A Recommendation You Can Stand Behind
Where AI may create value, what must be true for success, and the next best decision.
AI Opportunity Assessment
AI decisions within one workflow affect time, people, information, controls, and investment. I examine how the work operates, where AI may create value, and what must be true to move forward with confidence.
AI can make a workflow look simple in a demonstration. A sound decision depends on how the work actually happens, what information and oversight it requires, and whether the return justifies the investment.
Together, we clarify:
“The strongest AI decisions begin with a clear understanding of the work.”
Clear direction for one AI decision, a grounded recommendation, and a practical basis for action.
Where AI may create value, what must be true for success, and the next best decision.
A factual view of the steps, handoffs, judgment, dependencies, and informal practices that shape the work.
The information, tools, controls, governance, human review, and cost considerations required to move forward.
A clear written basis for leadership, vendors, and implementation teams to work from.

A workflow can look simple in a demonstration and behave very differently in practice. Judging where AI belongs in it takes someone who has run operations, not only studied them.
I bring more than 25 years of leading teams, strengthening operations, and building businesses, including overseeing Hawaiʻi’s largest real estate brokerage, and I apply that perspective to every assessment. Combined with the MIT Sloan Executive Program, Artificial Intelligence: Implications for Business Strategy, and the AI SPEED Method I developed for responsible implementation, it keeps the recommendation grounded in how your business actually works.
For your AI Opportunity Assessment, I pair executive context with live observation of the workflow and interviews with the people who do the work. You receive a decision pack your business owns: a clear recommendation, the evidence behind it, and a practical path forward.
Recognized for speaking, training, and advising on the practical business use of AI.
The engagement
A focused, three week engagement that turns a workflow into a clear, evidence based AI decision. It covers steps one and two of the AI SPEED Method.
Align on objectives and constraints, observe the workflow, and speak with the people who currently complete the work. Document how the work operates today and define the measures that will judge success.
A factual view of the work, its readiness, and what requires attention first.
The capabilities, controls, human review requirements, costs, and evaluation questions relevant to a solution.
The information involved, relevant systems, access points, risks, and specialist review questions.
A recommended implementation path with identified conditions, process owners, evidence, and implementation steps.
For service businesses that see where AI could help but need a clear, practical path to implementation. You know the opportunity; now you need the evidence and next steps to move forward with confidence.
This is a strong fit if you:
Explore the Fractional Chief AI Advisor engagement for ongoing executive guidance, cross team coordination, and practical adoption.
Explore Fractional Chief AI Advisor SupportLess than you might expect. We start with a scheduled executive conversation. Observation happens during normal work, and interviews are brief and individual. The goal is to understand the workflow with minimal disruption.
We decide that together on the call. Usually, the best candidate is where effort concentrates, a decision is already pending, or you believe something could work better and want to test that assumption.
No. This is a decision engagement. If a workflow is ready to move forward, the pack defines the requirements, acceptance criteria, and evaluation criteria your team or chosen provider needs. I can also help brief them.
No. When specialist review is needed, the assessment identifies the question and the relevant considerations. Advice itself comes from qualified legal, compliance, or other specialists.
Most businesses act on the pack with their own team. If you need ongoing leadership across AI decisions throughout the business, a Fractional Chief AI Advisor engagement may be a better fit. We discuss next steps at the readout.
This assessment focuses on one workflow so it can be examined properly. If you have several workflows, we’ll use the discovery call to decide where to start or whether a broader engagement makes more sense.
A 30 minute conversation to discuss your business, the decisions ahead, and what kind of support is right for you.