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Unlock Operational Excellence & Drive Measurable Results

Unlock Operational Excellence & Drive Measurable ResultsUnlock Operational Excellence & Drive Measurable ResultsUnlock Operational Excellence & Drive Measurable Results

We empower your business to adapt and advance through data-driven AI Assessments and strategic implementation.

Book a Free consultation

Unlock Operational Excellence & Drive Measurable Results

Unlock Operational Excellence & Drive Measurable ResultsUnlock Operational Excellence & Drive Measurable ResultsUnlock Operational Excellence & Drive Measurable Results

We empower your business to adapt and advance through data-driven AI Assessments and strategic implementation.

Book a Free consultation
About Compass Consulting

About Us

Compass Consulting leverages a depth of executive-level professional experience, coupled with AI expertise, to help growing businesses assess what AI solutions will provide the most value and how to effectively implement and maintain them.


  • We understand that AI isn't just about cutting-edge technology; it's about driving tangible results. Our team brings decades of experience in the Ad Tech, E-commerce, Legal, Real Estate, Accounting, and Medical fields, giving us a unique perspective on the real-world challenges businesses face. We don't just talk about AI; we've lived through the complexities of scaling and optimizing businesses.


  • Our approach is pragmatic and results-oriented. We cut through the hype and focus on identifying AI solutions that directly address your specific needs and deliver a measurable return on investment (ROI). 


  • Our in-depth "AI Assessments" are industry-specific and built to help growing companies unlock the transformative power of Artificial Intelligence.


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Industries We Focus On

What is Artificial Intelligence (AI)?

What is Artificial Intelligence

Artificial Intelligence ("AI") refers to the simulation of human intelligence by machines, especially computer systems. These processes include learning (the acquisition of information and rules for using the information), reasoning (using rules to reach approximate or definite conclusions), and self-correction.

Types of AI Currently Available

  • Diagnostic / Descriptive AI:  Uses historical data to determine behavior correctness and understand causes. It helps in identifying patterns, comparing data, and root cause analysis.
  • Predictive AI: Forecasts future outcomes using past and current data. It is widely used in predicting customer behavior and market trends.
  • Prescriptive AI: Focuses on providing data-driven recommendations for optimal actions to achieve desired results.
  • Generative / Cognitive AI: Creates content such as code, articles, and images. It mimics human creativity to automate content creation.
  • Reactive AI: Designed to provide predetermined responses to specific inputs. Without memory or learning capability, it is best suited for immediate reaction tasks.
  • Limited Memory AI: Uses past experiences to inform present decisions. It learns from historical data to continually improve performance over time.
  • Theory of Mind AI: Aims to understand human emotions, beliefs, and intentions. This advanced AI is still in the research phase and seeks to interact more naturally with humans by understanding their mental states.
  • Self-Aware AI: The most advanced form, possesses its own consciousness and self-awareness. It can understand and react to its own emotions and states. This concept remains theoretical and unrealized.
  • Narrow (Weak) AI: Tailored for specific tasks or a limited scope of activities. It excels in one area but lacks the ability to generalize. Most present AI applications fall into this category (ie. Siri and Alexa).
  • General (Strong) AI: Mirrors human intelligence by understanding, learning, and applying knowledge across a broad range of tasks. It transfers knowledge between areas and adapts autonomously to new circumstances. Like Self-Aware AI, General (Strong) AI remains theoretical and unrealized.

Underlying Technologies Related to AI

  • Machine Learning: Involves training algorithms on data to make predictions or decisions without being explicitly programmed to perform the task. It's a core part of AI.
  • Natural Language Processing (NLP): Enables machines to understand and respond to human language. Examples include language translation services and chatbots.
  • Computer Vision: Allows machines to interpret and make decisions based on visual input, such as identifying objects in an image or video.
  • Robotics: Integrates AI to allow robots to perform tasks with a degree of autonomy, such as industrial automation or assisting in surgery.

That May Sound Overwhelming

It definitely can be. Given the nature and the rapid speed of change in the AI field, keeping up with the latest developments can be a daunting task at best and understanding what can actually help your business is critical to harnessing the power of this developing technology.

