Most AI firms start with the technology and go looking for somewhere to put it. We start with how your business actually runs — the people, the workflows, the constraints, the numbers. Then we decide, together, whether AI belongs anywhere in it.
Sometimes it doesn't. We'll tell you. An honest no in the first meeting costs you nothing. A forced implementation costs you a year.
Strata is strategy — deliberate planning tied to business objectives. Plex is the plexus: a network where connected parts do more than isolated ones. AI that works is not a stack of tools. It is connected systems under a clear strategy. The name is the method.
When we do build, we build into the systems you already use, train the people who will run it, and stay to make sure it keeps performing.
Who We Work With
Operators. Owners. People Accountable for Results.
We work with companies of roughly 20 to 500 people — manufacturers, contractors, healthcare groups, distributors, and professional-services firms. Businesses where operations are the business, and where a bad technology decision is felt on the floor within a week.
The operators we talk to have usually been pitched AI before. Many have a demo they paid for and don't use. They aren't looking for another tool. They're looking for someone who understands how the work actually moves — and who will say plainly what's worth automating and what isn't.
The Reality
Proof of Concept Isn't Proof of Value.
Most AI initiatives don't fail on the technology. They fail on the operating model around it. Four patterns show up again and again.
The Integration Is the Project
Building the AI takes weeks. Connecting it to the systems that have run your business for fifteen years takes months. Firms that skip discovery quote the weeks and deliver the months.
Nobody Owns It
Without a named owner, clear rules for what the system may and may not do, and a plan for when it's wrong, initiatives stall in review — or launch and quietly die.
Pilot Purgatory
A demo that impresses in the conference room and never reaches production. Still the most common outcome in enterprise AI.
The Return Was Never Defined
If no one recorded a baseline, no one can prove the gain. And a gain nobody can prove doesn't survive the next budget cycle.
None of these are technology problems. They are operating problems. That's why we start with your operation, not our tools.
AI Solutions
Where AI Earns Its Place.
Not every function needs AI, and we won't pretend otherwise. These are the areas where it reliably pays for itself — when the process underneath is sound. Whether they apply to your business is what the assessment and the first conversation are for.
Follow-Up Speed Wins More Deals Than Pricing Does.
Systems that make sure no qualified opportunity sits waiting.
Lead scoring & prioritization
Automated outreach sequences
Pipeline forecasting
Proposal follow-up automation
Scope and projected impact are put in writing after your assessment.
Manual Coordination Caps Your Capacity Long Before Demand Does.
Remove the overhead standing between your team and its actual work.
Scheduling & dispatch optimization
Document processing & automation
Workflow orchestration
Daily operations briefing
Scope and projected impact are put in writing after your assessment.
The Cheapest Revenue to Recover Is Revenue You Already Earned.
Automate collections and close, and give finance real visibility.
Invoice & AR automation
Collections & dispute management
Anomaly detection
Forecasting & compliance monitoring
Scope and projected impact are put in writing after your assessment.
Most Inquiries Are Routine. Handle Them That Way.
Routine questions answered around the clock, so your team can focus on the ones that aren't.
AI receptionist & 24/7 call handling
Intelligent inquiry routing
Automated FAQ & response handling
Client reactivation sequences
Scope and projected impact are put in writing after your assessment.
Keeping a Client Costs Less Than Winning One.
Retention and reputation, run systematically instead of when someone has time.
Content automation & scheduling
Reputation management & review generation
Campaign performance analytics
Client retention automation
Scope and projected impact are put in writing after your assessment.
How We Work
Built to Ship. Built to Stay.
Every step exists to get AI into production and keep it performing. Here is exactly what happens and what you receive at each stage.
01
Discovery & Assessment
We map how work moves through your business, where it slows, and what that costs. You keep the findings whether or not you hire us. No cost, no obligation.
AI Opportunity MapROI Prioritization
02
Strategy & Architecture
A roadmap ordered by return and grounded in your constraints. First builds are chosen to prove value before you scale spend.
Implementation RoadmapAI Governance Plan
03
Implementation & Integration
Built into the systems you already run — not a new tool your team has to adopt. First capability in production within 30–60 days.
API IntegrationsTeam Training
04
Optimization & Scale
Launch is the midpoint, not the finish. We monitor, tune, and expand what works. What doesn't work, we say so — then fix it or retire it.
