A prioritized plan for what your company should do about AI first, what can wait, and what to leave alone. Three ways in, depending on how deep you need to go.
They start wherever someone happened to get excited — a marketing tool, a chatbot, whatever a vendor demoed last month. That produces activity, not advantage.
Solving one department's problem in isolation usually means buying a tool that doesn't connect to anything, duplicating data that already exists elsewhere, and discovering six months later that the real opportunity was somewhere else.
Look at the business as a whole first. Find where the manual effort, the missing information, and the competitive pressure actually concentrate. Then go deep on the places that matter, knowing why they matter.
There's the business as leadership understands it — the workflows as designed, the systems as intended. And there's the business as it actually runs.
What the business is trying to do, what's in the way, and what prompted the AI question. I get this from working sessions with you and your senior team, plus a review of your systems and how information moves between them.
The spreadsheet someone keeps because the report doesn't do what they need. The approval everyone routes around. The tool an employee started using without telling anyone. I get this by talking to the people doing the work.
Where the two versions differ is usually where the findings are — the real opportunities and the real risks both. Advice built on only the first version is how companies end up with software nobody uses and a plan nobody follows.
The two reviews differ in exactly this. The Leadership Review works from leadership's view and your systems. The Whole-Company Review adds interviews with the people doing the work.
They differ in one thing: how much of your business I look at before I tell you anything.
$995
About a week — two 45-minute sessions, with my analysis between them
Bring what you're actually trying to figure out. We work through it in an interview, I do the analysis, and you leave the debrief knowing what to do first.
Analysis between the two sessions
Specific direction on your first move
A written recap after the debrief
Answers: what do I do about this?
Book a Working SessionBooks the first session. We schedule the debrief at the end of it.
$3,500
10 days to two weeks
Working sessions with your senior team, plus a review of your systems and how information moves between them.
Opportunity inventory across the company
A prioritized shortlist with the reasoning shown
First 30 and 90 day recommendations
Answers: where should we start?
Schedule a Consultation$7,500
Three to four weeks
Everything in the Leadership Review, plus structured interviews with the people doing the work across four to six functions.
Findings from the work itself, not just leadership's view
Full 30, 90, and 180 day roadmap
Training and responsible-use recommendations
Answers: what's the whole picture, in what order?
Schedule a ConsultationTwo conversations and the work between them can't look at either version of your business systematically. What they can do is apply more than 40 years of judgment to one well-defined question: an interview to find the real problem, a few days of my own analysis, and a debrief with a recommendation and the reasoning attached — which is often exactly enough. If your question needs a proper review to answer well, I'll tell you that in the first session rather than after you've paid for one.
Each step credits toward the next. The $995 working session credits in full toward either review within 90 days, and the $3,500 Leadership Review credits in full toward the Whole-Company Review on the same terms. Starting smaller costs you nothing but time.
Schedule a ConsultationThis is the Whole-Company sequence. The Leadership Review follows the same path without week two, which is what compresses it to 10 days to two weeks.
A short questionnaire establishes the facts — what software you run, what connects to what, where your data lives. Then working sessions with you and your senior team, spent on the things only they can tell me.
Structured conversations with the people doing the work, in person or by video call. Each one gets a short set of questions a few days ahead, so they arrive having already thought about it. Whole-Company Review only.
No meetings. I build the opportunity inventory and rank it against business value, feasibility, cost, time to value, readiness, and risk — and flag where leadership's view and the staff's differed, which is often the most useful part of the report.
You receive the written plan, then we sit down and work through it together — argue with it, adjust it, and agree what happens in the first 30 days.
The business — leadership priorities, recurring workflows, where time and money go, competitive pressure
The people — how employees already use AI, whether anyone has told them what's acceptable, where the skill gaps sit
The systems — existing software and its AI capability, where your data lives, what needs protecting
Prioritized and specific to your business:
Where AI could create the most value
What to pursue first, what to defer, what to avoid
Specific actions with time horizons
Which tool categories deserve evaluation, and on what criteria
Which opportunities should be tested with working software first
What I recommend against — and why
A plan nobody discusses is a plan nobody follows. We spend a session together going through it with your leadership — where you push back, where priorities shift once you see them ranked, and what the first thirty days actually look like.
You leave with agreement on the first move, not a document to circulate.
A two-page sample of a Whole-Company Review roadmap, written for a fictional regional accounting and advisory firm. It is an illustrative composite — not a client deliverable and not a result — but it shows the shape of what you get: the ranked opportunities, the reasoning, and the 30/90/180-day sequence.
See a sample Whole-Company roadmap (illustrative, PDF)When a review identifies an opportunity worth testing, I can build a focused working application so you learn whether it delivers before committing to a larger investment. That's a separate, optional engagement — and it's the reason the recommendations stay grounded in what can actually be built.
