AI consulting and assessment that turn potential into real value

We help organizations move beyond experiments to identify where AI delivers measurable impact. From readiness assessments and compliance checks to strategy and pilot planning, our AI consulting ensures adoption is practical, safe, and scalable.

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Of organizations prioritize AI adoption as a core business strategy

Revenue growth achieved through AI-driven efficiency and engagement

213

ROI reported in professional services from AI-driven automation

Laying the groundwork for safe, measurable AI adoption

Strategic Fit & Priorities

AI works best when it’s tied to clear goals. We help identify the most promising use cases, rank them by impact and feasibility, and create a phased plan so efforts don’t stall in “pilot purgatory.”

Data Readiness & Quality

AI is only as good as the data it learns from. We review your data sources, permissions, and standards to make sure your models are built on reliable, well-structured information.

Compliance & Safety

Regulations like GDPR, HIPAA, and FERPA can’t be an afterthought. We map how data flows through your systems, set safeguards, and ensure every integration meets strict security and compliance standards.

Technology & Costs

Choosing the wrong tools can lead to costly setbacks. We evaluate models, databases, and vendors to design solutions that fit your infrastructure and budget while avoiding lock-in.

Adoption & Change Management

AI has no value if people won’t use it. We integrate AI into familiar systems like your CMS or CRM, support your teams with training, and ensure the user experience builds trust and adoption.

Measurement & Iteration

AI isn’t “set and forget.” We establish KPIs up front, monitor results, and adjust models over time so improvements are continuous and always tied to business outcomes.

Structured AI consulting and assessment for informed decisions

AI consulting and assessment tailored to your industry

We assess donor platforms and CRMs to uncover how AI can strengthen fundraising, automate reporting, and personalize supporter engagement - all while ensuring accessibility and compliance.

We assess LMS, CRM, and academic platforms to identify AI opportunities for student support, course recommendations, automated grading assistance, and accessibility improvements.

We review CMS, CRM, and member management systems to define AI opportunities for class booking, personalized fitness recommendations, and automated communication flows.

We evaluate ticketing and engagement platforms like Tessitura and TNEW to plan AI enhancements such as event chatbots, personalized visitor journeys, and streamlined donation flows.

We evaluate data privacy, compliance requirements, and clinical workflows to identify safe, HIPAA-compliant AI use cases such as patient intake automation, clinical data review, and AI-powered scheduling.

We provide early-stage assessments that balance speed with scalability, identifying MVP-ready AI use cases, evaluating infrastructure costs, and planning for growth without overcommitting resources.

We analyze storefronts, product catalogs, and customer journeys to assess where AI can deliver measurable gains – from smarter product search and personalization to demand forecasting and cart recovery.

We assess complex system landscapes to prioritize high-value AI integrations, mitigate compliance and security risks, and design scalable roadmaps for modernization, automation, and smarter decision-making.

Get a clear, compliant AI plan that delivers business results

Evidence-Based Assessment

We map workflows, data, and constraints to rank use cases by impact and feasibility, set KPIs up front, and define what “good” looks like.

Governance Built-in

We design for GDPR/HIPAA/FERPA from day one - data boundaries, audit logs, and human-in-the-loop – so your stakeholders can approve and adopt.

Recommendations that fit your stack

We evaluate models and vendors (OpenAI, Claude, Vertex, Bedrock, OSS) and integration paths for your CMS/CRM/E-commerce to meet budget and avoid lock-in.

Execution path, not a slide deck

We translate findings into a phased roadmap with success metrics, change management, and MLOps/LLMOps (monitoring and retraining) to move from pilot to production.

3.50

Return for every $1 invested in AI-powered donor and customer service

Higher retention with personalized member and supporter experiences

Productivity gains as internal teams adopt AI tools in daily workflows

Technology portfolio that evolves with the AI landscape

AI Frameworks & Orchestration

Models & Providers

Data & Vector Memory

Infrastructure & Cloud

Monitoring & Governance

Structured process for reliable AI consulting and assessment

Our approach ensures that AI adoption is not experimental but deliberate, compliant, and measurable. Through structured assessments and consulting, we provide clarity at every stage, so you can confidently move from concept to scalable AI adoption.

