Melio AI Technical Workshop: Make Smarter AI Decisions

This workshop is ideal for teams exploring or building AI features where clarity, speed, and technical validation are critical.

Here are some of the most common use cases we support:

🧠 Generative AI & LLMs

• Chatbots, assistants, and internal copilots
• Summarisation, content generation, and document Q&A
• Knowledge base or policy ingestion
• Build vs. buy decisions (e.g. OpenAI vs. Bedrock vs. open source)

📊 Predictive Models & ML Pipelines

• Forecasting, classification, and scoring models
• Recommendation engines and search ranking
• Model deployment, scaling, and monitoring best practices

📄 Intelligent Document Processing

• KYC, claims processing, invoice matching, or form digitisation
• Combining OCR, NLP, and structured logic
• Use-case chaining and API-based integration

💬 AI Strategy & Architecture Planning

• Technical readiness and roadmap alignment
• Cloud architecture reviews (esp. AWS)
• Security, cost optimisation, and scalability trade-offs
• Multi-vendor or platform integration (Salesforce, SAP, MS Teams, etc.)

If you're unsure whether your use case fits, the Basic tier is a great starting point.

For anything involving technical decision-making, cloud architecture, or scaling, we recommend Standard or Advanced.

You don’t need to be highly technical — but some context helps.

We’ve designed the workshop to work for a range of participants, from non-technical founders to seasoned engineers. Our team adjusts the level of depth and jargon based on who’s in the room.

Here’s how it typically works:

• Non-technical founders or product leads: We’ll focus on high-level architecture, feasibility, trade-offs, and business value — no code required.
• Technical teams: We’ll go deeper into solution design, tooling, scaling, and integration — including architecture diagrams and platform discussions.

If you're not sure where you fall, don’t worry — just bring your goals and questions, and we’ll guide the conversation to match your comfort level and decision-making needs.

Yes — and we encourage it.

The workshop works best when key decision-makers and collaborators are in the room. You’re welcome to invite team members from product, engineering, leadership, or even external advisors.

To keep the session focused and interactive, we recommend a maximum of 6–8 participants. This ensures everyone gets value and there’s enough space for discussion, Q&A, and strategic guidance.

• Standard & Advanced Tiers: Team participation is fully supported. We’ll tailor the session to your group’s needs and ensure clear outcomes for everyone.
• Basic Tier: This is a self-paced experience and intended for individual use. For collaborative workshops, we suggest upgrading to Standard.

Let us know who’s joining in advance — we’ll adjust the flow accordingly.

The FLUID Assessment is our GenAI readiness self-assessment tool — designed to help you quickly identify where your team stands on AI adoption.

It takes just a few minutes and covers key dimensions like:

• Use case clarity
• Data availability
• Technical architecture
• Team capability
• Business impact and risks

Once completed, it automatically generates a tailored AI Readiness Report that highlights strengths, gaps, and action areas.

Do you need to complete it?

• ✅ Basic Tier: Yes — it’s the core of what you get, along with FLUID Bot access (coming soon) and your readiness report.
• ✅ Standard & Advanced Tiers: It’s optional but highly recommended. We use it to kickstart the conversation, save time during the live session, and ensure your roadmap is grounded in your current context.

Even if you're not technical, FLUID makes it easy to reflect on where you are and what’s needed to move forward — think of it as your AI baseline.

The Basic and Standard tiers are fully cloud-agnostic — they focus on validating your AI use case, giving you a personalised readiness report, and helping you make informed build vs. buy decisions, regardless of your tech stack.

The Advanced tier includes an AWS-specific architecture review and AWS POC credits. If you're not on AWS, we’ll still conduct a deep-dive architecture session tailored to your current environment (e.g. Azure, GCP, on-prem), and adjust the roadmap and recommendations accordingly. You just won’t be eligible for the AWS credits.

We work with clients across all major platforms — the workshop is designed to meet you where you are.

After purchase, you’ll receive a confirmation email with a booking link to choose a time that suits you.

We offer flexible slots across time zones, and you can include relevant team members during booking.

If you purchased the Advanced Tier, we’ll coordinate both your initial session and follow-up strategy call.

Yes — you can reschedule your session up to 3 working days in advance via your booking confirmation link.

If you need to cancel entirely, just email us at support@melio.ai. We offer:

• A full refund for cancellations made within 3 days of purchase (if no session has taken place yet)
• A credit transfer to another business unit or company if you’re unable to attend but want someone else to use the session

We know plans change — just keep us in the loop and we’ll accommodate where we can.

