A proven methodology for AI transformation.

Principal-led delivery, practical outcomes, and transparent process from discovery to ongoing governance.

Pertama Partners consulting team workspace

OUR PRINCIPLES

What guides every engagement.

Principal-Led Delivery

The expert who sells is the expert who delivers. No bait-and-switch with junior consultants after you sign.

Practical Outcomes

We focus on actionable skills and real results, not theoretical frameworks that require additional projects to implement.

Speed Without Shortcuts

We move fast—weeks, not months—but never at the expense of quality or sustainable change.

Honest Advice

We'll tell you what you need to hear, even if it means less work for us. Your success is our reputation.

OUR METHODOLOGY

Four phases to lasting change.

1
1-2 weeks

Discovery & Assessment

We start by understanding your organization's current state, challenges, and aspirations. No pre-packaged solutions—we listen first.

Consulting research and analysis process

ACTIVITIES

  • Stakeholder interviews across leadership and teams
  • Current state assessment of AI maturity
  • Data and technology landscape review
  • Opportunity identification workshop

DELIVERABLES

  • AI Readiness Assessment Report
  • Opportunity prioritization matrix
  • Initial recommendations
2
2-4 weeks

Strategy & Roadmap

Based on discovery insights, we develop a clear, actionable roadmap tailored to your organization's goals, constraints, and culture.

ACTIVITIES

  • Use case deep-dives and feasibility analysis
  • Resource and capability gap assessment
  • Risk and governance framework design
  • Implementation sequencing and dependencies

DELIVERABLES

  • AI Strategy document
  • 6-24 month implementation roadmap
  • Business case with success metrics
  • Governance framework outline
3
6-12 weeks

Implementation & Training

We work alongside your team to implement priority initiatives, building internal capabilities through hands-on training and knowledge transfer.

ACTIVITIES

  • Pilot project implementation
  • Executive and team training programs
  • Change management and communication
  • Process integration and workflow design

DELIVERABLES

  • Working AI implementation(s)
  • Trained internal team
  • Documentation and playbooks
  • Success metrics dashboard
4
Ongoing

Governance & Optimization

AI transformation doesn't end at go-live. We provide ongoing support to ensure sustained success, continuous improvement, and responsible governance.

ACTIVITIES

  • Quarterly business reviews
  • Performance monitoring and optimization
  • Policy and framework updates
  • Emerging technology briefings

DELIVERABLES

  • Governance review reports
  • Optimization recommendations
  • Updated policies and procedures
  • Continuous improvement plan

CLIENT DASHBOARD

Track your progress with Pertama Current.

Every client gets access to Pertama Current — our real-time dashboard that keeps you informed at every stage of your engagement.

Project Milestones

Track deliverables, timelines, and completion status across every phase of your engagement.

Real-Time Updates

See progress as it happens — no waiting for weekly reports. Every task, decision, and outcome is logged live.

Document Access

All deliverables, reports, and resources in one secure place. Download anytime, share with your team.

WHAT TO EXPECT

Clarity at every step.

Clear Communication

Regular check-ins, transparent progress updates, and immediate escalation of any blockers or concerns.

Realistic Timelines

We move fast but set achievable milestones. You'll always know what's coming and when to expect it.

Measurable Outcomes

Success metrics agreed upfront, tracked throughout, and reported clearly at engagement end.

FAQ

Frequently asked questions.

How long does a typical engagement take?

It depends on scope. An AI Readiness Audit typically takes 2 weeks. A pilot program runs 6-8 weeks. Full transformation programs span 6-12 months. We'll give you a clear timeline upfront based on your specific needs.

Do you work with organizations of all sizes?

We work best with mid-market organizations (50-500 employees) and enterprise teams within larger companies. We're not the right fit for early-stage startups or very small businesses where AI advisory would be premature.

What industries do you specialize in?

We have deep experience in Financial Services, Healthcare, Education, Manufacturing, Professional Services, and Family Businesses. Our methodology applies across sectors, but we bring specific expertise in regulated and operationally complex industries.

How do you price your services?

We offer project-based pricing for defined engagements and retainer arrangements for ongoing advisory. We're transparent about costs upfront—no surprise bills or scope creep. Contact us to discuss your needs and we'll provide a clear proposal.

What happens after an engagement ends?

Our goal is to build your internal capabilities, not create dependency. Every engagement includes knowledge transfer and documentation. For ongoing support, we offer governance retainers with monthly advisory hours and quarterly reviews.

How do you measure success?

We agree on success metrics at the start of every engagement—whether that's NPS scores, adoption rates, productivity improvements, or specific business outcomes. We track and report against these metrics throughout the engagement.

What makes you different from larger consulting firms?

Three things: speed (weeks not months), value (fraction of big-firm pricing), and consistency (the expert who sells is the expert who delivers). We're the right choice when you need senior expertise without the overhead, bureaucracy, or bait-and-switch.

Ready to get started?

The first step is always a conversation. Let's discuss your challenges and see if we're the right fit.