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Taking new engagements for Q3

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AI Strategy Partner

Most AI pilots fail before a model is chosen.

An AI strategy consultant works out which AI is worth adopting in your business and which is only a good demo. That means scoring candidate use cases against your real workflows and running costs, choosing between building, calling an API and buying off the shelf, setting data-handling boundaries, and designing a pilot with a measurable baseline.

What you get

Deliverables you own.

Written down and handed over. If you replace me tomorrow, the next person picks it up without an archaeology project.

01

Use-case scoring and shortlist

02

Build vs. API vs. off-the-shelf

03

Data governance and risk review

04

Pilot design with success metrics

Related work

This shape, delivered.

Two engagements where exactly this was the problem, and what came out of them.

Samved e-Care medical insurance claims management platform, showing real-time claim tracking and pre-authorisation status
Healthcare

Medical claims that stopped living in email threads

Hospitals were handling insurance claims by hand, with no real-time view of where any file had reached and no consistent documentation trail. We mapped the claim lifecycle end to end, then built a digital platform that tracks every claim, verifies documents on intake and keeps pre-authorisation in one dashboard.

  • Real-time claim status replaced follow-up calls
  • Document verification moved to a single intake point
  • Security posture aligned to ISO/IEC 27001:2022
eFinanceDoctor investment platform dashboard rebuilt on CodeIgniter 4, showing investor portfolio and returns
Fintech

An investment dashboard rebuilt on foundations that hold

The platform had been half-built on an ageing CodeIgniter 3 codebase with an unoptimised schema, no documentation and pending integrations with external verification partners. We redesigned the data model, rebuilt the application on CodeIgniter 4, and reworked every investor flow behind encrypted APIs.

  • Schema and flows redesigned from the ground up
  • Encrypted API exchange with verification partners
  • Investor dashboard configurable from admin settings
Questions

Before you book.

Anything not answered here, ask me directly on the call.

Yes. I take no referral fees and no partner commissions from any AI vendor. Recommendations are scored on your workflows, your data-handling constraints and the real cost to run, which frequently rules out the tool everyone is being sold this quarter.

Each candidate use case is scored on hours reclaimed, tolerance for error, run cost at real volume, data sensitivity and time to a measurable result. The shortlist that survives is usually much shorter than the one you arrived with, and rarely contains the tool that prompted the conversation.

Often, and the first question is whether it should be. Sometimes the tool is fine and it was pointed at the wrong workflow. Sometimes the workflow was never mapped. Occasionally the honest answer is to stop paying for it, and I would rather tell you that in week one than bill you for six.

That depends entirely on choices made during design, not on the vendor's marketing. The engagement defines what a model may read, what it may write, what leaves your infrastructure and what is retained, all before anything is integrated. For regulated data the answer is sometimes that a given workflow cannot use a hosted model at all.

Three to six weeks, fixed scope. It ends in a scored shortlist, a build-versus-buy recommendation per use case, a data governance model and a pilot design with success metrics. The document is yours and is written so any competent implementer can execute it.

Yes, where it makes sense. Document extraction, lead scoring, triage, routing and drafting are all work I have shipped. But the strategy engagement is deliberately priced and scoped so you can take the output and have someone else build it, which keeps the advice honest.

Taking new engagements for Q3

Worth a conversation about an ai strategy partner engagement?

Thirty minutes, no pitch. Describe what is not working and I will tell you straight whether this is the right shape for you, a different one, or nothing yet.

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