We find your operational waste, build the AI systems that eliminate it, and measure the ROI. No strategy decks. No handoffs. One partner from start to finish.
Book a Free Discovery Call See the PlatformWe'll scope your AI Opportunity Audit on the call — $2,500 fixed fee if we proceed.
Fixed-fee engagements. Remote delivery. US-based SMBs only.
Every business we work with has the same problem. Money is leaving through processes that feel normal — manual workflows nobody has time to fix, supplier relationships nobody has time to monitor, invoices nobody has time to reconcile properly. It adds up. Faster than most operators realize.
You can't see your own waste clearly. The processes that cost the most are usually the ones that feel like just how things work.
Even when you spot the problem, knowing what's actually buildable versus what's a vendor promise takes experience most teams don't have.
And even when you know what to build — shipping it, securing it, and getting your team to actually use it is where most initiatives die.
We close all three gaps. Across your operations, your procurement, and your supplier workflows. In one engagement. Without a Big 4 team.
Broadmark Advisory delivers AI-powered operations and procurement consulting for SMBs. We work across your full operational footprint — AP workflows, supplier management, process automation, spend intelligence — wherever the waste is biggest and the automation opportunity is clearest. We are not a strategy firm. We do not deliver roadmaps and disappear. We diagnose. We build. We deploy. We measure. Every engagement ends with a working system running in your business — not a presentation about one.
Process mapping and waste quantification using Lean Six Sigma. We find what it's costing you before we propose anything.
Every opportunity gets a cost formula and an Impact x Feasibility score. No guessing. No vanity metrics.
Working AI systems built on proven infrastructure — tested in a sandbox before they touch your live operations.
Adoption is the only metric that matters. We design for it from day one and measure it at the end with ROI proof.
A structured diagnostic that finds and ranks your highest-value automation opportunities — with dollar estimates attached before we recommend building anything.
What you get
Remote. Fixed fee. Delivered in two weeks.
Starts with a free 30-minute discovery call.
Book a Discovery Call →We design, build, and deploy your AI automation end to end. Sandbox-tested before it touches live data. Security and governance built in from the start — not added later.
What you get
Remote. Scoped per engagement. Typical timeline four to eight weeks.
Book a Scoping Call →Eight years managing $700M+ in spend gives us a procurement edge most AI consultants don't have. We apply it directly to your supplier operations.
What you get
Includes access to the Broadmark Sourcing platform.
See the Platform →We stay on as your automation partner — monitoring, optimizing, and expanding your AI systems as your business grows. No full-time hire required.
What you get
Starting at $3,000/month
Apply for a Retainer Spot →Every advisory engagement follows the same five-phase structure. No surprises. No scope creep. No deliverables you did not agree to upfront.
Week 1
We map the boundaries of the engagement and agree on success metrics before any work begins. Stakeholder interviews, system audit, and scope agreement.
Output: A clear scope document with defined deliverables, timeline, and success criteria.
Weeks 1-2
Using Lean Six Sigma methodology we map your highest-cost workflows, calculate the current-state cost of each process, and score every opportunity against impact and feasibility.
Output: A ranked opportunity map with dollar values attached.
Weeks 2-3
We shape the solution before we build it. Every design goes through a reliability gate — we only proceed if the solution is genuinely buildable, adoptable, and worth the investment.
Output: A technical design document and go/no-go decision. You approve before we build.
Weeks 3-6
We build in a sandbox first. Every system is tested against real operational scenarios before it touches live data. Security and data governance built in from day one.
Output: A working AI system running in your business. Tested, documented, and deployed.
Weeks 6-8
Adoption is the metric that matters. We design for it from day one and measure it at the end against the cost baseline we established in Phase 2.
Output: An ROI proof document showing measured results. And a clear picture of what to build next.
The lowest-risk way to start. Fixed fee. Remote delivery. Two weeks. At the end you will know exactly where AI can move the needle in your business — and what it is worth.
If the audit surfaces opportunities worth building — we talk about next steps.
If it doesn't — you have a documented operations assessment and a roadmap you own.