Unlock the Transformative Power of Artificial Intelligence with Compass Consulting

Book a Free Consultation

THE AI ASSESSMENT PROCESS

1. Connect with Us to Discuss Your Needs

2. We Collect Data and Perform the Analysis

2. We Collect Data and Perform the Analysis

Free 30-minute AI Consultation

Use the link below to book a FREE 30-minute consultation to help us better understand your specific needs and challenges.

BOOK A FREE CONSULTATION

2. We Collect Data and Perform the Analysis

2. We Collect Data and Perform the Analysis

2. We Collect Data and Perform the Analysis

Collecting data for the AI Assessment

We schedule a convenient time with you and your team to perform the AI Assessment. The AI Assessment typically takes 2-3 hours and can be done virtually.

3. We Deliver Detailed Reporting and Recommendations

4. We Follow-Up to Discuss our Key Findings and Recommended Next Steps

4. We Follow-Up to Discuss our Key Findings and Recommended Next Steps

AI Assessment - Key Findings Report

The AI Assessment includes a "Key Findings Report" along with actionable recommendations, cost / benefit analysis, and potential timelines to implement.

4. We Follow-Up to Discuss our Key Findings and Recommended Next Steps

4. We Follow-Up to Discuss our Key Findings and Recommended Next Steps

4. We Follow-Up to Discuss our Key Findings and Recommended Next Steps

Key Findings follow-up and recommended next steps

If needed, we schedule a follow-up meeting to dive deeper into the AI Assessment, including options for AI Deployment, timeline and deliverables.

INDUSTRY-SPECIFIC AI ASSESSMENTS

Ad Tech AI Assessment

THE AD TECH AI ASSESSMENT

 

Includes:


  1. Current AI Maturity & Readiness Assessment
  2. Performance Optimization & Efficiency Assessment
  3. Innovation & Growth Opportunity Assessment
  4. Risk Management & Compliance Assessment


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E-Commerce AI Assessment

THE E-COMMERCE AI ASSESSMENT


Includes:


  1. Business Strategy & ROI Assessment
  2. Operations & Supply Chain Assessment
  3. Data & Infrastructure Assessment
  4. Customer Experience & Personalization Assessment



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Legal AI Assessment

THE LEGAL AI ASSESSMENT


Includes:


  1. Technology Infrastructure & Integration Assessment
  2. Process Automation & Efficiency Assessment
  3. Client Service & Experience Assessment
  4. Risk & Compliance Assessment



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Real Estate AI Assessment

THE REAL ESTATE AI ASSESSMENT


Includes:


  1. Lead Generation, Marketing Strategy & Customer Relationship Management (CRM) Assessment
  2. Operational Efficiency & Automation Assessment
  3. Data Analysis & Market Trend Prediction Assessment
  4. Property Valuation & Appraisal Assessment

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Accounting AI Assessment

THE ACCOUNTING AI ASSESSMENT


Includes:


  1. Technology Infrastructure & Readiness Assessment
  2. Client Service & Engagement Assessment
  3. Data Analytics & Insights Assessment
  4. Process Automation & Efficiency Assessment


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Medical AI Assessment

THE MEDICAL AI ASSESSMENT


Includes:


  1. Current AI Maturity & Readiness Assessment
  2. Operational Efficiency & Administrative Tasks Assessment
  3. Patient Engagement & Communication Assessment
  4. Vendor Landscape & ROI Analysis Assessment


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THE AD TECH AI ASSESSMENT

Ad Tech AI Assessment

The Ad Tech AI Assessment is geared towards understanding your existing AI infrastructure, capabilities, and strategic vision with a view to unlocking additional enterprise value with a clear focus on KPI uplift.

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1 - Current AI Maturity & Readiness Assessment

  • Inventory of Existing AI Tools & Systems: Identify current AI applications (ie. programmatic bidding algorithms, fraud detection, personalization engines).
  • Data Infrastructure Evaluation: Assess data quality, volume, accessibility, and security.
  • Talent & Skills Gap Analysis: Evaluate your team's AI expertise and identify areas needing development or recruitment.
  • Strategic Alignment: Determine how well AI initiatives align with your overall business goals.
  • Ethical AI & Compliance Review: Evaluate the current practice of data privacy, bias mitigation, and regulatory compliance.

