StrategyAI Strategy & Roadmap
Sets AI priorities against your business goals and builds a dated roadmap.
A plan leadership can fund
Outcomes delivered
38%
less time to complete core workflows
Fortune 500 services company
12.4k
catalog items enriched by agents each month, with no added headcount
National pet retailer
52%
less manual effort spent on client reporting
Global financial services firm
6 weeks
from kickoff to the first agent running in production
Valuation advisory firm
Outcome-based pricing
Pay for outcomes. Own the result.
Every result in your plan has a price before we build. No hourly billing, no open-ended program.
Priced per outcome
We blend the team, the agents, and the model spend into one price per result. Your first engagement is a fixed price for the 6 to 8 week build.
Yours to own
Your agents, playbooks, and dashboard are your intellectual property, in your repositories.
Your infrastructure
Runs on your cloud and your model provider. No preference? We'll recommend one and adapt.
Conductors for your business
Multi-agent orchestration for enterprise workflows
Every business runs on workflows that depend on a few people who know how things really get done. Orchestra AI captures that knowledge, adds playbooks from 15+ years of Codal client work, and turns it into AI agents that run the work.
Conductor
The coordinating agent. It holds your goals and priorities and routes work.
Section Principals
Agents that each run one area of work, such as commerce operations, content operations, or customer support.
Specialized AI agents
Experts the Section Principals call on for specific tasks, from cloud engineering to research.
Your dashboard
Maturity per area, cost per run, and outcomes against your baseline, in one view.
Safe by design
Every agent has least-privilege access, runs in a sandbox, and logs every action to an audit trail you can inspect. Agents start by recommending only, and earn more autonomy after they pass tests on your data. You approve each step on the dashboard.
Pick a use case to see how the agents are arranged for it.
The process
From kickoff to production in 8 weeks or less
1 · Weeks 1 to 2
Learn & Intake
Intake agents read your process documents, tickets, and system data while our team interviews your process owners.
You getA current-state map, baselines, and the areas ranked by value.
2 · Weeks 2 to 4
Envision
We design the future state from research and prior Codal work, and align on it in a half-day Vision Workshop.
You getOutcomes, metrics, your first agents, a dated plan, and a price.
3 · Weeks 4 to 8
Build
We build the Conductor and first Section Principals, connect them to your systems, and run them in shadow mode before going live.
You getThe Conductor live, 1 to 3 areas in production, and your dashboard.
4 · Ongoing
Scale and run
Each area moves up the maturity model, and new areas are added on your schedule. Quarterly outcome reviews drive billing.
You getRising maturity, new areas, and a team trained to run it.
Your team takes the lead as the orchestra grows, and Codal's forward deployed engineers and product managers stay alongside.
AI maturity model
Where is your business on the AI maturity model?
Most companies are at Level 1: copilots and point tools that help individuals. Orchestra AI starts you at Level 2, where agents run defined workflows with people supervising. A Vision Workshop places you on the four-level model and leaves you with a dated plan to your first agents in production.
AI software delivery
AI SDLC: ship software faster, with a person at every gate
The same agents that run your operations can run your software delivery (the SDLC), from ticket to release. Codal runs its own delivery this way: a Conductor and its Section Principals move every ticket through a chain of agents, a person approves each key decision, and every run lands on your dashboard. We can run it on your backlog, or set it up inside your engineering team.
Delivered for you
AI Software Factory
Our agents work through your backlog in a gated chain, overseen by Codal's forward deployed engineers. Tickets go in, and reviewed, tested code lands in your repositories, with every step visible on your dashboard.
You getCommitted dates, code you own, and a live view of every run.
Installed in your team
AI SDLC enablement
A readiness assessment, tooling and repository setup, playbooks and gates for your teams, and training for engineers and leaders. Adoption is tracked on the same dashboard.
You getYour engineers shipping with AI agents within one quarter.