Performance MonitoringScale-Up Playbooks
Command Center™ · How We Report
You'll Never Wonder What You're Paying For.
Every engagement includes a live view of the work: what's deployed, what it's producing, what needs attention, and what we recommend next. Not a monthly slide deck — the actual numbers, available whenever you want them.
📦
What's Deployed
Every module we manage, its status, and what it's connected to.
📈
What It's Returning
Results against the baseline we recorded before building. If a number isn't moving, you see that too.
⚠️
What Needs Attention
Risks, exceptions, and bottlenecks flagged as they appear — with our recommended response.
🧭
What Comes Next
The opportunities we see, ranked by expected return, so expansion decisions are yours to make with full information.
Where your systems allow, the same view extends into live operations — revenue cycle, capacity, client activity.
Why StrataPlex
Hold Us to This.
Every firm calls itself a partner. Here is what we'll put in writing.
A Named Team
The people in your first meeting are the people in your engagement. No handoff to a delivery pool.
A Baseline Before a Build
We measure before we start, so results are provable — or their absence is undeniable.
Phased Spend
Small first commitments. You scale investment only after the numbers justify it.
Month-to-Month
No lock-in. If we stop earning the retainer, stop paying it.
An Honest No
If AI isn't the right answer to a problem, we say so and point you toward what is. That costs us a project and keeps us a reputation.
Data Governance & Security
Your Data. Protected Always.
Your data is your most valuable asset, and we treat it that way — with plain practices, written down, that you can review before we start.
🛡️
Access Is Limited
Only the engagement team touches your data, under written confidentiality. Access ends when the engagement does.
🔒
Your Data Stays Yours
We never use client data to train models, and it never leaves the environments you approve.
📋
Handling Is Documented
Data practices, retention schedules, and deletion on request — written down and available for your review before we start.
🔄
Reviewed as Systems Change
Every new integration gets a security review before it goes live, not after.
Partnership Model
One Partner. Every Capability. Month After Month.
Fixed implementation. Monthly optimization. Every engagement is scoped in full before you commit — so you know exactly what you're getting and what it costs.
ImplementationOne-Time · Per Module
A fixed fee to configure and deploy your AI capabilities, integrated into the systems you already use. Scoped after your no-cost audit, with the investment and projected impact in writing.
Ongoing PartnershipMonthly · Per Active Module
We monitor performance, optimize results, and expand your capabilities every month. Cancel anytime — we earn the engagement through results.
Every partnership starts with a no-cost audit. You'll know the exact investment and the projected impact before you decide anything.
Business AI Assessment
The Strata AI Assessment™
Fifteen questions about how your business runs. About four minutes. No contact details required to start.
Section 1 of 7 — Company ProfileQ1 of 15
What industry does your company operate in?
🏥 Healthcare & Medical
🔧 Home Services
💼 Professional Services
📊 Finance & Insurance
💻 Technology
🏪 Retail & E-Commerce
🏭 Manufacturing
➕ Other
How many full-time employees does your company have?
Fewer than 10
10 – 49
50 – 199
200 – 500
More than 500
What is your approximate annual revenue?
Under $1M
$1M – $5M
$5M – $20M
$20M – $100M
Over $100M
Prefer not to say
What is your single most important business priority right now?
Growing revenue
Reducing operational costs
Improving customer experience
Scaling without adding headcount
Fixing broken or slow internal processes
Competing more effectively in our market
Where does your business lose the most time or money today?
Select all that apply.
📞 Following up with leads or clients manually
💳 Chasing invoices or payments
📅 Scheduling, dispatching, or coordination
📋 Processing paperwork or documents manually
💬 Answering repetitive customer questions
📊 Pulling reports from multiple disconnected systems
⚙️ Staff doing work that should be automated
— None of these / Not sure
When a potential client contacts your business, what typically happens?
We respond within the hour — automatically or manually
We respond same day, but it depends on who’s available
It often takes a day or more — things fall through the cracks
We don’t have a consistent process for this
How would you describe your current business visibility and reporting?
We have real-time dashboards and clear visibility across the business
We pull reports manually but generally have the data we need
We have data but it’s scattered across multiple systems
We largely operate on instinct — limited data visibility
How would you describe your company’s current experience with AI?
