SF AI Labs

BACKGROUND

Please describe your company and position.

I am an executive at Encord

Describe what your company does in a single sentence.

Saas platform for data management 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• The goal was to build an AI-powered lead scoring and sourcing solution that centralizes multimodal data, automates high-quality dataset creation, and accelerates model training to improve lead quality and prioritization for enterprise workflows. Encord enabled reliable, scalable AI model development for production use.

SOLUTION

How did you find SF AI Labs?

Referral

Why did you select SF AI Labs over others?

• High ratings
• Close to my geographic location

How many teammates from SF AI Labs were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

SF AI built a full AI lead scoring and sourcing solution using Encord’s platform to manage, curate, and annotate multimodal data for training machine learning models. This included defining data annotation schemas, automating AI-assisted labeling workflows, curating unstructured sources (text, documents, images), and validating datasets for model training. Deliverables included a secure, scalable data pipeline, QA dashboards, and production-ready models that drive consistent, high-performance lead scoring and prioritization for enterprise decision-making.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Product-Centric AI Strategy: Delivered a unified data pipeline that powers lead scoring models by transforming raw multimodal data into high-quality, annotated training datasets, reducing data preparation complexity.
• End-to-End, Rapid Execution: Reduced annotation setup time from months to weeks and increased data throughput up to 5×, enabling faster iteration on lead scoring models and shortening time-to-insights.
• Enterprise-Ready Trust & Impact: Established a secure, compliant AI data foundation capable of handling images, text, audio, and structured signals — enabling robust model training and deployment at scale.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

SFAI managed the project with clear milestones, regular check-ins, and strong execution. All major deliverables were completed on time. The team was highly responsive and consistently impressed us with their speed, quality, and ability to adapt quickly to evolving needs.

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most was SFAI’s depth in advanced AI. They clearly knew how to design, build, and deploy complex AI systems in a practical way, and they were able to turn sophisticated models and workflows into tools that actually worked in real-world operations.

Are there any areas for improvement or something SF AI Labs could have done differently?

We were very satisfied with the work. 

BACKGROUND

Please describe your company and position.

I am the Managing Director of a real estate company 

Describe what your company does in a single sentence.

Real estate

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• Build an AI operations workflow, replacing scattered manual work across tools.
• Structure data + AI agents so the team can work faster with less key-person dependency and fewer process gaps.
• Increase qualified deal flow by automating lead enrichment, prioritization, and relationship context—so VRC can execute more deals with the same headcount.

SOLUTION

How did you find SF AI Labs?

Online Search

Why did you select SF AI Labs over others?

• High ratings
• Quality of Expertise

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

SFAI assisted our team to centralize our dataset out of Salesforce, and to codify key repetitive workflows.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Product-Centric AI Strategy: Delivered a prioritized agent roadmap + operating model tied to optimization (better pipeline conversion, reduced manual effort per client).

End-to-End, Rapid Iterative Execution: Built the first production-ready pipeline (exports → enrich → dedupe → Salesforce outputs) with QA benchmarks improving contact quality (more senior titles + higher LinkedIn coverage) to speed outreach.

Enterprise-Ready Trust & Impact: Implemented documented data foundations (taxonomy, schemas, source refs, timestamps) enabling repeatable workflows, compliance-ready traceability, and scalable automation across teams.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

SF AI worked closely with the key stakeholders and subject matter experts to align on a roadmap, and build methodology to improve our ability to spec out build projects and deliver clear ROI in a time efficient manner. 

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The group's expertise in the AI domain is unmatched versus similarly sized consulting groups. Arthur and Dirk therefore possess a capability to anticipate "where the puck is going" from an AI standpoint, which allows clients to stay at the leading edge.

Are there any areas for improvement or something SF AI Labs could have done differently?

No, as this group is truly world class. However, when we had feedback on how to improve our process, the leadership listened and adapted to our unique process requirements.

BACKGROUND

Introduce your business and what you do there.

I’m co-founder of a tech company creating a clinical decision-making tool for physicians.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SF AI Labs?