2 - Performance Optimization & Efficiency Assessment

  • Programmatic Bidding & Optimization Analysis: Evaluate the effectiveness of existing bidding algorithms. Identify opportunities for AI-powered optimization (ie. real-time bidding, predictive bidding).
  • Audience Targeting & Segmentation: Assess the accuracy and effectiveness of current targeting methods. Explore AI-driven audience segmentation and personalization opportunities.
  • Ad Fraud Detection & Prevention Analysis: Evaluate current fraud detection mechanisms. Recommend AI-powered solutions for detecting and preventing sophisticated fraud.
  • Campaign Performance Prediction & Forecasting: Analyze the accuracy of current campaign performance predictions. Implement AI-driven forecasting models to improve campaign planning and resource allocation.
  • Workflow Automation: Identify repetitive tasks that can be automated using AI (ie. report generation, campaign setup). Evaluate the potential for AI-powered process optimization.

3 - Innovation & Growth Opportunity Assessment

  • Competitive Landscape Analysis: Analyze how competitors are using AI. Identify potential areas for differentiation.
  • Emerging AI Technologies Exploration: Evaluate the potential of emerging AI technologies (ie. generative AI, deep learning). Explore contextual advertising enhancements using AI.
  • Customer Experience Enhancement: Determine how AI can be used to improve the customer experience (ie. personalized ad experiences, conversational AI).
  • New Revenue Stream Identification: Explore how AI can be used to create new revenue streams (ie. data monetization, AI-powered advertising products).

4 - Risk Management & Compliance Assessment

  • Data Privacy & Security: Ensure compliance with relevant regulations (ie. GDPR, CCPA). Evaluate data security measures.
  • Bias Detection & Mitigation Analysis: Identify and mitigate potential biases in AI models. Ensure fairness and transparency in AI decision-making.
  • Regulatory Compliance: Evaluate compliance with evolving AI regulations. Provide recommendations for ensuring ongoing compliance.
  • Explainability & Transparency Analysis: Evaluate the "black box" problem. Recommend methods to create more explainable AI.

Book a Free Consultation

THE E-COMMERCE AI ASSESSMENT

E-commerce AI Assessment

The E-commerce AI Assessment takes a multi-faceted approach, covering key areas where AI can drive significant impact. The goal is to provide your business with an understanding of your AI readiness and a strategic plan for AI implementation.

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1 - Business Strategy & ROI Assessment

AI Use Case Identification & Prioritization:

  • Identify high-impact AI use cases that align with your business goals.
  • Prioritize AI initiatives based on potential ROI and feasibility.
  • Create a roadmap for AI implementations.


ROI Analysis & Measurement:

  • Develop metrics to measure the ROI of AI initiatives.
  • Track and report on the performance of AI applications.
  • Provide insights on the effectiveness of AI strategies.


Competitive Landscape Analysis:

  • Analyze competitors AI implementations.
  • Determine your position in regards to AI adoption.
  • Provide recommendations on how to stay competitive.

2 - Operations & Supply Chain Assessment

Demand Forecasting Analysis:

  • Evaluate the accuracy of current demand forecasting methods.
  • Assess the potential for using AI to improve forecasting accuracy and reduce inventory costs.
  • Identify opportunities for using machine learning to predict seasonal trends and market fluctuations.


Inventory Management Optimization:

  • Analyze current inventory management practices and identify areas for improvement.
  • Assess the potential for using AI to optimize inventory levels and reduce stockouts and overstocking.
  • Analyze the potential to use AI to automate reordering, and optimize warehouse placement.


Logistics & Shipping Optimization:

  • Evaluate current shipping and logistics processes.
  • Assess the potential for using AI to optimize delivery routes, reduce shipping costs, and improve delivery times.
  • Determine the potential to use AI for predictive delivery estimates.


Fraud Detection & Prevention:

  • Assess current fraud detection methods.
  • Determine the effectiveness of those methods.
  • Analyze opportunities to use AI to improve fraud detection and prevention.

3 - Data & Infrastructure Assessment

Data Quality & Availability:

  • Evaluate the quality and completeness of customer and product data.
  • Assess the availability of data for AI applications.
  • Identify opportunities for improving data collection and management.


