Priorities & first steps
Compare candidate workflows and choose a manageable starting point. Define an owner, a baseline, and the evidence needed before committing to a larger effort.
PHILADELPHIA / STRATEGY & ADVISORY
An AI strategy
you can act on.
Choose where to begin, what to measure, and who will own the work. I connect a view of where AI is going with the practical decisions in front of your team.
01 / THE PERSPECTIVE
A decision before
a roadmap.
A useful starting point is a real decision: which workflow to improve, whether a proposed tool fits, or how to prepare your people for a change in the way they work.
I bring daily AI use, speaking, and hands-on implementation into that conversation. Together we look at the task, the available information, the cost of mistakes, and the effort it will take to make a change stick.
Choose the problem clearly enough that you can tell whether the work helped.
02 / THE WORK
Bring the decision.
We will work through it.
Discuss priorities
Tools & vendor review
Turn a sales proposal into questions your team can answer: data handling, capabilities, integration, operating cost, and the work required to maintain it.
Ongoing advisory
Keep a place for review as tools and priorities change. Agree on the decisions, meeting rhythm, and responsibilities that would make continuing advice useful.
03 / IN PRACTICE
Strategy meets
implementation.
A plan should account for the people who will use the system and the person who will look after it. That means considering training, approvals, exceptions, and support alongside the technology.
Implementation work can follow when the scope is clear. Your team can also use the plan to carry the work forward internally.
The engagement defines its own timeline and deliverables. Business impact is evaluated against an agreed baseline.
04 / A FEW QUESTIONS
Before we
get started.
When is AI strategy work useful?
When you need to choose a first project, review a proposed investment, prepare a leadership discussion, or reconsider a project that has lost direction.
What might we leave with?
Depending on scope, a prioritized decision list, a documented workflow, vendor questions, or a first implementation plan with an owner and evaluation criteria.
Can you help with implementation as well?
Yes. Strategy and hands-on implementation are both part of the practice. We scope any build separately so responsibilities and acceptance criteria are clear.
LET'S TALK
What decision
is on your desk?
Send the question, a little business context, and any deadline you are working toward.
Discuss AI strategy