Executive Advisory Services
Strategic guidance from an executive who has built what you're building. We provide peer-to-peer counsel from a 25-year (CERN, Google, Optum) operator, available as ongoing Fractional CDO/CAO leadership or as on-demand, high-impact Power Sessions.
What You'll Achieve
We deliver outcomes, not just advice. Here's what you gain through our proven frameworks:
Clear Path to Market Leadership
Achieve a clear, actionable strategy through a First-Principles AI Roadmap™
What I Offer: This isn't just theory. We deliver this strategy via ongoing Fractional CDO/CAO leadership or as a high-impact, fixed-scope AI Strategy Validation Power Session. We move from foundational truths to a 90-day executable plan with clear milestone gates, leveraging my experience in "Vision & Strategy Development" from Teradata and Optum.
Tangible Deliverables:
- 90-day executable plan with milestone gates
- Technology stack recommendations
- Build vs. buy decision matrix
- Investment roadmap with ROI projections
Faster Data-Driven Decisions
Gain unified business intelligence and enable faster decisions through our SPoG (Single Pane of Glass) Blueprint
What I Offer: We will design the executive "command center" you need to lead. This blueprint is based directly on the Single Pane of Glass (SPoG) initiative I successfully led at Optum during the complex Change Healthcare merger, which provided a centralized Snowflake warehouse and unified AI/BI accountability for executive leadership.
Tangible Deliverables:
- Executive dashboard architecture
- Data source integration plan
- KPI tree with metric definitions
- Real-time alerting framework
Ethical AI That Builds Stakeholder Trust
Ensure responsible, ethical, and secure AI implementation to mitigate risks through a robust AI Governance & Council Charter
What I Offer: We will design the human operating system for responsible, scalable AI. This leverages my 5 years of formal governance experience, including serving as Board Chairman for a non-profit and being a Governance Fellow at the National Association of Corporate Directors (NACD).
Tangible Deliverables:
- AI Governance Council charter
- Ethical AI principles document
- Risk assessment framework
- Compliance monitoring system
Service Options
🎯 Fractional Chief Data & AI Officer
Part-time executive leadership with full-time impact
Monthly Investment: $18k–$37k
Transform your organization with experienced C-level guidance without the full-time commitment. Perfect for companies needing strategic leadership while building internal capabilities.
Three Engagement Tiers
Standard ($18k–$25k/month)
- 8–16 flexible hours/week
- Monthly executive briefings
- Strategic roadmap development
- KPI tree and measurement framework
- Email support (48-hour response)
Premium ($25k–$32k/month)
- 16–24 flexible hours/week
- Bi-weekly status reports
- Quarterly board deck preparation
- Team capability assessments
- Email support (24-hour response)
Platinum ($30k–$37k/month)
- 16–24 flexible hours/week
- Weekly executive syncs
- Quarterly board meeting attendance
- Direct Slack/Teams channel access
- Same-day response guarantee
Fractional Executive Deliverables
Month 1: Discovery & Assessment
- Current state capability audit
- Stakeholder interview synthesis
- Quick wins identification
- 90-day sprint plan
Month 2: Strategy & Roadmap
- 3-year vision articulation
- Technology architecture blueprint
- Operating model design (RACI)
- Budget and resource planning
Month 3: Execution & Enablement
- Pilot project launch
- Vendor selection criteria
- Hiring roadmap & job descriptions
- Success metrics baseline
Ongoing: Sustained Leadership
- Monthly steering committees
- Quarterly business reviews
- Team mentoring sessions
- Board reporting support
⚡ Power Sessions
Immediate expert help for urgent challenges
Session Investment: Starting at $2,500
When you need executive-level expertise immediately—crisis response, critical decisions, or rapid assessments.