AI Infrastructure Readiness:

  • Evaluate the current IT infrastructure's ability to support AI applications.
  • Assess the availability of cloud computing resources and AI platforms.
  • Identify any infrastructure gaps that need to be addressed.


Data Security & Privacy:

  • Determine the security of customer data.
  • Determine the compliance to data privacy regulations.
  • Assess the risks associated with AI implementations.

4 - Customer Experience & Personalization Assessment

Personalized Recommendations:

  • Evaluate the current recommendation engine's accuracy, relevance, and diversity.
  • Assess the data used for personalization (ie. browsing history, purchase history, demographics).
  • Identify opportunities for advanced personalization using AI, such as contextual recommendations and predictive modeling.


Chatbots & Virtual Assistants:

  • Analyze chatbot performance in handling customer queries, resolving issues, and providing support.
  • Assess the chatbot's natural language processing (NLP) capabilities and ability to understand customer intent.
  • Identify opportunities for improving chatbot functionality and integrating it with other systems.


Customer Sentiment:

  • Evaluate the methods used to analyze customer reviews, social media mentions, and feedback.
  • Assess the accuracy of sentiment analysis and identify areas for improvement.
  • Determine how sentiment analysis is used to improve customer service and product development.


Personalized Marketing:

  • Assess the methods used to personalize email marketing, targeted ads and on site promotions.
  • Determine the effectiveness of current personalization strategies.
  • Determine opportunities to use AI to improve customer segmentation, and campaign optimization.

Book a Free Consultation

THE LEGAL AI ASSESSMENT

Legal AI Assessment

The Legal AI Assessment aims to help legal firms understand their current state and strategically adopt AI.

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1 - Technology Infrastructure & Integration Assessment

Existing Technology Stack:

  • Evaluate the compatibility of existing legal technology with AI solutions.
  • Identify potential integration challenges and recommending solutions.


Data Infrastructure:

  • Assess your firm's data storage, management, and accessibility.
  • Evaluate the readiness of the data infrastructure to support AI applications.


AI Implementation Roadmap Development:

  • Develop a customized AI implementation roadmap based on your firm's specific needs and goals.
  • Provide recommendations for selecting and implementing appropriate AI tools and technologies.


Change Management Planning:

  • Assess your firm's ability to adapt to new technology.
  • Create a plan to implement training for employees regarding new AI tools.

2 - Process Automation & Efficiency Assessment

Document Analysis & Review:

  • Assess the volume and complexity of document-heavy tasks (e.g., due diligence, contract review, discovery).
  • Evaluate the potential for AI-powered tools to automate extraction, classification, and summarization of legal documents.
  • Analyze current workflows for bottlenecks and identify areas where AI can streamline processes.


Legal Research & Knowledge Management:

  • Evaluate the efficiency of current legal research methods.
  • Assess the potential for AI to enhance search capabilities, identify relevant case law, and provide predictive analytics for legal outcomes.
  • Examining your firm's knowledge management systems and identify opportunities for AI to improve information retrieval and organization.


Case Management & Workflow Optimization:

  • Analyze current case management processes for inefficiencies.
  • Evaluate the potential for AI to automate tasks like scheduling, deadline tracking, and client communication.
  • Assessing your firm's use of data analytics to identify trends and optimize resource allocation.


Contract Lifecycle Management:

  • Analyze the current contract creation, negotiation, and management process.
  • Evaluate the ability of AI to automate contract generation, risk assessment, and compliance tracking.

3 - Client Service & Experience Assessment

Client Communication & Engagement:

  • Evaluate your firm's current client communication channels.
  • Assess the potential for AI-powered chatbots and virtual assistants to provide 24/7 client support and answer routine inquiries.
  • Assess the ability of AI to personalize client experiences.


Predictive Analytics for Client Needs:

  • Analyze client data to identify patterns and predict future legal needs.
  • Evaluate the potential for AI to provide proactive legal advice and personalized service offerings.


E-Discovery Optimization:

  • Analyze current e-discovery workflows.
  • Evaluate the potential for AI to reduce the time and cost of e-discovery by automating document review and analysis.

4 - Risk & Compliance Assessment

Regulatory Compliance:

  • Assess your firm's ability to stay up-to-date with evolving regulations.
  • Evaluate the potential for AI to monitor regulatory changes, identify compliance risks, and generate automated compliance reports.


