Advance Specialty Programs | Enable Solutions

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Embedded Team

Advance Embedded

A fully-embedded Enable team for defined-term intensive engagements — purchased in blocks.

Enable's highest-intensity engagement: a dedicated, fully-integrated team for post-acquisition integration, PE resets, and transformation pushes. Delivery is built around a dedicated Project Manager and dedicated account developer, with full team advisory behind them. Embedded is purchased in defined blocks rather than as an open-ended subscription, so the engagement has a clear start, a clear scope, and a clear landing.

Dedicated Project Manager & dedicated account developer

Quarterly Business Reviews (QBRs) with executive summary

Full team advisory — roadmap, multi-system capacity, budgeting

12–20 hrs/week configurable admin

Multi-org / multi-location coverage

Vendor coordination

Priority-first Sprint scheduling

Unlimited scoping and strategic architecture planning

2-hour revenue-impacting response

Block Structure	Investment	Notes
Quarterly Block	from $4,900 / mo≈$14,700 per quarter	Scoped per configuration — admin hours, org count, and integration complexity set the final block rate.
Monthly Block	Quoted at scopingpremium over quarterly rate	Monthly blocks are available at a premium for engagements that need month-to-month flexibility; the premium is confirmed at scoping.

Graduation: Embedded blocks conclude into a standing Advance Continuous program — Orchestrated is the default landing tier.

Engagement Type

Embedded Team (Block Purchase)

Pricing Model

Quarterly or monthly blocks, scoped per configuration

Landing Path

Advance Continuous — Orchestrated (default)

🗺️

Advisory

Digital Transformation Advisory

From thinking about transforming to a funded, executable plan in weeks, not months.

A laddered set of one-time, fixed-fee advisory engagements covering vision planning, technical assessment, and full executive transformation. Each tier delivers a complete standalone deliverable: clients select their entry point and graduate as the work warrants, with upgrade credits applying if continued within 90 days.

Tier Deliverable	Investment Plan	What We Deliver	Ideal For
Entry Advisory & Vision Planning	$2,997one-time · 3–4 weeks	3 structured 1-hour sessions (Foundation, Options, Roadmap) 9 supporting guides and discovery decision frameworks Complete Planning Vision and Statement of Work blueprint 30-day post-delivery follow-up access	Business owners and distributors exploring Zoho or evaluating their first major system transformation plan.
Mid Strategic Transformation Plan	$4,997one-time · 5–6 weeks	Everything in Entry, plus: Technical architecture assessment of current legacy stack Current-state diagnostic (data quality, integration health, automation maturity) Prioritized 18-month execution roadmap with effort, value, and risk scoring Vendor recommendations with comprehensive comparison rationale Two additional strategic working sessions + recording access	Growing organizations with multiple data silos, real configuration issues, or competing vendor choices.
Enterprise Executive Transformation Engagement	$7,997one-time · 8–10 weeks	Everything in Mid, plus: Extended technical discovery with multi-department stakeholder interviews Two formal executive workshops with your corporate leadership team Multi-system architectural design covering CRM, finance, marketing, and AI layers Vendor evaluation matrix scoring custom alternatives against core targets Board-ready presentation bundle (strategic slides + executive narrative) Pre-scoped Implementation Project Sprint SOW blueprint	PE-backed manufacturing units, mid-market entities preparing for material change, or teams requiring a defensible vendor selection process.

Upgrade Credits

Entry to Mid (within 90 days of Entry deliverable tracking) $2,997 creditednet cost to upgrade: $2,000

Mid to Enterprise (within 90 days of Mid deliverable tracking) $4,997 creditednet cost to upgrade: $3,000

Engagement Type

Professional Services

Pricing Model

Fixed fee per deliverable

Payment Schedule

Deposit to open · balance staged to the delivery schedule in your SOW

🎯

Leadership

Fractional CIO as-a-Service

Senior technology leadership, vendor governance, and board-level architecture direction.

An ongoing monthly Advisory Plan for senior IT executive presence without full-time C-suite overhead. Your fractional CIO sits directly between Enable's technical delivery squads and your executive leadership team, managing your infrastructure roadmap, governing vendor decisions, and bringing order to multi-unit software stacks.

