AI Consultation & Secure AI Adoption

Navigate the AI revolution with confidence. Expert guidance to harness AI's potential while protecting your business.

AI-Ready for Business

68% of employees admit to using AI tools without IT approval. Every unmanaged AI interaction is a potential data leak. Don't let shadow AI put your business at risk.

Artificial intelligence is transforming how businesses operate — but adopting AI without a clear strategy and security framework puts your organization at risk. Wallace & White provides expert AI consultation to help businesses in Cincinnati, Dayton, and across Southwest Ohio implement AI solutions that drive results while maintaining security and compliance.

Whether you're exploring Anthropic's Claude, Microsoft Copilot, evaluating AI-powered tools for your workflows, or need a comprehensive AI readiness assessment, our team of certified cybersecurity and IT professionals ensures your AI adoption is secure, strategic, and aligned with your business goals.

Anthropic Claude Partner Badge – Claude Code
Issued by Anthropic

Anthropic Claude Partner — Claude Code

Wallace & White is credentialed by Anthropic to scope, deploy, configure, and run Claude Code activations end-to-end. That means real deliverables, not slideware: deployment decision documents, security questionnaires, configuration packs, custom commands, Skills, hooks, and telemetry configs — validated through Anthropic's scenario-based capstone assessment.

Verify this credential on Credly

Our AI Services

AI Readiness Assessments

Evaluate your organization's infrastructure, data practices, and security posture to determine AI readiness. We identify gaps and build a roadmap for successful adoption.

Microsoft Copilot Deployment

Expert deployment and configuration of Microsoft 365 Copilot across your organization, including security policies, data governance, and user training.

Claude & Claude Code Deployment

As an Anthropic Claude Partner, we roll out Claude for Work and Claude Code with SSO, data-boundary controls, configuration packs, custom Skills and hooks, and usage telemetry — scoped to your teams and workflows.

AI Security & Governance

Develop comprehensive AI usage policies, data classification frameworks, and security controls to prevent data leakage and ensure compliance.

AI Training & Enablement

Hands-on employee training on AI tools, prompt engineering, output validation, and security best practices — tailored to your workflows.

AI-Powered Automation

Eliminate manual processes with Microsoft Power Platform, Power Automate, and intelligent workflows that connect your systems and save time.

AI Chatbots & Custom Apps

Custom chatbots for customer support, sales, and internal knowledge — plus purpose-built AI applications for your specific business needs.

AI Analytics & Reporting

Power BI dashboards, AI-driven insights, and real-time reporting that turns scattered data into clear, actionable business decisions.

AI Support & Tool Advisory

Ongoing troubleshooting for AI tools, help desk support for Copilot and integrations, and expert guidance on which AI solutions fit your needs.

Secure AI Integration

Safely integrate AI tools into your existing workflows and systems. We ensure proper authentication, data boundaries, and access controls are in place.

AI-Powered Cybersecurity

Leverage AI-driven threat detection, behavioral analytics, and automated incident response to stay ahead of evolving cyber threats.

AI Strategy & vCIO Advisory

Executive-level guidance on AI investment, tool selection, and long-term strategy as part of our vCIO services.

AI by the Numbers

Small businesses are adopting AI faster than ever — is yours keeping up?

44% of small and mid-sized businesses are actively seeking expert help to adopt AI safely
18% annual growth in AI-powered cybersecurity — businesses are investing in smarter protection
68% of employees admit to using AI tools at work without IT approval — creating hidden security risks

How We Enable Secure AI Adoption

AI adoption fails when it's either blocked outright or left unmanaged. Our five-phase approach puts guardrails in place first, then moves fast inside them — so your people get real productivity gains without exposing customer data, intellectual property, or regulated records.

