The SandBern Model
Four steps from friction to adaptive capability. Every engagement follows this structure because it works.
Find the Friction
Before we write a line of code, we map your workflows. Where are decisions bottlenecked? Where does institutional knowledge live in one person’s head? Where does your team spend hours doing what software should do in seconds?
A mid-market investment firm had analysts spending 4+ hours per week manually pulling data from SEC filings and cross-referencing it against existing thesis documents. The knowledge retrieval was the bottleneck—not the analysis.
Design the System
We build AI agents to handle the mechanics: retrieval, monitoring, synthesis, execution. Humans stay responsible for judgment. Crucially, we separate the interface from the underlying model, so when the next generation of models arrives, your system gets better instead of breaking.
For that same firm, we built an agent that reads new filings on publication, extracts key metrics, flags deviations from the existing investment thesis, and surfaces a summary for the analyst each morning. The analyst reviews and decides. The agent retrieves and organizes.
Train Through Use, Not Manuals
People do not learn by attending a workshop. They learn by doing something, getting it wrong, correcting course, and doing it again—spaced out over weeks, not crammed into an afternoon. We embed training directly into live workflows.
We tracked analyst usage daily. By week three, two of eight analysts had stopped using the filing agent. We interviewed them, discovered the summary format didn’t match their note-taking workflow, redesigned the output, and had both back within a week. Adoption at day 90: 100%.
Make It Adaptive
Adaptive capability cannot depend on enthusiasm; it has to survive the first leadership change. We embed the system into your operating rhythm: dashboards, review cadences, escalation protocols, clear ownership. The goal is an organization that would feel the absence of the system—not one that forgot it existed.
Production systems, not prototypes.
Internal research copilots that retrieve and synthesize institutional knowledge on demand
Monitoring agents that watch information streams and surface what matters
Decision-support systems that organize tradeoffs for human judgment
Workflow automations that eliminate repetitive cognitive labor
Structured retrieval systems that turn scattered documents into accessible memory
Training programs embedded into daily work—not one-off workshops that evaporate
Ready to get started?
Tell us where decisions take too long and we'll respond with a diagnostic assessment, a concrete system design, and a structured 90-day plan.
Begin the Outfitting