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1</head><body><!--$--><main class="min-h-screen overflow-x-hidden bg-background text-foreground"><header class="fixed inset-x-0 top-0 z-50 transition-[background-color,backdrop-filter,border-color] duration-500 ease-out bg-transparent border-b border-transparent"><div class="mx-auto w-full max-w-[1280px] px-5 sm:px-6 md:px-10 lg:px-20 flex items-center justify-between gap-3 py-5 sm:gap-4 lg:gap-8 lg:py-6"><a class="flex items-baseline gap-2.5 shrink-0" href="/"><img src="/__l5e/assets-v1/0f1a1f0b-fb99-4668-a819-0ec607dd9625/om-logo-horizontal-dark.png" alt="OM Strategic Forecasting" class="h-10 w-auto lg:h-11"/></a><nav class="hidden items-center gap-7 lg:flex lg:ml-8 xl:gap-9 xl:ml-10"><a class="hover-text group relative whitespace-pre-line text-[12.5px] font-normal tracking-wide text-ink/80 data-[status=active]:text-champagne" href="/assessment">AI-Readiness Assessment<span class="absolute -bottom-1.5 left-0 h-px w-0 bg-champagne transition-all duration-500 ease-out 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Architecture<span class="absolute -bottom-1.5 left-0 h-px w-0 bg-champagne transition-all duration-500 ease-out group-hover:w-full group-data-[status=active]:w-full"></span></a><a class="hover-text group relative whitespace-pre-line text-[12.5px] font-normal tracking-wide text-ink/80 data-[status=active]:text-champagne" href="/meet-founder-oksana-matviichuk">Meet Oksana<span class="absolute -bottom-1.5 left-0 h-px w-0 bg-champagne transition-all duration-500 ease-out group-hover:w-full group-data-[status=active]:w-full"></span></a></nav><div class="ml-auto flex shrink-0 items-center gap-2 sm:gap-3 lg:ml-0"><a class="hidden lg:inline-flex h-10 items-center rounded-[2px] bg-champagne px-3 text-[10.5px] font-medium tracking-[0.02em] text-background transition-transform duration-500 hover:-translate-y-[1px] sm:px-5 sm:text-[12px]" href="/assessment">Take the assessment</a><button type="button" aria-label="Open menu" aria-expanded="false" class="relative z-10 grid h-10 w-10 shrink-0 place-items-center lg:hidden"><span class="relative block h-[14px] w-[22px]"><span class="absolute left-0 top-0 h-px w-full bg-foreground transition-transform duration-300 "></span><span class="absolute left-0 top-1/2 h-px w-full -translate-y-1/2 bg-foreground transition-opacity duration-200 opacity-100"></span><span class="absolute left-0 bottom-0 h-px w-full bg-foreground transition-transform duration-300 "></span></span></button></div></div></header><section class="relative isolate overflow-hidden pt-40 pb-24 lg:pt-52 lg:pb-32"><div aria-hidden="true" class="pointer-events-none absolute inset-0 -z-10" style="background:radial-gradient(60% 50% at 18% 18%, oklch(0.28 0.04 80 / 0.35), transparent 60%), radial-gradient(50% 40% at 85% 70%, oklch(0.22 0.02 60 / 0.55), transparent 70%)"></div><div class="mx-auto w-full max-w-[1280px] px-5 sm:px-6 md:px-10 lg:px-20"><p class="text-[11px] sm:text-[13px] font-medium uppercase tracking-[0.14em] sm:tracking-[0.18em] text-champagne mb-6" style="opacity:0;transform:translateY(12px)">What we build</p><h1 class="max-w-[22ch] text-[clamp(2.25rem,5vw,4.75rem)] font-normal leading-[1.05] tracking-[-0.01em] text-foreground [word-spacing:0.05em]"><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">We</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">work</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">with</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">organizations</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">entering</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">new</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">growth</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">markets,</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">launching</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">new</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">offers,</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">or</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">redesigning</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">how</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">they</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">create,</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">sell</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">and</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">deliver</span> </span><span><span class="inline-block" style="opacity:0;transform:translateY(18px)">value.</span></span></h1><p class="mt-10 max-w-[640px] text-[clamp(1rem,1.18vw,1.15rem)] font-normal leading-[1.75] text-ink" style="opacity:0;transform:translateY(14px)">Depending on the business, the work may include pricing logic, databases, assessments, scoring models, waitlists, subscriptions, customer journeys, automated communications, dashboards, AI workflows and market-facing platforms.</p></div></section><section class="border-t border-hairline"><div class="mx-auto w-full max-w-[1280px] px-5 sm:px-6 md:px-10 lg:px-20"><article class="grid grid-cols-1 gap-8 border-b border-hairline py-16 last:border-b-0 lg:grid-cols-12 lg:gap-12 lg:py-24"><div class="lg:col-span-4"><p class="text-[11px] sm:text-[13px] font-medium uppercase tracking-[0.14em] sm:tracking-[0.18em] text-champagne mb-4">01<!-- --> · <!