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.
What could your team accomplish with more capacity?
Your strongest AI opportunity may already be hiding inside a process your organization performs every day:
Preparing for corporate partner meetings
Responding to student or constituent questions
Researching donors, employers, or prospective partners
Coordinating work across multiple departments
Reviewing grant applications or program requests
Turning meeting notes into actions and follow-up
Helping staff navigate complex policies and procedures
Identifying the next best action in a relationship
Redpath helps you select one workstream where AI can create visible value — and takes it all the way into real operations.
One workstream. Four stages. Twelve weeks.
Prioritize
Redpath works with the executive sponsor, business owner, frontline users, and technology team to define:
- The business outcome
- The current process and friction
- The people who will use it
- The data and systems involved
- The decisions AI can support
- The decisions people must retain
- The measures that will determine success
Output
A focused AI workstream blueprint with an approved scope, owner, baseline, target, and production path.
Build
Redpath designs and builds the first working version using the appropriate Salesforce, Agentforce, data, integration, and workflow capabilities.
The MVP is built around the real operating process — not a standalone technology demonstration.
Output
A working AI-enabled process ready for controlled use by a pilot group.
Prove
Real users test the workstream in realistic conditions. Redpath measures:
- Time saved
- Completion or response rates
- Quality and accuracy
- Staff adoption
- Escalations and exceptions
- User confidence
- Business impact
- AI usage and cost
The workflow is improved based on evidence, not enthusiasm.
Output
A validated pilot with documented results, user feedback, and identified improvements.
Launch
Redpath prepares the workstream for governed production use. That includes:
- Final workflow and experience
- Human review and escalation rules
- Permissions and access controls
- Testing and release validation
- User enablement
- Performance measures
- Ownership and support responsibilities
- A roadmap for expansion
Output
One production-ready AI workstream and a practical plan for what to scale next.
At the end of 12 weeks, your organization has a working capability.
You are not left with only a prototype, presentation, or list of ideas.
Proven starting points for mission-driven organizations.
Higher Education
Corporate Engagement Intelligence
Prepare relationship managers for meetings by bringing together company activity, institutional connections, relationship history, research, recruiting, philanthropy, and partnership opportunities.
Student Service
Help students get clear answers and next-step guidance while giving staff concise context when human support is required.
Advancement Research and Preparation
Help gift officers understand relationship histories, prepare for meetings, identify relevant connections, and organize follow-up.
Cross-Institution Partnership Coordination
Connect activity across corporate relations, research, advancement, career services, continuing education, and academic units.
Public Sector
Constituent Request Triage
Understand, route, summarize, and track requests while escalating sensitive or complex cases to staff.
Grants and Program Operations
Support application intake, review preparation, missing-information checks, reporting, and communication.
Licensing and Permitting
Guide applicants through requirements while helping staff prioritize exceptions and incomplete submissions.
Nonprofit
Donor and Funder Engagement
Prepare staff for conversations, summarize relationship history, identify follow-up, and coordinate engagement.
Program and Constituent Support
Help staff and constituents navigate services, requirements, resources, and next steps.
Proposal and Grant Development
Turn institutional knowledge, prior work, funder requirements, and program information into a more efficient proposal process.
The strongest AI workstreams require more than a technology team.
Redpath brings together:
The Business Leader
Defines the outcome, operating reality, and moments where better support would create value.
Frontline Users
Test whether the new workstream is useful, accurate, and practical in real work.
Technology and Data Leaders
Ensure the solution is secure, maintainable, integrated, and appropriately governed.
Redpath
Connects the business process, Salesforce platform, data, AI experience, adoption, testing, and operating model.
AI is embedded into the way the work gets done — not added beside it.
The first 12 weeks create more than one solution.
They establish a repeatable model for identifying, building, governing, and measuring additional AI opportunities across the organization. Your expansion roadmap may include:
Start with one workstream. Prove the value. Then scale what works.
- Additional business workstreams
- Shared data and integration improvements
- Reusable agent actions and patterns
- Broader user enablement
- Cross-functional AI governance
- Ongoing evaluation and optimization
- Managed AI operations
Redpath brings it all together.
We do not begin by asking where your organization can install an agent. We begin by asking:
What important work could your people accomplish better?
Choose your first 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 the 12-week accelerator.