AI Advisory Services For Strong AI Solutions
The pace of innovation in data and AI is faster than ever, and leaders are under pressure to make big bets without always having the clarity or frameworks to guide them. Many organizations struggle to move from scattered initiatives to a cohesive strategy that delivers measurable outcomes, mitigates risk, and accelerates growth. Summit’s Data, Analytics, and AI Advisory Services provide the executive-level partnership needed to bridge that gap.
We partner directly with boards, CEOs, CIOs, and leadership teams to design practical strategies that maximize the value of data, analytics, and AI investments. While our advisory work is grounded in deep expertise across the Salesforce eco system (Salesforce Data 360 (formerly Data Cloud), Agentforce, MuleSoft, Tableau, Informatica, and Heroku), we remain platform-agnostic, selecting only the tools that best fit your organization’s vision.
The result: strategies that are not only actionable but also sustainable, ethical, and built for long-term impact.
What It Includes
Summit’s advisory services provide a comprehensive approach to aligning data and AI with business goals:
Strategic Advisory
Actionable guidance for boards and executive teams across technology, governance, and adoption.
Maturity & Readiness Assessments
Identify strengths, gaps, and opportunities in current data, analytics, and AI capabilities.
Frameworks, Roadmaps & Action Plans
Deliver tailored plans in as little as 2–4 weeks to accelerate outcomes.
Strategy Execution Support
Hands-on partnership to embed AI and analytics into business operations, including:
- AI vision and strategy alignment
- Technology stack assessment (Salesforce, MuleSoft, Tableau, Informatica, Heroku, Agentforce, Heroku)
- Data governance and lifecycle management
- Use case identification and ROI prioritization
- Talent mentoring, training, and development
- Project and change management for adoption
Our Proprietary Summit VECTOR Framework™
At Summit, we believe successful AI transformation requires more than deploying technology. It requires a comprehensive, structured approach that blends vision, governance, cultural readiness, measurable impact, and resilience.
The Summit VECTOR Framework™ is our 6-pillar methodology designed to guide organizations through every stage of the data, analytics, and AI journey. It is not just a framework, it’s a roadmap for ensuring that every investment in AI is actionable, trusted, and future-ready.
Summit VECTOR Framework™ Pillars
V - Vision & Value
- AI Vision & Strategy: Define a bold, practical AI strategy aligned to business outcomes.
- Data Economics & Cost Management: Tie every initiative to ROI, efficiency, and sustainability.
- Measurement, Metrics & ROI: Build KPIs and dashboards that prove value to boards and regulators.
E – Ethics & Enablement
- Responsible AI & Ethics: Ensure AI is transparent, fair, and compliant.
- Execution & Adoption Discipline: Deliver structured change management to embed solutions.
- Culture & Change Management: Drive organizational readiness and adoption, reducing resistance.
C – Compliance & Control
- Regulatory Alignment & Compliance: Ensure adherence to GDPR, HIPAA, CCPA, FERPA, and industry-specific standards.
- Governance: Establish policies, stewardship, and oversight for trustworthy data.
- Security & Scalability: Protect data privacy while ensuring platforms scale for future needs.
- Data Foundations & Quality: Ensure accuracy, completeness, and integration across systems.
- Change Fatigue & Adoption Risks: Identify adoption bottlenecks early and create mitigation strategies.
T – Technology & Talent
- Technology Validation: Evaluate platforms like Salesforce Data 360 (formerly Data Cloud), MuleSoft, Tableau, Informatica, and Heroku for best-fit adoption.
- Talent Enablement: Build workforce literacy and train business users, not just IT.
- Vendor & Ecosystem Resilience: Ensure partner ecosystems are reliable and future-ready.
O – Operations & Outcomes
- Operational Alignment: Ensure AI solutions integrate seamlessly into day- to-day processes.
- Outcome-Driven Metrics: Define KPIs, dashboards, and ROI benchmarks before deployment.
- Customer & Stakeholder Experience: Build AI and analytics that improve customer outcomes.
R – Resilience & Responsibility
- Resilient Systems: Build architectures that scale with demand and withstand disruption.
- Sustainability & Environmental Impact: Ensure data and AI strategies align with enterprise sustainability goals.
- Responsible Transformation: Make cultural, technological, and ethical responsibility inseparable from growth.
Why Summit VECTOR Framework™ Works
Holistic
Covers strategy, technology, governance, and culture, not just models.
Scalable
Works for both 2-week readiness checks and multi-year enterprise rollouts.
Battle-Tested
Built on Summit’s real-world work across healthcare, finance, education, public sector, logistics, and retail.
Trust-Centered
Ensures AI outcomes are not only effective, but also transparent and compliant.
Future-Ready
Designed to adapt to Salesforce’s evolving ecosystem (Data 360 (formerly Data Cloud), Agentforce, MuleSoft, Tableau, Informatica, Heroku).
How our Summit VECTOR Framework™ Elevates our Advisory Engagements
When applied, our Summit VECTOR Framework™ ensures that leaders aren’t just making short-term AI investments, but building an enterprise-wide capability. For example:
- Boards gain clarity on AI investments and risks.
- CIOs/CFOs gain financial justification for initiatives.
- Data leaders gain roadmaps for governance, compliance, and platform modernization.
- Business units gain confidence in solutions that drive measurable impact.
Who It’s For
- Organizations at the start of their data and AI journey needing a clear roadmap.
- Enterprises seeking to scale AI responsibly and sustainably.
- Leadership teams requiring trusted guidance on governance, platform adoption, and investment prioritization.
Ready to Chat?
Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.
Why Choose Summit?
Cross-Industry Expertise
Healthcare, finance, public sector, logistics, retail, and education.
Platform Depth
Certified specialists across Salesforce, Agentforce, MuleSoft, Tableau, Informatica, and Heroku.
Proven Frameworks
Advisory models that deliver measurable, scalable results.
Flexible Engagements
From one-time workshops to ongoing strategic partnerships.