Power Session Packages
Architecture Review - $2,500
- Technical design validation
- Scalability assessment
- Security review checklist
- Deliverable: Architecture decision record (ADR)
Vendor Selection Support - $3,500
- RFP requirements review
- Vendor capability scoring
- Contract red-flag analysis
- Deliverable: Vendor comparison matrix
Board Prep Package - $4,500
- Presentation narrative arc
- Q&A anticipation guide
- Technical deep-dive appendix
- Deliverable: Board-ready slide deck
Data Breach Response - $3,500
- Incident triage framework
- Communication templates
- Remediation roadmap
- Deliverable: Incident response playbook
AI Strategy Validation - $2,500
- Use case prioritization
- ROI reality check
- Risk assessment
- Deliverable: Go/no-go recommendation
Power Session Structure
- Intake (15 min, free): Define the challenge and confirm fit
- Preparation: Review materials 48 hours before session
- Working Session: Focused problem-solving via video/in-person
- Deliverable: Written summary/recommendations within 48 hours
- Follow-up: One 30-minute clarification call within 7 days
Engagement Models & Terms
Fractional Leadership Terms
- Minimum commitment: 90 days (builds momentum)
- Renewal: Quarterly with 30-day notice
- Hours: Flexibly allocated based on priorities
- Availability: Business hours + critical escalations
- IP ownership: Your work product, our methodologies
Power Session Terms
- Package-based: Fixed deliverables at fixed price
- Scheduling: 1-2 week advance booking
- Rush delivery: <1 week adds 25% premium
- Emergency: Same-day adds 50% (if available)
- Conversion: Apply payment to Fractional if upgraded within 30 days
Success Patterns We've Seen
The Scaling Startup (Series B SaaS)
Challenge: No data strategy, analytics chaos, can't answer board questions
Approach: Fractional CDO for 6 months
Outcomes:
- Built analytics team (3 hires)
- Implemented Snowflake + dbt + Looker stack
- Created investor data room
- Reduced CAC by 32% through attribution modeling
The PE Portfolio Company
Challenge: Post-acquisition AI strategy needed for value creation
Approach: 2-day Power Session + quarterly check-ins
Outcomes:
- Identified $4M in AI automation opportunities
- Created 100-day plan for new CTO
- Designed "AI wins" communication strategy
- Board approved $8M transformation budget
The Enterprise Transformation
Challenge: Legacy BI tools, 400+ spreadsheet "databases", no self-service
Approach: Fractional CDO (Platinum) for 12 months
Outcomes:
- Migrated to modern data platform
- Launched Analytics Center of Excellence
- Trained 100+ users on self-service tools
- Achieved 67% reduction in report requests
Why This Approach Works
You Get Battle-Tested Fortune 500 Leadership
- 25+ years building and leading data/AI capabilities at scale
- A "Scientist-Operator-Founder" perspective across the full spectrum
- Proven track record:
- $10M cost savings at Motorola/Google through analytics optimization
- 100-person org relocation at eBay (Traffic Analytics to Seattle)
- 240-person global team at Change Healthcare merger
- 160+ person transformation at Teradata to analytics platform
- Unprecedented data scale:
- 500 petabytes (half-zetabyte) processing at Motorola on BigQuery
- One of the largest cloud analytics deployments in history
- Board & governance expertise:
- NACD Governance Fellow
- Board Chairman (non-profit)
- Executive briefing preferred speaker at Teradata
- Real P&L impact: Proven ROI through Mirror Analysis Method™ (invented at eBay)
Without the Overhead
- No full-time $500k+ salary, equity, and bonus
- No lengthy 6-month executive recruiting process
- No cultural mismatch risk
- No 18-month ramp-up time
With Immediate Impact
- Week 1: Already diagnosing and adding value
- Month 1: Tangible progress on a 90-day plan
- Quarter 1: Measurable outcomes and clear ROI
Investment Summary
| Service | Duration | Investment | Best For |
|---|---|---|---|
| Fractional CDO/CDAO | 90-day minimum | $18k–$37k/month | Ongoing transformation leadership |
| Power Sessions | Project-based | $2,500–$4,500 | Urgent decisions, crisis response |
| Hybrid Model | Custom | Custom pricing | Start with Power Session, convert to Fractional |
What's Included
✅ Direct access to senior expertise
✅ Proven frameworks and methodologies
✅ Board-ready deliverables
✅ Knowledge transfer to your team
✅ Vendor-agnostic recommendations
What's Additional
➕ Travel outside continental US
➕ Hands-on implementation work (see Build Sprints)
➕ Extended team training (see Group Coaching)
➕ Large-scale workshops (see Executive Workshops)
Next Steps
Ready for Fractional Leadership?
Schedule a fit assessment call to discuss your transformation goals and confirm alignment.
Book Fractional Advisory Call →
Need Immediate Help?
Submit your Power Session request with challenge description and desired timeline.
Request Power Session →
Not Sure Which Option?
Let's spend 15 minutes understanding your situation and recommending the right approach.
Book Discovery Call →
"Patrick brings the rare combination of deep technical expertise from CERN and business acumen from Google and Optum. He helped us transform from spreadsheet chaos to a modern data platform that our board actually trusts."
— CTO, Series C FinTech ($400M valuation)