We had a lot of subject matter expertise in-house, but didn’t have the technical expertise to help us understand the pathway to creating an AI-fueled solution.

SOLUTION

What was the scope of their involvement?

SF AI Labs provided us with custom software and AI development consulting. The team built a product roadmap for us; we needed them to create a plan to show us how our solution could be done. We had several rapid sessions with SF AI Labs; we met for about an hour and a half each time over six weeks. During those meetings, we laid out our vision, and they helped us iterate into an actual software design. They also helped us understand what we would need technically, what our stack might look like, and how we might make the product more scalable and revenue-generating.

What is the team composition?

We worked with Arthur (CEO) and DJ.

How did you come to work with SF AI Labs?

SF AI Labs was referred to me by a colleague in China, who has herself been a founder multiple times. She didn't go with SF AI Labs because she was looking for a CTO, and Arthur wasn't interested in that. However, when I talked to her about my project, it came to light that Arthur and his team were interested in doing AI consultancy work, so she thought they might be a match for me, which it was — a match made in heaven. They offered exactly what we needed at the time we needed it, so we went with them.

How much have you invested with them?

We spent around $2,500.

What is the status of this engagement?

We worked together between February–April 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

SF AI Labs helped us save a lot of time. It was their idea to create this plan for us so that we could understand what we needed to do. They were educating us as tech novices, which was very helpful. We didn’t want to get taken advantage of by other people in the AI landscape who would charge us too much money for the correct services, which has happened to me in the past. I've spent thousands of dollars with an AI company. This time, I didn't want to invest a lot and was very careful. 

SF AI Labs really helped us understand what the landscape and a reasonable rate looked like for development if we chose to go with them in the future. I loved working with Arthur and his team because they didn't apply any pressure. They were very honest and open about what they could and couldn't do, and were incredibly supportive. 

Moreover, we are in our startup phase, so we didn't have a lot of money, and we were pre-seed. SF AI Labs worked really rapidly, but in such a thorough manner. Overall, the team exceeded my expectations.

How did SF AI Labs perform from a project management standpoint?

They delivered on time and on budget. They provided us with more than we were expecting. We used Notion for project management.

What did you find most impressive about them?

They have deep technical knowledge and a lot of heart. They were interested in learning and understanding what we were trying to accomplish and then iterating and helping to support that without pressing us toward solutions that were more in line with what might be better for them. I really appreciated their approach.

Are there any areas they could improve?

When we engaged them, they were still setting up some of their processes for final report generation. At this point, they've probably solved these issues. However, these were very tiny things that weren’t a big deal.

Do you have any advice for potential customers?

Be honest with them about what you need. They’re very good with ambiguity and creating a solid plan from brainstorming and creative thinking.

BACKGROUND

Please describe your company and position.

I am the Product Manager of WAO Fintech

Describe what your company does in a single sentence.

WAO Fintech is a financial technology company that provides digital solutions and services to help businesses and individuals manage investments, retirement accounts, and other financial assets more efficiently.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• We hired SF AI Labs for software development.

SOLUTION

How did you find SF AI Labs?

• Online Search
• Clutch Site

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

SF AI Labs developed an MVP for an AI-powered product. The team worked on the UI, backend, and frontend.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

SF AI Labs completed the MVP on time.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We communicated via email and messaging apps.

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

We were impressed with SF AI Labs' engineering quality.

Are there any areas for improvement or something SF AI Labs could have done differently?

There was nothing they needed to improve.

BACKGROUND

Please describe your company and position.

I am the Chief architect of Dragon Capital

Describe what your company does in a single sentence.

We are a wealth management and investment advisory firm that provides portfolio management, financial research, and brokerage services to institutional and private clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• We engaged SF AI Labs to help us modernize our wealth management and investment operations through artificial intelligence. Our company serves financial advisors and portfolio managers, and we wanted to create a more efficient way for our teams to access research, analyze market information, and deliver insights to clients.
• Our primary goal was to build an internal AI powered knowledge platform that could centralize years of analyst reports, compliance documents, portfolio notes, and market research into one intelligent system. We also wanted to reduce the amount of time our teams spent searching through multiple tools and manually preparing information for client meetings.
• Another important objective was to ensure that any AI solution we implemented would maintain traceability and provide source references, which is critical in the financial industry. We needed a partner that understood both advanced AI systems and the importance of enterprise reliability.

