AI-First CultureNo clear roadmap
Pilots start across the business, but few reach production or show measurable return.
AI Transformation for SaaS
Put an AI Co-Worker Next to Every Role in Your Business.
Get a clear AI roadmap, use Microsoft funding programs to lower your investment, and automate the workflows that slow your business down, from sales and support to finance and operations.
SaaS for PE & VCMicrosoft Solutions Partner across all six designations
Specializations in Data Analytics and Infrastructure Modernization & Migration
1,500+ engineers
AI roadmap, funding support and delivery from one partner
The Problem
Everyone is talking about AI. Few have a plan.
Your team is experimenting with AI tools, but results are scattered. Data sits in silos. Leaders are unsure where to invest first, and the board wants to know the return.
Data is not ready
AI is only as good as the data, security and systems behind it.
Budget uncertainty
It is hard to justify AI spend without a business case and funding plan.
Manual work everywhere
Teams still spend hours on repeatable work AI could handle today.
The Solution
From AI ideas to AI results, in three stages
Assess
Score your data, systems, security and team readiness with a focused Data & AI Readiness Assessment.
Plan
Build a custom AI roadmap with prioritized use cases, business cases, timelines and funding options.
Automate
Build and deploy AI co-workers and automated workflows on Microsoft AI and your existing stack.
Data & AI Readiness Assessment
Start here: know where you stand
In a short, focused engagement, our Microsoft-certified team reviews your business and gives you a clear picture of where AI will create the most value.
AI readiness score
A score across data, infrastructure, security, people and processes.
Ranked use cases
Top AI use cases ranked by business impact and ease of delivery.
Data gap review
Data gaps and fixes needed to make AI reliable.
ROI view
A high-level business case for priority use cases.
Funding review
A review of Microsoft funding programs your business may qualify for.
Board-ready roadmap
A phased AI transformation roadmap your leadership team can act on.
Microsoft Funding
Lower your AI investment with Microsoft funding programs
As a Microsoft Solutions Partner across all six solution areas, Netsmartz can help eligible customers access Microsoft partner funding and incentive programs for AI and cloud modernization.
We check your eligibility at no cost.
We prepare and manage the funding request with Microsoft.
You get more AI delivered for the same budget.
Funding is subject to Microsoft eligibility rules and program availability. We confirm current terms with the Microsoft partner team before naming specific programs.
Check My Funding EligibilityAI Co-Workers For Every Role
Automate the work that slows your SaaS business
We design and deploy AI co-workers, built on Microsoft Copilot, Azure AI and custom agents, that take on repeatable work for every team.
Sales
Research accounts, draft outreach, update CRM, summarize calls and flag deal risks.
Marketing
Draft content, build campaign variants, analyze performance and score leads.
Customer success and support
Answer tickets, spot churn signals, prepare QBRs and build knowledge articles.
Product and engineering
Summarize user feedback, write specs, generate tests and documentation.
Finance
Reconcile billing, forecast revenue, flag anomalies and prepare board reports.
HR and operations
Screen candidates, onboard staff, answer policy questions and automate approvals.
Leadership
Deliver daily KPI briefs, board-pack drafts and cross-team insights on demand.
Outcomes
What AI transformation delivers
Higher margins
Do more with the same team by automating routine work.
Faster decisions
Give every leader clean, connected data and AI insights.
A stronger AI story
Show customers, the board and investors a clear AI strategy with measurable results.
How It Works
Your path to an AI-powered business
01
Discovery call
We learn your goals, systems and priorities.
02
Data & AI Readiness Assessment
We score readiness and find the highest-value use cases.
03
Custom roadmap + funding plan
You get a phased plan with business cases and Microsoft funding options.
04
Pilot to production
We build, test and launch your first AI co-workers in weeks, not months.
05
Scale and manage
We expand AI across teams and run it as a managed service.
For PE Firms
An AI value-creation playbook for your portfolio
Netsmartz helps PE firms apply one proven AI playbook across SaaS holdings: assess each company, prioritize use cases with the biggest EBITDA impact, and roll out AI co-workers at scale.
Portfolio AI readiness scan
Compare readiness across holdings.
Shared use-case library
Reuse proven AI co-workers across companies.
Margin impact tracking
Report AI-driven savings and growth to the investment committee.
Why Netsmartz
Built for SaaS. Backed by scale.
Deep global bench
1,500+ engineers across product engineering, AI, cloud, security, data and growth.
Microsoft credentials
Solutions Partner across all six designations, plus Data Analytics and Infrastructure specializations.
Local accountability
Headquartered in Rochester, NY, with delivery teams across time zones and one point of accountability.
End-to-end delivery
Strategy, data, AI engineering, security and managed operations from one partner, so pilots reach production.
AI Roadmap
Stop experimenting. Start transforming.
Book your Data & AI Readiness Assessment and get a custom AI roadmap, a funding plan and your first AI co-worker use cases.
FAQ
Frequently Asked Questions
Quick answers for SaaS leaders evaluating an AI readiness assessment, Microsoft funding support and AI co-worker rollout.
How long does the readiness assessment take?
Typically 2-4 weeks, depending on the size of your business and data estate.
Do we need to be on Microsoft already?
No, Microsoft is our core platform, but we work with your existing systems and integrate with the tools you use.
Is our data safe?
Yes, we design every AI solution with security, access controls and data governance built in.
What does an AI co-worker cost?
It depends on the workflow and scale. Your roadmap will include cost and ROI estimates for each use case.
Can Microsoft funding cover part of the work?
In many cases, yes, for eligible customers and programs. We check eligibility for you at no cost.
Data & AI Readiness Assessment
Build Your AI Roadmap
Tell us about your SaaS business, data estate and AI goals. We will map your readiness, priority use cases and Microsoft funding options.