The delivery chain
- TicketIntake from Jira, Linear, or Azure Boards
- PRDPRD AuthorOwner approves
- PlanTicket to Plan
- Spec gateSpec ValidationTech lead approves
- DesignDesign Feedback LoopDesigner approves
- BuildAgentic Enablement
- ReviewCode ReviewReviewer signs off
- TestQA & Test Automation
- SecurityApplication Security Review
- DeployDeploymentRelease owner approves
One ticket, end to end. Every run is logged to your dashboard.
Agent library
Specialized AI agents
Each specialized agent carries a playbook written by one of our in-house experts, a set of permissions, a test it must pass, and a cost per run. Your Section Principal agents call on them when a workflow needs it.
82 agents
StrategyStrategyAI Readiness & Adoption
Assesses data, systems, and teams for AI, and plans adoption.
Know where to start
Data & integrationERP & PIM Integration
Connects ERP and product data so orders, inventory, and catalog stay in sync.
Fewer manual handoffs
Migration & modernizationDatabase Migration
Plans and runs database migrations with parity checks before cutover.
Lower-risk migrations
Migration & modernizationMainframe Batch to Cloud
Moves mainframe batch jobs to the cloud and tests results side by side.
Mainframe logic, modern stack
Support & opsPrior Authorization
Prepares and tracks prior authorization requests, escalating exceptions to staff.
Faster approvals
EngineeringComplex Cloud Engineering
Designs, provisions, and reviews multi-account, multi-region cloud architecture; cost and security posture reviews.
Lower cloud spend, fewer findings
EngineeringDevOps
Builds and maintains CI/CD pipelines, infrastructure as code, and release management.
Shorter release cycles
EngineeringSRE
Sets service levels, builds observability, and writes and runs incident runbooks.
Higher uptime, faster resolution
Design & researchResearch Design
Designs studies, drafts interview guides, synthesizes findings into decisions.
Insight in days, not weeks
Design & researchUX Modernization
Audits legacy interfaces, aligns to your design system, and proposes and prototypes redesigns.
Modern UX without a rebuild
Content & CMSSanity Experts
Models content, designs schemas, migrates content, and automates editorial workflows in Sanity.
AI-ready CMS, faster publishing
CommerceCommerce Migration
Data mapping and migration runbooks for Shopify Plus, BigCommerce, Shopware, and Elastic Path.
Clean cutovers, no lost data
EngineeringQA & Test Automation
Test plan generation, regression suites, and release sign-off evidence.
Confident releases
Data & integrationData & Analytics
Pipeline design, dashboard build, and KPI definitions tied to outcomes.
Metrics leadership trusts
Content & CMSContent Operations
Content briefs, localization, and governance checks on Contentstack and Sanity.
Faster, governed publishing
EngineeringAgentic Enablement
Prepares your codebase for AI interaction: repo conventions, context files, tool access, evaluation harness.
An AI-ready codebase
Support & opsAutomation Engineering
Handles standard support tickets and squashes routine bugs inside guardrails, escalating exceptions.
Tickets closed without a human
Support & opsSelf-Healing Integrations
Monitors integrations 24/7 and auto-resolves failures end to end, with an audit trail.
Integration uptime
CommerceCRO Autopilot
Runs and analyzes conversion rate optimization experiments autonomously, from Codal's experiment library.
Continuous conversion lift
CommerceCatalog Enrichment
Enriches product data, attributes, and imagery metadata against your taxonomy at scale.
Complete, sellable catalogs
CommerceMerchandising Ops
Pricing and promotion checks, assortment reviews, and out-of-stock exception handling.
Fewer merchandising misses
CommerceOrder Exceptions
Triages failed orders, payment exceptions, and fulfillment exceptions to resolution or escalation.
Fewer stuck orders
Content & CMSContentstack Experts
Schema design, content modeling, and editorial workflow automation in Contentstack.
Structured, reusable content
Content & CMSLocalization
Translates and adapts content across locales with brand-voice and terminology checks.
Launch every market together
Content & CMSSEO & GEO
Technical and semantic SEO plus generative engine optimization so answer engines cite you.
Visible where buyers ask
Design & researchAccessibility Audit
WCAG audits, remediation proposals, and regression checks on every release.
