AI & Technology

AI and technology for your EDC, with people and process first.

We assess people, process, and technology before you buy AI or sign vendor contracts. That covers technical architecture, vendor scoring, custom web and apps, and entrepreneurship programming.

We help you insource work you used to outsource and save budget along the way.

The risk is buying tools before your team can run them.

Built for EDC leaders, teams, and budgets.

Your board asks about AI. Vendors push new tools. Your staff still runs programs on people and process. We help you decide what belongs in the stack and what your team can own.

Infrastructure-focused EDCs

Quality-of-life and infrastructure EDCs adding AI, vendor discipline, and entrepreneurship programming.

Development-focused EDCs

EDCs that need honest AI assessment, vendor scoring, and programs their staff can run.

Regional EDCs

Multi-jurisdiction EDCs balancing several communities, vendors, and boards with one integrated plan.

Programs in launch or turnaround

EDCs replacing legacy tools or rebuilding credibility after a program stalled post-kickoff.

How AI and technology engagements work

2-3 Week Engagement

Assess people, process, and technology before anyone buys AI.

We map what your EDC already runs and where the gaps are:

  • People: roles, policies, and transition needs
  • Process: workflows your staff can own
  • Technology: tools, data flows, and integration gaps
  • Programs, vendors, and board-ready outcomes

You will know if AI is worth buying and where the budget is exposed before you commit more money.

Investment is scoped to community size, existing infrastructure, and engagement depth.

Discuss Investment →

4-8 Week Engagement

Architecture, vendors, and a build plan you can defend.

We turn assessment into decisions:

  • Technical architecture for EDC tools and data
  • Vendor evaluation and scoring with clear criteria
  • Roadmap for custom web and application development
  • Entrepreneurship programming and technology for economic development priorities

You leave with a plan the board can fund and your team can run after we step back.

Investment is scoped to community size, existing infrastructure, and engagement depth.

Discuss Investment →

Monthly Retainer

Build, implement, and insource.

We stay involved while your team takes ownership:

  • Implementation support for architecture and custom builds
  • Vendor coordination and savings you can reallocate
  • Honest AI rollout with human review steps
  • Quarterly alignment with board expectations

You insource work you used to outsource and save budget.

Investment is scoped to community size, existing infrastructure, and engagement depth.

Discuss Investment →

Technology we build

The platform that runs what we help you build.

ChatEDC, a HEART Advisory Group product: Purpose-built platform for EDCs. Replaces spreadsheets and disconnected tools when your team needs one system for economic development work.

Available now for EDCs.

  • BRE Management
  • Incentive Application Workflows
  • Entrepreneurship Program Management
  • Contact Management
  • LMS
  • AI/RAG Engine

Request a demo View all products → Visit chatedc.org (opens in new tab)

Enhancements

Optional Enhancements

Monthly Office Hours

Direct access for staff and leadership on ecosystem decisions and troubleshooting.

Annual Strategic Refresh

Year-end ecosystem review, KPI audit, and updated roadmap recommendations.

Pricing for standalone services is available on request. Request a Quote →

Clarity before the next vendor contract or AI pilot.

You leave with an honest read on AI, vendors you can defend to the board, and tools your staff can run. That is how EDCs save budget and insource work they used to outsource.

Schedule a Free Discovery Call. No Pitch, Just Listening.