The Jonesi Consultancy

AI ADOPTION IS A WORKFORCE EXECUTION PROBLEM

AI doesn't replace people.
It elevates them.

Most AI investments underperform because employees do not know how to use the tools, do not trust them, or do not use them correctly. The result is wasted spend, inconsistent outputs, and adoption that stalls at the frontline. We fix the execution layer.

Discover How We Make It Happen

Our Approach

What is a Human-Centered Approach to AI?

A human-centered approach to AI is not about the technology itself. It is about how people work with that technology.

Human-centered AI designs workflows around the real roles, constraints, and decisions of employees. We use AI to reduce friction, identify patterns, and handle repeatable tasks, while ensuring that people retain judgment, accountability, and ownership of outcomes.

This approach recognizes that successful AI adoption depends less on technology tools and more on human skills. This is where AI fluency and human-AI collaboration come in; they are not ends in themselves, but capabilities that guide responsible, effective, and ethical use of AI.

AI fluency is not about writing perfect prompts or generating content quickly. It is about understanding what AI can do, what it cannot do, and, crucially, what it should not do. It requires knowing when to rely on automation and when to challenge its outputs. Similarly, human-AI collaboration skills help employees frame problems clearly, apply context, and integrate AI into decision-making without surrendering control.

When organizations emphasize a human-centered approach to training, they cultivate critical thinking, judgment, and adaptability, skills that are inherently human. Tools will change. Interfaces will evolve. However, these underlying skills, once developed, will remain.

Ultimately, an AI tool is only as capable as the person using it. People are the differentiator.

Ultimately, an AI tool is only as capable as the person using it.
People are the differentiator.

Real Workflows

Training designed around actual roles, constraints, and daily tasks—not abstract concepts.

AI Fluency

Building understanding that transfers across tools, not just button-clicking proficiency.

Critical Thinking

Teaching judgment about when and how to use AI effectively—not just prompt templates.

Sustainable Skills

Capabilities that remain valuable as specific tools evolve and change.

OUR SERVICES • WHAT WE DELIVER

What Changes When AI Works

Organizations adopt AI tools constantly. Few see results. The difference is not the technology. It is whether people know how to use it, trust it appropriately, and integrate it into real decisions. We close that gap.

3 ways we turn AI adoption into measurable capability.

1

Stop AI Investments From Stalling at the Frontline

AI investments fail when employees resist, misuse, or ignore new tools. This engagement equips frontline and operational staff with practical AI fluency tied to their actual workflows. The result: faster adoption, fewer errors, and reduced change-management drag.

Delivered as a structured workshop for up to 25 participants.

2

Build Judgment, Not Just Competence

Tool proficiency is not enough. Employees need to know when to rely on AI outputs, when to challenge them, and when human judgment must prevail. This engagement develops role-specific critical thinking through individualized or small-group coaching, so AI use becomes consistent, confident, and aligned with organizational standards.

Delivered as recurring coaching sessions, adaptable to weekly, bi-weekly, or monthly cadence.

3

Align AI Strategy With Financial and Operational Accountability

Executive teams need more than vision. They need governance frameworks, workflow integration, and measurable ROI. This engagement provides ongoing advisory support for AI adoption decisions, compliance considerations, and operational sustainability, ensuring AI initiatives withstand financial scrutiny and operational reality.

Delivered as a retained advisory relationship with senior leadership.

The AI Risk

What's at Stake Without AI Integration

Falling Behind Competitors

While you're still figuring it out, competitors are automating, accelerating, and capturing market share.

Wasted Investment

AI tools purchased but never used. Training budgets spent on programs that don't create real change.

Losing Good People

Talented employees who feel anxious, unsupported, or obsolete will look for organizations that invest in their growth.

Missing the Window

The organizations that future-proof now will lead. Those who wait will spend years playing catch-up.

Stuck in Manual Mode

Hours lost to repetitive tasks that AI could handle — while your team burns out on work that doesn't need a human touch.

Bridging the AI Gap

Transforming Risk to Reward

The gap between falling behind and leading the market lies in how you empower your greatest asset: your people. By addressing the risks of stagnation head-on, we clear the path for a digital transformation that doesn't just automate tasks—it elevates your entire team's potential.

The AI Reward

What Success Looks Like

Confidence Over Fear

Your team understands AI and knows exactly how to use it in their roles.

Clarity Over Confusion

No more jargon, no more overwhelm — just practical, actionable skills.

Efficiency Unlocked

Hours reclaimed through smart automation and streamlined workflows.

People Elevated

AI amplifies your team's talents instead of threatening their jobs.

Our Operating Advantage

Financial Rigor Meets Human-Centered Adoption

Our firm combines CPA-level financial accountability with behavioral expertise in workforce change. This pairing ensures AI initiatives are evaluated for ROI, governed for risk, and implemented in ways employees will actually adopt. Strategy without adoption discipline fails.

We deliver both.

Who We Are

About Us

The Jonesi Consultancy brings together an uncommon partnership: a Certified Public Accountant with extensive experience in financial operations and a Licensed Clinical Social Worker specializing in training, communication, and organizational development.

Our Story

The Jonesi Consultancy exists to close the gap between organizational ambition and workforce readiness in an era defined by artificial intelligence. Companies are adopting new technologies faster than their employees can adapt, creating operational friction, employee anxiety, and wasted investment.

We resolve this problem by uniting business-grade AI integration with human-centered workforce enablement. Our brand represents a stable hand guiding organizations and employees into the next phase of work with clarity, responsibility, and confidence.