Compliance without a scramble
Design & researchDesign System Governance
Checks new UI against your design system and flags drift before it ships.
Consistent product surfaces
Design & researchCustomer Insight Synthesis
Clusters support tickets, reviews, and interviews into ranked insight reports.
Decisions from real signals
Support & opsClient Onboarding
Runs onboarding checklists, document collection, and status communication end to end.
Faster time to first value
Support & opsCase Triage
Classifies, prioritizes, and routes support cases with suggested resolutions.
Shorter queues
Support & opsKnowledge Upkeep
Keeps help centers and internal runbooks current as products and processes change.
Answers that stay right
Data & integrationFinance Close
Runs close tasks, reconciliations, and variance checks on your calendar.
Faster, cleaner closes
Data & integrationClient Reporting Packs
Assembles recurring client and executive reporting packs from your systems of record.
Reporting without the scramble
Data & integrationCompliance Review
Checks content and workflows against regulatory rules and flags exceptions with citations.
Audit-ready evidence
EngineeringCloud Cost Review
Continuous spend analysis, rightsizing proposals, and anomaly alerts across accounts.
Spend that tracks value
EngineeringRelease Management
Coordinates release trains, changelogs, and rollback plans across teams.
Predictable ship dates
Migration & modernizationCOBOL Conversion
Reads COBOL, copybooks, and JCL, documents intent, then converts to Java or .NET with side-by-side parity tests before cutover.
Mainframe logic, modern stack
Migration & modernizationAS/400 to Cloud
Inventories IBM i (AS/400) programs, RPG, and DB2 files, and plans and executes the move to cloud services with zero-downtime runbooks.
Off the iSeries, on your terms
Migration & modernizationRPG Modernization
Refactors RPG and CL programs into API-ready services and modern UI, keeping green-screen workflows working during the transition.
Green screens retired safely
Migration & modernizationExcel to Application
Turns spreadsheet-run processes into governed web apps: extracts formulas, macros, and lookups, then builds validated screens and roles.
Spreadsheets become systems
Migration & modernizationLegacy Code Discovery
Maps a legacy estate end to end: dependencies, dead code, data flows, and risk, producing a prioritized modernization backlog.
Know before you rewrite
Migration & modernizationMonolith to Services
Carves a monolith into domain services behind an API gateway, one seam at a time, with strangler-pattern releases.
Change one part without fear
Migration & modernizationAccess & VBA Retirement
Replaces Microsoft Access, VBA, and Lotus Notes tools with supported web applications and migrated data.
Shadow IT brought into the light
Migration & modernization.NET & Java Upgrade
Upgrades .NET Framework and legacy Java applications to current LTS versions, fixing breaking changes and dependencies.
Supported, patched, faster
Data logicBusiness Rules Extraction
Pulls pricing, eligibility, and approval rules out of legacy code and spreadsheets into a documented, testable rules catalog.
Rules you can read and change
Data logicFormula to Code
Converts Excel formulas, nested lookups, and pivot logic into tested functions with the original workbook as the oracle.
Same numbers, real software
Data logicData Model Reverse Engineering
Rebuilds entity models and lineage from undocumented databases and flat files, producing a target schema and mapping.
A model your team understands
Data logicCalculation Parity Testing
Runs legacy and new systems side by side on historical inputs and reports every discrepancy with root cause.
Proof the numbers match
Data logicData Quality & Dedup
Profiles, cleanses, and deduplicates customer, product, and supplier records against your matching rules.
Trusted master records
Data logicMaster Data Governance
Enforces ownership, definitions, and change approval for shared data across ERP, PIM, CRM, and commerce.
One definition per field
StrategyTechnical Due Diligence
Reviews codebases, architecture, security, and team practices for acquisitions and investments, with a risk-scored report.
Decisions with eyes open
StrategyModernization Business Case
Quantifies run cost, risk, and opportunity for legacy platforms and builds the case for modernize, replace, or retire.
