It starts with an AI Audit
Every engagement begins with a focused AI Operations Assessment. The goal is simple: understand how the business actually works, then identify a small number of AI opportunities that can materially improve the bottom line.
This is not a strategy deck or a tool evaluation.
It's a practical audit of workflows, readiness, risk, and leverage—designed to produce clear decisions.
AI Operations Assessment
Over a short, time-boxed window (typically ~10 business days), I assess how AI can be applied to your business across three lenses:
Build
Where custom or semi-custom solutions create advantage
Automate
Where AI + orchestration can remove manual work
Enable
Where teams can work faster with better tooling and habits
The output is a concrete portfolio of 3–5 prioritized AI initiatives, each tied to:
- A specific workflow
- A clear owner
- An expected impact (often targeting 15–30% cost or revenue improvement)
- Practical guardrails and risks
- A recommended execution path (Level 1 / 2 / 3)
Just as importantly, the audit makes clear what not to do.
What the audit produces
- A current-state view of how work actually flows today
- A readiness snapshot (people, data, tooling, governance)
- A prioritized use-case backlog (quick wins → custom solutions)
- Lightweight AI governance and data guardrails
- A 30–60 day execution plan with clear sequencing
- A measurement model focused on real operational outcomes
Many clients stop here—and that's a successful engagement.
Learn → Identify → Decide → Execute
01
Learn the business
I map real workflows, constraints, and incentives—not just org charts or tool stacks.
02
Identify leverage
Opportunities are framed as workflow improvements, not “AI projects.”
03
Decide deliberately
Each recommendation is pressure-tested against impact, risk, and adoption.
04
Execute selectively
Only initiatives with a clear path to value move forward.
This model is intentionally designed to prevent premature building.
Optional execution support
Implementation is never assumed. When it meaningfully accelerates outcomes, I support execution in one of three ways:
Build
Point Solutions
Small, focused tools or assistants—often built quickly using agentic coding—where custom logic creates leverage.
Automate
Workflow Automation
AI-enabled orchestration using tools like n8n to reduce handoffs, copy/paste work, and cycle time across systems.
Educate
Targeted Enablement
Practical education tied to real workflows—often as simple as showing teams how to better use tools they already have.
Execution is scoped, time-boxed, and outcome-driven—not open-ended delivery.
How clients typically work with me
Option A
AI Operations Assessment
Audit only
Clear decisions, roadmap, and guardrails.
Option B
30-Day Pilot
Audit + implementation
Implement 1–2 high-impact workflows from the audit.
Option C
Fractional AI Ops Lead
Ongoing partnership
Ongoing ownership of the use-case pipeline, governance, and delivery cadence.
At every stage, not proceeding is a valid and sometimes correct outcome.
Sector expertise at depth
Financial Services
Enterprise SaaS
Healthcare & Life Sci
Retail & Commerce
Manufacturing
Media & Content
Energy & Climate
Professional Services
Ready to discuss your situation?
Every engagement begins with a confidential consultation to understand your specific needs, timeline, and objectives.
Schedule a Consultation