AI transformation for higher education

AI transformation, starting where you are.

Most institutions are already using AI, whether or not it is in a plan. CBT helps you move from scattered use to an institution-wide approach that is assessed, governed, written down, and owned. Seven capabilities, taken in sequence or one at a time, led by former presidents, provosts, and CIOs.

Our position

AI transformation is not a technology project. It is a governance, learning, and culture question, and it deserves senior leadership's attention.

14AI engagements completed in the last 18 months
6–14wksTypical time to assessment and draft strategy
0Vendor partnerships or referral fees
The continuum

Seven capabilities. Enter at any point.

Each capability stands on its own with its own scope and deliverables. Most institutions start with one, then add the next once the first has landed. You do not need to begin at step one.

01  Understand where you are
01Common first step

AI Institutional Assessment

"What is actually happening here?"

Shadow usage inventory, technical capacity, literacy baseline, and policy gap analysis. Identifies where process redesign and automation would pay off.

6–10 weeks · Ranked recommendationsStart here →
02

AI Foundations

"Get everyone to one vocabulary."

Eight self-paced modules, about 70 minutes, no jargon. For cabinet, faculty, staff, and board, with an individual assessment at the end.

Self-paced · ~70 minWatch module 1 free →
02  Decide, then write it down
03

AI Governance

"Who has authority over what?"

The board sets principles, the cabinet holds procurement, and the senate owns curriculum. One named executive owner.

Structure · Committee charterStart here →
04

AI Policy

"What is permitted and required."

Data classification, security guardrails, academic integrity, disclosure, procurement triggers, and a review date.

Interim guidance, then durable policyStart here →
03  Set direction and apply
05

AI Strategy

"Where are we going, and who owns each part?"

Four talent groups against three problem domains: jobs, governance, and talent. Includes a roadmap for technology investment and metrics.

Roadmap and metricsSee a sample plan →
06

Tools Training

"Application, by role and discipline."

Deliberately light. Much already exists publicly, so we build only what is specific to your roles and disciplines.

07New

AI Agents & Workflow Automation

"Put it to work."

We map a process, build a pilot agent or workflow, measure it, and hand it off with documentation and an owner. Built on platforms you already license, Google Workspace or otherwise, inside the guardrails set in governance and policy. We build our own, too: Woicely, a voice agent, and Testamur, our AI literacy assessment.

Map · Pilot · Measure · Hand offStart here →
Runs across every phase

AI Voices + in-person engagement

Structured listening from faculty, staff, students, and community, paired with facilitated in-person sessions. It feeds the assessment, tests the policy, and grounds the strategy in what people actually said.

Where to start

Which sounds like you?

The right entry point depends on what is already in place. These are the situations we hear most often.

We know AI is in use, but not where or how much.Start with 01 Assessment→ Our cabinet and faculty are using different vocabularies.Start with 02 Foundations→ No one is sure who gets to decide.Start with 03 Governance→ We have interim guidance that needs to become policy.Start with 04 Policy→ The board has asked for an AI plan.Start with 05 Strategy→ We have manual processes that should be automated.Start with 07 Agents & Workflows→
Scope

What an AI transformation covers.

Across the seven capabilities, the work touches four areas of the institution. We assess all four and prioritize the ones that matter most for you.

Governance & policy

  • Governance committee charter
  • Senate-ready academic integrity policy
  • Data classification and use guidelines
  • Risk register and review cadence

People & readiness

  • AI literacy for faculty, staff, and board
  • Department chair institutes
  • Coaching for senior leaders
  • Change management and communications

Teaching & learning

  • Course and assessment redesign
  • Discipline-specific integration
  • Student-facing AI guidelines
  • Tutoring and advising pilots

Operations & technology

  • Process redesign and automation opportunities
  • AI agent and workflow builds
  • Technology investment roadmap
  • Security guardrails and data review
  • Vendor evaluation and RFP support
Responding to an RFP?

We respond to formal solicitations for AI transformation, AI strategy, process redesign, and automation, and can scope our proposal to your RFP's language and deliverables. MBE certified through WRMSDC.

Send us your RFP →
Why CBT

Higher-ed practitioners. Not AI evangelists.

Most AI consultants are technologists who have never run a department. We bring former provosts, CIOs, and faculty leaders who understand institutional change, paired with technical expertise where it matters.

Mission first, tools second

We start with what your institution exists to do and let that shape every decision about policy, pedagogy, and procurement.

Vendor-neutral, by design

We don't resell software or take referral fees. Recommendations are built around your context.

Faculty-credible

Our team includes former tenured faculty and academic leaders who can sit with your senate and earn trust.

Pragmatic, not performative

We build what is defensible, ethical, and usable, not a 60-page strategy that sits on a shelf.

In practice
"They helped us think clearly about AI without pushing tools or trends. Mission first. That's rare in this moment - and it's exactly what we needed to bring our faculty along."
- VP of Enrollment · Public Research University, Missouri
See the output

Download an anonymized sample AI Strategy Plan, in the same format and depth we deliver to presidents and cabinets.

Download the sample plan ↓
Common questions

What presidents ask us about AI.

No. Most institutions are in the same position, and the ones moving fastest aren't necessarily moving best. A focused assessment gets you a clear picture in 6–10 weeks, and a defensible policy posture can follow shortly after.
No. Each capability is scoped and delivered on its own. Many institutions engage us for one, such as governance or policy, and come back for the next when they're ready.
We're vendor-neutral and don't take referral fees. We help you evaluate options against your context - security posture, faculty culture, instructional model, budget - and run rigorous RFPs when you're ready to procure.
Our team includes former tenured faculty and academic leaders. We sit with your senate, listen first, and bring policy drafts that reflect academic governance norms, not corporate templates.
Engagements scale from focused 6-week assessments to multi-year partnerships. We share ranges transparently on a scoping call, and offer fixed-fee starter assessments for institutions early in their planning.
Yes. Half-day and full-day briefings are common entry points. We tailor each session to your institution's posture and the specific questions your board or cabinet is working through.
Ready to start?

Let's find your entry point.

A 30-minute call is enough to share where you are and identify which capability comes first. No pitch deck. No vendor agenda.