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AI Managed Services

An AI Organization You Don’t Have to Build

Turn your AI investment into measurable business impact with an ongoing managed service that brings strategy, governance, technology, adoption, transformation and measurement together.
CBIZ Technology extends your team with the specialized expertise, capacity and operating discipline needed to manage AI as an evolving business capability, without requiring you to build the entire function internally.

Moving from AI Activity to AI Impact Takes More Than Technology

Launching an AI tool is relatively easy. Turning it into lasting business value is harder.

Organizations are deploying AI, testing use cases and training employees. But deployment alone does not answer the questions that determine whether AI ultimately improves the business.


Strategic Technology Solutions for Lasting Success

Why Managed AI Services?

AI Is Not a One-Time Implementation

Realizing lasting value from AI requires more than technology deployment. It requires changes to how your organization makes decisions, governs risk, equips employees, and performs work.

Models improve. Platforms change. New use cases emerge. Risks evolve. Employees discover new ways of working. Business priorities shift.

Organizations need an operating capability that continues after deployment to govern AI, support adoption, measure performance, evaluate new opportunities and determine what to scale, change or stop.

CBIZ Technology Managed AI Services provides that continuity without requiring you to build every specialized capability internally.

Instead of building an entire AI organization, extend yours.

Your team retains ownership of its strategy, priorities, decisions and business outcomes. CBIZ Technology brings specialized expertise, additional capacity and operating discipline to help you execute, adapt and continuously improve.

The goal isn’t more AI activity. It’s more business value from the AI you’re already investing in.

Strategic Technology Solutions for Lasting Success

Stop Managing AI as a Collection of Projects

Organizations often address these as separate initiatives involving different teams, providers and priorities. The result can be plenty of AI activity without one operating model connecting that activity to business outcomes.

A strategy firm can help develop the roadmap. A software provider focuses on the platform. A technology implementer deploys the tools. A training provider supports adoption. A security specialist addresses risk.

Sustained AI value requires those capabilities to work together.


The Advantage Is More Than Cost

Building an internal AI capability requires organizations to recruit and maintain a multidisciplinary team spanning AI strategy, governance, data, technology, security, adoption, engineering, transformation and measurement.

With CBIZ Technology Managed AI Services, you do not have to build every capability yourself. You gain an established team that works alongside your organization, bringing the expertise and capacity needed as your AI priorities evolve.

Get to capability faster

Building internally means increased costs in recruiting, hiring, onboarding and integrating specialized talent. A managed model gives you access to an established multidisciplinary team without waiting to build the entire function.

Access a broader bench of expertise

AI requires more than technical expertise. A managed model gives you access to capabilities across strategy, governance, technology, security, adoption, engineering, transformation and measurement without limiting your program to the experience of a few individual hires.

Create a more predictable operating model

Instead of continually adding permanent headcount, recruiting expenses and specialized contractors, Managed AI Services provides defined capacity through an ongoing operating model.

Optimize AI consumption and control costs

As AI scales across users, workflows and agents, consumption can grow quickly. CBIZ Technology helps monitor usage, standardize high-value workflows, optimize models and context, and continuously evaluate performance to help control unnecessary consumption and get more business value from your AI investment.

Evolve as AI evolves

The expertise your organization needs will change as platforms, models, risks, use cases and business priorities change. A managed model provides continuity while allowing the mix of expertise supporting your organization to evolve with those needs.

A Framework for Continuous AI Value

The framework is not a one-time implementation checklist. It gives your organization a structured way to manage AI as technologies, risks, priorities and opportunities continue to change.

Define the vision, align leadership and build the strategy around specific business priorities and measures of success.
Assess readiness and establish the data, technology, governance, security and workforce foundations needed to move forward responsibly.
Deploy priority solutions, integrate AI into the flow of work and help employees use it effectively.
Scale successful initiatives, redesign workflows and embed AI more deeply into business operations.
Measure business impact, strengthen performance and continuously identify opportunities for improvement.

The CBIZ Technology AI IMPACT Framework guides our work across five stages, connecting strategy and readiness with deployment, business transformation and continuous improvement.

Platform Agnostic by Design

Built Around Your Business, Not a Predetermined Technology

Your organization may already be using multiple AI technologies across different teams and business functions. These can include enterprise platforms, frontier models, specialized industry applications and custom-built solutions.


