Private Proposal · CyVine LLC
Practical AI & Operations
Advisory for Santé Group
Prepared for Royden Markham. Focused on the sales-to-preconstruction handoff and estimating quality on the energy systems side.
Santé Group does not need AI for the sake of AI. The opportunity is better structure and the right tools to improve how work moves from sales, to estimating, to operations.
Prepared by Philippe Chaunu, Founder of CyVine LLC
A Personal Note
Royden, here is what I heard.
You mentioned AI and APIs. What I heard underneath that was a more specific problem: the handoff between sales and pre-construction, and the estimating quality that flows from it. That is a real and solvable problem.
This proposal is not about adding an AI layer. It is about whether better systems and the right technology can improve the accuracy and speed of how Santé Group moves from a won deal to a delivered project. The fact that this site exists is a small proof of how I work.
Philippe Chaunu
— Founder, CyVine LLC
Interactive
Ask the Proposal a Question
Santé Group may still be early in exploring AI. This section is designed to answer practical questions and concerns about where to begin, what to avoid, and how to apply AI without wasting money.
Common questions
Ask your own question
Engagement
Ways to Begin
Three ways to begin. The recommended path is discovery first, so that any AI or automation work is tied to a real operational opportunity, not a best guess.
Option 1
Starter Engagement
Pick one workflow problem. We assess it, measure it, and build a small working improvement within the first month. Advisory access included throughout.
Includes
- One focused workflow problem, assessed and measured
- A small working build or improvement delivered monthly
- Advisory calls and email support as needed
- Guidance on AI, APIs, and build-versus-buy decisions
Best for: Santé Group wants to start with a real problem and see a working result before committing to a larger engagement.
Option 2
Advisory + Workflow Discovery
A structured first month. Map how Santé Group's pre-construction workflow actually operates between sales, estimating, and operations. Identify where time, money, and accuracy are lost. Produce a written roadmap with prioritized recommendations.
Includes
- Everything in the Starter Engagement
- Full pre-construction workflow discovery
- Sales-to-operations handoff review
- Stakeholder interviews with estimating, sales, and operations teams
- Written roadmap with prioritized next steps
Best for: Santé Group wants clarity on what to fix and what to build before spending on technology.
Option 3
AI-Enhanced Pre-Construction Pilot
Scoped after discovery
A full pilot engagement to design and build a working system around one or more identified workflow opportunities. This is real engineering work scoped to Santé Group's actual operations, tools, and team structure.
Possible pilot areas
- Structured project intake system
- Estimate completeness and quality review
- AI-assisted proposal review
- Sales-to-operations handoff tracker
- Estimate-to-actual variance analysis
- Pre-construction dashboard
Includes
- Discovery and workflow design
- Custom application build with AI and API integration where it adds value
- Integration with existing tools and data sources
- Team training and walkthrough
- Iteration and refinement based on feedback
- 30 days of post-launch support
Best for: Santé Group has identified a real operational problem and is ready to turn it into a working system.
Next Step
Ready to Begin?
Select the option that fits where Santé Group is right now. Philippe will follow up directly to confirm details and next steps.