Our firm is built on a unique partnership between a CPA with deep financial expertise and a Licensed Clinical Social Worker focused on organizational development. Together, we provide AI integration strategies that deliver measurable financial returns while simultaneously lowering employee anxiety and building long-term workforce capability.

Our Unique Partnership

From the Business Side

We understand the bottom-line priorities—efficiency, scalability, and return on investment.

From the Human Side

We recognize the anxieties employees feel and design training that builds confidence, supports professional growth, and shows staff how to thrive.

"Our goal is simple: make AI accessible, approachable, and actionable for every employee—so organizations can unlock innovation without losing their humanity."

Our Team

Cristen Jonesi

Cristen Jonesi

LCSW, PMP

Co-Founder | Director of Program Strategy & Educational Development

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Cristen Jonesi is a licensed clinical social worker, PMI-certified Project Management Professional (PMP), and co-founder of The Jonesi Consultancy. She specializes in helping organizations navigate complex change by translating human behavior, operational risk, and organizational dynamics into clear, executable strategy.

Cristen has proven experience leading programs and teams within high-stakes, mission-driven environments, including integrated healthcare and housing-focused nonprofits. In these roles, she directed cross-functional initiatives, redesigned workflows, developed standard operating procedures, and coached multidisciplinary teams through periods of rapid change, regulatory pressure, and operational complexity. Her work consistently balanced performance metrics with staff capacity, psychological safety, and long-term sustainability.

At The Jonesi Consultancy, Cristen leads human-centered AI integration, workforce enablement, and change management strategy. She designs training programs and adoption frameworks that reduce fear, build competence, and ensure AI tools are implemented responsibly and effectively. Her approach emphasizes clarity, ethics, and usability, ensuring technology strengthens decision-making and workflows without eroding trust or culture.

Cristen's background uniquely positions her to bridge the gap between executive strategy and frontline reality. She combines clinical insight, systems thinking, and PMI-aligned project leadership to help organizations move from intention to execution. Her work ensures that AI adoption delivers measurable business outcomes while empowering employees to adapt, grow, and lead within evolving systems.

At the core of Cristen's work is a deep commitment to helping people grow, develop, and succeed in pursuit of their goals. Her high level of emotional intelligence enables her to build trust quickly through shared understanding, meet people where they are, and create environments where individuals feel safe asking questions and engaging honestly. This ability is especially critical when guiding teams through unfamiliar or uncomfortable topics, including artificial intelligence, where fear and uncertainty are common. By putting people at ease and fostering clarity and confidence, Cristen helps organizations move forward with alignment rather than resistance.

Marcus Jonesi

Marcus Jonesi

CPA, PMP

Co-Founder | Director of Business Operations & Finance

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Marcus Jonesi is a senior finance executive and consultant with more than 35 years of experience leading financial operations, large-scale transformations, and complex change initiatives across corporate, public sector, and consulting environments. He brings deep expertise in accounting, finance, project management, and AI-enabled workflow design, paired with a disciplined, results-oriented leadership style.

A Texas-licensed CPA and Project Management Professional (PMP), Marcus has served as CFO, Corporate Controller, finance transformation leader, and trusted advisor to executives, boards, and private equity investors. His work includes rebuilding accounting and finance functions, leading ERP implementations, accelerating financial close cycles, supporting mergers and acquisitions, and delivering audit-ready operations in high-growth and turnaround contexts.

In recent years, Marcus has focused on applying artificial intelligence to financial and operational workflows. As a CFI-certified AI for Finance professional and AI Black Belt Workflow Developer, he designs practical, internally owned AI processes that improve accuracy, speed, and decision quality while reducing long-term dependence on external consultants. His approach emphasizes measurable ROI, strong controls, and responsible AI use grounded in real-world business constraints.

Marcus is also a graduate of Fuller Theological Seminary, where he earned a Master's degree in Theology and Ethics with highest honors. This background informs his leadership philosophy, emphasizing integrity, stewardship, and respect for people alongside financial performance. Throughout his career, he has been recognized for ethical judgment, analytical rigor, and the ability to translate complexity into clear, actionable guidance.

At The Jonesi Consultancy, Marcus leads financial strategy, AI workflow design, and executive advisory services. He partners closely with clients to ensure AI initiatives strengthen financial sustainability, operational resilience, and organizational confidence, aligning directly with the firm's mission and value proposition.

Mission, Vision & Values

Our Mission

Guiding organizations to integrate AI systems and tools that amplify human capability and operational efficiency.

Our Vision

To shape a future where people and AI collaborate seamlessly, enhancing human potential and unlocking creativity, efficiency, and progress across every industry.

Our Core Values

Empathy

People First, Always.

Every training begins with a genuine understanding of employees' concerns, experiences, and learning needs.

Integrity

Integrity Drives Impact.

We build trust through transparency, honesty, and responsible decision-making in every engagement.

Adaptability

Adapt. Empower. Evolve.

We help teams grow with technology by building confidence and resilience in an evolving AI landscape.

Clarity

Clarity over Complexity.

We simplify AI concepts, tools, and workflows so every employee can engage confidently.

Collaboration

Progress through Partnership.

We co-create solutions with our clients, ensuring implementation fits their unique culture, goals, and workforce.

Foresight

Build for Tomorrow.

We design training and automation systems that prepare organizations for long-term technological change, not short-term fixes.

Take Action

Request an AI Readiness Diagnostic

Begin with a diagnostic to identify where AI adoption is stalling, what risks exist, and where capability gaps need to be addressed.