Consulting & Advisory

Accelerate Business Value with
Data & AI Strategy.

Senior expertise on demand or launch a full engagement to architect, scale, and embed data and AI solutions that accelerate business innovation.

For Quick QuestionsBook Micro-consulting

Trusted by

Energy Trust of Oregon logo
Dynasty Financial Partners logo

Strategic Consulting for Data & AI Leaders

01

Executives Driving Transformation

C-suite leaders who need to transform their organizations with data and AI but lack the internal expertise to execute at scale.

02

Companies Scaling AI Initiatives

Organizations with initial AI success looking to expand capabilities, build governance, and embed AI across the enterprise.

03

Boards Seeking Strategic Oversight

Boards that need experienced data and AI perspective to guide technology investments and ensure competitive positioning.

End-to-End Data & AI Expertise

01

Board Membership

Leverage deep expertise in data and AI strategy to guide organizations in making informed, data-driven decisions that drive innovation, operational efficiency, and sustainable growth.

02

Data Strategy and Roadmap

Unlock your data's potential through a tailored approach. Develop a strategic roadmap that ensures effective governance, compliance, and alignment with your business goals.

03

AI Strategy and Implementation

Transform your business with a comprehensive AI strategy. Identify high-impact use cases, select appropriate technologies, and manage implementation to drive measurable results.

04

Technology Delivery Leadership

Executive-level oversight for technology delivery, ensuring your data and AI initiatives are executed flawlessly from concept to completion with agile practices.

05

Business Transformation

Transform your organization into a data and AI-driven enterprise. Lead the adoption of advanced analytics and guide your team through building a data-centric culture.

06

Mergers and Acquisitions

Optimize mergers and acquisitions with data strategy expertise. Assist with data integration and migration, ensuring seamless transitions and maximizing value from data assets.

From First Call to Ongoing Partnership

01

Discovery Call

We discuss your current state, challenges, and goals to determine if there's a fit.

02

Assessment

Deep dive into your data infrastructure, team capabilities, and strategic priorities.

03

Engagement

Tailored consulting model—whether advisory, hands-on implementation, or executive partnership.

04

Ongoing Partnership

Continuous support as your needs evolve. I grow with your organization.

Frequently Asked Questions

Engagements include board advisory, data strategy and roadmap development, AI strategy and implementation, technology delivery leadership, business transformation, and M&A due diligence. Each engagement is customized based on your organization's needs and goals.

Project duration varies based on scope. Strategy engagements typically run 4-8 weeks. Implementation projects can extend 3-6 months. Ongoing advisory relationships are structured as monthly retainers. We discuss timelines during the discovery call.

Both. Startups often need senior AI leadership without the cost of a full-time hire. Enterprises typically engage for strategy development, transformation initiatives, or board-level advisory. The approach adapts to your organization's size and maturity.

Experience spans technology, financial services, energy, and professional services. The data strategy and AI implementation frameworks apply broadly to any industry. Specific domain expertise is built during the discovery and assessment phases.

Engagement starts with a discovery call, followed by an assessment of your current state and goals. From there, we agree on the engagement model—advisory, hands-on implementation, or executive partnership. Regular touchpoints ensure alignment and progress.

Deliverables depend on the engagement type but commonly include strategic roadmaps, technology assessments, implementation plans, governance frameworks, and executive presentations. All deliverables are practical and actionable, not just reports that sit on shelves.

Get Started

Ready to Accelerate
Your Business?

Tell us about your organization and challenges. We'll reach out to schedule a discovery call and explore how we can help.