Forge a clear path to time savings and a competitive edge.

I help you identify high-impact opportunities, build a practical AI and automation roadmap, and deploy solutions that cut costs, reclaim time, and deliver measurable ROI—fast.

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Offerings

AI Audit

Identify AI efforts with the greatest impact on P&L.

Example Focus Areas

  • Where you are losing time on manual processes, such as data organization and report formatting
  • Where you can bolster the quality and consistency of deliverables with automation
  • Strengths and weaknesses in AI use relative to peers

Execution Roadmap

Move from conceptual AI priorities to an actionable plan.

Components

  • Estimate impacts on revenue and costs
  • Assess resource requirements
  • Identify roadblocks
  • Prioritize initiatives
  • Create a plan with KPIs, milestones, and assignments

Implementation

Build tools that save time and yield a competitive advantage.

Examples

  • Capture insights from customer interactions to learn where you're winning or losing and why
  • Drastically reduce the time to create reports and presentations while maintaining your branding
  • Free up recruiters' time on interview questions, JDs, and skills matrices so they can focus on cultivating relationships

About

14 years providing operational management, client advisory, and product innovation services in the research and insights industry.

I have helped to develop enterprise AI systems (case study here), implemented targeted AI solutions, evaluated countless AI and automation apps, and supported AI feature rollouts for established tools. Throughout these efforts, I've supported teams with diverse needs and varying levels of AI maturity.

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Patrick Rooney