Services
Most AI pilots never reach production, and the cause is usually organizational, not technical. My engagements are staged so each step de-risks the next: you see measurable value before you commit further, and you're never paying for a strategy deck that sits on a shelf.
A staged approach
Start small, prove value, and scale what works. Each stage stands on its own and feeds directly into the next.
AI Readiness Assessment
An honest audit of your data, infrastructure, skills, and governance, delivered as a gap analysis and a use-case roadmap prioritized by impact and ease. You'll know exactly where AI can move the needle and what's standing in the way.
Strategy & Roadmap
A pragmatic plan that sequences one or two pilots with clear build/buy/partner decisions and success metrics defined up front, so "success" is a number, not a feeling.
Pilot / Proof of Concept
Prove ROI on one high-value workflow against a measured baseline, with a clear production-readiness gate. Disciplined scoping is the value-add: a pilot should answer a business question, not demo a technology.
Production Implementation
Deploy the proven workflow to production with monitoring, system integration, and human-in-the-loop controls, engineered for the compliance realities of financial services and healthcare.
Ongoing Advisory / Fractional AI Leadership
Continued governance, new use-case identification, vendor evaluation, and capability transfer to your team: senior AI leadership without the full-time hire.
Standalone services
Not ready for a full engagement? Each of these is available on its own: technical builds where engineering depth is decisive, and organizational work where adoption is won or lost.
Technical
Data Infrastructure Readiness & Pipelines
The #1 reason pilots fail is poor or siloed data. I diagnose and fix the data foundation most consultants only talk about.
RAG Systems & Document Intelligence
Retrieval-grounded copilots that cite their sources, the dominant pattern for trustworthy AI in document-heavy, regulated businesses.
AI Agents & Workflow Automation
Agentic workflows scoped with discipline, automating the busywork while keeping humans on the decisions that carry regulatory weight.
Custom Copilots & Chatbots
Purpose-built assistants for your teams' actual workflows, integrated with the systems they already use.
CRM / ERP / Core-System Integration
AI that writes back to the systems of record, because a workflow isn't automated until the output lands where work actually happens.
Model Selection & Evaluation
Independent, vendor-neutral assessment of which models and platforms fit your use case, budget, and risk profile, with measurable evaluation criteria.
Organizational
Use-Case Identification & Prioritization
A structured scan of your operations to find the workflows where AI pays back fastest, scored on impact versus ease.
Executive Workshops & Team Upskilling
Hands-on sessions that take leadership and staff from AI-curious to AI-capable, grounded in your industry and your data.
Change Management & Adoption
70% of AI value is people and process. I design rollouts that frontline teams actually embrace, with adoption metrics tracked from day one.
AI Governance, Risk & Compliance
Policies and controls fit for regulated industries (HIPAA, model-risk guidance, emerging rules like the EU AI Act), turned into an enabler, not a blocker.
Vendor Selection & Procurement Support
Independent help cutting through "agent washing" and vendor hype to choose tools that will still make sense in two years.
Not sure where to start?
A short conversation is usually enough to identify whether there's a workflow worth piloting. No pitch, no obligation.
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