Most companies try to hit a grand slam with no runners on base. They skip the fundamentals, chase the biggest automation first, and wonder why adoption never sticks.
Companies start with tools, not outcomes. They pick AI solutions before defining the business problem, automating current processes instead of rethinking workflows. The result? Inefficiency at scale.
Companies can swing for the fences too early. Without proving value through small, visible wins, teams stay skeptical and adoption stalls. By the time the "big project" is ready, momentum is gone and buy-in is dead.
AI projects can force dependency, not muscle. Consultants deliver a solution, then leave. Your team never learns how or why it works, so when things break or need to scale, you're back to square one (or stuck paying someone else forever).
We don't start with tools: we start with outcomes. Quick wins build momentum and prove value before tackling bigger automations. And we transfer capability at every step, so your team gets stronger, not more dependent. Here's what to expect:
Stand up the program: align executives on outcomes and guardrails, baseline the metrics, confirm data/access, and pick the first high-impact pilot. Deliver a 90-day roadmap with owners, success criteria, and a weekly cadence.
Build the pilot in sprints with change and training embedded. Integrate with your stack, run governance checkpoints, and validate against success criteria so the pilot is ready for rollout.
Launch to target users and monitor quality, cost, and adoption in a live dashboard. Tune or retire, document the playbook, and queue the next best initiatives with budget recommendations.
Executive AI leadership on a fractional basis: strategy, delivery, governance, and enablement. Packaged as a retainer or available as standalone services.
Small, high-impact implementations delivered in days, not months: custom GPTs, best practices, workflow automations, and lightweight integrations. Prove value fast and build momentum.
Monitor what matters: quality, cost, adoption, and ROI. Track live pilots in simple dashboards, catch issues early, and tune or retire initiatives based on real usage data.
Turn AI ideas into a ranked, budget-aware roadmap. We align goals with feasibility, model ROI, and define success metrics per use case.
Translate requirements into selection criteria, run demos and proofs, score vendors objectively, and negotiate terms. Ending with a board-ready recommendation.
Connect AI to your existing systems—CRMs, ERPs, databases, and file shares—without ripping and replacing. We build lightweight connectors so AI fits your stack, not the other way around.
Run the portfolio: backlog, timelines, risks, and dependencies. Convert pilots into rollouts with clear owners, change plans, and weekly accountability.
Bake in responsible AI: policies, review gates, audit logs, and human-in-the-loop controls that meet privacy and compliance requirements.
Drive adoption with role-based training, champion networks, and comms plans. We measure usage and behavior change (not just "go-live" dates).
AI Infusion Workshop • Roadmap • Program Mgmt • Fractional CAIO
Scattered pilots and no shared AI plan across service and operations. Compliance-heavy, document workflows and HR-tech constraints made scaling risky and slow.
Ran an AI Infusion Workshop for the whole executive team to align goals and guardrails. Prioritized use cases, started a company-wide, high-impact AI project, and delivered an executable roadmap utlizing a proprietary impact matrix.
Leadership alignment and an AI program rhythm. Pilot ready with success criteria, vendor options, and change plan—clear KPIs and guardrails to scale what works.
RFI Leadership · Program Mgmt · Knowledge Base AI
Free horticulture help via phone, email, and in-person relied on scattered knowledge. They needed an AI-ready, searchable knowledge base that updates automatically from conversations and is simple for volunteers and visitors to use.
Led an AI-centric RFI: clarified outcomes and user stories, defined data/privacy requirements, aligned cross-functional stakeholders, ran vendor evaluations and demos, and produced a board-ready recommendation with a phased rollout plan.
A vendor-neutral shortlist with scoring, risks, and TCO; a pilot scoped to auto-capture Q&A from calls/emails and surface answers faster—setting up their first AI initiative and a governed path to expand access for more AI tools to use across the organization.
— CEO, Mid-market Organization
AI-Powered Practice Management • Business Planning • HIPAA-Compliant Workflow
Starting a private healthcare practice from scratch meant navigating pricing, compliance, and operational decisions with no infrastructure. HIPAA requirements complicated tool selection, and administrative burden threatened to overshadow patient care before the first appointment.
Provided ongoing consultative support to build a launch-ready practice. Developed AI-powered business planning for pricing and operational structure. Implemented HIPAA-compliant patient documentation and follow-up automation. Built a custom GPT for internal training—tailored to specific needs, not off-the-shelf solutions.
Practice ready to launch with compliant workflows and automated admin processes. Administrative burden minimized, freeing time for direct patient care. Custom AI tools built for specific practice needs, giving the confidence to scale without operational overwhelm.