Strategic Technology Solutions for Lasting Success

Built Around Outcomes, Not AI for AI’s Sake

Adoption and usage metrics help show whether AI is taking hold. Business outcome measures show whether that activity is translating into value.

The real question is whether AI is improving the business.

Depending on the use case, that may mean improving:

  • Employee capacity and productivity
  • Process cost and efficiency
  • Workflow speed and throughput
  • Quality and accuracy
  • Customer experience and responsiveness
  • Decision speed and consistency
  • Risk management and compliance

CBIZ Technology helps establish the priorities, accountability and measurement disciplines needed to determine where AI is producing value, where improvements are required and where investment should change.

Strategic Technology Solutions for Lasting Success

Move from AI Investment to AI Impact

You do not need another disconnected AI project. You need an operating capability that helps your organization determine where AI can create value, execute against those priorities, manage risk, bring employees along and continuously improve what comes next.


Meet Our AI Managed Services Team

Ed Guarrieri

Ed Guarrieri

National Leader, Cloud & Managed IT Services

Tim McFarland

Tim McFarland

VP, Managed IT Services

George Louris

George Louris

VP, Managed IT Services

Justin-Van-Druff

Justin Van Druff

VP, Business Development

Frequently Asked Questions

What are Managed AI Services?

CBIZ Managed AI Services provides ongoing access to the strategy, governance, technology, adoption, transformation and measurement capabilities required to manage AI as an evolving business capability. CBIZ works alongside your organization to establish priorities, deploy and operationalize solutions, support adoption, measure outcomes and improve the program as technologies and business requirements change.

How do Managed AI Services differ from project-based AI consulting?

A project delivers a defined solution within a set scope and timeline. Managed AI Services provides an embedded AI organization that operates as an extension of the client’s business, bringing the leadership, expertise, and capacity to govern, scale, and continuously improve AI across the enterprise.

Do we need to replace our existing AI technology or Microsoft environment?

No. CBIZ Technology works with your current platforms, governance structures and internal capabilities.

We evaluate your existing environment, priorities and barriers to progress, then recommend where additional support or change can produce the greatest value. The objective is to build on sound investments rather than replace technology simply for the sake of introducing something new.

What is the AI IMPACT Framework?

The CBIZ Technology AI IMPACT Framework is the methodology that guides our work across five stages: Architect, Prepare, Operationalize, Transform and Optimize.

Together, these stages connect AI strategy and readiness with deployment, business transformation, measurement and continuous improvement. Organizations can begin where support is most needed and revisit stages as priorities and technologies change.

Do we need a large internal AI team to work with CBIZ?

No. Your leaders retain ownership of business priorities, investment decisions and outcomes.

CBIZ Technology extends your team with specialized expertise, additional capacity and operating discipline so that your organization does not have to build every AI capability internally. The model combines your team’s institutional and business knowledge with CBIZ Technology’s multidisciplinary AI capabilities.

Is CBIZ Technology AI Managed Services platform agnostic??

Yes. CBIZ Technology AI Managed Services is platform agnostic. We work across existing AI ecosystems, including enterprise platforms, frontier models, specialized industry applications and custom-built solutions. Whether your organization uses Microsoft 365 Copilot, Google Gemini, ChatGPT Enterprise, Claude Enterprise or other AI technologies, our focus is not on pushing a predetermined platform. We help determine what fits your business, integrate AI into how work gets done, govern it responsibly, drive adoption and measure business value.

Can CBIZ work with multiple AI solutions across our organization?

Yes. Many organizations use different AI solutions across business units, functions and workflows. CBIZ Technology can help create a consistent operating model around those technologies, including shared priorities, governance, adoption practices and performance measurement. The objective is not necessarily to force every team onto one platform. It is to ensure the organization’s AI investments work together within a responsible, business-led strategy.

Where can an engagement begin?

An engagement can begin wherever progress is constrained. This may include strategy and prioritization, governance, platform readiness, workforce adoption, use-case deployment, AI agents, workflow automation, process transformation or measurement. The AI IMPACT Framework allows CBIZ Technology to build on your existing work rather than requiring your organization to restart its AI program.

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