Home — Solutions — AI Services

AI Services

Strategic Technology Solutions for Lasting Success

Turn AI Investment into Business Results

The question is no longer whether AI belongs in the business.

The question is whether the investment is paying off.

Pilots are running. Teams are testing use cases. Leadership meetings include questions about adoption, governance, risk, operating performance, and return on investment.

Most organizations have moved beyond experimentation. What comes next is determining which initiatives deserve additional investment, how results will be measured, and who owns accountability.

CBIZ AI Consulting and Managed AI Services helps organizations align strategy, governance, workforce readiness, operating priorities, and measurement through the CBIZ IMPACT Framework, our industry-agnostic operating methodology for transforming AI investments into measurable business results.

Why AI Investments Do Not Always Produce Business Results

Many organizations are stuck between activity and results.

Teams launch AI pilots. Employees save time. New tools enter the business. Early wins generate enthusiasm. Then the harder questions emerge.


☆ How do we incorporate new features as AI advances?☆ How will leadership measure AI success and ROI?☆ What drives users to engage with AI tools?☆ What efforts should expand beyond a single department?☆ Where do productivity gains appear in operating performance?☆ Who owns governance?☆ What initiatives deserve additional investment?
☆ How do we incorporate new features as AI advances?☆ How will leadership measure AI success and ROI?☆ What drives users to engage with AI tools?☆ What efforts should expand beyond a single department?☆ Where do productivity gains appear in operating performance?☆ Who owns governance?☆ What initiatives deserve additional investment?

Without clear answers, AI often becomes a collection of projects rather than a business strategy.

Organizations making the most progress take a broader approach. They align leadership, establish governance, prepare the workforce, redesign work, and measure outcomes over time.

Your AI Center of Excellence. Delivered as a Managed Service.

Most organizations do not need more AI projects. They need the capability to guide, govern, deploy, adopt, measure, and continuously improve AI across the business.
CBIZ Managed AI Services gives organizations access to a complete managed AI Center of Excellence without the cost, complexity, and overhead of building one internally. Through an ongoing managed-service relationship, clients gain access to the multidisciplinary expertise required to turn AI investment into measurable business value.
Rather than coordinating multiple vendors, consultants, internal teams, and technology providers, organizations work with one accountable partner focused on helping AI deliver business results.

Strategic Technology Solutions for Lasting Success

An AI Organization You Don’t Have to Build

Successful AI programs depend on far more than technology. Organizations need leadership alignment, governance, technical readiness, workforce adoption, engineering expertise, and ongoing performance measurement.

Through Managed AI Services, clients gain access to capabilities that are often difficult and expensive to build internally, including:

AI Framework for Turning Investment into Business Results

CBIZ Managed AI Services is delivered through the AI IMPACT Framework, which organizes the decisions, responsibilities, and activities required to move from AI activity to business results.
With technology advancing as rapidly as AI, it’s essential to routinely explore the new powerful capabilities that emerge. Incorporating enhancements and refining best practices means periodically revisiting AI strategy from the top-down. That helps ensure the technology is integrated and applied at every stage it stands to add value — and is a core facet of the AI IMPACT framework’s recursive design.
Organizations enter the framework at different points. Some need strategy and governance. Others need adoption, operating change, measurement, or portfolio oversight. The framework provides a connected structure that supports each situation.

Architect

Where do we start? What is the opportunity? Who owns it?

Prepare

Are our data, governance practices, and priorities ready?

Operationalize

How do we move from deployment to employee adoption?

Transform

Which initiatives belong at scale, and how do we measure results?

Optimize

How do we manage performance, risk, and future investment decisions?

Organizations do not need to begin with Architect. Entry depends on current maturity, existing investments, and business priorities.

Closer to Microsoft. More Value for Our Clients.

CBIZ helps organizations maximize the value of their Microsoft AI investments through close alignment with Microsoft programs, resources, and innovation initiatives.

Clients benefit from:

  • Access to Microsoft expertise and emerging AI direction
  • Coordination with Microsoft account and partner teams
  • Guidance navigating Microsoft platforms, licensing, and incentives
  • Support identifying potential Microsoft funding opportunities
  • Insight into relevant Microsoft AI programs and investments
  • Opportunities to participate in qualifying Microsoft-supported initiatives

For eligible engagements, CBIZ can work with Microsoft to pursue available investment funding that may help offset qualifying professional services costs.

