Pyonair
Prepared for Kidder Mathews
AI Enablement Proposal

Deliver the Crawl phase in full, governed and proven on your own data.

Pyonair validates the AI usage already happening across Kidder Mathews, converts the highest value workflows into governed and repeatable capability, and stands up KM Logic as the enterprise control plane that holds them.

Prepared for
Kidder MathewsBob and Darrin, sponsors of the AI initiative
Prepared by
PyonairThe team behind KM Logic
Engagement
Phase 1: Crawl75 day governed build
How Pyonair delivers the Crawl

A partner, not a tool. Governance and adoption first, not technology first.

The Crawl phase is not about deploying AI. It is about identifying, validating, documenting, measuring and standardizing the workflows that create real business value across Kidder Mathews. That is exactly how Pyonair works.

We are not a competing voice in the room and we are not a tool dropped into the org. We are the team behind KM Logic. We take the workflows your people already run, prove them out one at a time, put a human approval gate and an audit record around each one and hand your leadership the numbers that show the initiative is working. Bob and Darrin own the vision. Pyonair does the heavy lifting and proves the return upward.

Validate existing AI usage

Convert the individual practice already happening into repeatable organizational capability. Prove each workflow one at a time on real Kidder Mathews data.

Stand up KM Logic

The enterprise control plane that holds the approved workflows, the reusable templates, the training knowledge base and the governance standards. We build it and we operate it.

The workflows and the five business lines

Seven named workflows, five business lines, one disciplined method.

Pyonair approaches every workflow the same way. We validate what your teams already do, standardize it into a governed and reusable workflow inside KM Logic, and measure it so the business value is provable.

Brokerage

Broker Opinion of Value, proposal and pitch deck preparation, and market research onto governed workflows. Shared power from the center, private book for each broker.

Asset Services

Rent roll review, lease abstraction and vendor document intake standardized, each with a human approval gate and a clean audit trail.

Valuation Advisory

Supporting data assembly, valuation narrative and adjustment support, and market summarization. We accelerate the work around the valuation, never the valuation itself.

Corporate Services

Repeatable back office work onto governed workflows. The anchor is new hire onboarding, from signed candidate to ready on day one, stopping at a single approval screen.

Marketing

Listing and pitch packages, social posts and email standardized while protecting the Kidder Mathews voice at scale, with marketing approving before anything sends.

Document Review

Contracts and documents read, key terms extracted, flagged and routed to the right approver by type and value, with the original preserved and the record written to the audit log.

The discipline underneath all seven

Drafting and reading are automatic. Acting waits for a person.

Sending, granting, valuing and acting wait for a human approval gate. Every step writes to an audit log that records who drafted, who approved, what went where and when. That is how an individual practice becomes an organizational capability you can trust, repeat and measure.

KM Logic as the enterprise control plane

The control plane needs an operator behind it. That is our model.

Your framework names KM Logic as the centralized repository for approved workflows, reusable templates, training materials and governance standards. Pyonair stands that control plane up and, over time, operates it.

KM Logic elementHow Pyonair stands it up during Crawl
Approved workflowsA central workflow repository with lifecycle and version control, holding your first 10 to 15 approved workflows, each one validated, documented and signed off before it reaches the firm.
Reusable templatesThe workflow and template library seeded with the reusable building blocks, each with an intake and approval path so good practice spreads and unsafe patterns do not.
Training knowledge baseSearchable guides, short videos and answers to common questions so people adopt what is approved instead of working around it.
Governance coreApproval workflows, audit logging and role based access control written into the platform so the right behavior is the easy default. This is the heart of the control plane.
Reporting and ROIThe first ROI and adoption metrics defined and live on dashboards, so Bob and Darrin can show a measured win quickly and defend the initiative upward.
Identity and accessMapped cleanly to your Microsoft Entra direction. Role based access control is live today. Single sign on through Entra is on the near-term roadmap, and we will not claim it is live before it is.
The engagement, three ways

Three options for the Crawl phase.

A proof-first on-ramp, the full production build your framework's Crawl phase calls for, or that build plus Pyonair operating the control plane alongside your people. Each is a complete engagement. Each ships governed workflows in production on real Kidder Mathews data.

