Now accepting Q4 2026 AI Readiness engagements

From legacy systems to production AI.
On-site. Senior-only.

Mid-market firms have adopted AI almost universally, yet only a handful run it at scale. The gap is legacy systems and data. We close it, on your premises, with 22 years of modernization experience behind every engagement.

readiness-scan v2026.10
systems inventoried47 apps · 12 databases · 31 ETL jobs
legacy riskERP 2009 · on-prem DW · nightly batch
data readinessgoverned: partial · quality: 61%
AI use cases ranked3 of 14 selected · ROI modeled
roadmap12 months · 4 sprints · governance in place
statusready for executive review █
2004 founded, 22 years in good standing
On-site New York and Philadelphia metro
Senior-only principal-led delivery, no bench juniors
Fixed-price front door, measurable outcomes

Market signal · 2026

The AI budget exists. The data is not ready.

Every survey of the mid-market tells the same story: near-universal experimentation, almost no scaled production, and legacy integration as the wall in between.

94%
of mid-market firms use generative AI
Kaufman Rossin with NewtonX, 2026
2%
have operationalized AI at scale
Kaufman Rossin with NewtonX, 2026
53%
cite data quality as the barrier to scaling
RSM Middle Market AI Survey, 2026
58%
plan to invest $1M or more in AI this year
RSM Middle Market AI Survey, 2026

Services

Four offers. One path from assessment to results.

Each engagement is designed to lead naturally into the next, so you never buy more than the step in front of you.

Entry offer

AI Readiness Assessment

A 2 to 4 week, fixed-price review of your systems, data and processes. You get an inventory, three prioritized AI use cases with business cases, and a 12-month modernization roadmap your board can fund.

  • Legacy and integration risk scoring
  • Data quality and governance baseline
  • Use-case ROI models and vendor-neutral stack options
2 to 4 weeksFixed price
Modernization

Legacy Application and Data Platform Modernization

Migrate on-premises databases, ETL jobs and reporting to cloud platforms and a modern data stack, with AI-assisted code migration to cut the timeline and documentation that survives the handover.

  • Cloud data warehouse and lakehouse migration
  • ETL to ELT and streaming pipelines
  • AI-accelerated code conversion with human review
8 to 12 week sprintsFixed or T&M
AI and automation

AI Automation Implementation

One production workflow, automated with AI and measured against a baseline. Document processing, customer-service copilots, analytics agents and code migration accelerators, each shipped with governance and security controls.

  • Agentic workflows with human-in-the-loop checkpoints
  • Retrieval over your own documents and data
  • Audit trail, access control and cost monitoring
6 to 10 weeksMeasured ROI
Leadership

Fractional Architect or CTO

Part-time, on-site technical leadership for firms that cannot justify a full-time hire. Two to three days a week of architecture decisions, vendor management and delivery oversight.

  • Roadmap ownership and quarterly reviews
  • Vendor and partner selection
  • Team coaching and hiring support
6 to 12 monthsMonthly retainer

How we work

Small first step. Compounding results.

Half of our assessments are expected to convert into an implementation, because the roadmap already has the next sprint scoped and priced.

Discovery call

45 minutes, free. You leave with a one-page summary of what we heard.

Readiness assessment

2 to 4 weeks on-site. Inventory, use cases, roadmap, executive presentation.

Modernization sprint

One application or pipeline moved to a modern platform in 8 to 12 weeks.

AI pilot in production

One workflow automated and measured against its baseline.

Retainer

Fractional leadership keeps the roadmap moving and the governance intact.

AI Intelligence · October 2026

What the market is telling mid-market leaders right now

We track the analyst and survey data so you do not have to. Refreshed monthly. Figures are quoted from the named sources; samples differ and should not be pooled.

Spending
$2.7T

AI spending jumps 49.5% in 2026

Gartner now forecasts worldwide AI spending near $2.7 trillion in 2026 and about $3.6 trillion in 2027. Most of the enterprise share has to go to data, integration and infrastructure before any model delivers value.

Source: Gartner press release, 16 Sep 2026
Agentic AI
$29B → $65B

Agents overtake chatbots by 2027

Gartner sizes AI agents and assistants at roughly $29 billion in 2026, more than doubling in 2027, and expects agentic spend to pass chatbot spend for the first time. The era of the demo is ending; buyers want shipped workflows with an audit trail.

Source: Gartner, Sep 2026
Reality check
40%+

Of agentic projects will be cancelled by 2027

Gartner expects more than 40% of agentic AI projects to be scrapped by end of 2027, driven by unclear ROI and weak data foundations. Mid-market abandonment rates rose from 41% to 46% year over year.

