Services

Strategy That Ships

A clear sequence for executive teams in data-heavy businesses: understand the position, ship the first system, then scale with tighter leadership and governance.

Step 1

10 Business Days

AI Value + Risk Brief

Before I ship anything, I need 10 days to understand your org. A focused diagnostic that aligns leadership on priorities, risks, and what to build first.

Start Assessment

Day 1-2

Discovery Session

Deep dive into your AI initiatives, data landscape, and organizational readiness.

Day 3-7

Analysis & Assessment

Comprehensive evaluation against proven frameworks and industry benchmarks.

Day 6-8

Roadmap Development

Prioritized recommendations with clear timelines and resource requirements.

Day 9-10

Executive Presentation

Exec-ready deliverables with clear next steps and decision points.

9 deliverables including assessment report, data scorecard, opportunity matrix, action plan, and board deck.

See sample work →

Step 2

6–8 Week Engagement

Production Workflow Launch

Once we know what to build, I build it. Pick one high-value workflow and ship it to production — integrated, evaluated, and owned by your team.

Ship a Workflow

Week 1–2

Workflow Selection

Identify the highest-ROI workflow, map current state, and define success criteria with stakeholders.

Week 3–5

Build & Integrate

Build the AI workflow and integrate it with your existing systems, data, and permissions model.

Week 5–6

Evaluate & Harden

Systematic evaluation against success criteria, edge case testing, and production hardening.

Week 7–8

Launch & Transfer

Production launch with team training, documentation, and full ownership handoff.

5 deliverables including production AI workflow, system integration, evaluation framework, team training, and runbook.

Start with the Brief →

Step 3

Ongoing Engagement

Fractional Head of AI Delivery

If you need me to stay. Best fit when AI already has executive attention and someone needs to steer priorities, vendor choices, and delivery standards week to week.

Discuss Leadership

Exec Steering

Weekly cadence with decision logs, priority reviews, and exec prep so leadership stays aligned.

Portfolio Prioritization

Use-case intake, scoring, and sequencing to focus resources on highest-ROI AI initiatives.

Vendor Rationalization

Independent evaluation of AI tools, platforms, and service providers — no referral fees, no bias.

Governance Gates

Evaluation standards, approval workflows, and compliance checkpoints for every AI initiative.

Delivery Oversight

Hands-on guidance during build and integration phases to keep projects on track and on spec.

Capability Transfer

Structured enablement so your team owns the AI practice after I step out.

Ideal For

Leadership Teams With Urgency

You have budget, executive sponsorship, and pressure to make a credible AI move in the next quarter.

Data-Heavy Operators

Financial services, real estate, professional services, and similar environments where controls, accuracy, and change management matter.

Between Pilot And Scale

You already have experiments, internal demand, or vendor noise and need a trusted operator to turn it into a governed plan.

Common Questions

Answers to the questions I hear most often.

Start with the AI Value + Risk Brief if you need clarity on where you stand and what to do next. If you have a specific workflow ready to ship, the Production Workflow Launch gets it live in 6–8 weeks. The Fractional Head of AI Delivery is ideal if you need ongoing strategic guidance, governance, and implementation oversight.

I work across industries with a focus on mid-market and enterprise companies. My experience spans financial services, healthcare, manufacturing, and technology sectors. The principles of AI strategy and implementation are broadly applicable — what matters most is your commitment to execution.

Yes. I provide vendor-agnostic guidance on AI platforms, tools, and service providers. This includes technical evaluation, contract review support, and implementation planning. I don't take referral fees or have vendor partnerships — my recommendations are based solely on what's right for your situation.

The 10-business-day AI Value + Risk Brief includes stakeholder interviews, data readiness evaluation, capability gap analysis, reference architecture, ROI modeling, governance mapping, and a prioritized roadmap. You receive nine exec-ready deliverables including an executive summary, detailed findings report, and 90-day action plan.

It depends on what you need. I can be as hands-on as joining technical reviews and writing requirements, or as strategic as reviewing decisions and preparing leadership presentations. Most Fractional Head of AI Delivery engagements involve 8-12 hours per week, scaled to your needs.

It depends on where the highest ROI sits. Common first workflows include document processing pipelines, customer support triage, internal knowledge search, and agentic reporting workflows. During the Workflow Selection phase, we score candidates on business impact, data readiness, and integration complexity to pick the right one.

I stay through delivery. Strategy only matters if it ships, so I help executive teams align and then build the first system with them.

Strategy + delivery.

Make the AI call
with confidence.

In a short call, we'll map where you are, what to build first, and whether I'm the right partner to deliver it.

Short call. No pitch. Just clarity.