-- -->Healthcare · Market launch</p><h2 class="text-[clamp(1.6rem,2.6vw,2.4rem)] font-normal leading-[1.15] tracking-[-0.01em] text-foreground">From brand to market in one month</h2><p class="mt-6 text-[1rem] leading-[1.75] text-ink">A physician-founded on-demand house-call service in a major U.S. metro needed to go from brand identity to live market presence in a single month.</p></div><dl class="space-y-8 lg:col-span-8"><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">Objective</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">Launch a new category of care with a waitlist, a launch campaign and the acquisition system to build initial demand.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">What we built</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">The customer journey from first awareness to booking: barriers to adoption, reasons to buy, trust points. Promotional pricing as a rule set with waitlist incentives, first-customer and referral credits and defined validity windows. A financial model with one assumptions layer for launch and acquisition decisions. A waitlist database connected to offers, referral tracking and launch communications. Segmented lifecycle c
1ommunications with client approval built into publishing. A multi-channel launch across paid social, search, local events, influencers and PR.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">AI leverage</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">AI supported campaign optimization and reporting, helping the team read launch signals faster across paid, PR and digital channels.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">Business effect</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">A coordinated local launch was managed as one market system rather than a collection of disconnected marketing activities.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-champagne">Result</dt><dd class="mt-3 leading-[1.75] text-[1.1rem] text-foreground">Brand and go-to-market delivered in one month. The first house calls took place within two weeks of launch.</dd></div></dl></article><article class="grid grid-cols-1 gap-8 border-b border-hairline py-16 last:border-b-0 lg:grid-cols-12 lg:gap-12 lg:py-24"><div class="lg:col-span-4"><p class="text-[11px] sm:text-[13px] font-medium uppercase tracking-[0.14em] sm:tracking-[0.18em] text-champagne mb-4">02<!-- --> · <!-- -->Home improvement · AI-enabled sales flow</p><h2 class="text-[clamp(1.6rem,2.6vw,2.4rem)] font-normal leading-[1.15] tracking-[-0.01em] text-foreground">Lead-to-proposal operating system</h2><p class="mt-6 text-[1rem] leading-[1.75] text-ink">An importer and installer of premium European windows with ten years in business and 240+ completed projects ran estimating, scheduling and proposals by hand.</p></div><dl class="space-y-8 lg:col-span-8"><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">Objective</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">Replace a manual estimating and proposal process with an AI-enabled sales flow that moves the customer from configuration to estimate, measurement and final proposal with minimal human intervention.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">What we built</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">Historical orders and product rules became a structured estimate model with explicit human and system decision points: the system handles the preliminary estimate and routing, people remain for physical measurement and exceptions. An online estimator calculates from window configuration and emails the estimate without human preparation. On acceptance the system opens self-scheduling for the in-home measurement. Factory recommendations returned by email are processed by an AI agent into the final technical proposal with invoice. A lead database holds estimate history, qualification flags, bookings and proposal versions.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">AI leverage</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">Preliminary estimating moved from a person to the system. Scheduling moved to customer self-service. Proposal assembly moved to an agent-driven workflow.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">Business effect</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">More opportunities can be processed without adding equivalent estimating and administrative capacity. Human work is concentrated on physical measurement and exceptions.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-champagne">Result</dt><dd class="mt-3 leading-[1.75] text-[1.1rem] text-foreground">Platform and estimator live. The system handles the transaction; people enter where judgment or physical work creates value.</dd></div></dl></article><article class="grid grid-cols-1 gap-8 border-b border-hairline py-16 last:border-b-0 lg:grid-cols-12 lg:gap-12 lg:py-24"><div class="lg:col-span-4"><p class="text-[11px] sm:text-[13px] font-medium uppercase tracking-[0.14em] sm:tracking-[0.18em] text-champagne mb-4">03<!-- --> · <!-- -->Investment research · Publishing</p><h2 class="text-[clamp(1.6rem,2.6vw,2.4rem)] font-normal leading-[1.15] tracking-[-0.01em] text-foreground">Independent research publishing system</h2><p class="mt-6 text-[1rem] leading-[1.75] text-ink">An independent equity research brand had institutional-grade analysis across global equities, sectors and macro, with no system for distribution, discovery or reader conversion.</p></div><dl class="space-y-8 lg:col-span-8"><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">Objective</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">Turn research into a scalable publishing system with consistent classification, subscriber capture, gated content and compliance logic.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">What we built</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">Two content types, essays and formal reports, with distinct publishing rules. A controlled taxonomy across content type, topic, asset class, region and reader level, with series links. A structured content database where every publication carries category, tags, author, data-as-of date and gate setting. Reports in t