Numbers behind the ask
StrategyProduct Discovery
Runs discovery sprints: problem framing, opportunity sizing, prioritized backlog, and a dated delivery plan.
Build the right thing first
StrategyPlatform Selection
Scores commerce, CMS, cloud, and data platforms against your requirements, cost model, and team, with a defensible recommendation.
The right platform, justified
StrategyExperimentation Program
Designs the test pipeline, metrics, and governance for continuous product and growth experiments.
Learning on a cadence
EngineeringAPI Design & Governance
Designs REST and GraphQL contracts, versioning, and documentation, and reviews every change for consistency.
APIs partners can build on
EngineeringApplication Security Review
Static and dependency scanning, threat modeling, and remediation guidance on each release, mapped to OWASP and SOC 2.
Fewer findings, faster audits
EngineeringPerformance Engineering
Load tests, profiles, and tunes web and API performance against Core Web Vitals and SLO targets.
Fast under real traffic
Design & researchService Blueprinting
Maps front-stage and back-stage steps of a service, exposing handoffs and failure points to redesign around.
Whole-journey clarity
Design & researchRapid Prototyping
Turns research findings into clickable prototypes in your design system for testing within days.
Test before you build
CommerceB2B Quote & Pricing
Builds customer-specific pricing, quote approval, and contract catalog flows for manufacturers and distributors.
Quotes in minutes, not days
CommerceSubscriptions & Loyalty
Configures and monitors subscription, replenishment, and loyalty programs, flagging churn and billing exceptions.
Recurring revenue that sticks
CommerceReturns & Warranty
Automates RMA, warranty, and repair workflows for consumer goods and automotive parts with status updates to customers.
Returns handled without tickets
Content & CMSCMS Migration
Migrates content from Sitecore, WordPress, Drupal, or AEM into Sanity or Contentstack with model mapping and redirects.
New CMS, nothing lost
Content & CMSDigital Asset Tagging
Tags, describes, and rights-checks product and brand imagery so DAM and PIM assets are searchable and compliant.
Assets found in seconds
Data & integrationEDI & Supplier Onboarding
Onboards trading partners and maps EDI documents for manufacturing, logistics, and distribution flows.
Partners live in days
Data & integrationRegulatory Submission Prep
Assembles and checks submission packages for life sciences, healthcare, and financial regulators against current guidance.
Submission-ready evidence
AI SDLCPRD Author
Turns a request or ticket into a product requirements document with goals, scope, acceptance criteria, and open questions for the owner to approve.
Requirements before code
AI SDLCTicket to Plan
Breaks an approved PRD into an implementation plan: tasks, sequencing, affected systems, estimates, and risks.
A plan the team can start
AI SDLCSpec Validation
Checks specs and plans against architecture standards, security policy, design system, and existing APIs before build starts.
Fewer surprises mid-sprint
AI SDLCDesign Feedback Loop
Reviews screens and prototypes against the design system, accessibility, and the PRD, and rounds feedback with designers before handoff.
Design and build stay aligned
AI SDLCCode Review
Reviews every pull request for correctness, security, performance, and conventions, with suggested fixes; a human reviewer signs off.
Cleaner merges, faster reviews
AI SDLCDeployment
Prepares releases, runs pre-deploy checks, executes gated deployments with rollback plans, and confirms health after launch.
Deploys that do not page anyone
Data & integrationFHIR Interoperability
Maps and validates FHIR and HL7 exchanges between EHRs, payers, and partner systems, monitoring interfaces for errors.
Data that moves between systems
Data logicCompany Valuation Model
Builds and updates DCF, comparables, and precedent transaction models from data room inputs, with assumptions logged for reviewer sign-off.
Defensible valuations, faster
Data logicReal Estate Valuation
Runs income, sales comparison, and cost approaches on property data and market comps, producing review-ready valuation reports.
Consistent appraisals at scale
Support & opsAccount Onboarding & KYC
Collects and verifies onboarding documents, runs KYC and sanctions checks, and routes exceptions to compliance.
Accounts open in days
CommerceDemand & Inventory Signals
Forecasts demand, flags stock-outs and overstock across channels and stores, and recommends replenishment.