Advisory Tier	Monthly Advisory Plan	What's Included	Ideal For
Tier 1 Strategic Advisory	$1,997 / mo~4–6 hrs/mo typical	Monthly 1-hour strategic leadership session Quarterly technology infrastructure roadmap review Async vendor contract decision support Quarterly written executive summary Direct communication channels for urgent technical alignment questions	Founder-led manufacturing configurations adding their first executive technology voice.
Tier 2 Active Governance	$2,997 / mo~8–12 hrs/mo typical	Everything in Tier 1, plus: Bi-weekly executive alignment sessions Active external vendor management for in-flight implementation tracks Active participation in monthly operational leadership meetings Maintained and documented technical decisions log Quarterly board-style update bundle (slides + technical narrative)	Growing organizations with active capital investment and competing multi-vendor workflows.
Tier 3 Executive Engagement	$3,997 / mo~16–20 hrs/mo typical	Everything in Tier 2, plus: Weekly strategic presence and roadmap oversight Direct involvement in technology budget planning and capital allocation decisions Formal board reporting covering security posture, tech debt, and structural risk Quarterly financial updates for external stakeholders, lenders, or sponsors Technical M&A diligence support and software stack integration analysis	PE-backed portfolio groups or mid-market companies where software architecture is a board conversation.

Overage: Strategic delivery capacity consumed beyond typical tier bands is balanced at the standard Time and Materials rate ($360/Unit). Alternatively, accounts can upgrade to the next tier level at the start of any billing cycle with no processing penalty. All plans operate on an annual commitment framework billed quarterly in advance.

Engagement Type

Advisory Plan Subscription

Pricing Model

Flat quarterly baseline fee

Notice Window

30 days prior to cycle renewal

Overage Rate

T&M at $360/Unit

🤖

AI & Integrations

AI Services

AI is a core delivery capability at Enable — not a pricing premium surcharge.

AI strategy, custom agent creation, framework architecture tuning, and deployment are structured across your core engagement options. Enable maps AI services directly to the standard Unit rate architecture, ensuring complete consistency without artificial premium surcharges. Deployed solutions focus directly on senior engineering outcomes, maximizing value per asset.

AI Deliverable	Engagement Type	Rate Allocation	What It Covers
AI Strategy & Roadmap Advisory	Professional Services	$320 / Unitfixed-scope SOW	Discovery engagement delivering an AI readiness assessment, data governance check, and prioritized 12-month implementation blueprint.
AI Implementation Project	Project-Based Build	$350 / Unitscoped Project Sprints	Active engineering of custom AI agents, automated Deluge orchestration pipelines, Zia optimization, and custom MCP integrations.
AI Adoption Subscription	Advisory Plan Add-On	Custom baselinelayered to monthly tier	Ongoing agent model adjustment, prompt library expansion, and logic regression testing layered onto your Advance Continuous plan.
AI On-Demand Capacity	Time & Materials	$360 / Unitpre-funded block	Ad-hoc, rapid engineering capacity utilized for urgent logic shifts or real-time workflow adjustments within active client relationships.

Supported Architectural Frameworks: Zoho Zia native agents, Sybill conversation tracking, custom Model Context Protocol (MCP) servers, OpenAI and Anthropic API orchestrations, and AI-native IDE deployment via Cursor and Claude Code workflows. Third-party API compute charges pass through directly at baseline cost.

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AI & Integrations

Call Capture & CRM Integration

Capture, structure, and route every sales call, contract negotiation, and meeting summary directly into your CRM automatically.

A structured program that covers the complete pipeline from baseline channel discovery to fully integrated, automated CRM recording. This deployment bridges your entire corporate communication loop, capturing digital video conferencing sessions, office VoIP desk arrays, and mobile team communications.

Enable utilizes Sybill as the core enterprise engine for conversation intelligence data routing, operating as the reseller of record. We optimize the custom prompt libraries and context field parameters so your sales and leadership squads secure automated summaries, speaker identification records, and transaction tracking with zero manual administrative overhead.

