Transformation Programs

Move from strategy to execution with structured programs that deliver measurable impact. We don't just advise; we align your leadership with high-impact Executive Workshops and ship production-ready systems with hands-on Build Sprints.

What You'll Achieve

We deliver measurable transformation through proven frameworks and hands-on execution:

Prove ROI on Strategic Investments

Precisely prove ROI and validate strategic investments through Scientific Business Impact Measurement

What I Offer: We will implement frameworks like the Mirror Analysis Method™, an incrementality methodology I personally invented at eBay to replace multi-year disputes on marketing attribution with scientific, experiment-based models. This is delivered via an Executive Workshop to align leadership on the "ROI Storytelling Method".

Tangible Deliverables:

  • Incrementality measurement framework
  • A/B testing infrastructure design
  • Attribution model with statistical validation
  • Executive ROI dashboard with confidence intervals

High-Performing Autonomous Teams

Build high-performing, autonomous teams that accelerate innovation through a Servant Leadership Agile Development Organization

What I Offer: We will implement the Pod-Based Agile Framework I used to lead global teams of 250+ at Change Healthcare and 160+ at Teradata. This is the same model I used at Optum, creating "M365 Loop-based pods with embedded goals" to push decision-making down and accelerate delivery.

Tangible Deliverables:

  • Pod structure design (5-9 person teams)
  • Agile ceremonies playbook
  • Decision-making RACI matrix
  • Sprint velocity tracking system

Workforce Builds & Deploys AI Solutions

Empower your entire workforce to rapidly build and deploy AI solutions through a No-Code AI Innovation Platform with n8n

What I Offer: This is a hands-on Build Sprint where we deploy a low-code orchestration platform (like n8n, which I use to build my own SaaS products like AgentResume.ai). This creates a "No-Code AI Innovation Platform" that empowers your "citizen developers" to automate workflows and build their own solutions.

Tangible Deliverables:

  • Self-hosted n8n platform deployment
  • 5-10 production workflow templates
  • Citizen developer training program
  • Governance and approval workflow

Why Our Programs Work

Structured for Success

  • Clear phases: Know exactly where we are
  • Weekly demos: See progress consistently
  • Defined outcomes: Acceptance criteria agreed upon upfront
  • Knowledge transfer: Your team owns the system, not us

Experienced Delivery at Fortune 500 Scale

  • 20+ years shipping production systems from petabytes to half-zetabyte scale
  • Proven large-scale transformations:
    • Teradata's pivot from data warehouse to analytics platform (160+ person team)
    • Change Healthcare merger integration (240-person unified analytics org)
    • eBay's $10M+ SEM experiment that changed their marketing mix
    • Motorola/Google analytics integration saving $10M in warehouse costs
  • Weekly training & workshops delivered at eBay for advanced analytics
  • 5-week intensive training program developed for analyst onboarding
  • Executive Analytics Summit launched at Change Healthcare
  • Stanford DAWN partnership bringing academic AI research to enterprise

Risk Mitigation

  • Fixed timeline and budget for sprints
  • Weekly checkpoints to de-risk execution
  • 30-day post-launch support (Enterprise Sprint)
  • We build with your team, not at them

🎯 Executive Workshops

Align leadership, secure budget, and launch execution in days not months

High-impact facilitated sessions that transform executive alignment into executable plans with clear accountability.

Workshop Tiers & Investment

Essentials Workshop ($8k–$15k)

Half-day (4 hours) | Up to 15 participants

Perfect for single-topic deep dives or quarterly planning sessions.

What You'll Accomplish:

  • Define your "North Star" metrics
  • Create 90-day sprint plan
  • Assign executive sponsors
  • Build consensus on priorities

Deliverables:

  • Executive summary (5 pages)
  • Action item tracker
  • RACI matrix template
  • 30-day email support

Example Topics:

  • "AI Investment Prioritization"
  • "Data Governance Sprint"
  • "Build vs. Buy Decision"

Executive Workshop ($18k–$30k) ⭐ Most Popular

Full-day (8 hours) | Up to 25 participants

Comprehensive strategy alignment for transformation initiatives.

