DESKTOP PORTAL · PRIVATE AI

Your AI. Your data. Your building.

Desktop Portal is one AI query box over your company’s files, folders, and databases — installed by me, running on hardware you own. Ask in plain English, get answers with the source cited. No document, no question, no token ever leaves your network.

All of your data, finally findable.

Twenty years of files, shares, and a database only IT can query — your business already knows most of the answers. Desktop Portal lets you ask. The whole idea in three pieces:

Ask your data anything
One box over your file shares, OneDrive libraries, and SQL Server. “What’s our password policy?” “Which open tickets mention the Anderson job?” Plain English in, answer out — with the source cited so you can trust it.
Nothing leaves the building
On-premises mode runs the AI model on a server in your office. No cloud account, no third-party processing, no data-sharing agreement to worry about. Pull the network cable and it still answers.
See your business, not just your files
Once your data is askable, patterns surface — seasonality, what your market is telling you, where purchasing can get smarter. First you can ask. Then, as your fractional CIO, I help make the answers mean something.

Why most companies don’t have this yet.

Every AI vendor in the metro will happily wire a chatbot to a cloud API. That’s exactly the problem.

01

Your answers are buried

The quote from 2021, the spec on the file server, the customer history in your line-of-business system — it all exists. But finding it means an hour of digging, or asking the one person who remembers. That person is a single point of failure.

02

Cloud AI is someone else’s computer

Pasting company data into a public chatbot puts it on infrastructure you don’t control, under terms you didn’t negotiate. For financials, contracts, bids, and customer records, that should bother you.

03

Per-seat AI pricing never ends

AI subscriptions for a 25-person shop run roughly $9,000+ every year, forever. A private AI server is bought once, on iron you own — and the model that runs on it is open-weight, with no license fee and no meter.

It plugs into what you already run.

No rip-and-replace. Desktop Portal reads from the systems your business lives on — and I’ll be straight with you about which ones it can’t.

Working today

Local folders, network shares, and OneDrive-synced libraries (PDF, Word, text), plus Microsoft SQL Server — the backend of most local ERP, job-tracking, and ticketing systems. Read-only by design: the portal can see your data, never change it.

Scoped honestly

Financial and accounting packages vary. Where there’s a SQL backend or ODBC driver — Sage and similar, which I’ve run for two decades — it’s usually modest work. Pure cloud SaaS that locks data behind its own walls is the hard case, and I’ll tell you that before you spend a dime, not after.

How it’s packaged.

Three ways to run it — start on a PC you already own, add a dedicated appliance, or scale to a full server. You buy the hardware and licenses directly; I don’t mark up or resell anything — my fee is the work. I scope the exact numbers to your situation, so you get a real quote, not a blind price off a web page.

Start on hardware you already own

The lowest-cost way in, with nothing new to buy: Desktop Portal installs on a capable PC you already have. Run a smaller model fully on-prem so data never leaves the building, point it at your own cloud AI key, or run a hybrid — whichever fits your privacy needs and budget. A clean on-ramp that moves up to an appliance or server later without starting over. Healthcare practice? See HIPAA-aligned AI.

Private AI appliance — you buy the hardware direct

For offices of 15 or fewer that want the AI, not a server refresh. A compact mini-PC with 96GB of unified memory runs a full-size open-weight model right on your desk — fully on-prem, nothing leaves the building. AI only: no file-server duties, no redundancy or ECC. Pair it with deployment and you own a private AI box from day one.

AI server — and a chance to upgrade aging hardware

A GPU-equipped, enterprise-class server sized for a 10–25 person shop. Because it consolidates file, print, and SQL alongside the AI, it’s rarely just an AI purchase — and for the many offices already running an aging server, it’s the right moment to retire the old box and modernize everything in one move. Bought direct with no markup; you own it from day one.

Deployment — the same on any engine

This is my fee, not a hardware cost — and it’s the same whether you start on your own PC, an appliance, or a full server. Desktop Portal software is included; I don’t sell software, I deliver a working system. Covers build-out, AI model setup and tuning, connecting your folders and databases, testing, staff training, and 30 days of stabilization.

Ongoing support — cancel anytime

Optional. Model and software updates, monitoring, and a quarterly health check. Billed monthly with no annual contract — the same way I run everything. Cancel and the portal keeps working; the updates stop.

See it answer a real question.

The discovery call is free. Bring the question you can never get answered — about your files, your jobs, your customers — and let’s find out what your data already knows. Start the conversation.

grey@okcvcio.com · (405) 346-8109