Data Security & Privacy:

  • Assess your firm's data security infrastructure and identify vulnerabilities.
  • Evaluate the potential for AI-powered tools to detect and prevent cyber threats.
  • Analyze your firm's compliance with data privacy regulations (e.g., GDPR, CCPA).


Litigation Risk:

  • Analyze your firm's historical litigation data.
  • Evaluate the ability of AI to predict potential litigation risks and outcomes.
  • Assess the ability of AI to identify patterns in data that may indicate fraud or other legal issues.

Book a Free Consultation

THE REAL ESTATE AI ASSESSMENT

Real Estate AI Assessment

The Real Estate AI Assessment aims to help individual Realtors and growing real estate agencies understand their current state and strategically adopt AI.

Book a Free Consultation

1 - Lead Generation, Marketing Strategy & Customer Relationship Management (CRM) Assessment

AI-Driven Lead Scoring & Qualification:

  • Assess the potential for AI to analyze customer data and behavior to identify high-potential leads.
  • Evaluate the integration of AI chatbots and virtual assistants for lead engagement and customer service.


Marketing Strategy:

  • Evaluate your current marketing funnel, strategies implemented and current ROI / ROAS.
  • In-depth analysis of top-of-funnel to bottom-of-funnel leakage.
  • Assess the potential for programmatic AI-driven video (scripts, avatars, clones), cost and expected return.


Personalized Customer Experiences:

  • Assess the potential for AI to personalize property recommendations and customer interactions based on individual preferences and needs.
  • Evaluate the use of AI to enhance customer communication and engagement.

2 - Operational Efficiency & Automation Assessment

Process Automation:

  • Assess the potential for AI to automate repetitive tasks, such as document processing, contract analysis, and scheduling.
  • Evaluate the integration of AI for streamlining workflows and improving operational efficiency.


Fraud Detection:

  • Assess the ability to utilize AI to detect fraud within real estate transactions.
  • Evaluate the ability to use AI to improve the security of real estate transactions.

3 - Data Analysis & Market Trend Prediction Assessment

Current Data Infrastructure:

  • Evaluate the quality, quantity, and accessibility of existing data (ie. sales records, property data, market trends).
  • Determine the effectiveness of current data collection and management practices.


AI-Powered Market Analysis:

  • Assess the potential for AI to predict market trends, identify emerging opportunities, and forecast property values.
  • Evaluate the feasibility of implementing AI algorithms for analyzing historical data and economic indicators.


Geospatial Analysis:

  • Assess the ability to utilize AI for geospatial data analysis. This includes the ability to analyze location-based data, and how that data could be used to improve business decisions.

4 - Property Valuation & Appraisal Assessment

Automated Valuation Model (AVM) Evaluation:

  • Assess the accuracy and reliability of existing AVMs or explore the potential for implementing more advanced AI-driven valuation models that assess physical location, specific attributes of the dwelling, and more accurate valuation of pre-sale upgrades based on regional factors.
  • Evaluate the integration of AI for analyzing property features, comparable sales, and market conditions.


Property Condition Assessment:

  • Assess the potential for AI to analyze property images and data to identify potential maintenance issues or assess property condition.
  • Evaluate the ability to use AI to streamline property inspections.

Book a Free Consultation

THE ACCOUNTING AI ASSESSMENT

Accounting AI Assessment

The Accounting AI Assessment aims to provide individual Accountants and accounting firms with a clear understanding of their AI potential and a roadmap for implementation.

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1 - Technology Infrastructure & Readiness Assessment

  • Data Infrastructure: Assess the quality, accessibility, and security of financial data.
  • Cloud Readiness: Evaluate the potential for cloud-based AI solutions.
  • Talent & Skills: Assess your existing AI skills and identify training needs.
  • Integration Capabilities: Examine your current accounting-related software ecosystem, and how well new AI solutions can be integrated.

2 - Client Service & Engagement Assessment

  • Chatbots & Virtual Assistants: Evaluate the potential for AI-powered chatbots to answer client inquiries and provide personalized support.
  • Personalized Financial Reporting: Assess the potential for AI to generate customized financial reports and dashboards for clients.
  • Client Communication Analysis: Analyze current client communication methods to find areas where AI-driven natural language processing could improve efficiency.