Active Data Streams Covered:

Video Conference Applications: Zoom, Microsoft Teams, Google Meet, Webex integrations
Cloud Telephony Arrays: PBX softphones, cloud desk infrastructure, RingCentral, Twilio, JustCall channels
Mobile Infrastructure: Remote sales reps, softphone connectivity, managed BYOD endpoints
In-Person Capture: Corporate conference environments and automated onsite audio formatting

Delivery Layer	Investment Plan	What We Deliver	Ideal For
Advisory Vendor & Business Case	$2,997one-time · 2–3 weeks	Discovery blueprint mapping call channels, volume thresholds, and data flow gaps Compliance assessment modeling data retention rules and legal notification parameters Scored platform matrix evaluating infrastructure compatibility against system logic Defensible cost-to-value business case mapping expected pipeline acceleration metrics	B2B entities validating data capture requirements or evaluating platform investments before signing contracts.
Planning Playbook & Integration Design	$4,997one-time · 3–4 weeks	Custom sales call playbook setting structural tracking flags and context categories Tailored prompt library built explicitly for your industry vertical terms Integration schema document defining CRM layout mapping, record triggers, and deal scoring math Change management tracking plan with training schedules and accountability milestones	Teams with a set vendor who need comprehensive technical design rules before building automations.
Integration Build, Configure, Train	$350 / Unit30–80 Units typical	Full platform provisioning and account configuration (Sybill ecosystem baseline) CRM build out — automated custom field syncing, layout updates, and validation rule configuration Prompt environment deployment and semantic model tuning Structured pilot rollout followed by complete sales team live enablement workshops 30-day post-delivery support window with finalized operational SOP documentation	Organizations executing corporate-wide CRM deployments who require clean automated data entry.

Program Bundles (Committed upfront)

Advisory + Planning Bundle Blueprint $6,997net savings vs itemized: $997

Full Solution Bundle (Advisory, Planning, plus 50 Units Integration Build) $22,997net savings vs itemized: $2,497

Setup Type

Professional Services (Fixed Fee)

Payment Schedule

Deposit to open · balance staged to the delivery schedule in your SOW

Note: Platform software subscription seat licenses are passthrough costs billed at cost, without any markup from Enable.

📞

Communications

UCaaS — Advisory to Implementation

Unified cloud communications replacement, IVR call management, and automated capture deployment.

A specialized Unified Communications delivery practice spanning the entire eight core channel areas modern mid-market entities require. Co-delivered via a strategic partnership with Optimal Outcomes, Enable owns your primary client roadmap relationship, technical data architecture design, and system integration workflows. Secure a single, streamlined invoice path directly through Enable.

Cloud VoIP Infrastructure — multi-location PBX systems replacement

Call Center Architecture — intelligent IVR routing, automated agent queue setups

Mobile Integration — cloud softphone applications deployment, managed BYOD logic

Smarter Capture Layer — voice call recording for active compliance, audit tracking, and QA

Unified Call Capture Sync — multi-channel compliance formatting across all endpoints

Business SMS Flows — A2P 10DLC registration, automated broadcast text logic

Vendor Contract Management — software lifecycle analysis, cost optimization, renewal guardrails

Total Cost Modeling — seat audit analytics, system overhead reduction tracking

Delivery Layer	Investment Plan	What We Deliver	Typical Profile
Advisory Needs Assessment & Vendor Evaluation	$2,997one-time · 2–4 weeks	Active current-state inventory audit across all 8 capability layers Stakeholder interviews mapping requirements across IT, finance, sales, and support Scored evaluation matrix matching workflows against leading cloud telephony choices Total Cost of Ownership model highlighting projected license savings	Organizations running aging on-premise hardware who need a clear migration roadmap.
Planning Solution Architecture & Rollout Design	$4,997one-time · 3–6 weeks	Target-state solution architecture layout including database boundaries Integration design mapping communications data directly to CRM and Helpdesk environments Comprehensive number porting plan with custom risk mitigation guardrails Phased migration roadmap and technical vendor contract negotiation prep Pre-scoped Implementation Project Sprint Statement of Work blueprint	Teams finalizing vendor choices who require explicit engineering validation before launch.
Implementation Build, Configure, Port, Train	$350 / Unit40–100 Units typical	Complete system provisioning across cloud VoIP, agent center, and SMS environments Configuration build covering hunt logic, automated menus, recording paths, and skill tags Managed porting cutover and direct data integration with CRM contacts Multi-platform pilot testing followed by complete corporate team training workshops	Deployments spanning single cloud PBX instances up to complex multi-unit communication networks.

