JTAI JamesTech Since 2001
Book the Review
For teams already running on Microsoft

You're already paying for Microsoft.
You shouldn't be trapped by it.

For professional services companies who want to scale securely and practically with AI.

See exactly where AI plugs into the stack you already own, and walk away with the three to five automations worth building first, ranked by what each one gives back in hours and dollars. No rip-and-replace. No hype. No new platform to learn.

Book your AI Opportunity Review

From $2,500, credited in full toward your build. Leave with at least 3 quantified opportunities or you don't pay.

Booking sends you a text confirmation and reminder from JamesTech, LLC. Message frequency varies, message and data rates may apply, and you can reply STOP to opt out at any time. See our Privacy Policy.

A finance operations leader in calm command of their Microsoft dashboards

Three decades delivering across

Microsoft NASA T. Rowe Price Booz Allen Hamilton Northrop Grumman BAE Systems
The problem

You have the tools. You're just not getting AI out of them.

You've invested in Microsoft 365 and the Power Platform. Your data lives in SharePoint and Dataverse. And yet every AI conversation seems to end the same way: a flashy demo that doesn't fit how you actually work, a vendor pushing a brand-new platform, or a compliance question nobody can answer.

For a finance firm, the stakes are higher. Client data, regulatory exposure, audit trails. "Move fast and break things" is not an option when the SEC and your clients are watching.

So the AI projects stall. Not because the technology isn't ready, but because nobody has mapped it to the systems and the rules you already live with.

Chaos resolving into a single clear path
02 / The math

How much is busywork actually costing you?

Drag the sliders. The number on the right is what you pay every month for capacity you never get back.

People on your team 15
150
Hours per person per week lost to busywork 12 hrs
1 hr30 hrs
Fully-loaded hourly cost (avg) $55/hr
$25/hr$150/hr

Assumes ≈50% of busywork is automatable. Conservative — a typical Phase 1 hits 60–70%.

Capacity you could reclaim
Hours back, per week
90.
Monthly capacity unlocked
$21,434
Annualized
$257,208
Show me where it's hiding →
Fig.01 · Reclaimed-capacity model, directional not a quote Average client recovers $42K–$180K / yr
What the review is

A working session, not a sales pitch.

The AI Opportunity Review is focused working time with me, Mark Lucas. I sit down with the people who actually do the work, ask sharp questions about where their hours go, and we walk your real workflows together. I am not there to sell you software. I am there to find the work that AI should be doing for you, inside the stack you already trust.

By the end, you have a clear, prioritized picture of what is possible, what it would take, and what it would return. Most clients tell me it's the first time AI has felt concrete instead of theoretical.

What to bring: the person who knows where the manual work hides, and a willingness to be honest about it.

What you walk away with

Your Prioritized AI Opportunity Roadmap.

Not notes. Not a follow-up deck. A real document you keep, whether or not we ever work together again.

JamesTech

AI Opportunity Roadmap

Illustrative
01 Quarterly reporting assembly
~8 hrs/wk
Effort: Medium
02 Client onboarding document automation
~6 hrs/wk
Effort: Low
03 Compliance evidence collection
~5 hrs/wk
Effort: Medium
04 Inbox and CRM triage
~4 hrs/wk
Effort: Low
Ranked by ROI, with a plain-English effort estimate and an honest hours-saved-per-week number.
Compliance and data-security notes that matter for a regulated finance environment, flagged up front.
Drawn from your actual workflows, not a generic checklist.
A clear first move, so you know exactly where to start on Monday.
Mission control command center
Why me

Microsoft-fluent. AI-native. Built for environments where mistakes are expensive.

I have spent more than 30 years inside the Microsoft ecosystem, building solutions for organizations that cannot afford to get it wrong: NASA's Moon to Mars program, the Department of Justice, NATO, and financial institutions like T. Rowe Price. I hold Microsoft certifications going back to 1996 and I build on the Power Platform every day.

I am not an AI generalist who learned Microsoft last week, and I am not a Microsoft consultant who's nervous about AI. I am the bridge. That is the whole point of an advisor: you get judgment, not a product pitch.

Receipts

Receipts, not pitch decks.

AI either changes someone's week or it doesn't. The people on the other end of the work are the only honest reviewers. Here's what mine say.

Price & guarantee

From $2,500. Fully credited to your build.

Guaranteed to pay for itself.

The review starts at $2,500. Where it lands depends on how many people I need to interview and how deep your workflows run, and we settle that together on the discovery call before you commit to anything. If you move forward with an AIOS install, the entire fee is credited toward it, so the roadmap effectively costs you nothing.

And the guarantee is simple: if you don't finish the review with at least three specific, quantified opportunities, you don't pay. I am that confident there is hidden time and money in your operation, because there always is.

Book your AI Opportunity Review

Booking sends you a text confirmation and reminder from JamesTech, LLC. Message frequency varies, message and data rates may apply, and you can reply STOP to opt out at any time. See our Privacy Policy.

How it works

Three steps. Scoped to your team.

Step 01

Book

Pick a time. You'll get a short intake form so our time together is spent finding answers, not gathering basics.

Step 02

The sessions

We meet with you and the people doing the work, look at your real workflows, and map the opportunities together.

Step 03

The roadmap

When we're done, you receive your Prioritized AI Opportunity Roadmap, yours to keep.

Questions

The honest answers.

Is this just a sales call in disguise? +

No. You leave with a real, useful document regardless of whether we work together again. If the roadmap is all you ever buy, that's a good outcome for both of us.

We're in financial services. What about data security and compliance? +

That's exactly the environment I'm built for. I've handled Controlled Unclassified Information for NASA and delivered for the DOJ and NATO. We talk through your data, access, and regulatory constraints up front, and the roadmap flags them on every recommendation.

Do we have to be on Microsoft 365 or Power Platform? +

It's where I add the most value and where most of my clients already are. If you're on Microsoft, you'll get the sharpest roadmap. If you're partly on it, we'll still find the wins.

Who needs to be involved? +

You, plus whoever actually knows where the manual, repetitive work lives. Often that's an operations or finance lead, not the CEO.

What happens after? +

If the roadmap excites you, the natural next step is an AIOS install, where I build the top opportunities into your stack. Your review fee credits toward it. If you'd rather take the roadmap and run, that's completely fine.

Two weeks from now, you could have a plan instead of a question.

Stop wondering what AI could do for your firm. Find out, specifically, with someone who knows both your stack and the rules you operate under.

Book your AI Opportunity Review

From $2,500, credited to your build. At least 3 quantified opportunities or you don't pay.

Booking sends you a text confirmation and reminder from JamesTech, LLC. Message frequency varies, message and data rates may apply, and you can reply STOP to opt out at any time. See our Privacy Policy.