Ken built the Demand Response Mobile App for Southern California Edison, 2019–2021.
“The app has grown to more than 50,000 downloads with over 35,000 active users, and it has become an important part of SCE's demand response program. For Southern California Edison, the DR Mobile App has been huge.”
Bob Gravley — Honeywell
Established businesses, roughly $1M to $20M in revenue
Companies with employees, real workflows, and operating complexity
Owners and senior leaders who can act on what the review finds
Sonoma, Napa, and Marin Counties
Startups looking for someone to build a product idea
Companies that already know exactly what they want built
Organizations wanting a document for a board rather than a plan to execute
Anyone looking for a specific vendor to be recommended
They start with a conversation. If none of this is the right move for your company, I'll say so.
These prices are fixed for companies of up to 100 employees and up to six functions — which covers most of the businesses I work with. The Whole-Company Review includes the leadership sessions and up to twelve structured employee interviews across those functions. If yours is larger or more complex, you get a written quote before any work begins, and the credit ladder still applies.
Schedule a Consultation1. A complimentary 30-minute consultation, by video call or in person.
2. We talk through where your business stands and whether one of the reviews is worth doing.
3. My honest recommendation on which option fits, or whether you need one at all.
4. A written scope and fixed quote before anything begins.
Two 45-minute sessions about a week apart, with the analysis in between. Leave the second one knowing your first move.
For: one specific, well-defined AI question that needs a real answer, not a proposal. If it turns out to need a proper review, I'll say so in the first session — not after you've paid for one.
Session one — the interview. You walk me through what you're trying to figure out, and I ask the questions that get past the stated problem to the real one underneath it.
Between sessions — the analysis. I go away and think about it properly, which is the part that doesn't happen when advice is improvised on the spot.
Session two — the debrief. What I see, the move I'd make first, why, and what to watch out for — then working through it with you until it's concrete. A written recap follows, so nothing evaporates once you're back to running the business.
Scheduling: booking reserves the first session. We set the debrief at the end of it, usually within the following week.
Payment: $995 total, covering both sessions, the analysis between them, and the written recap. A 50% deposit of $497.50 is taken when you book the first session; the remaining $497.50 is invoiced separately and due before the debrief.
One thing at no charge: if you're already using AI on sensitive data without a written policy for it, we handle that first, because it's a liability you shouldn't carry a day longer than you have to.
Credit: the full $995 credits toward either review within 90 days, if you decide to go deeper.
Book a Working Session10 days to two weeks. Where your company should put AI first, decided from a real read of the business.
For: owners past needing one quick answer, about to commit real money and attention, who want to know where to start.
Days 1–3 — the facts. A short questionnaire, not a meeting: what software you run, what connects to what, where your data lives. Whoever administers your systems can answer it in twenty minutes, so your team's time later goes to judgment, not fact-finding.
Days 3–6 — leadership sessions. Working sessions with you and your senior team on what the business is trying to do and what's in the way. Alongside them, I read your systems for the places where the designed workflow and the real one are likely to pull apart — I don't interview staff at this tier, but those seams are usually where the findings are.
Days 6–10 — analysis. No meetings. I build the opportunity inventory and rank every item against business value, feasibility, cost, time to value, your readiness, and risk.
Delivery. A prioritized shortlist with the reasoning shown, plus specific first-30 and first-90-day moves — then a session together to work through it, because a plan nobody argues with is a plan nobody follows.
Credit: the full $3,500 credits toward a Whole-Company Review within 90 days, if you decide you want to hear from the people doing the work as well.
Schedule a ConsultationThree to four weeks. A plan sequenced from what's actually true, not what's assumed.
For: companies complex or spread-out enough that the truth lives in a dozen different heads, and leadership's picture and the front line's reality have quietly drifted apart.
What's different from the Leadership Review: one thing. Across four to six functions, I sit down with the people doing the work — up to twelve structured interviews, each with a short set of questions sent a few days ahead. That's where the findings that matter surface: the workaround nobody mentions in a management meeting, the report that takes six hours because two systems don't talk, the employee already pasting customer information into an AI tool because it saves her an afternoon.
Week one establishes the facts and leadership's view, exactly as in the Leadership Review. Week two is the staff interviews. Week three I go quiet and build the full opportunity inventory, ranked, flagging where leadership and staff disagreed — often the most useful thing in the report. Week four you get the written plan and we work through it together, agreeing what the first 30 days look like.
What you walk away with: a single trustworthy picture of what's really happening, a sequenced 30/90/180-day roadmap, and training and responsible-use recommendations for putting AI in your people's hands without creating new risk.
Credit: the top of the ladder — the $995 session and the $3,500 review each credit in full toward it within 90 days, so stepping up in stages costs you nothing but time.
Schedule a Consultation