Cut Through the Noise.
Make AI Work for You.
I'm Susan Roth, a fractional Chief AI Officer and founder of Compass Consulting. I help firms across the Main Line, Greater Philadelphia, and the Tri-State area cut through the noise and make AI actually work — for your team, your clients, and your bottom line.
Specialization
Helping professional-services teams make AI practical — to save time, improve workflows, and deliver measurable business value.
Focus
What I've Built
Boards have stopped asking “what’s our AI strategy?” They’re asking “what shipped this quarter?” Here’s a sample of what I’ve shipped.
Forensic Engineering Report Solution
Field photos and rough notes go in; a draft expert report comes out in the firm’s own template. The engineer accepts, rejects, or edits every observation — the AI drafts, the expert decides. Chain-of-custody and offline capture built to maintain evidentiary integrity.
In beta with practicing
forensic engineers
Government Compliance Automation
Compliance paperwork was eating an owner’s week. AI reads each agency form, fills it from an approved company profile, and flags only what needs a human’s judgment. Sensitive PII stays in a local vault by design — the owner gets back to serving her clients, instead of drowning in form fills.
Working prototype for a security-conscious government contractor
Finance Reconciliation Assistant
Built for a manufacturer’s finance team: month-end bank reconciliation without the hours in Excel. Software matches the clean items, and AI explains the oddities in plain English. It even catches the transposed digits a tired eye misses and drafts the fix. Nothing posts until a finance leader clicks “approve.”
Read-only data, full audit trail.
Working prototype for a finance team
AI Literacy and Enablement Programs
Hands-on workshops that give teams a shared AI vocabulary, clear governance and policies on what data goes in and what stays out, and role-specific use cases they can put to work immediately. Participants leave knowing exactly where AI fits in their job — with zero overwhelm. Explore the AI Literacy Hub.
Developed for national associations and a global B2B technology firm
Services
Custom AI solutions for professional-services firms — delivered with strategy, clarity, and zero overwhelm.
Whether you’re looking to train your team, clarify your AI strategy, or build smart, time-saving workflows, Compass Consulting can help.
Explore our most popular offerings below — or book a discovery call to find the best starting point for your business.
AI Workshops & Training
- AI Without the Overwhelm: A beginner-friendly workshop covering real-world use cases, tools, and tips for teams just getting started.
- Prompt Like a Pro: Learn how to write better prompts and get more accurate, consistent outputs — faster.
- Prompt Mastery: Level up your team’s AI skills with advanced techniques, frameworks, and live feedback for real-world performance.
AI Strategy & Assessment
- AI Opportunity Assessment: A focused strategy session to uncover your highest-impact opportunities to save time, boost productivity, and deliver ROI.
- AI Workflow Discovery Session: We’ll walk through your key operations and identify 1–2 practical AI use cases with quick-win potential.
- AI Strategy Sprint: A 2–4 week engagement to map out your top opportunities and create a custom implementation roadmap based on your goals, pain points, and team readiness.
AI Workflow Buildouts & Support
- Mini Workflow Build: We design and set up one efficient AI-powered process (like content creation or client intake).
- Done-With-You Buildout: Collaboratively design and co-create smart, scalable AI workflows tailored to your operations.
- Ongoing Optimization: Evolve with the tech. Keep your AI tools running smoothly with hands-on troubleshooting, improvement, and team coaching.
Fractional Chief AI Officer
- AI Leadership & Governance: Own your firm’s AI decisions — which tools to keep or deploy, the policies your people follow, and how results are reported to leadership.
- Strategy & Roadmap: Priorities tied to measurable outcomes, revisited as your business and the tools evolve.
- Vendor Evaluation & Quick-Win Builds: Vet vendors against your security standards and ship quick wins along the way.
Not sure which service is right for you?
Let’s talk — I’ll help you identify the best starting point based on your goals.
Strategy Session
AI Strategy Session: Unlock AI’s Potential for Your Business
Personalized AI Strategy
Custom Action Plan
Expert Guidance
Let’s Connect
Whether you’re ready to scale, exploring AI for the first time, or looking to get more from the tools you’re already using, I’d love to hear from you!
Based in Delaware County, PA
Schedule a Free Discovery Call
Not sure where to start? Let’s talk.
Reserve a Workshop or Training Session
Ready to upskill your team with AI?
Start an AI Strategy Session
Looking for a focused plan and actionable next steps?
General or Custom Request
Have something else in mind?
Connect with Susan
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