Most workshops are delivered virtually by default to support teams across locations and time zones.

However, we do offer in-person options in select cities:

• 🟣 Johannesburg & Pretoria: Join us at our office, or we can host the session at your office in Rosebank
• 🟣 Cape Town & Surrounding: We offer in-person sessions once every two months — let us know in advance so we can plan accordingly
• 🌍 All other locations: Sessions are virtual, but if you’re interested in a custom in-person workshop (e.g. team offsite, enterprise strategy session), we’re happy to discuss travel and scheduling

To request an in-person workshop, contact us at info@melio.ai.

Not much — but a little prep goes a long way.

Here’s what we recommend:

• ✅ Complete the FLUID Assessment (if you haven’t already): This gives us a structured view of your AI readiness and helps focus the session.
• ✅ Bring your key questions: Whether it’s architecture, use case design, integration options, or budget, we’ll work through them live.
• ✅ Share any relevant context upfront: If you have existing documentation, diagrams, product goals, or timelines — feel free to send them ahead of time.
• ✅ Get the right people in the room: Product, engineering, and strategic decision-makers (ideally 6–8 max) so we can move quickly and align effectively.

Don’t stress if you don’t have everything in place — that’s what the workshop is for. We’ll meet you where you are and help you move forward with clarity.

🟣 Basic Tier

You’ll complete a self-paced FLUID Lite assessment, which gives you:

• A personalised AI Readiness Report
• Curated prompt templates from our CTO to help frame the right questions
• Perfect for early exploration before committing to development or external consultants.

🟪 Standard Tier

You get a 2-hour live session with Melio’s technical team, including ML engineers and solution architects:

• We review your FLUID Assessment (optional but recommended)
• A structured deep-dive into your AI use case, tooling, scalability, and architecture
• You receive a custom 3-page roadmap with product guidance, integration strategies, and cost considerations
• We’ll help you assess risks, create your AI rollout plan, validate technical decisions, and sketch solution options live
• You also get $250 Highwind AI credit to test and explore solutions

You walk away with clarity, a practical game plan, and expert answers to your most pressing questions.

🔶 Advanced Tier

Includes everything in Standard, plus:

• A live FLUID Deep Dive to stress-test your AI readiness at a technical and architectural level
• A structured AWS architecture review, ideal for teams scaling or preparing for production
• A 1-hour follow-up strategy session to adjust based on new inputs, feedback, or internal alignment
• Up to $1,000 AWS POC credits
• $500 Highwind AI credit
• $1,000 Melio advisory retainer credit if you decide to continue working with our team

This is the best fit for companies ready to build, scale, or align their GenAI efforts with enterprise or cloud platform best practices.

Yes — absolutely.

If you start with the Basic or Standard tier and later decide you need deeper support, you can upgrade to a higher tier at any time. We’ll credit your initial purchase toward the upgrade, so you only pay the difference.

For example:

• If you complete the Standard workshop and want to do an Advanced AWS architecture review, we’ll schedule your follow-up session and unlock the extra credits included in that tier.
• If you started with Basic and want a live session, you can seamlessly move to Standard.

Just let us know, and we’ll adjust the plan based on where you are in your journey.

Your Highwind AI credit gives you access to our growing marketplace of ready-to-use AI solutions — no custom dev required.

Depending on your tier, you’ll receive:

• $250 credit (Standard Tier)
• $500 credit (Advanced Tier)

You can use this credit to:

• ✅ Test-drive AI products like document verifiers, chatbots, summarisation tools, etc.
• ✅ Chain multiple AI tools together to create lightweight workflows
• ✅ Access premium API usage for higher-volume trials
• ✅ Explore Highwind without upfront commitment

Credits can be used across any product on the Highwind marketplace, and are a great way to quickly prototype ideas, validate solutions, or augment existing tools with AI.

If you're not sure which product fits your use case, we’ll recommend some during the workshop.

We’ve got you covered.

Many clients use the workshop as a first step — and continue working with us through a Melio Monthly AI Partnership (our flexible advisory and engineering retainer model).

Depending on your needs, we can:

• Help you build out your GenAI or ML solution
• Embed MLOps, data, or cloud engineers into your team
• Provide ongoing technical oversight and architecture support
• Move your roadmap into implementation, MVP delivery, or productization

If you purchased the Advanced Tier, you’ll also receive:

• $1,000 credit toward our advisory retainer
• Support using your AWS POC credits or Highwind platform credits

We'll tailor the next steps based on your goals — whether it's feature development, system integration, compliance readiness, or ongoing scale support.

For the Monthly AI Partnership detail, view here.