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WHAT WE DO

FIXED-SCOPE WORK
THAT ENDS IN
A DECISION.

Strategy. Assurance. Capability.

We design and install the operating layer between your information and your decisions: what AI should do, who owns it, what evidence shows it works, and how your team keeps it running. Every engagement is fixed-term, with defined outputs and no open-ended retainer.

STRATEGYASSURANCECAPABILITYDECISIONS
SCOPE
A 20-minute call to confirm the problem, the owner and the fit.
→
DIAGNOSE
Structured discovery with your people, workflows and evidence.
→
DECIDE
Prioritized options, named owners and a plan you can act on.
→
HAND OFF
A concise brief and handover. No automatic renewal.
→
ADVISORY

EXECUTIVE AI STRATEGY & ACTIVATION

Move from scattered AI experiments to a prioritized, owned plan.

For: executive teams, professional-services firms, associations and cross-functional business units.

WHAT YOU GET

  • AI opportunities scored for commercial value, readiness, operational risk and effort
  • Decision ownership and a practical 60-day implementation sequence
  • A concise action brief with owners, checkpoints and validation metrics
  • A follow-up decision session to confirm the first initiative

Format: 6 weeks · discovery call, one live workshop (up to 12 participants, remote) and a follow-up decision session.

Fixed fee, confirmed after a short scoping call.

TALK THROUGH SCOPE (20 MIN) →
AI ASSURANCE

AI EXPOSURE & READINESS ASSESSMENT

Separate the AI safeguards you report from what the evidence supports.

For: AEC, analytics, real estate, legal-adjacent and other professional-service organizations deploying AI.

WHAT YOU GET

  • A structured inventory of up to three declared AI uses
  • A review of client-provided evidence (policies, logs, vendor records)
  • A findings register with evidence source, confidence and recommended owner
  • An executive report and readout with remediation priorities

Format: 6 weeks · stakeholder interviews, evidence review and executive readout.

Fixed fee, confirmed after a short scoping call.

Please note: this is a bounded evidence review. It is not a certification, audit opinion, legal advice or security testing.

TALK THROUGH SCOPE (20 MIN) →
AI CAPABILITY

INSTITUTIONAL AI FACULTY PILOT

Equip educators to teach and evaluate practical, responsible AI.

For: universities, design schools, professional bodies and continuing-education teams.

WHAT YOU GET

  • A faculty readiness baseline
  • Four live sessions plus two office-hour clinics
  • A reusable teaching module with activities and an evaluation rubric
  • A facilitator guide and rollout recommendation

Format: 12 weeks · up to 12 faculty or facilitators · remote.

Fixed fee, confirmed after a short scoping call.

PLAN A PILOT TOGETHER (20 MIN) →
AUTHORITY

SPEAKING & EXECUTIVE BRIEFINGS

Ideas that change how organizations act.

For: conferences, leadership teams and professional associations.

WHAT YOU GET

  • Rage Against the Machines
  • From AI Experimentation to Operating Advantage
  • Profane Codes: AI, Practice and Governance
  • Teach the Teachers: Building Institutional AI Capability

Format: keynote (45–60 minutes + Q&A), 90-minute executive briefing, or workshop with follow-through.

Fixed fee, confirmed after a short scoping call.

ASK ABOUT A TALK →
START HERE

INTELLIGENCE WORKING SESSION

Not sure where to start? Frame one problem first.

For: any organization with one consequential decision, workflow or information problem.

WHAT YOU GET

  • A bounded problem statement
  • An initial system hypothesis with owners and inputs
  • A recommended next step — or a clear decision not to proceed

Format: one focused, facilitated session.

Fixed fee, confirmed after a short scoping call.

TALK IT THROUGH →
QUESTIONS

BEFORE YOU DECIDE

Straight answers to what people usually ask before working with us. If yours isn’t here, email it or ask it on a call (opens in a new tab).

What happens on the first call?

It is a 20-minute conversation, not a pitch. You describe the decision or problem in front of you; Ricardo asks who owns it, what has already been tried and what would count as progress. By the end you will know one of three things: that a fixed-scope engagement makes sense and which one, that a single Intelligence Working Session is the better first step, or that the problem is better handled internally or by someone else. If it is a fit, you receive a short written scope with the fee, dates and deliverables. Nothing starts until you approve it, and you will not be added to a sales sequence if you decide not to go ahead.