What You'll Build Together:

  • Capability Roadmap: 18-month transformation journey
  • Operating Model: Who owns what, how decisions flow
  • Investment Case: Board-ready budget justification
  • Quick Wins Portfolio: 30/60/90-day achievements

Deliverables:

  • Executive brief (10-15 pages)
  • Board presentation deck
  • Readiness assessment scorecard
  • 90-day action plan with milestones
  • Two 45-min follow-up calls (30 & 60 days)

Popular Workshop Formats:

  • "Digital Transformation Kickoff"
  • "AI Strategy & Governance"
  • "Data Platform Modernization"
  • "M&A Technology Integration"

Transformation Workshop ($40k–$65k)

2-day intensive (16 hours) | Up to 40 participants

Enterprise-wide alignment for major strategic shifts.

The Transformation Journey:

Day 1: Strategy & Vision

  • Current state assessment
  • Future state visioning
  • Gap analysis & priorities
  • Resource planning

Day 2: Execution & Enablement

  • Detailed roadmaps by workstream
  • Risk mitigation planning
  • Communication strategy
  • Success metrics definition

Comprehensive Deliverables:

  • Strategy document (30-50 pages)
  • Board presentation with speaker notes
  • Capability development blueprint
  • Organizational readiness audit
  • 90-day sprint plan with weekly milestones
  • 12 weeks of bi-weekly follow-up calls
  • Slack channel for real-time support

Ideal For:

  • Post-merger integration
  • Enterprise AI transformation
  • Zero-to-one data platform build
  • Digital business model pivot

Workshop Success Factors

Pre-Workshop (We'll help you):

  • Stakeholder interviews (2-8 depending on tier)
  • Document review & synthesis
  • Agenda co-creation
  • Success criteria alignment

During Workshop:

  • Expert facilitation
  • Real-time visual capture
  • Breakout sessions
  • Decision documentation

Post-Workshop:

  • Materials within 7 days
  • Implementation support
  • Progress tracking
  • Accountability check-ins

🚀 Build Sprints

Ship production-ready AI/data systems in 8-12 weeks

Turn strategy into working software. We design, build, and deploy production systems while transferring knowledge to your team.

Sprint Packages & Investment

Standard Sprint ($60k–$90k)

8 weeks | Single product/workflow

Build your first AI-powered system with confidence.

What We'll Build Together:

  • MVP of AI application or automation
  • Core data pipeline or integration
  • Essential dashboards and reporting
  • Basic telemetry and monitoring

Deliverables:

  • Working system in production
  • Technical documentation
  • Runbooks for operations
  • Knowledge transfer session

Example Projects:

  • Customer churn prediction model
  • Automated report generation system
  • Chatbot for internal knowledge base
  • Revenue forecasting pipeline

Premium Sprint ($90k–$150k)

10 weeks | 2-3 integrated products

Build interconnected systems with enterprise features.

Enhanced Capabilities:

  • Full Observability Stack: Datadog/Sentry integration
  • Advanced ML Pipeline: Feature store + model registry
  • Workflow Orchestration: n8n/Airflow automation
  • API Gateway: Rate limiting, authentication, versioning

Deliverables Include:

  • Multiple integrated systems
  • Architecture documentation
  • Security review & hardening
  • Comprehensive runbooks
  • Two knowledge transfer sessions

Example Projects:

  • End-to-end ML platform
  • Multi-channel customer analytics
  • Intelligent document processing
  • Real-time recommendation engine

Enterprise Sprint ($150k–$300k)

12 weeks | Platform or ecosystem

Build foundational platforms that transform your business.

Platform-Level Features:

  • Self-Service Analytics: Empower 100+ users
  • ML Model Factory: Train, deploy, monitor at scale
  • Data Mesh Foundation: Domain-driven architecture
  • Executive Command Center: Real-time KPI monitoring

Premium Deliverables:

  • Production platform with IaC
  • Compliance & security audit
  • Disaster recovery plan
  • Team enablement program
  • 30-day post-launch support (40 hours)

Example Platforms:

  • Modern data platform (lake → warehouse → serving)
  • GenAI application suite with governance
  • Customer 360 analytics ecosystem
  • Automated workflow platform

Build Sprint Methodology

Week 1: Foundation

  • Finalize requirements & acceptance criteria
  • Set up development environment
  • Design system architecture
  • Create project tracker