This works best for mid-market B2B companies that are curious about AI but don't have a funded, multi-team program yet. You're probably a good fit if you're exploring AI opportunities, have scattered pilots but no clear strategy, or want executive-level AI guidance without hiring a full-time leader. If you already have a large AI team running heavy data engineering or custom ML every month, you may not need us, but we're happy to assess fit on a quick call.
We don't just advise, we deliver. You get fractional AI leadership and hands-on implementation (strategy, quick wins, builds, governance) in one engagement. We're outcome-first, not tool-first—starting with business problems, not AI capabilities. We transfer capability at every step so you build muscle, not dependency. And we're vendor-neutral, working in your existing stack rather than pushing specific platforms. Most importantly, we prove value fast: monthly quick wins, not endless pilots or reports.
It depends where you are. If you're exploring AI and want alignment, clarity, and a prioritized roadmap in a half-day or full-day session, start with a workshop. If you're ready to move from ideas to implementation (or you have scattered pilots that need strategic direction) Fractional AI Leadership is the right fit. Workshops can also be part of the Fractional engagement (we use them to align teams and kickstart initiatives). Not sure? Let's talk through it on a quick call.
Both. We provide fractional AI leadership and hands-on delivery—from strategy and roadmap to quick wins and pilot builds. We deliver micro-builds (custom GPTs, prompt packs, lightweight automations) within the retainer, and scope larger projects as needed. You keep the IP, and we transfer capability at every step so your team gets stronger.
Quick wins delivered monthly (automations, custom GPTs, workflow improvements), a prioritized 90-day roadmap with owners and KPIs, executive alignment on outcomes and guardrails, and a weekly cadence with simple dashboards tracking progress, cost, and adoption.
We use go/no-go gates to evaluate every initiative based on real usage, cost, and outcomes. If something isn't working, we tune it, pivot to a different approach, or retire it to avoid the sunk cost fallacy. Our goal is to prove value fast and scale what works, not chase endless pilots. You won't be stuck with a solution that doesn't deliver.
We’re vendor-neutral. We select based on your security, cost, and fit—whether that’s commercial APIs, your cloud’s AI services, or open-source—so the stack serves the outcome, not the other way around.
Absolutely. We never ask you to rip-and-replace your stack. We connect to your existing systems (databases, CRMs, ERPs, data warehouses, file shares, and spreadsheets) via standard connectors, secure SFTP, or APIs — and often build a lightweight AI extraction layer to provide flexible, model-ready access to your data.
Absolutely. We start with use cases that don't require perfect data, run a light data readiness assessment as we go, and upskill your team so you don't need to hire a whole new department. Most of our clients start with limited resources—that's the point of fractional leadership.
Governance is built in: least-privilege access, human-in-the-loop controls, audit logs, and approved vendors only. We can keep data in your cloud/tenant and follow your legal & privacy requirements.
We baseline KPIs, define success criteria for each use case, and track usage, quality, cost, and time saved in a dashboard. We use go/no-go gates to scale what works and retire what doesn’t.
We keep it light. You'll need an executive sponsor for decision-making and 3–5 hours per week from 2–3 subject matter experts (the people who know the workflows we're improving). We handle the heavy lifting—roadmap, vendor evaluation, builds, governance—so your team can stay focused on their day jobs. Most of the work happens in structured sessions (workshops, weekly check-ins) rather than ad-hoc interruptions.
We build buy-in through quick wins, not hype. By delivering small, visible improvements early (automations that save time, tools that make jobs easier), teams see AI as a helper, not a threat. We also include light change management—training, champion networks, and clear communication—so adoption sticks. Leadership alignment happens through workshops and regular cadence with simple dashboards. The goal is to prove value fast and build momentum organically.
An executive sponsor, access to a few key systems, and 3–5 hours/week from 2–3 subject matter experts. We handle the heavy lifting—you provide context, decisions, and feedback. We'll set up a simple governance checklist and a weekly rhythm to keep things moving.
Not at all. Most engagements start with 3–6 months of Fractional AI Leadership. After that, you can scale up (expand to more use cases, add team capacity), scale down (move to advisory-only or project-based support), or transition fully to your internal team. We transfer capability throughout, so you're never dependent on us—but many clients choose to keep us engaged as their AI program grows.
You get CAIO-level judgment, vendor negotiation, roadmap prioritization, and hands-on delivery—without the six-figure salary, benefits, or 6-month ramp time. We start delivering value in week one, transfer capability as we go, and scale our engagement up or down based on your needs.
"Fractional AI Leadership is delivered as a fixed monthly retainer (typically 3–6 months to start), with micro-builds and quick wins included. Larger implementations are scoped separately. Workshops are available as standalone engagements or as part of the Fractional model. We're happy to share specific pricing on a quick call based on your needs.
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