Program Sizing & Bundle Reference

Advisory + Planning Bundle Blueprint $6,997net savings vs itemized: $997

Full Solution Bundle (Advisory, Planning, plus 60 Units Implementation Build) $26,997net savings vs itemized: $2,000

Single-site cloud VoIP transition (25 to 50 active users) · 30 to 50 Units range $10,500 – $17,500

Integrated VoIP + Call Center configuration (50 to 150 users) · 60 to 100 Units range $21,000 – $35,000

Setup Type

Professional Services Hybrid

Payment Schedule

Deposit to open · balance staged to the delivery schedule in your SOW

📊

Finance & Planning

Annual Budget Planning & Management

Quarterly technology spend optimization, software license reviews, and cost tracking.

A recurring quarterly engagement deliverable focused entirely on technology asset cost management, cloud license right-sizing, and ROI tracking. Each engagement scopes a single 3-month operational cycle, mapping out your corporate spending blueprint against a rolling 12-month capital forecast.

Planning Layer	Per Quarter Fee	What's Included	Ideal For
Tier 1 Budget Planning	$2,997 / qtr$11,988 / yr if renewed	Comprehensive spend inventory mapping software overhead, cloud infrastructure, and AI tools 12-month rolling budget framework with clean line-item visibility Quarterly variance review highlighting budget exceptions and updated forecasts Structured single-page executive summary tracking total tech footprint cost	Firms requiring an objective, centralized view of software and licensing overhead.
Tier 2 Planning + Vendor Review	$3,997 / qtr$15,988 / yr if renewed	Everything in Tier 1, plus: Detailed vendor contract analysis tracking renewal dates, user counts, and auto-renewal terms License optimization mapping active user counts against true tier needs Strategic negotiation preparation guidelines for major software renewals Maintained quarterly contract optimization scorecard	Growth companies with multiplying SaaS contracts and active annual renewal loops.
Tier 3 Full Spend Management	$4,997 / qtr$19,988 / yr if renewed	Everything in Tier 2, plus: Formal value framework evaluating ROI calculations across major software investments Strategic accounting categorization separating capital assets from standard operating tech spend Comprehensive quarterly board-style investment summary detailing technical posture Technical spend optimization support for private equity portfolio consolidations	PE portfolio firms or mid-market ops teams requiring formal board-level technology governance reporting.

Engagement Type

Professional Services Hybrid

Pricing Model

Flat fee per 3-month cycle

Term Minimum

1 quarter commitment

Payment Terms

Billed 100% in advance at the start of each quarter

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Operations

SOP Guided Advisory

Audit-first procedure cataloguing to translate tribal knowledge into a documented operational asset.

A two-stage engagement deliverable: a fixed-fee configuration phase that audits and documents your core processes from scratch, followed by an optional quarterly calibration loop to keep your procedure library aligned with system updates. Deployed documentation assets are 100% owned by your team, giving you a maintainable foundation.

Configuration Stage	One-Time Investment	What We Deliver
Setup — Essentials Up to 10 core procedures	$2,997one-time fixed setup	Operational gap analysis surfacing undocumented tribal knowledge or configuration bottlenecks Standardization and formal authoring of up to 10 core operational procedures Role-tagged, version-dated documentation formatted to your brand standards Centralized delivery in your target workspace (Notion, WorkDrive, Google Docs, or PDF) 30-day review, editing, and technical verification window
Setup — Standard Up to 25 procedures	$4,997one-time fixed setup	Everything in Essentials, plus: Comprehensive procedure mapping for up to 25 separate workflows across multiple units Visual process mapping diagrams for every core workflow sequence Dedicated system onboarding and position training SOP blueprints Formal SOP governance training manual detailing long-term library upkeep rules
Setup — Enterprise Unlimited scope	$7,997one-time fixed setup	Everything in Standard, plus: Cross-department operational procedure build encompassing all core enterprise tracks Direct architectural mapping connecting software steps to your Zoho CRM workspace Executive alignment matrix cross-checking steps against compliance frameworks (SOC 2, ISO baselines) Live interactive team enablement training workshops covering library management
Quarterly Refresh Recurring calibration	Custom scopequoted per requirements	Optional recurring advisory track to analyze, revise, and re-date procedure libraries as software setups or company workflows evolve. Cost is calculated dynamically based on total catalog size and workflow changes.

Setup Type

Professional Services (Fixed Fee)

Refresh Cadence

Project-Based (Custom SOW)

Payment Schedule

Deposit to open · balance staged to the delivery schedule in your SOW