"We get tons of people that will come to me and say, 'Hey, I want an AI platform.' And I say, okay, for what? Because it's a buzzword." Who They Brought In Shawn Mayo is the CTO of Hybrid Workforce and a fractional CTO of AI Workforce. He has about 20 years in technology and has implemented more than 40 platforms, mostly ERPs. He started as an accountant at New York Life, worked on bonds and investments, moved into real estate accounting, then landed at Apple, where he decided he liked the tech side. After grad school he became a consultant across banking, real estate, aviation, and healthcare. Hybrid Workforce builds automation and AI platforms. AI Workforce is focused strictly on healthcare. What Got Loud Clients say they want an AI platform, and Shawn's first question is "for what?" Many companies use only part of the ERP they already paid for. His goal is to get them to 90 percent of what they own, then build the last 10 percent. Before any build, his $5,000 assessment maps the tech stack, technical debt, and safeguards, and recommends pentesting and phishing protections. In healthcare, the platforms are HIPAA compliant, hospital data stays on the hospital's servers, and contracts bar selling the data or using it to train other models. He will walk away from a deal: "We will give you the best advice, even if it means not closing a deal." The Rundown Melissa asked what his job involves. Shawn described consulting across industries, which taught him how technology fits each one. A typical request starts with a client saying they have 20 accountants and want 10 while still growing. The answer can be AI agents or a full ERP platform. When a client says the ERP is not doing what it should, he says they are usually not using its full capabilities. Two similar companies next door to each other can run completely differently, so he works to use what they have before adding anything. On AI, he sits down with each department to look at its capabilities, its appetite for AI, and its technical debt. Many clients want AI but do not have the guardrails or security protocols for it. Melissa asked whether he finds weak security when he walks in. His answer is the $5,000 assessment, which covers what the client wants to build, which departments it touches, the IT team, the tools in use, and how to put safeguards around the build. He recommends pentesting and email phishing protections, and he works with three or four cybersecurity partners. Regional hospital CISOs do a great job, he said. The gaps show up at smaller B2B firms where nothing stops phishing and everything is open. "It's like building a house without a foundation. We want to make sure that foundation, which is security, is there first and we could build around it." Shawn's favorite industries are real estate, where multifamily ERPs often cover about 70 percent of what operators need, and healthcare. He also built a platform for a regional jet organization that had to account for fuel, food, and pilot hours. The healthcare platform handles revenue cycle management, credentialing, and scheduling. Agents work in the background to reconcile payments and check that doctors' and nurses' credentials stay current across 19 states. On data, his company owns the platforms and sells them as seats, subscriptions, or white label builds. For hospitals, the data stays on the hospital's own servers. Other clients get their own tenant with the data containerized. Contracts at the start of an engagement say the data is not sold and not used to train other models. Compliance, including HIPAA, PII, and GDPR, is part of the assessment. "We will give you the best advice, even if it means not closing a deal to make sure that our clients are getting exactly what they want." Melissa agreed that honest advice brings clients back. Shawn also described a CEO dashboard built from many disconnected systems, with a daily email tailored to what that executive cares about. His team is remote, spread across the US, El Salvador, India, and Colombia. He brings in graduates right after senior year, lets them shadow projects for months, and has them retool older projects with new ideas and AI tools. Real Talk The thread through this conversation is sequence. Understand the landscape, secure the foundation, then build. Shawn treats AI as a buzzword until it is tied to a goal and a safe starting point. His other point is practical: giving honest advice, even when it costs a deal, is how he builds referrals and long term clients. Catch It Watch the full conversation with Shawn Mayo on SOCSoter Unfiltered for more on AI strategy, healthcare platforms, data protection in contracts, and how his team trains new developers.