Services
AI Consulting & Technology Services for Small Business
We help you see what's broken, automate what's manual, launch big changes safely, and keep your technology moving forward.
Operations Audit
See what's working — and what isn't.
Most small businesses run on a patchwork of tools and processes that grew organically over years. The audit unwinds that — workflow mapping, bottleneck identification, technology stack assessment, and a vendor-neutral roadmap focused on quick wins first, then strategic moves.
Services
- Process mining and workflow mapping
- Revenue leak analysis
- Technology stack assessment
- Data strategy review
Sample deliverables
- Tech stack assessment report
- Workflow bottleneck map with time and cost impact
- Prioritized modernization roadmap
- Vendor evaluation matrix
Automation & Systems Buildout
Connect, automate, build.
Connect disconnected tools, automate the manual work, and build custom software where off-the-shelf won't fit. The work runs in weeks, not months, and ships in production rather than slide deck.
Services
- Identify high-value automation opportunities
- Connect CRM, accounting, scheduling, and communications systems
- Build custom apps when off-the-shelf software won't fit
- Deploy intelligent agents where the workflow benefits
- Train your team for sustained adoption
- Ongoing technical support
Sample deliverables
- Automation opportunity assessment with ROI projections
- Integrated workflow across your existing tools
- Custom-built application from prototype to production
- Team training and adoption plan
Go-Live Assurance
We test it like a bank would — before you flip the switch.
From $6,000 · per system go-live
Covers one system and one go-live within a defined cutover window. Multi-system migrations and extended timelines are scoped separately, so the engagement stays bounded.
Switching your POS, CRM, billing, or scheduling system is where most small businesses get burned — the new thing goes live and quietly breaks something that was working. This is the discipline behind launching 15+ integrated applications at JPMorgan Chase with zero major incidents: real pre-launch testing, an honest go/no-go call, a managed cutover, and a rollback plan — sized so your launch day is a non-event.
Services
- Pre-launch testing and UAT against your real-world scenarios
- Go/no-go readiness review before you commit
- Cutover plan and launch-day war-room support
- Production validation once you're live
- Rollback plan so there's always a way back
Sample deliverables
- Test plan and results tied to your actual workflows
- Go/no-go decision document
- Cutover runbook with timing and responsibilities
- Post-launch validation checklist
Fractional Technology Leadership
Strategic guidance without the full-time cost.
Not every business needs a full-time CTO. Most growing small businesses need part-time strategic technology leadership — vendor evaluation, roadmap setting, security oversight, and someone whose job is to translate technology decisions into business decisions.
Services
- Technology strategy and 12-month roadmap
- Vendor evaluation and contract negotiation support
- Team guidance and engineering mentoring
- Security oversight and architecture review
- Board- and investor-ready technology assessments
Sample deliverables
- 12-month technology strategy roadmap
- Vendor evaluation and contract negotiation support
- Architecture and security review
- Board-ready technology assessment
- Hiring guidance and team mentoring
Modernization Retainer
Stay modern without hiring.
$2,500 / month
Month-to-month; scales with the level of support you need.
Modernization isn't a one-time project — tools change, AI keeps moving, and the automations you ship need an owner. On a flat monthly retainer, Summit Labs stays your on-call technology partner: we keep what we built healthy, fold in new tools as they mature, and keep a steady hand on your roadmap so you keep improving without adding headcount.
Services
- Maintenance and monitoring of the systems and automations we build
- First call for new tools, integrations, and AI capabilities as they emerge
- Quarterly roadmap reviews and priority resets
- Priority access for questions and small changes
- Vendor and security check-ins
Sample deliverables
- Monthly summary of what changed and what's next
- Maintained, documented automations and integrations
- Quarterly roadmap refresh
- A named partner on call — one operator, one phone number
AI Enablement & Training
Get your team actually using AI.
Buying AI tools is easy; getting a team to use them well is the hard part. We run hands-on, role-specific training — how to prompt, where AI helps, where it doesn't — and leave behind playbooks and guardrails so adoption sticks after we're gone. Practical, not theoretical, and grounded in the same change-management discipline that moved enterprise teams off legacy ways of working.
Services
- Role-specific, hands-on AI workshops
- Prompt libraries and playbooks built for your work
- Tool selection and safe-use guardrails
- Adoption tracking and follow-up coaching
- Team enablement and lunch-and-learn sessions
Sample deliverables
- Live training sessions tailored to your team
- A prompt and playbook library you keep
- An AI usage policy and guardrails document
- An adoption plan with scheduled check-ins
Dashboards & Reporting
See your whole business at a glance.
If running the numbers means an afternoon of copy-paste across spreadsheets, you're flying blind between reports. We build the executive dashboards and automated reporting that put your real metrics in one place, updated on their own — the same kind of decision-grade reporting built for leadership in enterprise financial services, scaled to what you actually need to watch.