SOLUTION

How did you find SF AI Labs?

• Online Search
• Clutch Site

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

SF AI Labs worked closely with our product and operations teams to understand our workflows and identify where AI could provide the greatest value. The project began with discovery workshops and architecture planning sessions. Their team reviewed our existing systems and proposed an approach that balanced scalability, security, and usability.

Key deliverables included:

1.  An AI powered research assistant for internal teams.
2.  A document ingestion pipeline capable of processing research reports, meeting notes, and market analysis
3.  A centralized knowledge base with citation capabilities.
4.  Retrieval infrastructure that allowed users to locate information quickly.
5.  Permission controls for different user groups.
6.  Administrative tools for monitoring usage and managing content.
7.  AI workflows that summarized lengthy documents and surfaced relevant insights.
8.  Documentation and knowledge transfer for our internal technical team.

Throughout the engagement, SF AI Labs continuously refined the system based on feedback from our analysts and portfolio managers. They demonstrated a strong understanding of how enterprise AI solutions should operate in real world financial environments.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The platform significantly improved how our teams accessed and utilized information. Analysts were able to retrieve research much faster than before, eliminating the need to search through multiple repositories manually. Portfolio managers also benefited from AI generated summaries that helped them prepare for client discussions more efficiently. The centralized system reduced duplication across teams and improved consistency in how information was shared internally. Because source references were included within responses, our users developed confidence in the outputs and were more comfortable incorporating AI into their daily workflows. The project also created a scalable foundation that allows us to continue expanding our AI initiatives without rebuilding infrastructure from scratch.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

SF AI Labs managed the engagement professionally and maintained excellent communication throughout the project.

They established clear milestones from the beginning and held regular meetings to review progress, gather feedback, and discuss priorities. Their team remained highly responsive whenever new requirements emerged.

Most deliverables were completed according to schedule, and when we requested adjustments based on feedback from our internal stakeholders, they adapted quickly without creating unnecessary delays.

One thing we appreciated was their collaborative approach. Rather than simply executing tasks, they challenged assumptions and provided thoughtful recommendations that improved the overall solution. Their team genuinely cared about delivering a product that would create long term value for our business.

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

SF AI Labs managed the engagement professionally and maintained excellent communication throughout the project.

They established clear milestones from the beginning and held regular meetings to review progress, gather feedback, and discuss priorities. Their team remained highly responsive whenever new requirements emerged.

Most deliverables were completed according to schedule, and when we requested adjustments based on feedback from our internal stakeholders, they adapted quickly without creating unnecessary delays.

One thing we appreciated was their collaborative approach. Rather than simply executing tasks, they challenged assumptions and provided thoughtful recommendations that improved the overall solution. Their team genuinely cared about delivering a product that would create long term value for our business.

Are there any areas for improvement or something SF AI Labs could have done differently?

Overall, our experience was very positive.

 If there was one area that could be improved, it would be providing additional business focused documentation during the early phases of the engagement. Some of the technical discussions were highly detailed, and a few nontechnical stakeholders initially required additional clarification. 

That said, whenever we raised questions, the team responded quickly and ensured everyone remained aligned. Their openness to feedback and willingness to adapt made the collaboration smooth, and we would gladly work with SF AI Labs again in the future.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Cravings Coach, a mobile app that helps users disrupt food cravings and uses AI to track and plan meals.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SF AI Labs?

We needed help with the end-to-end development of our app, from the idea to a consumer-ready application.

SOLUTION

What was the scope of their involvement?

SF AI Labs helped us turn our vision into reality and also ideate useful features. Their work included designing the app, developing it for iOS, and implementing machine learning. The team delivered wireframes, a working app, and AI features built into the app.

What is the team composition?

We worked with 5+ teammates from SF AI Labs.

How did you come to work with SF AI Labs?

