Evox365 AI Adoption Framework

Our onboarding process is designed to equip small to mid-sized businesses with the necessary tools and knowledge to seamlessly integrate AI solutions into their operations. Here’s how we can help you embark on your AI journey.

Real-World AI Use Cases & Automation Benefits

Evox365 helps organizations improve small business productivity with automation tools and AI-driven processes tailored to their industry and size. Whether it’s using automation software to streamline repetitive admin tasks or implementing automation components that integrate with Microsoft 365 and Google Workspace, our solutions are designed to save time, reduce human error, and increase efficiency. By following a structured automation step strategy, small businesses can make informed decisions faster and more effectively.

Our AI offerings extend into industry-specific applications such as AI bookkeeping software for small business, AI accounting software for small business, and DIY bookkeeping for small business setups. We also support firms exploring AI in real estate—whether for asset management, administration software, or to reduce administration fees through automation. By incorporating AI prompts and automation technology, businesses can significantly reduce operating costs and scale sustainably. We show clients how to use AI in real estate or professional services and empower them with clear, action-based strategies.

Our Vision for AI in Massachusetts

We believe every small business in Massachusetts should have access to practical, affordable AI education and implementation. Evox365 is committed to:

Expanding AI readiness through funded training
Supporting 100+ SMBs annually across Massachusetts
Offering hands-on implementation and long-term guidance

Phase 1: AI Education & Certification

✅ Step 1: Attend a State-Funded AI Training Workshop

Begin with one of our state-funded AI training workshops, designed to make AI approachable and practical for small businesses and working professionals alike. Evox365 currently offers multiple express-funded courses through the Massachusetts Workforce Training Express Program.

Examples of Available Workshops:
- Demystifying AI & ChatGPT: A High-Level, Practical Class for Small Businesses (C-Record: C-10654)
  - Focuses on foundational AI knowledge, tools like ChatGPT, and SMB use cases
- Practical AI & ChatGPT for Workforce Empowerment (C-Record: C-13187) (Learn more)
  - Designed to upskill employees with hands-on AI applications to improve productivity, customer communication, and task automation across industries
Cost: Free for eligible Massachusetts employers and employees (state-funded)
Who should attend: Business owners, department heads, operational staff, and customer-facing roles
Click here to check your eligibility and sign up

✅ Step 2: Certification from Evox365 AI Team

Participants who complete any of our workshops receive a certification from the Evox365 AI Team, demonstrating readiness to begin AI adoption planning tailored to your organization. Participants who complete the course receive a certification from the Evox365 AI Team, validating your understanding of AI fundamentals and business applicability. This certification signals your readiness for the next phase—implementation.

Phase 2: Strategic AI Planning & Role-Based Tracks

✅ Step 3: Choose Your AI Adoption Track

We offer two strategic paths based on your business model:

Corporate-wide Ecosystem Track – For those looking to implement AI tools across multiple departments (operations, marketing, HR, customer service).
Role-Based Track – Focused implementations for specific roles (e.g., AI for marketers, office managers, or sales teams).

Each approach includes:

Guided strategy selection
Department or role-based pilot setup
Measurable KPIs for performance tracking

Phase 3: Consulting & AI Tool Selection

✅ Step 4: Free 30-Minute AI Strategy Session

After certification, Evox365 offers a complimentary consultation with our AI strategists. We help you:

Identify quick-win AI use cases
Choose the right tools (Microsoft Copilot, Google Gemini, ChatGPT integrations)
Understand licensing costs and team adoption barriers

We also introduce our three tailored AI enablement paths. Learn more here

Phase 4: Implementation & Handoff Support

✅ Step 5: Business Size & Industry-Specific AI Integration

Our AI integration support depends on the size and type of your business:

For businesses with under 100 employees:

Microsoft 365 CoPilot: AI productivity tools for Outlook, Excel, Teams, etc.
Google Workspace Gemini: AI writing and automation across Docs, Sheets, Gmail
Brand-agnostic AI using ChatGPT: Automate customer support, documentation, social media

For businesses with 100+ employees:

Custom-built solutions including:
- Data classification and analytics pipelines
- Internal knowledgebase agents
- Secure generative AI workflows

Industries we support:

Dental and Healthcare
Law Firms and Accounting
Real Estate and Insurance
Event Planning and Retail
Professional Services

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