Technology and AI with SBA + SBDC
Plan and Launch AI Confidently with No-Cost Advising
Work with Valley Community SBDC advisors to prioritize AI and technology moves that fit your operations. Get clear roadmaps, data foundations, and automation plans through fully funded, no-cost advising that keeps budget focused on delivery.
Technology and AI Roadmapping
Build a practical plan with no-cost advisory time that aligns use cases, budget, and team capacity.
- SBA-Funded, No-Cost Sessions
- Get expert technology and AI guidance without paying for advisory hours.
- Use Case Prioritization
- Identify AI and automation opportunities tied to revenue, margin, or workload reduction.
- ROI and Cost Modeling
- Compare build vs buy and subscription costs against measurable outcomes.
- Vendor and Tool Selection
- Choose platforms and partners that fit security, integration, and support needs.
- Phased Delivery Plans
- Roadmap quick wins first, then scale with checkpoints for value and risk.
Data Foundations and Integration
Get data organized so AI and analytics stay trustworthy.
- Data Quality and Cleanup
- Improve accuracy in customer, inventory, and financial records before modeling.
- System Integration
- Connect POS, ERP, CRM, and field systems to reduce duplicate entry.
- Analytics Readiness
- Set up dashboards and KPIs that owners can act on weekly.
- AI Input Governance
- Define what data can feed AI tools to protect privacy and contracts.
Automation and Productivity
Use automation to save time without disrupting how teams work.
- Process Mapping
- Document steps, handoffs, and error points before automating.
- Low-Code and RPA Options
- Evaluate light-touch automation to eliminate repetitive tasks.
- Customer Experience Automation
- Add chat, intake forms, and routing that keep response times fast.
- Monitoring and Feedback
- Set up checks so automations stay accurate as processes change.
Security and Continuity Basics
Keep new tech secure and resilient while you scale.
- Access and Identity Controls
- Apply role-based access and MFA to systems and AI tools.
- Policy and Usage Guardrails
- Establish clear rules for data handling and AI use.
- Backup and Continuity Essentials
- Protect key data and workflows so outages do not halt operations.
- Compliance Alignment
- Map controls to industry or contract requirements early.
Learn Live or On-Demand
Stay current with workshops and recorded sessions from Valley Community SBDC.
- Live Trainings and Events
- Join sessions on AI use cases, marketing tech, and cybersecurity.
- On-Demand Library
- Watch webinars anytime when operations keep you in the field.
- Newsletter Updates
- Receive monthly tips on technology, capital, and contracting.
Start with Zach Cardoza
Request Zach Cardoza as your Valley Community SBDC advisor for tech and AI planning.