Discover & Assess

  • Shadow-AI audit: which tools are already in use and what data is flowing to them
  • Data classification and sensitivity mapping
  • Use-case interviews with department leads
  • Readiness scorecard and prioritized roadmap

Govern & Decide

  • AI acceptable-use policy and data-handling rules
  • Deployment decision document: which platform, which tier, which data it may touch
  • Vendor security questionnaires and risk review
  • Sign-off from leadership, IT, and compliance

Secure & Deploy

  • SSO via Entra ID or Okta with conditional access
  • Zero-data-retention and no-training settings enforced
  • DLP, sensitivity labels, and permission-trimmed access to files and systems
  • Configuration packs, custom Skills, and hooks for Claude Code and Copilot

Enable & Train

  • Role-based training for staff, managers, and technical teams
  • Prompt libraries and workflow playbooks built for your business
  • Internal AI champions program
  • Clear escalation path for questions and edge cases

Measure & Improve

  • Usage telemetry, audit logs, and cost tracking
  • Quarterly review of adoption, risk events, and ROI
  • Policy updates as models, features, and regulations change
  • Ongoing support and tool advisory

Organizational AI Strategy

Buying licenses is not a strategy. We work with owners and executives to decide where AI genuinely moves the needle for your organization, what it will cost, what it must never touch, and how you'll know it's working. Delivered through our vCIO advisory, this is the planning layer that turns scattered AI experiments into a coordinated program.

What an engagement typically produces:

  • AI roadmap — prioritized use cases by business impact, effort, and risk, sequenced over 6–18 months
  • Platform selection — Claude, Microsoft Copilot, or both, matched to your data residency, licensing, compliance, and workflow requirements
  • Governance framework — acceptable-use policy, data classification, approval process for new AI tools, and an AI steering group with clear ownership
  • Security architecture — identity, access, data boundaries, logging, and vendor controls documented before the first user is onboarded
  • Budget and ROI model — seat costs, usage-based spend, and the productivity or revenue metrics you'll measure against
  • Change management plan — communications, training tiers, and champion roles so adoption actually sticks
  • Compliance mapping — how your AI program aligns with HIPAA, CMMC, FERPA, or client contractual obligations

Why It Matters

Most organizations already have AI in the building — it just isn't managed. Employees paste customer records into consumer chatbots, departments buy overlapping tools, and nobody can answer a client's or auditor's question about where data went.

A deliberate strategy fixes that. It gives leadership a defensible answer on AI risk, gives staff approved tools that are genuinely better than the ones they were using on their own, and gives the business a way to measure whether the investment paid off.

Because we are both an Anthropic Claude Partner and a Microsoft Partner, our recommendations are driven by fit, not by a single vendor's roadmap.

Discuss Your AI Strategy

Why Secure AI Adoption Matters

The rapid adoption of AI tools in the workplace introduces new security vulnerabilities and compliance challenges that traditional IT frameworks weren't designed to handle.

Key concerns we help you address:

  • Data leakage through AI prompts and third-party AI tools
  • Shadow AI usage by employees using unauthorized AI applications
  • Compliance risks with AI processing of sensitive or regulated data
  • Intellectual property protection when using generative AI
  • AI governance policies and acceptable use frameworks
  • Vendor risk assessment for AI-powered SaaS tools

Our team, led by CISSP-credentialed cybersecurity professionals with Fortune 100 and Department of Defense experience, brings the expertise needed to navigate these challenges.

Industries We Serve

Our AI consultation services are tailored for:

  • Small and medium businesses exploring AI for the first time
  • Healthcare organizations needing HIPAA-compliant AI integration
  • Non-profits seeking to maximize impact with limited resources
  • Educational institutions adopting AI responsibly
  • Manufacturing and professional services firms

Ready to Embrace AI — Securely?

Schedule a free AI readiness consultation with our team. We'll help you build a strategy that drives innovation while keeping your business protected.

Schedule Your AI Readiness Assessment

Areas We Serve

Service for businesses across Southwest Ohio, Northern Kentucky, and Southeast Indiana.