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Services · Strategy and advisory

Get an honest read on what your AI roadmap is actually worth.

Engineering-led, fixed-fee advisory engagements that produce written deliverables — architecture reviews, vendor selections, board readouts, and roadmap critiques you can act on.

What you get

Three concrete deliverables.

Delivered in 4 weeks

Written assessment with named recommendations

Architecture review, AI roadmap critique, or vendor selection — concluding with named technologies, sequenced milestones, and the trade-offs in writing.

Week 5

Board-ready executive readout

One-hour readout, a slide deck your CEO and CFO can defend, and a written FAQ for the questions the board will ask the day after.

Through week 8

30-day follow-on access

Async questions, sanity checks on RFP responses, and architecture review on net-new proposals — included, not a separate engagement.

How we work

From kickoff to production.

011 week

Scoping interview

Two-hour working session with your CTO and the operators closest to the question. We come back with a written scope, a fixed fee, and a delivery date.

022 weeks

Discovery and interviews

Stakeholder interviews, code and architecture review where applicable, and a written gap analysis against the question you actually asked.

031 week

Draft and review

Draft assessment shared with your team for factual correction before final. We name names, not categories, and we write the trade-offs down.

041 week

Final delivery and readout

Final written deliverable, board-ready deck, and a one-hour readout with your leadership team. Net-thirty payment, no scope creep.

The stack we build on.

Cloud-agnostic. We meet you where your tenant lives.

Architecture reviewAI roadmap critiqueVendor and model selectionBuild-vs-buy analysisRFP authoringBoard readoutsCompliance-posture assessmentCost-and-runway modeling

Outcome metrics

4 weeks
Median delivery

Scoping interview to final readout

Fixed
Fee per engagement

Written scope, no hourly creep

30 days
Follow-on access

Included, not a separate SOW

From the field

One we shipped.

Mid-cap insurer · AI strategy

Independent assessment of a $9M agentic AI build proposed by an incumbent vendor. Recommended a smaller, sequenced alternative the board approved — and saved the client the difference.

$6M

Recommended budget reduction

Vs. incumbent proposal

Read the case study

FAQ

Questions buyers ask first.

Will you take on the build after the strategy work?
Sometimes — but the advisory deliverable stands on its own and is fixed-fee. We do not write a strategy designed to sell ourselves a build, and we recommend the right vendor when that is not us.
Is this just a slide-ware engagement?
No. Every advisory deliverable is a written document, named recommendations, and trade-offs in prose. The deck is a summary of the document, not a replacement for it.
Who actually does the work?
A principal, with one engineer where the scope warrants. The principal who signs the scope writes the deliverable. We do not hand strategy work to a junior bench.
Can you produce an examiner-ready governance document?
Yes. AI governance policies aligned to NCUA Letter 22-CU-02, NIST AI RMF 1.0, or the equivalent framework for your regulator — written to survive an examination, not to satisfy a checklist.
What if we disagree with the assessment?
Push back in writing. We will defend or revise the document on the merits during the review cycle, and we leave the final read with your team to act on however they choose.

Related services

What buyers usually pair with this.

AI engineering

The team that ships the production system once the roadmap is set — or the second opinion on the vendor who will.

See the service

Cloud modernization

Replatform plan, target-state architecture, and the engineering team to execute it — separate engagements, sequenced cleanly.

See the service

Data engineering

Data readiness assessment that grounds the AI roadmap in what your platform can actually serve.

See the service

Ready to scope this?

Thirty minutes with a principal. We will walk through your constraints and what a 30- to 90-day pilot would actually look like.