Fractional AI Executive
Led AI product dev and go-to-market for an AI engineering firm, including a financial modeling agent.
Modeling cycle days to hours.
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Fractional AI Executive
Build AI Engineering
Constraint: The firm needed senior AI leadership to accelerate product development and client delivery without a full-time executive hire.
Build: We served as fractional AI executive, leading product development sprints, go-to-market strategy, and a financial modeling agent that automated institutional analysis workflows.
Outcome: Financial modeling cycles compressed from days to hours while maintaining auditability. Product roadmap execution accelerated across multiple client engagements.
What made it stick: Embedding in the leadership team, not just advising from the outside, meant decisions moved at the speed of the business.
- Days to hoursModeling cycle timeClient engagement timeline comparison pre/post agent deployment.
- RetainerEngagement modelOngoing fractional executive role.
Deep Research Agent Workflow
Research teams accelerated synthesis tasks with source-grounded agent workflows.
Teams shortened initial analysis cycles while preserving citation traceability.
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Deep Research Agent Workflow
Build Investment Operations
Constraint: Analysts spent too long producing first-pass intelligence from fragmented sources.
Build: We introduced retrieval-and-synthesis agents with explicit citation requirements.
Outcome: First drafts arrived faster with clearer evidence chains.
What made it stick: Governance rules were needed to prevent overconfident summaries.
- +60%Initial synthesis speedInternal pilot benchmark across matched research tasks.
- 3xSources gathered per hourTeam estimate comparing manual vs. agent-assisted research runs.
Fractional AI Advisor
Advised on production automations, custom GPTs, and prompt frameworks for a Fortune Global 500 consulting arm.
Trained client delivery teams.
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Fractional AI Advisor
Build Digital Consulting
Constraint: The firm’s consulting teams needed to deliver AI-powered solutions to Fortune Global 500 clients but lacked internal expertise to move from proof-of-concept to production.
Build: We embedded as fractional AI advisor, designing production automation workflows, building custom GPTs tailored to financial services and HR use cases, and developing prompt engineering frameworks the consulting teams could reuse across engagements.
Outcome: Client delivery teams became self-sufficient in deploying AI solutions, reducing dependency on external specialists and accelerating time-to-delivery for new client engagements.
What made it stick: Training the delivery teams directly, rather than just building for them, created lasting capability that scaled beyond our engagement.
- Production automations + custom GPTsScopeRetainer engagement deliverables across FS and HR verticals.
- RetainerEngagement modelOngoing advisory role with transition to build.
AI-Native CRM Platform
A sales organization rebuilt its CRM workflows with AI-assisted follow-ups, transcript analysis, and company research.
The platform reduced admin overhead and accelerated pipeline velocity across the sales team.
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AI-Native CRM Platform
Build B2B Services
Constraint: As deal volume grew, follow-up quality degraded and pipeline hygiene became inconsistent. Sellers juggled manual drafting, call transcript review, prospect research, and feedback processing across disconnected tools.
Build: We built an AI-native layer inside the existing CRM: automated follow-up drafting, action extraction from meeting transcripts, prospect research enrichment, and structured feedback routing — each with its own approval loop. Rapid prototyping let us ship and validate each module in days, not weeks.
Outcome: Sellers reclaimed hours of weekly admin time, follow-up quality stabilized, and the pipeline moved faster with better-qualified leads.
What made it stick: Clear approval guardrails on AI-generated outputs mattered more than automating every step. The team trusted the system because they controlled what went out.
- ~6 hours per sellerWeekly admin time savedSales team weekly effort survey.
- 3x improvementQualified lead velocityClient CRM funnel comparison period-over-period.
Voice AI Concierge for Hotel Group
A multi-location hotel group recovered bookings from missed calls with a production voice workflow.
The system converted a meaningful share of previously missed calls into confirmed bookings.
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Voice AI Concierge for Hotel Group
Build Hospitality
Constraint: Frontline teams could not answer every inbound call during peak windows.
Build: We implemented voice AI triage with booking handoff and clear human escalation paths.
Outcome: Fewer callers were lost, and booking capture improved across locations.
What made it stick: Tone calibration and fallback scripting mattered more than model choice.
- 30%Missed-call conversion liftClient call-center conversion report after rollout.
- Pilot approved for 50+ locationsRollout validationClient deployment approval record.
