AI strategy and implementation
Meru designs, integrates, and supports AI systems for businesses with complex operations. We take responsibility for the technical work from assessment through production, so your team can remain focused on the business.
One accountable partner for strategy, technical design, implementation, integration, adoption, and ongoing improvement.
Selected work
These projects show how Meru approaches implementation: understand the operation, connect the right systems, preserve human review, and measure what changed.
Sales operations
A law firm sales and intake team used better lead context to prepare conversations, shorten discovery, and improve conversion from paid demand.
Legal operations
Marketing attribution, telecom, intake, operations, finance, and AI-supported workflows were connected across a high-volume legal organization.
Mid-market implementation
An AI-on-enterprise platform built with a managed services provider brought client records, conversations, reports, and proposal workflows into usable account context.
Public data product
A public research product created and operated by Meru AI that makes changing California crash records easier to examine and trace.
What we do
You know AI matters, but the right starting point is unclear.
A prioritized implementation plan grounded in value, readiness, and risk.
Useful context is divided across systems, documents, calls, and teams.
A production-ready AI workflow connected to the systems already carrying the business.
A deployed system still needs ownership, review, training, and measurement.
Clear operating procedures, human review, performance monitoring, and continued refinement.
How we work
The process is designed to reduce uncertainty for leadership and technical burden for the team carrying the work.
We study the people, workflows, systems, information, and decisions involved before recommending technology.
We identify the opportunity with the clearest business value, practical data access, and responsible path to adoption.
We establish the implementation plan, technical design, human review, ownership, and measures of success.
We build, integrate, test, and prepare the solution for use inside the systems your team already relies on.
We train the team, monitor performance, resolve exceptions, and refine the system as the business changes.
Insights
A practical guide to moving from a promising pilot to a dependable production system.
How lead context, call review, follow-up, and revenue feedback can work together.
What it takes to connect AI to CRM records, conversations, documents, and review paths.
Experience behind the work
Jose Okabe has led implementation across attribution, telecom, intake, reporting, automation, and AI-supported workflows in a 350+ employee environment. That operating experience shapes how Meru evaluates risk, adoption, ownership, and measurable change.
About Jose and Meru AIBegin with a conversation
Share the workflow, system, or decision you want to improve. You do not need a finished AI roadmap or a polished technical brief.