Embed AI across growth, service, and operations.
Redpath helps higher education, public sector, and nonprofit organizations turn AI opportunities into working, governed capabilities on Salesforce.
We bring business leaders, frontline teams, technology, data, and AI together to identify the right workstreams, launch practical MVPs and pilots, move proven solutions into production, and scale what works across the organization.
AI should improve the work, not just add another tool.
Many organizations have no shortage of AI ideas. The challenge is deciding:
Where can AI create meaningful value?
Which processes are ready?
How should people and agents work together?
What data can the solution trust?
How will success be measured?
How does a promising pilot become a sustainable operating capability?
Redpath helps organizations answer those questions and carry the work through production.
We do not begin with an agent. We begin with an important outcome.
From opportunity to operating capability.
Prioritize the right work
Bring business and technology leaders together to identify where AI can have the greatest practical impact. Redpath helps assess potential workstreams based on:
- Business value
- Staff and constituent impact
- Process readiness
- Data availability
- Implementation effort
- Organizational risk
- The ability to measure results
Typical output
A prioritized AI roadmap with clearly defined workstreams, owners, dependencies, and recommended starting points.
Launch one workstream
Take one high-value workstream from concept to governed production in 12 weeks. The Redpath AI Workstream Accelerator includes:
- Business and user discovery
- Workflow redesign
- Data and system assessment
- MVP development
- Controlled user testing
- Governance and human review
- Production preparation
- A roadmap for what to scale next
Typical output
One working AI-enabled workstream, tested with real users and tied to a defined business result.
Explore the 12-Week AcceleratorScale AI into the organization
Once a use case proves valuable, Redpath helps connect it to the broader institutional operating model. That may include:
- Additional workstreams
- Shared data and integrations
- Reusable agent actions
- Common governance standards
- User training and change enablement
- Cross-functional workflows
- A more complete Salesforce and AI architecture
Typical output
A practical scaling plan that expands proven patterns without creating disconnected tools or uncontrolled experimentation.
Operate and improve
AI-enabled work requires ongoing ownership. Redpath can help organizations evaluate, maintain, govern, and improve AI capabilities after launch. Managed AI operations may include:
- Agent and workflow performance reviews
- Quality and accuracy evaluation
- Usage and cost monitoring
- Data-freshness checks
- Release-readiness assessments
- Documentation and ownership reviews
- Policy and prompt updates
- Technical-debt findings
- Prioritized improvement recommendations
Typical output
A governed improvement cycle that keeps AI useful, current, measurable, and aligned with institutional needs.
The AI Workstream Accelerator: from AI opportunity to governed production in 12 weeks.
Redpath works with your business and technology leaders to redesign one important workstream around AI, then builds, pilots, launches, and measures it on Salesforce.
Not another strategy deck. Not an open-ended AI experiment. One real workstream. Real users. A defined business result.
Growth, service, and operations, feeding one operating model.
Three operating lanes: relationships, enrollment, fundraising, and partnerships; students, constituents, grantees, and program participants; research, preparation, routing, coordination, and reporting. Each feeds a central model: prioritize, build, prove, scale.
Growth
Help teams build stronger relationships and act on opportunities sooner.
Potential workstreams
- Corporate and employer engagement
- Advancement and donor development
- Recruitment and enrollment
- Continuing education
- Workforce partnerships
- Research partnerships
- Grant and funder development
- Relationship intelligence
- Meeting and account preparation
- Next-best-action recommendations
Featured example
Corporate Engagement Intelligence
Bring together an institution's relationship with a company across research, recruiting, philanthropy, alumni, continuing education, and workforce development. Help relationship leaders understand the full partnership, prepare for meetings, coordinate internal stakeholders, and identify opportunities for expansion.
Service
Help constituents get clearer answers and help staff resolve requests with better context.
Potential workstreams
- Student and prospective-student support
- Constituent service
- Program and participant guidance
- Donor and volunteer support
- Grant applicant assistance
- Case and request triage
- Licensing and permitting guidance
- Knowledge and policy assistance
- Human escalation and case summaries
Featured example
Intelligent Service Triage
Understand the request, provide approved guidance, collect missing information, route the issue correctly, and prepare a concise summary when a staff member needs to step in.
Operations
Increase staff capacity across work that requires research, synthesis, coordination, and follow-through.
Potential workstreams
- Meeting and stakeholder preparation
- Research and record summaries
- Proposal and grant development
- Workflow and request routing
- Notes-to-action automation
- Project and implementation support
- Documentation and training
- Reporting preparation
- Data-quality review
- Cross-functional coordination
Featured example
AI-Assisted Staff Preparation
Turn scattered records, notes, documents, and activity histories into an actionable briefing, giving staff more time for judgment, relationships, and strategic work.
The right Salesforce capabilities for the operating outcome.
Redpath applies the right Salesforce capabilities to the operating outcome. Depending on the workstream, that may include:
We do not begin with a cloud, license, or product feature. We begin with the work your organization needs to improve.
Moving AI into real operations requires more than a successful demonstration.
Redpath helps establish the foundation needed to operate and expand responsibly. The objective is not unrestricted automation. It is faster, better work with clear accountability.
Built around the mission and the operational outcome.
Higher Education
Apply AI across institutional growth and learner service, including:
- Corporate engagement
- Recruitment and admissions
- Student success
- Advancement
- Alumni relations
- Continuing education
- Research administration
- Technology transfer
- Workforce partnerships
Public Sector
Improve constituent service and mission delivery across:
- Case management
- Grants and grantmaking
- Workforce services
- Licensing and permitting
- Program intake
- Inspections
- Constituent communications
- Cross-agency coordination
Nonprofit
Increase organizational capacity across:
- Fundraising
- Donor and funder engagement
- Grants
- Program delivery
- Volunteer operations
- Constituent service
- Impact reporting
- Ongoing Salesforce optimization
Choose the engagement that fits where you are.
AI Opportunity Roadmap
Prioritize the workstreams where AI can create the greatest value and establish a practical plan for moving forward.
Best for
Organizations with multiple ideas but no clear starting point.
AI Workstream Accelerator
Take one key workstream from concept to governed production in 12 weeks.
Best for
Organizations ready to prove value through a focused launch.
Explore the AI Workstream AcceleratorAI-Enabled Salesforce Transformation
Build or modernize Salesforce with AI, data, integrations, governance, and adoption designed into the operating model.
Best for
Organizations making a broader platform or operational change.
Managed AI Operations
Evaluate, maintain, govern, and continuously improve AI-enabled Salesforce capabilities.
Best for
Organizations moving from initial deployment to sustained operational value.
A partner for the work behind working AI.
Start with one workstream.
Bring us one process that is slow, fragmented, difficult to scale, or overly dependent on manual research and coordination. We will help determine whether it is a strong candidate for a focused AI launch.