Advisory Services
Five high-accountability engagements designed for Boards, CEOs, executive teams, and investors operating in regulated healthcare environments.
Fractional Chief AI Strategy
Embedded executive-level AI leadership with a defined decision charter, direct access to your executive table, and a governance cadence that scales workforce strategy and institutional AI capacity.
- Defined AI executive charter and operating cadence
- Labor stabilization roadmap tied to capacity metrics
- Board-ready AI governance narrative
Enterprise AI Business Re-Architecture
Redesign revenue-critical workflows and competitive positioning around AI—building durable moats that compound over time, not pilots that expire at the next board cycle.
- Enterprise AI architecture aligned to revenue drivers
- Competitive positioning analysis and moat blueprint
- 2–3 execution-ready strategic initiatives with KPI frameworks
Governance & Fiduciary Risk Management
Board-defensible AI governance that satisfies fiduciary duty, withstands regulatory scrutiny, and enables delivery at the speed the market demands—without creating institutional liability.
- Board-ready AI risk register and governance charter
- Model risk and audit trail framework
- Regulatory compliance mapping — HIPAA, CMS, state frameworks
Production-Grade Delivery Frameworks
Independent oversight and delivery architecture that moves AI initiatives out of persistent pilot purgatory and into governed, measurable production—at healthcare-regulated scale.
- Production readiness assessment and launch governance
- Outcome scorecard tied to clinical and operational KPIs
- Vendor and SI oversight and accountability framework
Investor Diligence & AI Derisking
Independent technical and AI diligence for investors evaluating healthcare technology and AI-enabled targets—separating durable product and data advantages from fragile pilots, vendor dependencies, and undisclosed model risk before capital moves.
- Independent technical and AI risk assessment ready for the investment committee
- Clear view of what's durable IP vs. vendor-dependent or pilot-stage AI
- Regulatory and data-rights exposure mapped (HIPAA, CMS, model provenance)
Common questions
CEOs, Boards, CIOs, Chief Compliance Officers, and executive sponsors inside healthcare payers, systems, and regulated enterprises. Engagements are designed for leaders who carry fiduciary accountability for AI outcomes — not for early-stage exploration or generic digital transformation.
You get direct access to one senior operator — not a partner who sells and an analyst who delivers. Every engagement is led by someone who has helped govern a $2.4B AI agenda, helped scale a $1B+ healthcare AI exit at Surest, and deployed production AI across tens of thousands of users in regulated environments. The perspective comes from having been the buyer, the builder, and the executive accountable for the outcome.
Most begin with a focused diagnostic — 3–5 weeks to map governance posture, AI portfolio, and strategic leverage — followed by a structured cadence to drive decisions, oversight, and measurable outcomes. Fractional leadership engagements run monthly with async support between sessions.
PHI remains within your approved environment and security boundary. Engagements follow least-privilege access, auditable workflows, and your existing compliance requirements. Governance design explicitly accounts for HIPAA, CMS, and state-level regulatory exposure.
Yes — including buy-vs-build decisions, vendor evaluation, SI oversight, and integration governance. A significant part of the value is protecting your organization from demo-only solutions that fail in production and vendor relationships that drift on scope and accountability.
For most organizations, the entry point is either governance posture or portfolio architecture — depending on whether the constraint is liability exposure or strategic misalignment. Common first engagements include:
- Board-level AI risk and governance framework
- Enterprise AI portfolio re-architecture
- Production readiness assessment for an active program
- Fractional Chief AI Strategy retainer
- Investor AI/technology diligence ahead of an LOI or close
Ready to architect your AI strategy with someone who has operated at every level of the stack?
Schedule a 15-minute strategy briefing or send a direct note — let's determine fit.