Someone referred SF AI Labs to me. We chose them over other options because their pricing fit our budget, they were a great culture fit, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We worked together from September 2025–February 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

SF AI Labs was able to create a working app with all of the features we asked for and amazing designs in a relatively short amount of time. The team showed us a demo of their progress every week. They also did a lot of testing and crossed off any bugs one by one.

How did SF AI Labs perform from a project management standpoint?

SF AI Labs' project management was great. They delivered on time. We communicated via virtual meetings and email or messaging apps.

What did you find most impressive about them?

SF AI Labs' end-to-end solution was impressive. Everything was taken care of by them without needing to hire anyone individually.

Are there any areas they could improve?

I can't think of anything for SF AI Labs to improve.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of OptimalWork LLC

Describe what your company does in a single sentence.

Our web and mobile app helps people unite professional work with personal growth.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• Reduce latency of AI chat responses
• Support increased platform load for AI chat

SOLUTION

How did you find SF AI Labs?

Upwork

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Good value for cost
• Expertise and professionalism

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Select best AI models for different use cases
• Improve prompting, system instructions, and model selection to reduce latency
• Rebuild AI backend to support increased load
• Develop scripts to monitor performance of AI tools

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Reduced latency in AI chat
• Increase in number of parallel conversations our platform supports

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were extremely clear in laying out the project and deadlines and communicating progress. They worked diligently and completed milestones on time with high quality work.

What was your primary form of communication with SF AI Labs?

Virtual Meeting

What did you find most impressive or unique about this company?

They have clear expertise in AI. I was most impressed by their craftsmanship in implementing solutions with attention to detail, given the large existing codebase they were working in.

Are there any areas for improvement or something SF AI Labs could have done differently?

We are very happy with their work.

BACKGROUND

Please describe your company and position.

I am an executive at Medversation

Describe what your company does in a single sentence.

Healthcare SaaS company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish?

• Develop an AI agent

SOLUTION

How did you find SF AI Labs?

Online Search

Why did you select SF AI Labs over others?

• Pricing fit our budget
• Company values aligned

How many teammates from SF AI Labs were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Develop an AI agent capable of responding accurately to specific medical queries. Project included spcification devleopment and strategic use assessment, Querie modeling, Beta testing, and final refinement.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

transfer of API repository for use in our application

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project deliverabes were on time communication was weekly which was sufficient

What was your primary form of communication with SF AI Labs?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They took time to understand our use case.

Are there any areas for improvement or something SF AI Labs could have done differently?

SF AI Labs did a good job, more regular project progress updates would be a welcome addition.

BACKGROUND

Introduce your business and what you do there.

I’m the Managing Director of Product Management at Aperian. Aperian is a learning platform for growing cultural competence and team effectiveness through live training, self-paced learning, assessments, and more.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SF AI Labs to accomplish for your company?

We needed help ideating two potential AI-powered products to add to our learning platform. We also needed help building a proof of concept for one of the ideas.

SOLUTION

What was the scope of their involvement?

SF AI Labs helped us ideate two potential AI-powered products. The team also created a prototype for one of the products. The prototype was for enhanced and personalized advice on a comparison between two users' work style assessment results. It included a simple site where we could adjust settings for the two users, add more contextual information, and then examine the output from each comparison.

What is the team composition?

We worked with 2 teammates from SF AI Labs.

How did you come to work with SF AI Labs?

We found them on Upwork. We chose them because they had high ratings, were close to our geographic location, and had the expertise we were looking for.

What is the status of this engagement?

We worked together from July 2025–October 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’re hoping to do more user acceptance testing internally. Our takeaways from the project include a Notion site with project plans and containerized code to be shared with our developers' GitHub repositories.

How did SF AI Labs perform from a project management standpoint?

They were organized and delivered on time. We primarily communicated through virtual meetings and emails.

What did you find most impressive about them?

We were impressed with their ability to take rough ideas and bring them to life as a proof of concept relatively quickly.

Are there any areas they could improve?

Their overall meeting facilitation could improve, but that will come with time and more experience.