01 / Plan
Stakeholder interviews. Workflow inventory. ROI ranking.
Two weeks with the people who do the work and the people who own the P&L. End of week 2 you have a written plan with a name on every initiative.
Applied AI · White-glove transformation
End-to-end AI transformation for mid-market firms — fully managed, deliberately structured.
Leaders don't have spare hours to lead an AI overhaul. Blue Sage runs it on your behalf — hands-on, end to end:
- A 90-day plan that names the highest-payback workflows first
- Engineers who build inside the AI products you already pay for — Claude Desktop, Claude Code, ChatGPT, Microsoft Copilot, Google Gemini
- Hands-on training so existing staff levels up alongside the workflows
- A monthly cadence so the change keeps compounding after the build is done
Anchor industries
Built for the work mid-market actually does
01
→
Agribusiness
Grain merchandiser deal capture · Equipment dealer service intake · Commodity contract abstraction · Bilingual ops comms.
02
→
Banking & Credit Unions
Loan packet summarization · BSA/AML triage assistant · Internal policy Q&A · Adverse-action letters.
03
→
Insurance
Submission intake · Renewal prep · Claims correspondence · Policy form Q&A.
04
→
Manufacturing
RFQ intake · Nonconformance & 8D drafting · Tribal-knowledge capture · Vendor invoice exceptions.
Outcomes
What changes after a Blue Sage engagement
A small list of the things that look different six months in.
Today · stuck
- People doing work a machine should be doing — retyping submissions, re-keying invoices, filling the same forms a fourth time this week
- Hours per week lost to data entry, status reports, and inboxes that never close
- Senior staff stuck on operational busywork instead of the judgment calls they were hired for
- "AI strategy" = three free trials and one tired IT director
- Costs trending up, output flat, leadership unsure what to even ask for
Six months in · compounding
- Software handles the retyping, re-keying, and form-filling quietly in the background, with a human approving the exceptions
- Those same hours go back to the work that actually moves the business — underwriting, loan review, machine setup, customer calls
- Senior staff back on the judgment, supervised by people, supported by tools, accountable for the outcome
- A written plan with a name on every initiative, a number on every milestone, and a calendar everyone can see
- Output up, operating costs down, leadership clear-eyed on the next three things to fund
The system
How a 90-day engagement runs
02 / Build
Production builds. Real systems. Real volume.
We integrate with the AMS, the EHR, the ERP, the TMS — whatever you already run. No throwaway demos. The AI either runs in production or it doesn't ship.
03 / Hand off
Hands-on training. Runbooks. Monthly cadence.
Your team owns what we built when we leave. The monthly cadence keeps the change compounding instead of decaying.
Proof
We've done this at scale
Past credentials, present discipline.
AI rollout, in production
At Lime I drove the Claude Code rollout across the entire engineering org — MCP integrations wired into Jira, GitHub, Datadog, and Confluence; company-wide trainings on a recurring cadence; one-on-one mentorship for engineers working through their first real changes; and weekly adoption metrics tracked until the curve held above 70%.
The same four-phase playbook — plan, build, train, measure — Blue Sage runs for clients now. Executed at scale before Blue Sage was a brand.
Engineering credibility
- ·Built Lime's ML production systems on SageMaker, XGBoost, and Snowflake — promotion-conversion and customer-churn forecasting in production at scale
- ·11+ years of Silicon Valley consulting — Uber, PagerDuty, LegalShield, Juvo, Lime
- ·Two decades shipping production code on systems serving hundreds of millions of requests
Field notes
From the blog
methodology
Build, Buy, or Wire Together — How Mid-Market Firms Actually Make This Call
Apr 14, 2026
agribusiness
Service Techs at Nebraska Equipment Dealers Spend Half a Morning Pulling Parts Lists
Mar 10, 2026
manufacturing
Customer RFQs Land as PDFs. They Should Leave as Quote Skeletons Before Lunch.
Feb 10, 2026
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