Fractional Chief AI Officer

Choose an engagement that fits your needs—from advisory leadership to managed delivery and governance with measurable outcomes.

Advisory

Core

Advisory CAIO: guidance, roadmap stewardship, KPI reviews, and executive office hours to align priorities and de‑risk investments.

  • Quarterly roadmap stewardship and initiative sequencing
  • Monthly KPI reviews and executive readouts
  • Stakeholder alignment and decision support
  • Risk, governance‑lite, and vendor selection guidance
  • Policy templates and change management checklists
  • Office hours for leaders and working teams
  • Enablement sessions and playbooks
  • Example technologies: Notion, Slack, Google Workspace, Loom, Miro, Gemini 1.5 Flash
$1,500 /mo
Setup: $5,000 one-time • Platform/usage: Any third‑party tools billed directly to vendors.
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Best for leadership teams needing strategic guidance and clarity.

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Managed

Enhanced

Managed CAIO program: sprint planning with limited build capacity, modeled metrics, automations, and adoption support across functions.

  • Sprint planning, demos, retros, and progress cadences
  • Modeled metrics and decision‑ready reporting
  • Cross‑tool automations and approvals
  • Training program, playbooks, and change champions
  • Impact dashboards and monthly optimization
  • Example technologies: Make, dbt Core, PostgreSQL, Metabase, Retool, Claude 3 Sonnet
$10,000 /mo
Setup: $10,000 one-time • Platform/usage: Vendor usage for automation, data, and hosting billed directly.
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Best for growing teams standardizing data, automation, and change.

Scale & Governance

Enterprise

Enterprise CAIO with right‑sized governance, security baselines, and reliability to support cross‑org adoption without heavy overhead.

  • Lightweight AI operating model and portfolio cadence
  • SSO, RBAC, audit logs; provisioning, DLP, and secrets management
  • Data lineage and PII controls with pragmatic guardrails
  • Private networking or data residency options where needed
  • Reliability checks and right‑sized load testing
  • Priority SLAs, dedicated environment, and change control
  • Example technologies: Okta, HashiCorp Vault, Snowflake, Sigma, Azure OpenAI, Kubernetes
$30,000 /mo
Setup: $20,000 one-time • Platform/usage: Enterprise platforms and infrastructure billed directly.
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Best for enterprises with complex security, privacy, and scale.

Lead Change That Lasts

Turn AI from experiments into an operating model with governance and measurable wins.

Start with clarity: we baseline KPIs, map systems and processes, and prioritize a handful of high‑leverage initiatives. Leaders get a shared plan, teams see quick wins, and momentum builds without betting the company on a single project.

From there, we deliver in sprints—shipping automations, data models, and enablement assets that compound. Each release lands with measured impact and clear ownership so improvements stick across marketing, sales, service, and operations.

As scale increases, we add the right guardrails: role‑based access, change control, data lineage, and reliability testing. You get durable capabilities, not one‑off demos—an operating model that evolves as the business does.

  • Clarity first: align stakeholders on goals, constraints, and sequencing to avoid thrash and set up quick wins.
  • Ship value quickly: sprint plans produce visible releases, measured impact, and concrete playbooks for teams.
  • Adoption built‑in: training, change champions, and checklists make improvements stick across functions.
  • Govern securely: access, audit, and retention controls scale with your footprint and risk profile.
  • Measure ROI: dashboards and monthly reviews ensure resources flow to what works best.

Why It Works

  • Program approach turns scattered pilots into compounding wins
  • Sequenced roadmap reduces risk and keeps teams aligned
  • Measured outcomes focus investment on the highest ROI
  • Governance ensures security, privacy, and reliability at scale

What’s Included

  • Discovery, KPI baseline, and prioritized opportunity map
  • Modeled data layer and operational dashboards
  • Automations, approvals, and monitored handoffs
  • Training, playbooks, and adoption support
  • Security, privacy, and change control standards

Use Cases

  • Lead management, routing, and revenue operations
  • Support deflection, internal knowledge, and triage
  • Operations automation for finance, HR, and supply chain
  • Executive reporting and initiative portfolio dashboards

Who It’s For

Executives and functional leaders seeking a structured, cross‑functional AI program that ships value quickly, builds durable capabilities, and introduces governance as scale and risk increase.

Outcomes

  • • Faster cycle times and lower manual work
  • • Higher conversion, better coverage, clearer reporting
  • • Scalable guardrails for security and reliability

Timeline

  • • Week 1: discovery, KPI baseline, roadmap
  • • Week 2–8: sprints delivering pilots and automations
  • • Week 9–12: dashboards, enablement, governance

Build momentum across the org

Ship wins in sprints while adding the guardrails that make change stick.

Frequently Asked Questions

We run a discovery sprint to baseline KPIs, map systems and processes, and select 2–3 high‑leverage pilots. This produces a sequenced roadmap with timelines, owners, and success metrics.
Enhanced and Enterprise add SSO/RBAC, DLP rules, retention controls, audit logs, and vendor DPAs. Enterprise supports private networking, data residency options, and change control with approvals.
We combine enablement sessions, playbooks, and change champions with iterative releases. Stakeholders see quick wins, dashboards track impact, and feedback loops inform the next sprint.
Each initiative has a target metric (hours saved, conversion lift, cost deflection). We instrument events, build an executive dashboard, and review progress monthly to reallocate toward the highest ROI.
No. We start where you are—often with pragmatic connectors and governed docs—then graduate to a central warehouse and modeled layer as initiatives scale.

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