Areté Intelligence AI Transformation

Technology is
the easy part.
Your people
are the work.

AI transformation fails on adoption, not on tools. We start with the people, then bring the data and technology in as the tools that carry them through the change.

The moment

Most companies are further into AI than their leaders think.

01

Shadow AI is already everywhere. New tools show up faster than any policy can keep up with.

02

New platforms, each with its own flavor of AI, and none of them talking to each other.

03

Smart teams want to move. They just need cover to do it safely, and a clear sense of where to start.

How we work

People first. Then the tech.

The technology only pays off when people actually use it. So the work runs on two tracks at once: building the capability, and bringing the people with it. Five stages, start to finish.

Discover

Discover

Understand the business, the people, and what is really slowing things down.

Assess

Assess

Map the tools, data, and skills you have today. See exactly where you stand.

Build

Build

Stand up the tools, integrations, and workflows that fit how you actually operate.

Train

Train

Bring the people along so adoption sticks, not just installs.

Support

Support

Stay on as it scales, tune what is working, and keep the momentum going.

The portfolio

What we bring to the table.

Software that does real work, paired with people who partner with you on the ground.

Hands on the ground
Integration

Build & Integrate

The hard part is connecting what you already have. We build the data layer and the agent connections so your AI can see across Salesforce, ServiceNow, NetSuite, and the rest — not just inside one box.

Data + semantic layerMCP connectionsCustom tools
Change

Change & Adoption

The part most people skip. Workshops, enablement, and change management so the technology actually gets used. This is where transformations live or die.

WorkshopsEnablementChange management
The platform
Assessment

Sextant

Named for the instrument, it tells you exactly where you stand. A company-wide survey and skills assessment, then AI-guided interviews, turned into a clear leadership report: your tools, your shadow AI, your skill gaps, and the fastest wins.

4–5 week readSurvey + skillsLeadership report
Enablement

ArILearn

Self-paced AI training that levels up your people on the tools and prompting that matter for their actual jobs. We built it to bring our own demanding team along, then opened it to clients.

Self-pacedRole-relevantAdoption-focused
Platform

AreteOS

The workspace where the workflows live. Bring your tools and data together so people do the work through one front door instead of juggling dozens of tabs.

Workflow-basedConnects your toolsOne front door
Built in-house · available on request

When the tool we need does not exist, we build it — production software we run our own firm on. If it fits your world, it is yours too.

On request

Contact Intelligence

An AI relationship-intelligence layer over your firm's collective memory — who knows whom, what you have done, who would want to work with you. We built it to replace our own CRM.

On request

BD Pulse

Always-on monitoring of the firms, people, and signals your business development team tracks — surfacing the moment to act instead of making them dig for it.

The cadence

How an engagement runs.

Clear stages, value early, and no waiting around for one big reveal at the end.

An hour with leadership. Align on goals, scope, and what you will get. Together we pick the right cross-section of people to go through the assessment: a mix of seniority, departments, offices, and comfort with AI.

Runs alongside

Your own governance and committee work can start on day one. Nothing here asks you to wait for the assessment to finish before you build momentum.

Why Areté

Why this works.

01

We did it to ourselves first

We rebuilt our own firm on AI, down to replacing our CRM with software we built in-house. We are not selling theory.

02

People before tools

Adoption-led, always. We built ArILearn to bring our own team along before we ever pointed it at a client.

03

A standing tool-radar

Someone here tests and knows the tools and use cases as they hit the market, so your team does not have to chase dozens of them.

04

Governance that frees people up

Built so your team can move fast and safely, not so the policy boxes them in. Designed to sit inside what your auditors already expect.

05

Product and services, together

Software that does the work, plus people on the ground with you. Not one or the other.

06

Augment, not replace

We automate the low-value parts of a job and give people their time back to do the work that matters. More capacity, not fewer people.

Who we are

A team built for one thing.

AI transformation is not a side practice we bolted on. It is the only thing this team does.

We are led by Spencer Lyon — a PhD economist who helped build NYU's computational social science program alongside a Nobel laureate, still teaches the methods today, and ships them in the field. It is the Renaissance Technologies move applied to AI: send in the scientists who develop and teach the methods, not consultants repackaging last quarter's headlines.

01

Adoption

Led by Sarah Oyungu

The teams that win on AI get the culture right, not just the tools. Sarah makes new ways of working stick — long after we leave.

02

Engineering

Three senior engineers

Master and senior engineers who build the software and wire it into the tools and data your business already runs on.

03

Data science

Dedicated data scientist

Turns the data you are already sitting on into models and decisions your people can act on.

04

Enablement

Enablement lead

Spends the engagement finding every way to amplify the people using AI — not just the software they are handed.

Our bet is simple: people are the most valuable thing a company has. Put the right technology underneath them and they do more of what only people can do — see the connections, build the relationships, and find the answer no one else saw.

Let's find out where you stand.

A short conversation, then a clear read on your AI readiness and the fastest wins to go after.

Start with Sextant