TeamCare Managed IT
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AI Care
More Capacity.
Same Team.
Your team already has the expertise your clients depend on. AI Care helps reduce the repetitive work surrounding that expertise so employees can spend more time analyzing, advising, communicating, and making better decisions.
Popper Tech Team combines Microsoft Copilot, practical AI workflows, business process improvement, governance, and ongoing AI support.
Your team's expertise is valuable.
Their time should be too.
Professional services firms rely on skilled people to think, analyze, advise, and communicate. But valuable employee time is often consumed by repetitive preparation.
More capacity to use the expertise you already have.
The goal is not to replace your professionals. The goal is to give them more capacity to do the work that requires their experience, judgment, relationships, and expertise.
Hover to explore — each one is a workflow AI Care can streamline
AI gets valuable when work gets complicated.
Many organizations have already started experimenting with Microsoft Copilot, ChatGPT, Claude, and other AI tools. Simple prompts are easy. The real challenge begins when AI needs to support real business work.
Improve Workflows
Support recurring processes, reporting, automation, and multi-step business work.
Apply Expertise
Use AI to support analysis, summaries, recommendations, and client deliverables.
Work Within Controls
Design AI adoption around security, governance, documentation, and human oversight.
Managed AI support
for real business work.
Traditional IT keeps your technology running. AI Care helps your people use AI to improve how work gets done.
Instead of leaving employees to figure out AI through trial and error, Popper Tech Team helps your organization identify practical AI opportunities, improve workflows, build repeatable AI-supported processes, support Microsoft Copilot adoption, assist employees, apply appropriate governance, and continuously improve successful AI use cases.
Help your people spend less time on repetitive preparation and more time applying their expertise.
Four areas of ongoing AI support.
AI Support Services
Help when AI gets complicated.
- AI guidance
- Prompting assistance
- Troubleshooting
- AI tool support
- Programming assistance
- User questions
AI Workflow Engineer
Turn successful ideas into repeatable workflows.
- Workflow development
- AI programming
- Report automation
- Process automation
- Repetitive task reduction
- Workflow maintenance
AI Workflow Consulting
Find the right opportunities first.
- Workflow mapping
- Process review
- Project scoping
- Business impact analysis
- AI opportunity identification
- Process design
AI Security & Compliance
Build productivity and governance together.
- AI governance
- Data controls
- Documentation
- IP protection
- Appropriate access
- Human review
From approximately 4 hours to approximately 8 minutes.
One of our AI Care workflows began with a recurring technology assessment that previously required an engineer to export system information, review the data, identify risks, develop recommendations, and build the client report.
Manual engineering and report preparation
Repeatable analysis and first-draft deliverable
The result is not simply a faster report. The same workflow can now be reused instead of rebuilding the process manually every time.
Build it once. Use it repeatedly. Improve it continuously.
Give your professionals more time for higher-value work.
Financial services firms depend heavily on research, communication, analysis, documentation, reporting, and client service. AI Care can help identify opportunities to support work across the organization.
Client Service
- Preparing client meeting briefs
- Summarizing information
- Drafting follow-up communications
- Preparing client-ready materials
Reporting & Analysis
- Organizing recurring information
- Preparing first drafts
- Summarizing findings
- Supporting executive reporting
Business Development
- Prospect research
- Meeting preparation
- Proposal development
- Presentation preparation
Internal Operations
- Documenting processes
- Creating SOPs
- Summarizing internal information
- Reducing repetitive administrative work
AI supports the work around professional expertise so your people can spend more time applying that expertise.
From AI idea to repeatable business process.
A structured path that turns one-off AI experiments into governed, repeatable workflows your team can trust.
Start With a Business Problem
Identify repetitive work, a slow process, an AI challenge, or an opportunity to improve employee capacity.
Review the Workflow
Understand manual steps, repetitive effort, bottlenecks, security considerations, and human review requirements.
Design the Solution
Determine the right mix of Microsoft Copilot, prompt engineering, workflows, automation, process redesign, and governance.
Implement and Support
Build, test, document, and support the workflow so employees are not left to figure out AI alone.
Improve and Expand
Review what is working, improve successful workflows, and identify additional AI opportunities.
Traditional IT supports your technology.
AI Care supports how your people work.
One keeps systems running. The other helps your team create more capacity from the systems you already have.
Traditional IT
- Devices
- Networks
- Passwords
- Access
- Applications
- Technical troubleshooting
- Help desk requests
AI Care
- Microsoft Copilot
- AI adoption
- AI guidance
- Workflow automation
- AI programming support
- Business process improvement
- Governance
- Ongoing optimization
Your organization still needs reliable IT. AI Care adds a new layer focused on helping your people use AI to create more capacity and improve how work gets done.
Productivity and governance should work together.
For financial and professional-services firms, AI adoption involves more than productivity. Organizations also need to consider client information, business data, intellectual property, employee permissions, compliance requirements, appropriate AI tools, and human oversight.
Approved Tools
Use AI within an environment aligned to your business requirements.
Appropriate Access
Keep employee permissions and information access in view as AI adoption expands.
Data & Documentation
Support responsible handling of sensitive business and client information.
Human Oversight
Keep professional review involved where accuracy and accountability matter.
Create more capacity without losing control of how AI is being used.
What AI Care can help your organization achieve.
Reduce Repetitive Work
Give employees more capacity for work that needs judgment and expertise.
Improve Copilot Adoption
Support employees instead of expecting them to figure out AI alone.
Create Repeatable Workflows
Turn successful AI ideas into processes that can be reused.
Improve Consistency
Standardize recurring analysis, reporting, and workflow outputs.
Strengthen Governance
Build security, documentation, controls, and review into adoption.
Continuously Improve
Identify and refine new AI opportunities as adoption grows.
Brilliant AI support for approximately $2.50 per hour.*
Buying access to AI technology is easy. Creating useful business value from it is harder.
AI Care brings together the technology, support, workflow expertise, and ongoing improvement needed to help AI become part of the way your organization works.
AI Strategy AssessmentThe $2.50-per-hour figure is an illustrative promotional estimate based on the AI Care service structure discussed by Popper Tech Team, including AI Care, Microsoft Copilot, and an AI usage allowance. Actual costs may vary based on licensing, AI usage, token consumption, model selection, integrations, workflow requirements, automation needs, and organizational requirements.
Built for professional firms ready to put AI to work.
Especially relevant for
- ✓Registered Investment Advisors
- ✓Financial advisory firms
- ✓Private equity firms
- ✓Venture capital firms
- ✓Financial management organizations
- ✓Law firms
- ✓Accounting firms
- ✓Engineering firms
- ✓Consulting and professional-services organizations
AI Care may be a good fit if
- ✓Your employees are already experimenting with AI
- ✓You have Microsoft Copilot, but adoption is limited
- ✓Skilled employees spend too much time on repetitive work
- ✓You are unsure which AI opportunities to prioritize
- ✓Leadership wants stronger AI governance
- ✓Successful AI experiments need to become repeatable processes
- ✓You want AI expertise without building an internal AI engineering department
Find where AI can give your team more capacity.
You do not need to transform the entire organization at once. Start by identifying where AI can have practical value today.
- ✓Repetitive work consuming employee time
- ✓Practical AI opportunities
- ✓Workflows that could be improved
- ✓Microsoft Copilot opportunities
- ✓Security and governance considerations
- ✓Logical next steps for your organization
Your employees already have the expertise your clients depend on.
AI Care helps reduce the repetitive work surrounding that expertise so your team can spend more time thinking, advising, communicating, and creating value.
AI-powered capacity for approximately $2.50 per hour*