3 - Data Analytics & Insights Assessment

  • Financial Forecasting: Evaluate the accuracy and efficiency of current forecasting methods and explore AI-driven predictive analytics.
  • Risk Assessment: Analyze financial data for patterns and anomalies that indicate potential risks, such as fraud or financial instability.
  • Client Profitability Analysis: Assess the potential for AI to identify profitable client segments and optimize service offerings.
  • Audit Analytics: Evaluate the possibility of AI to improve audit efficiency by finding anomalies within large datasets.

4 - Process Automation & Efficiency Assessment

  • Accounts Payable/Receivable: Analyze invoice processing, payment reconciliation, and fraud detection workflows.
  • Data Entry & Classification: Evaluate the volume and complexity of data entry tasks, and the potential for AI-powered document understanding (ie. OCR, NLP).
  • Expense Reporting: Assess the efficiency of current expense reporting processes and the potential for automated verification and categorization.
  • Payroll Processing: Review payroll workflows for automation potential, including time tracking, tax calculations, and direct deposit processing.


Book a Free Consultation

THE MEDICAL AI ASSESSMENT

Medical AI Assessment

The Medical AI Assessment is tailored for small medical practices and focuses on improving efficiency, patient care, and practice health through the use of AI-powered tools and workflows.

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1 - Current AI Maturity & Readiness Assessment

AI Literacy:

  • Evaluate your practice's digital literacy and comfort level with new technologies.
  • Assess your staff's current workflows and identify potential resistance to change.
  • Determine your practice's existing IT infrastructure and its compatibility with AI solutions.
  • Review your current data management practices.

2 - Operational Efficiency & Administrative Tasks Assessment

Patient Intake & Scheduling:

  • Analyze current intake processes (ie. paperwork, digital forms), scheduling workflows, and patient wait times.
  • Evaluate the potential for AI-powered chatbots for pre-appointment questionnaires, automated appointment reminders, and intelligent scheduling optimization to minimize gaps and no-shows.


Medical Transcription & Documentation:

  • Review current documentation methods, time spent on transcription, and accuracy of patient records.
  • Assess the viability of AI-powered speech-to-text transcription services and natural language processing (NLP) for summarizing patient encounters and generating preliminary reports.


Billing & Claims Processing:

  • Examine your practice's billing and claims processing workflows, including claim rejection rates and payment turnaround times.
  • Explore the potential for AI to automate claim coding, identify billing errors, and predict claim denials.

3 - Patient Engagement & Communication Assessment

Patient Communication & Follow-up:

  • Evaluate the current methods for patient communication, including phone calls, emails, and patient portal usage.
  • Assess the feasibility of AI-powered chatbots for answering frequently asked questions, providing post-appointment instructions, and conducting patient satisfaction surveys.


Personalized Patient Education:

  • Review the current methods of patient education, and if it is personalized or general.
  • Review if AI can be used to deliver personalized educational material based on patient medical history.

4 - Vendor Landscape & ROI Analysis Assessment

AI Solution Evaluation:

  • Analyze the specific AI solutions relevant to your practice's needs, based on the previous assessments.
  • Research and compare different AI vendors, focusing on pricing, features, integration capabilities, and customer support.
  • Gather data on potential cost savings and revenue increases associated with each AI solution.
  • Evaluate your practice's budget constraints and prioritize solutions accordingly.

Book a Free Consultation

Unlock the Transformative Power of Artificial Intelligence with Compass Consulting

Book a Free Consultation

AI Consultant Spotlight

Paul Willmes

Paul Willmes

Meet Paul Willmes, our Principal Consultant at Compass Consulting. 

With 25+ years as a team leader and individual contributor growing New Product Development, Product Management, Business Development, Marketing, and Operations teams in the US and internationally, Paul leads the charge for Compass Consulting.


Paul's achievements span founding startups, scaling early-stage businesses, and driving growth in revenue and efficiency for well-established and post-IPO companies.


"Success in today's business landscape comes from a seamless blend of real-world expertise and the transformative capabilities of Artificial Intelligence. By integrating human intuition and AI-driven insights and operational efficiencies, we believe companies can unlock unprecedented growth."


- Paul

View my profile on LinkedIn

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