CTO

THE QUESTION

Does it fit our systems and our controls?

OUR ANSWER

Live automation in your legacy systems, no dev team needed, with human-in-the-loop risk control. Data access and controls are agreed with your IT team in Design.

THE SERVICE

Three stages, each ending in a
decision you make.

STAGE 1 (AT NO COST)

Value Identification - Use Case Selection

WHAT WE DO

Check data readiness, match each task to the right mode of AI, and rank use cases by expected return.

WHAT YOU RECEIVE

Ranked use cases with an estimated value case for each, and a do-not-automate list.

YOUR DECISION

Which use case to fund

STAGE 2

Fix the process

WHAT WE DO

Map one priority process end to end, baseline its effort and errors, and trace the root causes.

WHAT YOU RECEIVE

Process map, baseline, root causes, and recommended fixes.

YOUR DECISION

Which fixes come before automation

STAGE 3

Build and run

WHAT WE DO

Take the funded use case through five gates: Design, Build, Deploy, Stabilize, and Support & Optimize.

WHAT YOU RECEIVE

A solution in your process, measured against the KPIs confirmed in Design, with people on the exceptions.

YOUR DECISION

Approve each gate, then scale, hold, or stop

Ranked use cases with an estimated value case for each, and a do-not-automate list.

STAGE 3 · BUILD AND RUN

Five gates, each with your sign-off.

G1 | 4 WEEKS

Design

Problem definition, KPIs and value case, data mapping, output design, and human-in-the-loop design.

YOU SIGN OFF ON

Scope, KPIs, and the confirmed value case

G2 | 8–12 WEEKS

Build

Architecture, data pipelines, and model development, tested against the agreed KPIs.

YOU SIGN OFF ON

The tested build

G3 | 8–12 WEEKS

Deploy

Workflow integration and user training, in the live process with your team.

YOU SIGN OFF ON

Go-live

G4 | 4 WEEKS

Stabilize

Model refinement and threshold tuning, with exception handling adjusted.

YOU SIGN OFF ON

Tuned performance against the KPIs

G5 | ONGOING

Support & Optimize

Monitoring, expansion to new use cases, and reusable pipelines. Scorecards track STP rate, effort, and cost per outcome.

YOU SIGN OFF ON

Priorities for the next cycle

Typical full sequence: about 24 weeks before ongoing support; timing confirmed in Design. Design confirms the value case estimated when you chose the use case.

THREE MODES

The right kind of AI for each kind of work.

01

Co-Pilot

BEST FOR

Work that depends on judgment and relationships

WHAT WE DO

Assists the person doing the work

WHAT YOUR PEOPLE DO

Make the decisions

01

Workforce

BEST FOR

Structured, high-volume, low-variance tasks

WHAT WE DO

Completes the routine task

WHAT YOUR PEOPLE DO

Handle the exceptions

03

Operator

WHAT WE DO

Multi-step work that crosses systems

WHAT WE DO

Coordinates steps within set thresholds

WHAT YOUR PEOPLE DO

Set the thresholds and resolve what is routed to them

■ We classify work by predictability, need for judgment, and system reach, then prioritize by readiness and expected return.

HOW YOU PAY

Pay for verified results, not hours, licenses or head count.

01 Subscription

A fixed monthly fee for a defined scope of work.

BENEFITS

02 Outcome-Based

Fees tied to verified results, measured against agreed service levels.

BENEFITS

THE OUTCOME

Lower cost per transaction

Shorter cycle times

Leaders freed for growth

WHY INFINIT-O

Built by people who run operations.

WHAT YOUR PEOPLE DO

We run processes for a living

Running and improving business processes since 2005, including finance, healthcare, and logistics. We build AI for how operations run.

PROCESS BEFORE TECHNOLOGY

We run processes for a living

Automating a broken process just moves the breaks. We baseline and stabilize first.

HONEST SCOPE

We tell you what not to automate

Our use-case review lists the ones we recommend you skip, and why.

HUMAN IN THE LOOP

People own the judgment calls

AI clears the routine work. Trained specialists handle exceptions and escalations. CAIO-as-a-Service governs AI risk upfront.

20+

Years of process optimization

ISO 27001

and ISO 9001 certified

B Corp

Certified B Corp. AWS and Microsoft cloud partner

NEXT STEP

Start with one process.

Choose one process that matters. We baseline it, fix what is broken, and rank where AI pays and where it does not. You decide what to fund.

Understand Your Goals

Explore the Right Solution

Move Forward with Confidence