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 →AI Workforce Training & Upskilling
Upskill the whole house.
The hardest part of AI adoption isn't the technology — it's giving people the time and structure to have their 'aha' moment. We design that structure: AI innovation labs, hackathons, and workshops where teams from every department bring their real pain points and leave with working solutions and lasting skills.
Our format mixes bold-thinking ground rules, embedded OBIS specialists for hands-on troubleshooting, and challenges tailored to your business — never a cookie-cutter framework. We've delivered it for corporate teams, franchise networks, and entrepreneur communities including the Tory Burch Foundation's. Teams describe the result the same way across clients: everyone levels up.
Proof, not promises
Numbers from real engagements
1.5 days
of structured lab time that took one client's teams from AI-curious to building working prototypes
Source: Vertex Summit AI Innovation Lab, 2026
400+
small-business leaders trained in a single Tory Burch Foundation webinar on generative and agentic AI
Source: The Tory Burch Foundation
50+
marketers upskilled at MARS Petcare's Kinship on marketing analytics and reporting strategy
Source: Kinship (MARS Petcare)
Capabilities
What this looks like in practice
01
AI innovation labs & hackathons
Multi-day, cross-department events where teams build real solutions to their own pain points, with our engineers beside them.
02
Executive & team workshops
Town-hall style sessions tailored to your company's tools and workflows — practical, interactive, and immediately usable.
03
Role-based upskilling programs
Structured learning paths that meet each function where it is, from front office to finance.
04
Champions enablement
Identify and equip internal AI champions who keep momentum going after the event ends.
Case studies
Where this service earned its keep
Nonprofits & Foundations
The Tory Burch Foundation: AI upskilling for 400+ small businesses
Two years of AI training for a national community of women entrepreneurs
Read the case study →“They've helped a lot of our teammates and colleagues get exposed to AI in ways that they couldn't imagine… it's been tailored specifically to the needs of our business — and not a cookie-cutter framework.”
“A great training for our team and lots of insights to take from it to make our business better. Would absolutely hire again.”
Common questions
Asked before every engagement
What training formats do you offer?
AI hackathons and innovation labs, executive workshops, and webinars — from intimate leadership sessions to large community trainings. Every format is tailored to your business, never a cookie-cutter curriculum.
Do participants need technical backgrounds?
No — that's the point. Our sessions are cross-functional by design: technical and non-technical people, coders and operators, working the same real problems together.
What do teams actually leave with?
Working prototypes built on their own pain points, practical skills they use the next morning, and internal champions who keep the momentum going after we leave.
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 →