Proven Inside CBIZ First

99% Adoption. 9,500+ Employees. Under 3 Months.

Before bringing Managed AI Services to clients, CBIZ used the same governance, adoption, training, and measurement principles internally.
Led by an 11-person AI team, CBIZ achieved:

99%

Microsoft Copilot Adoption

9,500+

Team Members Enabled

100%

Completion of AI Fundamentals Training

Less Than Three Months

From Launch to Adoption

Governance, Policies, and Steering Council

Established Before Deployment

The experience reinforced a lesson many organizations discover the hard way: AI success depends on more than technology. Governance, workforce readiness, leadership support, and ongoing measurement all play a critical role in producing business results.

Move From AI Activity to Business Results

If your organization is evaluating AI strategy, governance, adoption, operating change, or ROI measurement, start with a conversation focused on the business objectives behind the investment.

Strategic Technology Solutions for Lasting Success

David Fisher

David Fisher

National Leader, AI Services & VP, Artificial Intelligence

Rob McGillen

Rob McGillen

VP, Artificial Intelligence

James Winfrey

James Winfrey

Director, AI Go-To-Market

Frequently Asked Questions

What are AI consulting services?

AI consulting services help organizations identify where AI can create business value and build a plan for adopting it effectively. This may include strategy development, governance, workforce enablement, technology assessment, workflow redesign, and performance measurement. The goal is to help organizations move from experimentation to measurable business results.

What does an AI consultant do?

An AI consultant helps organizations make informed decisions about AI. That may involve evaluating opportunities, prioritizing investments, establishing governance, supporting adoption, redesigning workflows, or measuring results. The focus is to ensure AI initiatives align with business objectives and deliver meaningful value over time.

What are Managed AI Services?

Managed AI Services provide ongoing support for organizations that want to advance AI without building a dedicated internal AI department. Rather than engaging separate providers for strategy, governance, adoption, and optimization, organizations work with a single team responsible for helping AI initiatives mature, scale, and deliver results.

What is an AI Center of Excellence?

An AI Center of Excellence is a dedicated capability responsible for guiding how AI is adopted, governed, and improved across the organization. It brings together leadership, technology, risk management, workforce enablement, and performance measurement to help ensure AI initiatives support business priorities and create long-term value.

How do I know if my organization is ready for AI?

Most organizations are ready to begin exploring AI, even if every process, policy, and technology decision is not yet finalized. The more important question is where to start. A readiness assessment can help identify opportunities, risks, resource requirements, and the actions needed to support successful adoption.

What is the AI IMPACT Framework?

The AI IMPACT Framework is the methodology CBIZ uses to help organizations turn AI investments into business results. Through five connected stages, Architect, Prepare, Operationalize, Transform, and Optimize, the framework provides a structured approach for aligning strategy, adoption, governance, and performance over time.

How is CBIZ different from other AI consulting firms?

CBIZ approaches AI as a business transformation initiative rather than a technology project. Our Managed AI Services model combines governance, adoption, workforce enablement, and operational change with ongoing support designed to help organizations sustain results as AI continues to evolve.

Can AI help organizations beyond productivity improvements?

Yes. Many organizations begin with personal productivity gains, then expand into workflow redesign, process automation, knowledge management, decision support, and service delivery improvements. The greatest impact often comes when successful use cases are scaled across teams, departments, and business functions.

Why do AI projects fail to deliver results?

Many AI initiatives generate early excitement but struggle to achieve lasting impact. Common challenges include unclear ownership, weak governance, inconsistent adoption, competing priorities, and difficulty measuring outcomes. Organizations that establish a clear operating model are often better positioned to scale successful initiatives and sustain results.

CBIZ Technology
Corporate Headquarters

68 South Service Road, Suite 300 Melville, NY 11747
877-454-0039

Get Social

Join the conversation and connect with us on our social media channels.

Online Support

For existing CBIZ Technology customers.


CBIZ Technology, Inc. ©2026 • All Rights Reserved.