The assignment
A financial services company wanted a clearer basis for deciding where AI belonged in its operations. The engagement focused on prioritization and the decisions needed before implementation.
The advisory work
I assessed potential use cases against operational value, data sensitivity, implementation effort, and organizational readiness. The work covered process efficiency, risk and compliance workflows, and client-facing services.
For the opportunities under consideration, I developed a build-versus-buy framework and a phased implementation roadmap. The recommendations distinguished off-the-shelf capabilities from work that would require custom integration or development.
Governance formed part of the planning: ownership, validation, explainability, data lineage, and audit requirements needed to be considered alongside the technology.
Deliverables
The outputs were a prioritized use-case portfolio, a reusable decision framework, an implementation roadmap, and governance recommendations for the client’s subsequent implementation decisions.