A.I. Consultative Services

The Future of Health Systems, Designed Intelligently.

At Athena M&A, we help organizations transform disruption into advantage. Our strategy and innovation studio empowers healthcare and mission-driven enterprises to harness AI for agility, insight, and growth. By blending deep operational expertise with next-generation intelligence, we design systems that work smarter—streamlining workflows, strengthening data foundations, and guiding teams from vision to measurable impact.

Our services include:

  • We help organizations understand, plan, and confidently adopt AI.
    Includes:

    • AI Office Hours – On-demand expert sessions to solve real problems.

    • Intro to AI – Practical fundamentals for non-technical teams.

    • Advanced Use Cases – Identify where AI creates measurable impact.

    • AI Implementation Roadmaps – Phased, actionable adoption plans.

    Outcome: Teams gain clarity on AI opportunities and a roadmap for sustainable integration.

  • We modernize business operations through automation, Quickbase, and custom AI solutions.
    Includes:

    • Custom AI Workflows – Integrated automations using APIs, Zapier, or Make.

    • Quickbase App Development & Optimization – Tools to manage projects, track performance, and automate workflows.

    • Business Process Mapping & AI Brainstorming – Uncover inefficiencies and reimagine how work gets done.

    Outcome: Streamlined processes, reduced manual effort, and scalable infrastructure for growth.

  • We ensure your decisions are backed by clean, consistent, and compliant data.
    Includes:

    • Data Governance & Reporting – Structure, integrity, and regulatory readiness.

    • Custom Dashboards & Reporting Design – Clear insights for leadership decision-making.

    Outcome: A single source of truth that drives operational excellence and strategic clarity.

  • We empower teams to embrace new technologies with confidence.
    Includes:

    • Prompt Engineering Workshops – Practical, hands-on skill building.

    • Change Management Programs – SOPs, playbooks, and adoption strategies for long-term success.

    Outcome: Confident, capable teams that can sustain innovation and improvement.

  • Ongoing collaboration to extend your capabilities.
    Includes:

    • Retainer-Based Support – Access to experts for iterative improvement and innovation.

    • Cross-Platform Optimization – AI and Quickbase working together to scale your business.

    Outcome: Continuous growth and improvement through a proactive partnership model.

Get started with Athena M&A today.

Book a Consultation