1wo forms, downloadable and read-online, with chart exhibits backed by data tables. Per-piece gating that separates the public preview from the subscriber body, with subscriber capture feeding one publication list. A compliance framework covering named positions and regional financial-promotion requirements.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">AI-ready knowledge layer</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">Research was converted from documents into structured, machine-readable knowledge through taxonomy, metadata, series relationships, access rules and publication history. This is the foundation for AI-assisted retrieval, discovery, summarization and future personalization.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-champagne">Result</dt><dd class="mt-3 leading-[1.75] text-[1.1rem] text-foreground">Live with a growing library of formal reports and a commentary series.</dd></div></dl></article><article class="grid grid-cols-1 gap-8 border-b border-hairline py-16 last:border-b-0 lg:grid-cols-12 lg:gap-12 lg:py-24"><div class="lg:col-span-4"><p class="text-[11px] sm:text-[13px] font-medium uppercase tracking-[0.14em] sm:tracking-[0.18em] text-champagne mb-4">04<!-- --> · <!-- -->Professional association · Continuity</p><h2 class="text-[clamp(1.6rem,2.6vw,2.4rem)] font-normal leading-[1.15] tracking-[-0.01em] text-foreground">Institutional operating platform</h2><p class="mt-6 text-[1rem] leading-[1.75] text-ink">A student-led professional association at a New York business school and its investment research group needed a platform that outlasts any single board or semester.</p></div><dl class="space-y-8 lg:col-span-8"><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">Objective</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">One institutional home for members, partners, speakers and recruiters, with research produced and preserved to one standard across leadership cycles.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">What we built</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">The research practice as an institution: five divisions, a six-step research protocol, three standard outputs and analyst guides setting one standard for thesis, valuation, catalysts, risk and presentation. A platform covering the organization, divisions, events, leadership, resources and participation, with structured records that update each term without a rebuild. A research library organized by division and output type, so each semester adds to the archive. Separate intake flows for membership and partner or speaker requests, each writing into its own contact structure under a defined data-use policy.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">AI-ready knowledge layer</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">Research standards, analyst guides and institutional records became a structured knowledge base that can support AI-assisted onboarding, retrieval and research discovery across leadership cycles.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">Business effect</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">Institutional knowledge becomes reusable beyond the people serving on a particular board or research team.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-champagne">Result</dt><dd class="mt-3 leading-[1.75] text-[1.1rem] text-foreground">The organization&#x27;s first industry conference drew 160+ attendees and was co-hosted with two peer university associations; OM developed the press release and announcement.</dd></div></dl></article><article class="grid grid-cols-1 gap-8 border-b border-hairline py-16 last:border-b-0 lg:grid-cols-12 lg:gap-12 lg:py-24"><div class="lg:col-span-4"><p class="text-[11px] sm:text-[13px] font-medium uppercase tracking-[0.14em] sm:tracking-[0.18em] text-champagne mb-4">05<!-- --> · <!-- -->Managed IT services · New reason to buy</p><h2 class="text-[clamp(1.6rem,2.6vw,2.4rem)] font-normal leading-[1.15] tracking-[-0.01em] text-foreground">Growth engine for a regulated-industry IT provider</h2><p class="mt-6 text-[1rem] leading-[1.75] text-ink">A managed IT services provider serving healthcare, finance, legal and accounting firms of 40 to 150 employees grew by referral in a mature, increasingly commoditized security category.</p></div><dl class="space-y-8 lg:col-span-8"><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">Objective</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">Move from referral-led growth to a repeatable pipeline in regulated industries, with AI enablement as the lead product and a measurable path to contract.</d