Step 1

Process:

We analyze your current systems (CMS, CRM, e-commerce, membership platforms) and data infrastructure to measure AI maturity. This includes reviewing workflows, identifying gaps, and mapping how AI could realistically support your operations.

Result:

A readiness scorecard and prioritized list of AI use cases, showing which opportunities align best with your business goals and resources.

AI readiness assessment AI maturity model AI adoption planning

Step 2

Process:

We evaluate each potential AI use case against feasibility, compliance requirements, and expected ROI. Based on this, we create a phased roadmap that balances innovation with practical execution.

Result:

A structured AI strategy document with measurable milestones, budget planning, and an implementation timeline that can be shared with leadership.

AI strategy consulting AI roadmap AI business case

Step 3

Process:

We review AI models (OpenAI, Claude, Vertex AI, Bedrock, OSS), orchestration frameworks, and vector databases to recommend the right technical stack. In parallel, we assess compliance risks around HIPAA, GDPR, FERPA, and accessibility.

Result:

Clear technology recommendations with governance and security safeguards that ensure your AI adoption is scalable, ethical, and compliant.

AI compliance consulting AI technology assessment responsible AI adoption

Step 4

Process:

We design pilot projects with defined KPIs, success criteria, and user involvement. These controlled pilots allow you to validate performance, adoption, and ROI before committing to full-scale deployment.

Result:

Tangible proof-of-concept results that show how AI impacts workflows and provide a low-risk foundation for expansion.

AI pilot projects AI proof of concept AI validation

Step 5

Process:

We provide long-term monitoring of AI outputs, retraining of models, and refinement of integrations to keep pace with evolving data, regulations, and user needs. Performance dashboards ensure visibility for decision-makers.

Result:

Ongoing optimization that sustains measurable outcomes, supports compliance, and scales AI adoption across the organization.

AI optimization consulting AI monitoring AI governance services

Frequently Asked Questions

We’ve helped partners, from startups to Fortune 500s, achieve their goals. Their feedback is our greatest reward!

Testimonials

Throughout the migration process and beyond, Five Jars has been responsive to our needs.

Five Jars provided training documents and hosted an online training session to bring us up to speed and teach us how to use our new CMS. They provided rapid support and gave us multiple communication channels, so that we can use the tools that are most convenient for us. I look forward to working with the Five Jars team as we continue to refine our website.

Amy Kirst

Director of Marketing, George Washington's Mount Vernon, The Mount Vernon Ladies' Association

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Their care and effort in the project most impressed us.

It was clear this wasn't just a project to check a box. Instead, they approached the project with an attitude that our success was their success. They were just as invested in the outcome as we were.

Jim Paro

Owner, The Paro Consulting Group

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Their technical expertise and organized methods made the process smooth from start to finish.

Continuing to work with Five Jars on the ISSUE website has been a seamless and highly professional experience. Their team was responsive and efficient, helping us implement key enhancements that improved functionality and advanced user experience.

Sylver Wallace

Communications Director, ISSUE Project Room

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Automation that gives time back to what matters most – people.

We’re incredibly proud of this partnership and grateful for the ongoing collaboration with Five Jars. Our project exemplifies how smart systems can support human connection – and we’re excited for what’s next.

Mike Dini

Director of Communications and Marketing, The Neon Museum

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Five Jars team was extremely responsive to our adjustments.

The team located a number of places where the functioning could be greatly improved that we had no idea of. They were able to talk to us in layman's terms; we understood everything that was being changed. We are very pleased with the project development, the launch, their ongoing development, and with the support, which has been consistently prompt and effective.

Nicholas Haslam

Program Manager for Lifemap Coaching, AANE

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AI consulting and assessment that turn potential into real value

Laying the groundwork for safe, measurable AI adoption