Airline Asset Tracking System
A 50-person operations team moved from scattered IoT pilots to a production tracking system.
The build reduced manual search time and supported a measured 175% ROI in year one.
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Airline Asset Tracking System
Build Aviation
Constraint: Operations staff spent too much time locating ground assets across a large airport footprint.
Build: We deployed an AI-assisted tracking workflow built on a skills-based architecture — composable operational modules for asset search, anomaly detection, and shift reporting — with a unified dashboard and real-time alerts integrated into existing shift routines.
Outcome: Teams located assets faster, cut search waste, and improved incident visibility.
What made it stick: Adoption rose only after alert ownership was tied to shift-level escalation roles.
- 175%Year-1 ROIInternal client ROI model reviewed in final readout.
- 920 hours/yearOperational labor savingsTeam time audit comparing pre/post deployment workflows.
Automated Marketing
Generates brand-consistent product content across channels with catalog accuracy.
Content production 4x faster.
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Automated Marketing
Build E-commerce
Constraint: The marketing team was manually creating product descriptions, social posts, and email copy for a large catalog, leading to inconsistencies and bottlenecks at launch time.
Build: We deployed an automated content pipeline that generates brand-consistent product copy across web, email, and social channels, pulling directly from the product catalog to ensure accuracy and freshness.
Outcome: Content production speed increased 4x while maintaining brand voice consistency and catalog accuracy across all channels.
What made it stick: Anchoring generated content to the product catalog as single source of truth eliminated the drift that plagued previous template-based approaches.
- 4x fasterContent production speedClient content team output comparison pre/post deployment.
- Multi-channelChannel coverageUnified output across web, email, and social channels.
Internal Knowledge System
GraphRAG retrieval assistant grounded in SOPs and regulations, traceable references for every answer.
Query resolution -80%.
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Internal Knowledge System
Build Aviation
Constraint: Operations staff at a major airline and airport partner spent significant time searching through scattered SOPs, regulatory documents, and internal policies to answer routine queries.
Build: We deployed a GraphRAG-based retrieval system grounded in the organization’s SOPs and regulatory corpus, with traceable references linking every answer to its source documents.
Outcome: Query resolution time dropped 80% as staff could get accurate, source-cited answers instantly instead of manually searching document repositories.
What made it stick: Traceability was non-negotiable in a regulated environment. Every answer showing its source references built the trust needed for frontline adoption.
- -80%Query resolution timeOperations team query log comparison pre/post deployment.
- Source-groundedReference traceabilityEvery response linked to specific SOP sections and regulatory references.
Conference Intelligence
Monitors target sites for conferences, RFPs, and opportunities with priority scoring.
Research time -90%.
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Conference Intelligence
Build AI/Tech
Constraint: The business development team was manually scanning conference listings, RFP boards, and industry sites for relevant opportunities, missing time-sensitive leads.
Build: We built an automated intelligence pipeline that continuously monitors target sites for conferences, RFPs, and partnership opportunities, applying priority scoring based on strategic fit and timing.
Outcome: Research time dropped 90% while coverage expanded. The team caught opportunities they would have missed entirely under the manual approach.
What made it stick: Priority scoring calibrated to the team’s actual deal criteria turned raw monitoring into actionable deal flow, not just another alert stream.
- -90%Research time reductionTeam time audit comparing manual monitoring vs. automated pipeline.
- Continuous monitoringCoverageAutomated scanning across target conference sites and RFP boards.
Email Drafting System
Context-aware reply drafting from internal docs, queued for review.
Response time -70%.
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Email Drafting System
Build B2B Services
Constraint: Account managers spent excessive time crafting email replies, pulling context from scattered internal documents, past correspondence, and CRM notes for each response.
Build: We deployed a context-aware email drafting system that pulls relevant information from internal docs and conversation history to generate reply drafts, queued for human review before sending.
Outcome: Response time dropped 70% as account managers shifted from writing from scratch to reviewing and approving AI-drafted replies grounded in accurate internal context.
What made it stick: The review queue was critical. Account managers trusted the system because nothing went out without their explicit approval, and drafts consistently reflected the right internal context.
- -70%Response time reductionClient email response time metrics pre/post deployment.
- Human-in-the-loopReview workflowAll drafts queued for review before sending.
Job Posting Operations Automation
An HR platform automated repetitive posting and update workflows across channels.