Right stock, right place
Support & opsStore & Field Ops
Handles store and field task lists, incident reports, and checklists with photo evidence and exception routing.
Consistent execution everywhere
StrategyLeadership AI Training
Designs and delivers AI literacy and decision-making programs for executives and managers across offices, with follow-up coaching.
Leaders who can steer AI
Support & opsPatient & Claims Intake
Collects, validates, and routes patient intake and insurance claim documents with HIPAA-aware handling and exception queues.
Clean intake, faster decisions
No agents match that search. Try another word, or ask us about it.
FAQ
AI agent FAQs
You do. Your Conductor, your Section Principals, the playbooks as tuned to your business, and your dashboard configuration live in your repositories. Codal keeps its general playbook library and specialized agents, and you get a perpetual license to the copies running in your environment.
Yours, if you prefer. Orchestra AI runs on your cloud accounts and your model provider. If you have no preference, we'll recommend a provider and can pass model spend through at cost. Either way, cost per run is on your dashboard.
6 to 8 weeks from kickoff. Learn & Intake and Envision take the first 4 weeks; Build takes weeks 4 to 8. New areas are added on a schedule you set.
Agents help document your current state, so intake takes days instead of months. Envision reuses prior Codal work instead of starting from a blank page. Build ships one area at a time, so you see results before the next one starts.
Per outcome, not per hour. Your first engagement is a fixed price for the build. After that, billing follows a quarterly outcome review on a rolling 90-day term you can pause or stop. Some clients choose a lower base price plus a share of the measured gain.
Each agent has least-privilege access to named tools, runs in a sandbox, and logs every action. Agents that read external content carry prompt-injection defenses. No agent moves from recommending to acting until it passes a test against your data.
Agents start in shadow mode, recommending only. When they act, they act inside guardrails and send exceptions to a named person. Every action is reversible or logged, and the agent's test is updated when a miss is found.
They move from doing the work to supervising it. We train your owners to run the system, read the dashboard, and approve each step up in autonomy. Your team takes the lead, and we stay alongside.
An executive sponsor who owns the outcome, process owners for a few hours a week during Learn & Intake and Build, and IT support for system and cloud access.
Yes. Most clients start with one Conductor and one to three Section Principals in a single area, then expand once results are visible.
You get working agents you own in weeks, priced per outcome, built by senior practitioners. You aren't buying a framework, a multi-year program, or a dependency on one model vendor.
Orchestra AI works alongside them. Copilots help individuals; Orchestra AI runs workflows. The Conductor can route work to tools you already have.
Why Codal
Codal vs large AI consulting firms
Large firms sell maturity assessments, platforms, and multi-year programs. We deliver a working system you own in 6 to 8 weeks.
Area
Large consulting firms
Codal Orchestra AI
What you buy
A framework, a maturity assessment, a multi-year program
Working AI agents you own, live in 6 to 8 weeks
Billing
Hours and milestones; about 25% outcome-linked at most
Priced per outcome by design
Ownership
Often unclear when capability stays with you
Your IP and your repositories, written into the SOW
Model and cloud
Tied to vendor alliances
Your cloud and your model provider; we adapt to your stack
The team
3,000 to 85,000 AI practitioners
Small senior teams with 15+ years of client outcomes
Partnership
Hand off after delivery
We stay alongside as your team takes the lead
Proof in the pitch
Strategy decks
A running Conductor and a live dashboard
Vision Workshop
See what your business could run with AI agents.
A half-day working session with Codal's forward deployed team. This isn't a sales pitch. We look at your workflows together and leave you with a plan.
- Who attends
- Your executive sponsor and 2 to 3 process owners; from Codal, a forward deployed engineer and product manager
- Format
- Half day, remote or on site
You leave with
- Your place on the four-level AI maturity model
- The first areas of your business worth automating with agents
- A dated plan to your first agents in production in 6 to 8 weeks
Thanks. We'll be in touch.
A Codal expert will reply within one business day to set a time for your Vision Workshop.