Sources: Gartner; FirstPage Sage 2026
Scale gap
82% / 26%

In production somewhere, governed almost nowhere

Among 401 IT leaders at firms with 200 to 5,000 staff, 82% have AI in production but only 26% call it scaled and governed enterprise-wide. Governance is the work, not the afterthought.

Source: Netrio, 2026 (n = 401)
Bottom line
37%

Report EBIT impact from AI

McKinsey's State of AI 2026 finds 37% of organizations see a positive EBIT contribution, unchanged from 2025. Larger firms scaling agents rose from 27% to 40%; smaller firms stayed flat at 22%. The mid-market is where the catch-up happens.

Source: McKinsey, The state of AI in 2026
Manufacturing
55%

Name legacy integration the top AI barrier

Manufacturers lead every other segment in citing legacy integration as the blocker, against a 41% mid-market average, and 45% still work from siloed plant data. This is why asset-heavy firms are our first target sector.

Source: Kaufman Rossin with NewtonX, 2026, manufacturing cut

Industries

Where the pain is highest and the systems are oldest

Manufacturing and distribution

Plant data, unlocked

Decade-old ERPs, siloed MES and WMS data, nightly batch. We integrate, modernize and put AI on forecasting, quality and maintenance.

Start: AI Readiness Assessment
Financial services and insurance

Reporting without the burden

Regional banks and insurers carrying compliance reporting on legacy warehouses. We modernize the platform and automate the reporting chain.

Start: Data platform roadmap
Healthcare and professional services

Documents, processed

Intake, claims, contracts and case files are document-heavy and rules-driven, the ideal first AI automation pilot with a measurable baseline.

Start: One-process automation pilot
Integrators and staffing partners

Senior capacity on demand

Need a vetted senior architect for a client program? We subcontract through partner firms with the same on-site, senior-only standard.

Start: Subcontract placement

Case studies

Anonymized engagements

Client names withheld under NDA. Details available on request during a discovery call.

Manufacturing

ERP data to a cloud warehouse

Readiness assessment followed by a modernization sprint moving legacy ETL jobs to a governed cloud data platform, with AI-assisted code conversion and human review. Full write-up available on request.

Assessment + SprintDetails on request
Professional services

Document intake automated with AI

An AI automation pilot for document classification and extraction with human-in-the-loop review, measured against the manual baseline, then expanded under a fractional architect retainer. Full write-up available on request.

Pilot + RetainerDetails on request

Pricing

Transparent ranges. Fixed where it matters.

Indicative ranges for planning. Every engagement starts with a written scope and a change-order process.

Front door

AI Readiness Assessment

$15,000 to $30,000
Fixed price · 2 to 4 weeks

Inventory, three use cases with business cases, 12-month roadmap, executive presentation.

Build

Modernization Sprint

$60,000 to $120,000
Fixed or time-and-materials · 8 to 12 weeks

One application or data pipeline migrated to a modern platform, documented and handed over.

Build

AI Automation Pilot

$40,000 to $80,000
6 to 10 weeks

One production workflow automated with AI and measured against its baseline.

Lead

Fractional Architect Retainer

$12,000 to $20,000 / month
2 to 3 days per week · 6 to 12 months

On-site technical leadership without the full-time hire.

Partners

Subcontract Placement

$125 to $185 / hour
Through partner firms · 3 to 12 months

Senior consulting capacity for integrators and staffing partners.

Not sure where to start?

The discovery call is free and ends with a one-page summary of what we heard, whether or not we work together.

Book the call
MSB

About

Twenty-two years of showing up on-site

MSB Consultants was founded in 2004 and has operated in good standing ever since. Our public brand has long been "Data Solutions"; the practical work has always been modernizing how organizations store, move and use data. Today that means applying AI to the same problems, with the discipline of someone who has carried a migration program from kickoff to handover many times.

Every engagement is led personally by the principal consultant, with vetted senior subcontractors brought in when the scope calls for it. No juniors learning on your budget, no offshore hand-offs.

Contact

Start with a discovery call

45 minutes, free, no deck. We ask three questions: is there a legacy system blocking an AI or data goal, is there budget this fiscal year, and who makes the decision.

  • Phone(917) 267-9103
  • Emailsales@sbcmsb.com
  • Service areaGreater New York and Philadelphia metro, on-site and hybrid
  • Response timeWithin one business day
Opens your email client. A CRM-connected form replaces this at launch.