How is pricing set, and why isn’t it published?

Every engagement is a fixed fee agreed in writing before work starts: no hourly billing, no open-ended retainer and no automatic renewal. The fee depends on the scope you confirm, such as the number of participants, use cases or sessions, and whether the work is remote or on site. Because those variables change the price materially, it is confirmed after the first call rather than published as a number that may not apply to you. Larger engagements can be paid in installments tied to milestones. If budget is a constraint, say so early: the Intelligence Working Session exists so you can start small and decide with evidence.

Which engagement should we start with?

Start from the decision you need to make, not the service name. If leadership needs to agree where AI should and should not be used, and who owns it, Executive AI Strategy and Activation fits. If AI is already in use and you need to show which safeguards actually exist, the AI Exposure and Readiness Assessment fits. If you teach or train others, such as a faculty, a professional body or an internal academy, the Institutional AI Faculty Pilot fits. If an audience needs to understand the stakes before anything else, a talk or executive briefing fits. If none of these is obvious yet, begin with one Intelligence Working Session to frame a single problem; it ends with a recommended next step or a clear decision not to proceed.

How much of our team’s time will it take?

Engagements are designed around busy leadership teams. Executive AI Strategy and Activation runs over six weeks with a discovery call, one live workshop for up to 12 participants and a follow-up decision session; the work in between is ours. The Exposure and Readiness Assessment relies on a few stakeholder interviews and on documents you already have, such as policies, logs and vendor terms. The Faculty Pilot runs over twelve weeks with four live sessions and two office-hour clinics for up to 12 faculty or facilitators. The written scope lists exactly who needs to be involved and when, so you can plan around it before you commit.

Do we need to be technical, or already using AI?

No. Many organizations come to us because AI use is scattered, informal or invisible to leadership. The work starts from your decisions, workflows and information, not from a tool. Where tools are involved, we work with platforms you already license or approve, and explain the choices in plain language. Technical colleagues are welcome in the room, but the outputs are written for the people who own the decision.

What do we actually receive at the end?

Something your team can use without us. Depending on the engagement, that is a concise action brief with named owners, checkpoints and validation metrics; a findings register showing, for each AI use case, what is claimed, what the evidence shows and what to fix first; or a reusable teaching module with an evaluation rubric and a facilitator guide. Every engagement closes with a handover. If a deliverable would not change a decision or a way of working, it does not belong in the scope.

Is the AI Exposure and Readiness Assessment an audit or a certification?

No. It is a bounded, evidence-based review of up to three AI use cases you declare. We compare the safeguards your organization reports with the evidence you provide, and record the gaps in a findings register with a confidence level and a recommended owner for each. It is not a certification, an audit opinion, legal advice or security testing, and it should not be presented as one. If you need any of those, the assessment helps you frame the question for the right specialist.

How do you handle confidential information?

We ask only for the information the scope needs, and data handling is agreed in writing before work starts: whether a non-disclosure agreement is required, which systems and AI tools may be used, and how material is returned or deleted at the end. Confidential material is not placed in AI tools you have not approved. Client names, work and results are never published without permission, which is why the work shown on this site is anonymized.

Who does the work?

Ricardo J. Rodríguez De Santiago leads every engagement personally, from the first call to the handover. Bytes and Mortar is an independent practice: you will not meet a senior person in the sales conversation and a junior team afterwards. When a project genuinely needs another specialist, such as legal, security or data-engineering expertise, the scope says so, names the role, and that person is brought in only with your agreement.

Do you work remotely, and in which languages?

Most work is delivered remotely, with on-site workshops or talks where they add value. We work in English, Spanish and French, from Paris and San Juan, with organizations across the Americas and Europe. Contracts and invoices can be issued in US dollars or euros.

What happens when the engagement ends?

It ends. Every engagement is fixed-term with no automatic renewal, and the deliverables are designed so your team can continue on its own. If you later want help with a next step, such as a second use case, a wider rollout or a periodic review, it is scoped and agreed separately on the same fixed-fee terms.

When are we not the right fit?

When you need software built at scale, a managed IT service, a formal audit or certification, or someone to roll out a tool that has already been chosen regardless of fit. We are also not the right partner if the goal is a presentation rather than a decision. It is better to say that on the first call than to sell an engagement that will not change anything.