We actively use AI tools and want to expand what’s working
We’ve experimented with AI but nothing is working in production
We’ve evaluated AI tools but haven’t committed to anything
We know AI matters but don’t know where to start
We haven’t seriously looked at AI yet
Has your organization attempted an AI or automation project in the last two years?
Yes — it’s live and delivering results
Yes — it’s in progress right now
Yes — it was attempted but didn’t work out
No — but we are actively planning one
No — not at this time
How would you describe the quality and accessibility of your business data?
Clean, centralized, and accessible — ready to use
Mostly available but requires cleanup and organization
Siloed across systems — hard to get a complete picture
We don’t have consistent data practices in place
How many software platforms or tools does your business currently use to manage operations?
1–3 — we keep it simple
4–7 — a core set of tools
8–15 — a significant software stack
15+ — tools across every department
If the right solution was identified, how soon would your organization realistically move forward?
Within 30 days — we have urgency
Within 60–90 days — we’re ready but need to plan
Within 6 months — we’re in early planning
Within 12 months — still building the internal case
No timeline — still researching
What level of investment is your organization prepared to make?
Under $10K — looking for low-cost wins
$10K – $50K — serious investment for the right solution
$50K – $150K — significant budget with executive support
$150K+ — enterprise-level commitment
Budget is not yet defined — pending business case
What is your role in this decision?
Owner or CEO — I make this decision
C-Suite or VP — I have significant influence
Director or Manager — I am evaluating options
I am researching on behalf of someone else
Prefer not to say
What would make you confident enough to move forward with an AI partner?
A clear scope and fixed price before committing
Case studies or examples from similar businesses
A no-cost discovery session to validate the opportunity first
Seeing a working prototype or demo
Speaking directly with the team
Your Strata AI Assessment™ is complete.
We’ve scored your AI readiness, identified your likely opportunity areas, and mapped which engagement — if any — fits your situation.
We review results in a conversation, not a PDF, because self-reported answers need validating before they’re worth acting on. Enter your details, pick a time, and we’ll walk through your findings together.
What happens in the results review
01We walk through your scores and what drove them
02We pressure-test the findings against how your business actually operates
03You get a straight recommendation — including “not yet” if that’s the honest answer
No cost · No commitment · 30 minutes
✓
One step left.
Your assessment is in. Choose a time below and we’ll walk through your results together — thirty minutes, no cost, and a straight answer on whether AI makes sense for your business right now.
On the call — We walk through your results, pressure-test them against how your business actually operates, and give you a straight recommendation.
After the call — A clear picture of where AI fits your business, what it would take, and whether we’re the right fit to build it.
Can’t find a time? — Write us at kevin@strataplexdental.com and we’ll sort it out.
Before You Book
Common Questions. Direct Answers.
What if AI isn't the right answer for us?
Then we'll say so — in the first meeting, if it's that clear. Sometimes the honest recommendation is a process fix, a hire, or nothing at all. You'll still leave with a documented picture of your operation.
Who actually does the work?
The people you meet. We don't hand engagements to a delivery pool or an offshore bench. Your team is named at scoping and stays through optimization.
Do you replace our existing software?
No. StrataPlex integrates with the systems you already use — your CRM, ERP, billing platform, and communication tools. We build AI on top of your existing infrastructure, not instead of it.
How long does implementation take?
Most engagements reach initial production within 30–60 days. We structure every implementation to deliver a working capability before expanding scope.
What does it cost?
Every engagement is scoped after your no-cost audit. You see a fixed implementation fee and a monthly partnership cost — both tied to projected impact — before committing to anything.
Do you work with multi-location businesses?
Yes. Our reporting and workflows are built for multi-location visibility — centralized reporting, standardized processes, consistent results across every site.
Are we locked into a long-term contract?
No. Month-to-month. We earn the engagement every month through measurable results.
Your Next Step
Let's Figure Out If We're the Right Fit.
The first conversation is about your operation, not our services. We'll ask how work moves through your business, where it slows down, and what it costs when it does.
If AI can help, we'll show you where, and what it would take. If it can't, we'll tell you that — and you'll still walk away with a clearer picture of your own operation than you came in with.