DiagnosticWorkflow SprintBoard and Executive AdvisorySpeaking Engagements
When AI investment isn't showing up in the numbers, we find what's broken in the leadership system — and install the operating model to fix it.
Before you spend another dollar on AI, know whether your organization can absorb it.
Pulse Index Diagnostic
Know what your organization is about to absorb
Measure
Six dimensions of AI organizational readiness: value portfolio and stage gates, critical workflow readiness, data product readiness, governance and agent controls, the human+agent operating model, and capital lens / board narrative.
Produce
A respondent profile with dimension scores. The top three organizational risks. A 90-day playbook module map. A sponsor briefing deck. A benchmark comparison against the Pulse Index aggregate dataset.
Decide
A board-credible picture of where AI investment will break in your organization — and what to fix before it does. Typical engagement runs 30 days and can stand alone or feed directly into a sprint.
Critical workflows, one governance stack, one documented ROI case — in 90 days.
Workflow Sprint
90 days. Critical workflows. Board-ready ROI.
Days 1–30 — Select & Design
Pulse Index identifies two or three candidate workflows. Leadership chooses one. A workflow owner is named. The Human+Agent RASCI is drafted. Governance parameters are defined — what agents can decide autonomously, what requires human review, what triggers escalation.
Days 31–60 — Deploy & Govern
The workflow goes live under the governance framework. We stay available for advisory consultation as issues surface. Metrics are tracked against the pre-deployment baseline. The leadership team operates the workflow end-to-end.
Days 61–90 — Measure & Narrate
A board-ready ROI narrative is produced: what was deployed, what it cost, what it returned, what governance made it possible. The governance charter, RASCI, and workflow owner map become portable artifacts your team owns permanently.
Your board is approving AI capital. Is it asking the right governance questions?
Board and Executive Advisory
Independent counsel for the oversight of AI investment
The Briefing
A half-day session with the board or a relevant committee — audit, technology, or compensation. External benchmark data, a structured discussion, and a written assessment with three to five specific governance recommendations tailored to your organization.
The Retainer
Ongoing independent advisory for boards with live AI governance exposure. Two to four quarterly sessions plus ad hoc consultation. We become the board's independent voice on AI organizational risk, human-capital readiness, and capital allocation oversight.
The Question
You'll leave knowing the specific questions your board should be asking management about AI risk, talent, and capital allocation — and the places where the current answers don't hold up to scrutiny.
Leaders can't create AI impact without clarity on why, where, and how.
Speaking Engagements
The leadership thesis in 45–60 minutes
The Data
Learn how the industry is adopting AI — where investment is flowing, where pilots stall, and where the gap between spend and measurable return is widening. Grounded in current research from KPMG, McKinsey, and Writer/Workplace Intelligence's 2,400-worker study.
The Insights
Understand the critical success factors that separate AI programs that compound from those that stall — and the pitfalls that quietly erode ROI even when the technology works exactly as promised.
Signature Topics
- Why AI ROI Stalls After Pilots
- What Boards Should Be Asking About AI
- The Human+Agent Organization
- Excited Anxiety: Leadership in AI Uncertainty
Not sure which engagement fits? Start with a conversation.
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