Option 1

Consulting and Foundation

The proof-first on-ramp. Prove the model before the full build.
$75,000
Investment
  • Advisory engagement to assess current AI usage and map the highest value workflows
  • KM Logic control plane stood up, the governance core of approval workflows, audit logging and role based access control
  • 3 to 5 of the highest value governed workflows built and validated on real Kidder Mathews data
  • Examples include Broker Opinion of Value, proposal preparation and lease abstraction
  • ROI baseline defined with a dashboard
Recommended
Option 2

Full Production Build

The complete Crawl phase, built and proven across all five business lines.
$215,000
Investment
  • Everything in Option 1, expanded to 10 to 15 governed workflows across all five business lines
  • The full KM Logic control plane, approved-workflow repository with version control and reusable template library
  • Training knowledge base, governance standards, reporting and ROI dashboards
  • Identity and access mapped to Microsoft Entra
  • Testing gate, training and enablement rollout, measured ROI baseline across the firm
Option 3

Build and Operate

The bridge into the Walk phase, with Pyonair running the control plane.
$285,000
Investment
  • Everything in the Full Production Build, plus wider business-line coverage and more workflows toward the 15-plus end
  • Deeper enablement and change management, moving adoption from roughly half the firm to the large majority
  • Pyonair operates the control plane alongside Kidder Mathews people
  • Governance and expansion run by Pyonair, not just handed over
  • A clean bridge into Walk from a foundation that is already working
Compare at a glance

The three options, side by side.

What is included Option 1
Consulting and Foundation
Option 2
Full Production Build, recommended
Option 3
Build and Operate
Governed workflows built and validated 3 to 5 10 to 15 15 or more
Business lines covered Highest value first All five All five, wider coverage
KM Logic governance core, approvals, audit log, RBAC Included Included Included
Approved-workflow repository with version control Core stood up Full Full
Reusable template library and training knowledge base Foundation Full Full, deeper
Microsoft Entra identity mapping Mapped Included Included
ROI baseline and dashboards Included Firm-wide Firm-wide
Training and enablement rollout Baseline Full rollout Deep change management
Pyonair operates the control plane Handover Handover Operated by Pyonair
Investment $75,000 $215,000 $285,000
The value, not the cost

A premium AI firm outcome at a fraction of a Big-3 budget.

Kidder Mathews is not buying 75 days of consulting time. Kidder Mathews is buying governed workflows in production, a working control plane and a measured ROI baseline that leadership can defend upward.

$500K to $1M+
Industry estimates for what a Big-3 firm would quote for comparable scope, where the deliverable is usually a strategy with one pilot, not 10 to 15 workflows in production.
$175K to $400K
The boutique and specialist AI consultancy band for build-heavy scopes. Our $215,000 anchor sits at the value end of it.
10 to 15
Governed workflows shipped in production on your own leases, rent rolls and proposals, with the approval gate and audit record in place.
A Big-3 firm would staff a build like this with six to twelve people, which by industry estimates runs past a million dollars for what is often just a strategy and one pilot. Pyonair ships 10 to 15 workflows in production for a fraction of that, and it arrives faster.
What we will and will not claim

Governance-first means we say plainly where we are.

That honesty is what makes the control plane defensible under scrutiny. We earn each step and we do not overstate a single one.

What we will claim

  • Role based access control is live today
  • The keys stay with Kidder Mathews
  • Each client runs in an isolated environment
  • We keep a defined retention schedule, written down and agreed
  • Every workflow is built staging-first, tested and verified live before anyone relies on it

What we will not claim

  • Single sign on through Microsoft Entra is on the near-term roadmap, not live, and we will not say it is live before it is
  • SOC 2 readiness is in progress, not certified
  • We do not claim zero retention. We keep a defined schedule instead
  • We do not promise a fixed accuracy number we have not proven on your data. We prove the Kidder Mathews number on your own examples
The next step

First we ship something real. Then we ship the next thing.

No big bang. Crawl proves the model works and is safe, Walk widens it across offices once the wins stack up, and Run embeds AI across the firm, governed end to end. We recommend Option 2, the Full Production Build, as the right first commitment, with Option 1 as a phased on-ramp and Option 3 as the bridge that carries you straight into Walk.

1

Choose the option that fits the size of the first commitment. We can build one workflow live in the room so you see the whole model in miniature.

2

Kickoff and Stage 1 discovery begins. We interview the people already running these workflows and rank the first builds by value and readiness.

3

Working, tested and governed workflows run on your own data inside the Crawl window, with a measured ROI baseline Bob and Darrin can take upward.