- What are my employees sharing with ChatGPT?
- Is my IP and data secure with AI?
- What penalties could we face for AI compliance issues?
- How prevalent is Shadow AI in my organization?
- How do I stack up to my competitors in using AI?
- What are the negative consequences of using AI for decision making?
Is Your Business Ready for AI?
Take our free 15-minute assessment to discover your AI readiness score and hidden risks.
Are you looking to grow your business with AI? In addition, do you need to keep customers happy and engaged? We help companies achieve both goals. We deliver fast, safe AI solutions. Moreover, we build strong customer success programs.
Quick Start Offerings
Why Choose Boxwood Strategy Group
- First, we provide proactive playbooks, health scoring, and targeted retention.
- Second, we deliver clear governance frameworks, compliant AI solutions, and trustworthy technology.
- Finally, we ensure rapid time-to-value, measurable ROI, and lasting business transformation.
Our Customer Success Management Services
- CSM audits and strategic assessments
- Customer onboarding optimization
- Health scoring and churn reduction programs
- QBR facilitation and playbook development
- Customer lifetime value maximization
Our Proven Value-First Methodology
Anticipatory Governance – Predict and resolve regulatory issues before they become liabilities through proactive compliance monitoring, future-state regulatory mapping, and automated compliance reporting.
People-Centric Design – Optimize workflows to reduce cognitive burden and enhance human-AI collaboration via behavioral AI impact assessment, intuitive interface design, and change management strategies prioritizing human adoption.
Process Integrity – Build transparent, auditable, bias-mitigated systems for stakeholder trust including end-to-end process documentation, bias detection and mitigation frameworks, and explainable AI implementation.
Our AI Services
- AI Governance Maturity Assessment Roadmap (4-6 weeks) – Delivers current state assessment, governance maturity scorecard, and 12-month implementation roadmap. Benefit: Reduce compliance incidents by 40% within first year.
- AI Ethics Policy Development (6-8 weeks) – Provides AI ethics charter, operational policies, risk frameworks, and team training materials. Benefit: Build stakeholder trust and ensure regulatory compliance.
- AI Risk Management & Compliance Program (8-12 weeks) – Includes risk mitigation strategies, compliance monitoring dashboards, audit preparation, and governance processes. Benefit: Proactive risk management aligned with emerging regulations.
5-Day Intensive Engagements
AI Governance Sprint
Fast-Track Responsible AI Compliance
In just five days, establish the governance foundation your board demands. Walk away with a comprehensive maturity assessment, regulatory gap analysis, and a 12-month implementation roadmap that reduces compliance incidents by 40% while accelerating—not slowing—AI adoption. As a result, this is perfect for organizations facing regulatory pressure or preparing for board-level AI discussions.
Investment: 5-Day Engagement | Outcome: Board-ready governance framework and compliance roadmap
AI Assessment & Readiness Sprint
Discover Your AI Opportunity Landscape
Transform uncertainty into clarity with a comprehensive evaluation of your AI readiness across technology, people, and processes. Receive a prioritized portfolio of high-impact AI use cases with 10-40% efficiency gain potential, capability gap analysis, and a practical roadmap that eliminates costly false starts. Consequently, this is ideal for organizations exploring AI investments or seeking to optimize existing initiatives.
Investment: 5-Day Engagement | Outcome: AI maturity scorecard and opportunity heat map with business cases
AI Cost/Benefit Analysis Sprint
Move Beyond Vendor Promises to Financial Reality
Make AI investment decisions with confidence through rigorous financial modeling that reveals true lifecycle costs and quantified business value. Receive defensible business cases with ROI, NPV, and risk-adjusted returns that accelerate executive approvals and optimize resource allocation. Therefore, this is essential for organizations evaluating significant AI investments or building business cases for board approval.
Investment: 5-Day Engagement | Outcome: Board-ready business cases with comprehensive financial models
CSM Playbook Development Sprint
Scale High-Touch Quality Across Every Customer
Transform tribal knowledge into repeatable excellence with AI-enhanced customer success playbooks that reduce new CSM ramp time by 40-50% while enabling proactive, trigger-based interventions. Embed predictive analytics directly into daily workflows, ensuring consistent engagement quality whether managing 50 or 5,000 accounts. Notably, this is perfect for CSM teams experiencing rapid growth or inconsistent customer outcomes.
Investment: 5-Day Engagement | Outcome: AI-powered CSM playbooks with automation triggers and success metrics
CSM and AI Solution Design Sprint
Engineer Customer Success That Predicts and Prevents Churn
Design integrated AI-powered customer success operations that identify at-risk customers 60-90 days earlier, enable CSMs to manage 2x more accounts effectively, and automate expansion opportunity identification. Receive a complete solution architecture with implementation roadmap, technology recommendations, and change management strategy. Ultimately, ideal for organizations seeking to transform CSM from cost centre to revenue engine.
Investment: 5-Day Engagement | Outcome: Comprehensive AI-CSM solution blueprint and phased implementation roadmap
Reviews
COO of a Fortune 500 Organization
“The AI coaching I received transformed our business strategies, making them more ethical and effective! Highly recommend for anyone looking to elevate their operations.”
VP of CSM at a start-up
“Thanks to Boxwood Strategy we were able to integrate our CSM practice with our product development team to give us greater competitive advantage.”
Contact Us
Founder and Principal: Campbell Robertson
FAQ
In brief, AI governance sets policies, controls, and accountability throughout the AI process. Therefore, it helps you reduce risk and meet rules.
First, we map tasks to these standards. Then we create audit-ready proof in your workflow. In addition, we keep model cards and risk logs.
Specifically, we track how people use the AI, what it costs, and how it affects profit. Moreover, we set clear stop rules if value drops.
Initially, we run due diligence checks. Next, we set data use limits in contracts. Finally, we watch for unusual patterns.
Basically, we label each data piece with its source and consent status. Then we only retrieve data users approved. Furthermore, we log all data use.