1d></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">What we built</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">AI security selected as the entry wedge into the broader managed-security relationship. A founders workshop that fixed the ideal customer, positioned AI enablement as the entry product and defined the 12-month engagement. One conversion path: content and outreach, an AI and compliance risk scorecard, a readiness assessment, a compliance blueprint, managed services. A weighted scoring engine across compliance and AI-readiness dimensions with instant results and lead routing. Two gated compliance checklists feeding the same qualification system. Founder and company content programs, a six-week paid demand pilot and a press launch, each layer added only after the previous one produced a signal.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">AI leverage</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">AI security became the commercial entry point. The assessment identifies AI-security urgency and readiness before the sales conversation begins.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-ink-muted">Business effect</dt><dd class="mt-3 leading-[1.75] text-[0.98rem] text-ink">AI created a higher-interest door into a mature security category. Once an AI-security gap is identified, the provider has a natural path into broader security and managed services.</dd></div><div><dt class="text-[11px] uppercase tracking-[0.22em] text-champagne">Result</dt><dd class="mt-3 leading-[1.75] text-[1.1rem] text-foreground">Growth engine in delivery. AI changed how cybersecurity gets sold.</dd></div></dl></article></div></section><section class="border-t border-hairline py-24 lg:py-32"><div class="mx-auto w-full max-w-[1280px] px-5 sm:px-6 md:px-10 lg:px-20 flex flex-col items-center text-center" style="opacity:0;transform:translateY(24px)"><p class="text-[11px] sm:text-[13px] font-medium uppercase tracking-[0.14em] sm:tracking-[0.18em] text-champagne mb-6">Next step</p><h2 class="hover-text mx-auto max-w-[20ch] text-[clamp(1.75rem,3.4vw,3rem)] font-normal leading-[1.1] tracking-[-0.018em]">See where your model is exposed.</h2><div class="mt-10 flex flex-col gap-3 sm:flex-row sm:items-center sm:gap-4"><a class="btn-sweep group relative inline-flex h-14 items-center justify-center overflow-hidden rounded-[2px] bg-champagne px-8 text-center text-[13.5px] font-medium tracking-[0.02em] text-background transition-transform duration-500 hover:-translate-y-[1px]" href="/assessment"><span class="relative z-10">Take the AI-Readiness Assessment<!-- --> →</span></a><a class="hover-text inline-flex h-14 items-center justify-center rounded-[2px] border border-ink/40 px-7 text-center text-[13.5px] font-medium tracking-[0.02em] text-foreground transition-colors duration-500 hover:border-champagne" href="/book">Book a Discovery Call</a></div></div></section><footer class="border-t border-hairline pt-20 pb-12"><div class="mx-auto w-full max-w-[1280px] px-5 sm:px-6 md:px-10 lg:px-20 grid grid-cols-1 gap-x-10 gap-y-12 sm:grid-cols-2 lg:grid-cols-4"><div><a class="flex items-center" href="/"><img src="/__l5e/assets-v1/0f1a1f0b-fb99-4668-a819-0ec607dd9625/om-logo-horizontal-dark.png" alt="OM Strategic Forecasting" class="h-8 w-auto"/></a><p class="mt-6 max-w-[34ch] whitespace-pre-line text-[0.95rem] font-normal leading-[1.75] text-ink">AI-Native business model architecture for the mid-market. 
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3Boston-based. WBENC certified.</p><div class="mt-8 text-[0.95rem] font-normal leading-[1.75] text-ink/80"><p>Boston, MA</p><a href="mailto:[email protected]" class="hover-text break-words">[email protected]</a></div></div><div><p class="mb-5 text-[11px] uppercase tracking-[0.28em] text-ink-muted">Start here</p><ul class="space-y-3 text-[0.95rem] font-normal text-ink/80"><li><a class="hover-text" href="/">The Thesis</a></li><li><a class="hover-text" href="/assessment">AI-Readiness Assessment</a></li><li><a class="hover-text" href="/om-on-architecture">OM on Architecture</a></li><li><a class="hover-text" href="/playbook">The Four Moats playbook</a></li></ul></div><div><p class="mb-5 text-[11px] uppercase tracking-[0.28em] text-ink-muted">Work with us</p><ul class="space-y-3 text-[0.95rem] font-normal text-ink/80"><li><a class="hover-text" href="/diagnostic">AI-Readiness Diagnostic</a></li><li><a class="hover-text" href="/ai-strategy-workshops-labs">Leadership Workshop</a></li><li><a class="hover-text" href="/re-architecture">The Re-Architecture</a></li><li><a class="hover-text" href="/transformation-partnership">Transformation Partnership</a></li><li><a class="hover-text active" href="/case-studies" data-status="active" aria-current="page">Case Studies</a></li><li><a class="hover-text" href="/book">Book a Discovery Call</a></li></ul></div><div><p class="mb-5 text-[11px] uppercase tracking-[0.28em] text-ink-muted">Company</p><ul class="space-y-3 text-[0.95rem] font-normal text-ink/80"><li><a class="hover-text" href="/meet-founder-oksana-matviichuk">Meet Oksana</a></li><li><a class="hover-text" href="/capabilities">Capabilities (WBENC)</a></li><li><a class="hover-text" href="/massachusetts-express-training-grant">Massachusetts Training Grant</a></li><li><a class="hover-text" href="/privacy-policy">Privacy Policy</a></li></ul></div><div class="mt-10 flex flex-wrap items-center justify-between gap-4 border-t border-hairline pt-8 text-[11px] font-normal text-ink-muted sm:col-span-2 lg:col-span-4"><span>© <!-- -->2026<!-- --> Strategic Forecaster Consulting, LLC (DBA OM Strategic Forecasting). OM on Architecture™ · WBENC certified</span></div></div></footer></main>
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