Services
- KPI and metric definition with your team
- Connected, automated data pipelines
- Executive and operational dashboards
- Scheduled reports that send themselves
- Training so your team can read and trust the numbers
Sample deliverables
- A live executive dashboard
- Automated recurring reports
- Documented metric definitions
- A single source of truth for your numbers
Compliance & Controls Readiness
Bank-grade controls, sized for you.
When you start selling to bigger customers — or land in a regulated corner of your market — they'll ask how you handle data, access, and process. We translate enterprise controls into something a small team can actually run: the access rules, audit trails, and documented processes that pass a security review without slowing you down. Built on years of shipping inside one of the most heavily regulated environments there is.
Services
- Controls and access-review gap assessment
- Data-handling and security process documentation
- Audit trails and evidence-collection setup
- Vendor and third-party risk review
- Prep for customer security questionnaires
Sample deliverables
- A controls gap report with priorities
- Documented policies and processes
- An evidence and audit-trail setup
- A reusable security-questionnaire answer kit
Delivery & Agile Setup
Help a growing team actually ship.
As a team grows, the way work used to get done stops working — priorities collide, releases slip, and nobody's sure what's shipping when. We set up the delivery rhythm that fixes it: planning, sprints, release cadence, and the few rituals that matter, without the bureaucracy. This is the work behind modernizing delivery across 30+ applications at JPMorgan Chase, scaled down to a team that needs momentum, not overhead.
Services
- Delivery and release-process design
- Sprint, planning, and prioritization setup
- Release calendar and cadence
- Tooling setup — boards, tracking, workflows
- Coaching for the team and its leads
Sample deliverables
- A delivery process documented and running
- A release calendar and cadence
- Configured planning and tracking tools
- A team trained on the new rhythm
How we work
The Ascent.
Every engagement runs the same four phases. The discipline is what makes consulting feel different from a sales pitch.
I.
Base Camp
Discovery — a free, no-obligation fit conversation. We understand your business, your tools, and where you suspect the friction is.
II.
Map the Route
Strategy — a paid working session or diagnostic, depending on scope. Analysis and a written plan of attack.
III.
The Ascent
Execution — we build, integrate, and implement alongside your team. Defined milestones, written checkpoints, no surprises.
IV.
The Summit
Results — live solutions in production, ongoing availability for questions, and a documented hand-off so your team owns the system.
"The view from the top changes everything."
The right strategy turns complexity into clarity and effort into momentum.The Summit Labs Philosophy
Common questions
Frequently asked.
- 01How much does a typical engagement cost?
- Discovery calls are free. The Strategy Hour is $350 and the AI Readiness Sprint is $3,500. Go-Live Assurance starts at $6,000 per system go-live, and the Modernization Retainer is $2,500/month. Other project work is custom-scoped at fixed pricing — most projects run between $5,000 and $40,000 depending on complexity.
- 02How long does a typical project take?
- Most engagements run four to eight weeks end-to-end. The Sprint is two weeks fixed. Larger automation buildouts and custom app work typically run six to twelve weeks.
- 03Do I need to be technical to work with you?
- No. Translating technology decisions into business decisions is the job. Engagements are designed for owners and operators, not engineers.
- 04What industries do you work with?
- Professional services, financial services, healthcare, real estate, construction, and retail. The patterns are similar — fragmented tools, manual reconciliation, scaling beyond the spreadsheet.
- 05What makes Summit Labs different?
- Two things: we actually build (Funder IQ, Client Check, and Summit Signal are live products), and the rigor comes from fifteen years of enterprise financial-services delivery. The discipline transfers; the budget doesn't have to.
- 06We're switching systems and I'm worried it breaks something. Can you help?
- That's exactly what Go-Live Assurance is for. We test the change against your real workflows, make a clear go/no-go call, run the cutover, and keep a rollback plan ready — the same release discipline used for 15+ integrated applications at JPMorgan Chase, sized so your launch day is a non-event.
- 07Do you work with clients outside Florida?
- Yes. Lakeland-based, working with clients across the U.S. remotely. On-site visits are possible for larger engagements when they're worth the travel.
Not Ready for a Full Project?
Two ways to work with us before committing.
A full engagement is a serious investment. Before you commit, you can hire Summit Labs for a single decision or a structured diagnostic — both designed to give you real value on their own, and both credited toward a project if you decide to go bigger.
Specific Decision
Strategy Hour
$350 · 60 min + writeup
Send a question or decision in advance. We spend the hour getting you to a real answer, then deliver a written 1–2 page recommendation within 48 hours.
Cost credited toward an AI Readiness Sprint booked within 14 days.
See details →Diagnostic
AI Readiness Sprint
$3,500 · 2 weeks
Structured review of how work actually flows: two interview sessions, tech-stack and workflow mapping, an 8–12 page assessment with a prioritized roadmap — integrations, automation, data hygiene, and where AI earns its place (or doesn't). Includes a one-hour debrief.
Fully credited toward a project engagement of $5,000+ booked within 30 days.
See details →