AI Advisory
Strategy and governance
for AI that lasts.
We help leaders prioritize the right use cases, choose build vs. buy, and deploy AI with the governance, controls, and measurement needed to deliver real ROI.
Know where you stand
before you build.
Most AI strategies fail not because the technology is wrong, but because organizations skip the foundation. Our AI Strategy Engagement maps your current capabilities, identifies gaps, and surfaces the 3–5 highest-value opportunities in your environment, with business cases your leadership can actually fund.
Start Your AI Strategy EngagementHow it works
Week 1
AI Maturity Audit
- →Inventory of existing AI tools, models, vendors, and data assets
- →Capability scoring across strategy, data, technology, and talent
- →Governance gaps, compliance exposure, and technical debt
Weeks 1–2
Stakeholder Discovery
- →10+ structured interviews across business and technology leaders
- →Cross-department use case mapping and pain point surfacing
- →Regulatory, risk, and operational constraint documentation
Weeks 2–4
Strategy Synthesis
- →Use cases ranked by ROI, feasibility, and regulatory risk
- →Build vs. buy analysis for top-ranked opportunities
- →Phased roadmap with owners, milestones, and success metrics
What you walk away with
AI Maturity Scorecard
Benchmarked evaluation across strategy, data, technology, talent, and governance.
Use Case Prioritization Matrix
Top opportunities ranked by ROI, feasibility, and risk - with business cases your leadership can fund.
Architecture & Vendor Guidance
Platform, model, and vendor recommendations aligned to your environment, budget, and regulatory constraints.
90-Day Action Plan
Immediate steps, resource requirements, and a sequenced roadmap your team can execute against.
Fixed scope. No open-ended retainer. No scope creep. Fully credited when you move to implementation.
From strategy to
sustainable execution.
Advisory engagements range from a single strategy sprint to multi-month governance programs. Every engagement is scoped, fixed, and delivered by practitioners who have shipped AI in the environments you operate in.
Talk to an AI AdvisorAI Roadmap & Use Case Prioritization
Define your AI vision, target state, and phased roadmap tied to your transformation priorities. Rank opportunities by ROI, feasibility, and risk - with business cases leadership can fund and track.
A regional bank prioritized 12 AI use cases down to 3 high-confidence builds. First production AI deployed within 6 months.
Tool, Model & Vendor Strategy
Evaluate platforms and vendors against your technical environment, regulatory requirements, and long-term architecture. Avoid the point solutions that won't integrate or scale.
A specialty insurer redirected $2.4M from the wrong vendor to the right architecture - based on a structured build vs. buy analysis.
AI Governance & Risk Controls
Establish ownership, approval checkpoints, and responsible AI standards - bias, explainability, and auditability - before models go into production. Governance built in, not bolted on.
A health system's governance framework passed external compliance review before a single model entered production.
Regulatory Alignment
Integrate privacy, security, and compliance requirements into AI workflows from the architecture level. Built for organizations operating under SEC, FINRA, HIPAA, FDA, or bar association scrutiny.
An AmLaw 100 firm achieved 90% partner buy-in for its AI program after we embedded privilege and confidentiality requirements directly into the governance framework.
Enablement & Adoption
Structured rollouts, targeted upskilling, and stakeholder alignment programs that drive actual adoption. An AI strategy that sits on a shelf isn't a strategy.
A PE firm's first AI use case shipped in 10 weeks after we ran a structured prioritization workshop that aligned managing directors and operating partners.
Impact Measurement & Executive Reporting
Define the KPIs that matter before you build - productivity, cost reduction, revenue attribution - and build dashboards that give leadership clear visibility into AI performance.
A financial institution's AI program moved from 'we think this is working' to a quarterly executive dashboard with measurable outcomes tied to every deployment.
Built for regulated industries
Financial Services
- →SEC, FINRA, OCC alignment
- →Model risk management (SR 11-7)
- →Fair lending and explainability
- →Investment advisor fiduciary standards
Healthcare
- →FDA AI/ML SaMD guidance
- →HIPAA-compliant AI frameworks
- →Clinical AI ethics and oversight
- →PHI governance in AI workflows
Legal
- →Privilege and confidentiality by design
- →Bar ethics compliance for AI tools
- →Governance for client-facing AI
- →Data sovereignty requirements
What we've delivered
AI Roadmap for a Regional Bank
Mid-Market Financial Institution
Prioritized 12 identified AI opportunities down to 3 high-confidence builds. The bank shipped its first production AI within six months of completing the engagement.
- Assessed 12 candidate use cases across lending, operations, and compliance
- Scored opportunities against regulatory risk, data readiness, and ROI
- Delivered 18-month phased roadmap with board-ready business cases
- Identified a KYC automation build that reduced onboarding from 14 days to 2
AI Governance Framework for a Health System
Integrated Health Network
Designed a responsible AI operating model meeting HIPAA and FDA guidance. Established the governance infrastructure before a single model went into production.
- Designed AI review committee charter and model approval workflow
- Built bias, explainability, and auditability standards into architecture decisions
- Aligned framework to FDA AI/ML SaMD guidance and HIPAA requirements
- Delivered governance documentation that passed external compliance review
Build vs. Buy Analysis for an Insurance Carrier
Specialty Lines Insurer
Evaluated 8 vendors against a custom build for claims AI. The recommendation saved an estimated $2.4M and 18 months of implementation time.
- RFP process and structured evaluation across 8 AI platform vendors
- Custom build cost modeling against 3-year vendor licensing scenarios
- Technical architecture review for integration with legacy claims systems
- Delivered recommendation that redirected $2.4M in misallocated vendor budget
Use Case Prioritization for a Private Equity Firm
Mid-Market PE Firm
Mapped AI opportunities across portfolio management, deal sourcing, and operations. First prioritized use case shipped in 10 weeks.
- Identified 7 AI applications spanning deal origination to portfolio reporting
- Prioritization workshop with Managing Directors and Operating Partners
- Competitive benchmarking against AI adoption at peer firms
- Portfolio company AI maturity framework developed as a bonus deliverable
AI Transformation Roadmap for a Law Firm
AmLaw 100 Firm
Mapped AI opportunities across 5 practice groups and designed a governance framework. Achieved 90% partner buy-in within the first quarter of the engagement.
- Stakeholder interviews across 5 practice groups and firm operations
- Privilege, confidentiality, and bar compliance requirements embedded in architecture guidance
- Change management plan addressing partner and associate adoption
- Governance framework passed external ethics review before any AI went live
Not sure where to start?
The AI Strategy Engagement maps your opportunity in 4 weeks for $25K, fully credited to your first build or ongoing advisory program.