Category 09 of 09 · IT Stack Sourcing

AI & Automation

AI platforms and intelligent automation bought as services. Conversational AI, machine-learning platforms, document and workflow automation, and RPA.

AI & Automation, run as part of one managed stack.

SpearPoint sources this category across every major supplier through the national distributor network, negotiates it, and then manages it for the life of the contract — inventoried in SHELBY, reconciled monthly, renewed on purpose. Maximum impact from the spend, minimum vendor debt.

  • Workflow-first design: the decision points and data flows before the tool
  • Conversational AI, ML platform, document/workflow automation, and RPA sourcing
  • Integration with CRM, CCaaS, UCaaS, and the data platform
  • Guardrails, testing with real users, and adoption oversight
  • Outcome tracking so the pilot becomes a program

Typical trigger

  • AI pilots that stalled after the demo
  • Contact center or back-office automation targets
  • Document-heavy processes
  • Leadership mandate to 'do something with AI'

C.L.E.A.R., applied to AI & Automation.

Customer & Landscape

  • Outcome and KPIs before any supplier
  • Inventory of what you own, pay, and renew
  • Market read and live pricing benchmarks

Evaluation & Adoption

  • Shortlist of the two or three that fit
  • Weighted scorecard, benchmarked pricing
  • Negotiated terms, go-live oversight

Roadmap · in SHELBY

  • Monthly invoice-to-contract reconciliation
  • Renewal strategy 90 days ahead
  • Quarterly review with leadership
The full methodology →
SPEND

This spend can earn something back.

AI & Automation bought as a service through SpearPoint is eligible spend. For a company, the rebate comes back to the IT budget; for an association, the dividend funds the mission.