The team reduced manual ops load and improved publishing consistency at scale.
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Job Posting Operations Automation
Build HR Platform
Constraint: Repetitive multi-channel posting caused delays and quality drift.
Build: We shipped a standardized automation pipeline with built-in approval checkpoints.
Outcome: Publishing throughput increased and operational handoffs became more reliable.
What made it stick: Exception policies had to be designed up front, not patched later.
- 70%Manual posting effort reductionOperations team task-time comparison pre/post deployment.
- ImprovedPublishing consistencyInternal QA checks on channel-level formatting and completion.
AI Use Case Discovery Engine
Combines company data with market intelligence to identify team-specific AI use cases, pain points, and ROI projections.
In-depth analysis in days, not weeks.
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AI Use Case Discovery Engine
Build AI/Tech
Constraint: Identifying high-impact AI use cases for enterprise prospects required weeks of manual research, industry analysis, and team interviews, limiting how many opportunities could be evaluated.
Build: We developed a proprietary discovery platform that combines company-specific data with market intelligence to automatically identify team-specific AI use cases, map pain points, and project ROI for each opportunity.
Outcome: What previously took weeks of analyst time now produces in-depth, company-specific analysis in days, enabling faster prospecting and more precise engagement scoping.
What made it stick: Grounding recommendations in actual company data and market comparables made the output immediately actionable, not generic consulting advice.
- Days, not weeksAnalysis speedInternal benchmarking of manual vs. automated discovery cycles.
- Team-specific use cases + ROIOutput depthProprietary platform combining company data with market intelligence.
Enterprise AI Curriculum
Flagship "Future Proof with AI" platform and executive workshops on agentic AI.
3,000+ professionals trained.
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Enterprise AI Curriculum
Workshop Education/Research
Constraint: The D3 Institute at Harvard needed a scalable curriculum that could bring AI literacy to professionals across industries, from foundational concepts to advanced agentic AI workflows.
Build: We designed the flagship “Future Proof with AI” curriculum platform covering AI fundamentals through agentic AI, paired with executive workshop series delivered to corporate cohorts.
Outcome: Over 3,000 professionals trained through the platform, with corporate cohorts reporting measurable shifts in AI adoption confidence and practical skill application.
What made it stick: Balancing academic rigor with immediately applicable exercises meant participants left with both understanding and usable skills, not just theory.
- 3,000+Professionals trainedD3 Institute at Harvard program enrollment records.
- Curriculum design + live deliveryProgram formatFlagship platform with executive workshop series.
AI Leadership Accelerator
Flagship "AI for Managers" accelerator for enterprise employee training with online curriculum.
Serving Fortune 500 employers.
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AI Leadership Accelerator
Workshop Workforce Education
Constraint: A leading workforce education platform needed an AI training program that could scale across Fortune 500 employer clients, designed for managers who need practical AI fluency without a technical background.
Build: We designed the “AI for Managers” accelerator curriculum combining asynchronous online modules with live workshop components, calibrated for non-technical managers making AI adoption decisions.
Outcome: The program now serves Fortune 500 employers through the platform, equipping managers with practical frameworks for evaluating AI tools, leading AI-assisted teams, and making build-vs-buy decisions.
What made it stick: Designing for managers, not engineers, meant every concept was framed through business impact and team leadership rather than technical implementation.
- Fortune 500 employersTarget audienceLeading workforce education platform client roster.
- Online accelerator curriculumProgram formatAI for Managers program design with asynchronous + live components.
Executive AI Workshops
Hands-on training on prompt engineering, reasoning models, and workflow automation.
2,000+ professionals trained.
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Executive AI Workshops
Workshop Cross-industry
Constraint: Organizations across industries needed hands-on AI training that went beyond awareness, but most available workshops were either too technical for executives or too shallow for real adoption.
Build: We developed and delivered executive workshop programs covering prompt engineering, reasoning models, and workflow automation, tailored to each client’s industry context and team maturity level.
Outcome: Over 2,000 professionals trained across 30+ client organizations, with participants consistently applying workshop techniques to real workflows within the first week.
What made it stick: Live, hands-on exercises using participants’ own work scenarios created immediate relevance that slide-based training never achieves.
- 2,000+Professionals trainedAggregated attendance across 30+ client engagements.
- 30+ organizationsClient baseDirect delivery across industries including finance, retail, healthcare, and government.
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