I help PE-backed portfolios and regulated enterprises move from AI experimentation to governed execution — with clear economics, operating models, and documented proof.
Managing Partner, Soft Solutions Partners
Representative client experience
Representative engagements. Additional references available on request. See full client list →
Most enterprises don't fail at AI because they lack technology. They fail because they lack the operating infrastructure to connect strategy to execution. The AI Value Control Plane is my proprietary framework linking readiness, use-case intake, governance, cost observability, ROI modeling, and human oversight into a single, manageable system.
Explore the platform at ValueArchitect.aiI work with a specific set of leaders facing a specific set of problems — where AI complexity, governance requirements, and business stakes are highest.
Diligence findings flag AI gaps. Pilots are running in silos with no measurable return. The investment thesis depends on operational leverage that hasn't materialized. You need a proven operator — not a consultant with a framework deck.
Healthcare payers, providers, and financial services organizations — including Vanguard-scale asset managers — navigating AI adoption under strict compliance requirements, legacy data infrastructure, and board-level scrutiny.
CEOs, CFOs, and board members who need an independent AI perspective beyond what their technology team provides. Governance reviews, executive briefings, AI literacy programs, and strategic advisory on an ongoing or project basis.
Every metric below is drawn from a real engagement. No templates. No projections dressed as outcomes.
Led the organization's data and AI function through a $53M transformation initiative, building a 120-person team across 7 directors and delivering over $10M in measurable cost savings within the first 12 months. Managed a $30M annual operating budget and $25M capital budget while driving AI governance, advanced analytics, and cloud-data modernization at scale.
Full case study →Tied AI and automation strategy directly to measurable financial outcomes, delivering 30%+ in annual cost savings and 25% efficiency gains across a 300+ person organization. Redesigned core workflows using AI-enabled tooling and built the governance infrastructure to sustain and compound those gains over time.
Full case study →A structured methodology connecting AI initiatives to margin expansion, workflow productivity, and exit-story readiness for PE-backed environments.
The gap isn't policy — it's operating infrastructure. Most governance programs are built on paper, not wired into decision rights, approval workflows, and human oversight mechanisms.
A 40-point diagnostic covering data infrastructure, talent, governance, risk posture, and operating model maturity. Used in buy-side diligence and enterprise AI audits.
Before any advisory conversation, it helps to have a clear picture of where your organization actually stands. The AI Value Diagnostic scores you across five dimensions and delivers a human-reviewed report within 24 hours — at no cost.
A 30-minute discovery call is enough to know if there's a fit. No pitch deck — just a direct conversation about what you're working on.
Typical response within 24–48 hours. Serious inquiries only.