Education
Vertex Education: a data partnership that grew with a 28-campus school network
From financial dashboards to a world-class martech stack to an AI-ready workforce
Read the case study →Agentic AI & Automation
AI that acts, not just answers.
AI isn't a slot machine — you don't pull a lever and hope for a jackpot. It's a system powered by data, probabilities, and patterns, and companies that understand how the house is built are the ones that win with it. We help you find the use cases with real payback, prove them quickly, and scale what works.
The frontier has moved from chatbots to agents: AI systems that plan, take actions, and hand work back to your team. We design and deliver agentic workflow transformations — re-engineering end-to-end processes around AI that executes — alongside readiness assessments, adoption roadmaps, and generative AI implementations that stand on the data foundations we're known for. When the technology shifts monthly, we shift the plan with it.
Proof, not promises
Numbers from real engagements
42→41
investors retained over four years by one fund client — losing just one — on the strength of proactive, AI-era reporting
Source: Dchained Capital
5
OBIS engineers embedded at a single client's AI innovation lab, giving teams hands-on help in real time
Source: Vertex Education, 2026
1st
engagement that began as a prompt-engineering project and grew into a production AI agent
Source: Intention Academy
Capabilities
What this looks like in practice
01
AI readiness & roadmaps
Assess your data, workflows, and team, then sequence AI adoption by payback — not hype.
02
Custom AI agents
Design and build production AI agents around your product or operations, iterated as the technology evolves.
03
Agentic workflow transformation
Re-engineer end-to-end processes around AI that plans, acts, and hands off — automating the reporting, intake, and administrative work that eats your team's week.
04
Generative AI implementation
Deploy GenAI safely inside real business processes, with the guardrails and governance to match.
Platforms & technologies we build with
Anthropic ClaudeClaude CodeClaude CoworkClaude Agent SDKClaude APIModel Context Protocol (MCP)OpenAI GPTOpenAI CodexOpenAI APIGoogle GeminixAI GrokMicrosoft CopilotAI Agents & Agentic WorkflowsLarge Language Models (LLMs)Natural Language Processing (NLP)Machine Learning (AI/ML)Retrieval-Augmented Generation (RAG)Prompt Engineering
Case studies
Where this service earned its keep
Professional Services & Finance
Dchained Capital: reporting transparency that kept 41 of 42 investors
Investor-grade reporting for a fund operating where the rules are written in real time
Read the case study →“She was able to just say, 'Okay, let's go in a little bit different direction, because AI is moving very quickly.' It's really great to be working with somebody who understands that and is doing the research on their end.”
“Jacqueline is outstanding! She is extremely knowledgeable in AI business implementation. She offered tailored solutions and suggestions with an unwavering commitment to client satisfaction.”
Common questions
Asked before every engagement
Where should we start with agentic AI?
With one bounded, high-volume workflow — lead intake, reporting, follow-up — given clean data and clear guardrails, with a human approval step until the error rate proves itself. Prove the value first, then widen the loop.
Is our data ready for AI?
We test that honestly before building anything. The rule of thumb: if two departments still argue about the same metric, foundations come before automation — otherwise you're scaling your confusion.
AI changes monthly. How do you keep the plan current?
That's the job. Our team maintains current certifications across the leading AI ecosystems, our founder writes on AI governance for the Forbes Technology Council, and every roadmap we deliver is built to be revisited as capabilities shift.
Get in touch
Senior experts on every engagement
Tell us what you're working through. Every inquiry is read and answered personally by our advisory team.
Led by Jacqueline DeStefano-Tangorra, CPA, CFE, CDMP
Founder & CEO, Omni Business Intelligence Solutions
Forbes Technology Council member · Featured by the Wall Street Journal, Business Insider, CNBC, NASDAQ, and Microsoft
Backed by a team of 20+ data, AI, and BI specialists across various teams — the right expert joins at the right moment.
Start the conversation →