Weeks 2-3: Core Development

  • Build primary components
  • Implement data pipelines
  • Create initial UI/dashboards
  • Weekly demo & feedback

Weeks 4-6: Integration & Enhancement

  • Connect systems & APIs
  • Add telemetry & monitoring
  • Implement security controls
  • Performance optimization

Weeks 7-8: Production Ready

  • Security review & hardening
  • Documentation completion
  • Runbook creation
  • Knowledge transfer sessions

Final Week: Launch & Handover

  • Production deployment
  • Operational readiness check
  • Team training
  • Success metrics baseline

Technology Approach

We're Vendor Agnostic:

  • Work within your existing contracts
  • Recommend based on your needs
  • No hidden vendor kickbacks
  • Open source when appropriate

Common Tech Stacks:

  • AI/ML: OpenAI, Anthropic, Groq, Ollama
  • Orchestration: n8n, Zapier, Airflow
  • Data: Snowflake, BigQuery, Databricks
  • Observability: Datadog, Sentry, Grafana
  • Cloud: AWS, GCP, Azure (your choice)

Success Stories

Retail Analytics Transformation

Challenge: 50+ stores, no unified view of inventory/sales
Solution: 10-week Premium Sprint
Delivered:

  • Real-time inventory tracking system
  • Predictive restocking algorithm
  • Executive dashboard with drill-downs
  • 23% reduction in stockouts
  • ROI in 4 months

Insurance Claims Automation

Challenge: 14-day average claim processing time
Solution: Executive Workshop + 8-week Standard Sprint
Delivered:

  • AI-powered claim triage system
  • Automated document extraction
  • Fraud detection model
  • 71% reduction in processing time
  • $3.2M annual savings

FinTech Data Platform

Challenge: 400GB daily data, no self-service analytics
Solution: 12-week Enterprise Sprint
Delivered:

  • Modern data platform (Snowflake + dbt)
  • Self-service analytics for 200+ users
  • Real-time fraud detection
  • Regulatory reporting automation
  • 10x faster insights

Why Our Programs Work

Structured for Success

  • Clear phases: Know exactly where we are
  • Weekly demos: See progress consistently
  • Defined outcomes: Acceptance criteria upfront
  • Knowledge transfer: Your team owns it

Experienced Delivery

  • 20+ years shipping production systems
  • Deep technical + business expertise
  • Proven frameworks and patterns
  • Board-tested communication

Risk Mitigation

  • Fixed timeline and budget
  • Weekly checkpoints
  • Acceptance criteria agreement
  • 30-day warranty (Enterprise)

Investment Summary

Program Duration Investment Best For
Essentials Workshop 4 hours $8k–$15k Single topic alignment
Executive Workshop 8 hours $18k–$30k Strategy development
Transformation Workshop 2 days $40k–$65k Enterprise change
Standard Sprint 8 weeks $60k–$90k First AI system
Premium Sprint 10 weeks $90k–$150k Integrated products
Enterprise Sprint 12 weeks $150k–$300k Platform build

What's Included

✅ Expert facilitation/development
✅ All deliverables and documentation
✅ Knowledge transfer to your team
✅ Post-engagement support window
✅ Success metrics and KPIs

What's Additional

➕ Travel outside continental US
➕ Extended support beyond included
➕ Scope changes after Week 1
➕ Third-party license costs
➕ Infrastructure/hosting fees

Engagement Process

1. Discovery Call (30 min, free)

  • Understand your challenge
  • Confirm program fit
  • Discuss timeline

2. Scoping Session

  • Define success criteria
  • Agree on deliverables
  • Finalize investment

3. Kick-off

  • Align stakeholders
  • Confirm schedule
  • Begin delivery

4. Execution

  • Weekly progress updates
  • Regular demos/checkpoints
  • Continuous feedback

5. Handover

  • Deliver all materials
  • Transfer knowledge
  • Begin support window

Next Steps

Ready for a Workshop?
Let's align your leadership team and build your transformation roadmap.
Book Workshop Scoping Call →

Need Systems Built?
Turn your strategy into production-ready AI/data systems.
Book Sprint Discovery Call →

Not Sure What You Need?
15 minutes to understand your situation and recommend the right program.
Book Consultation →

"The workshop transformed our executive team from AI-curious to AI-committed. We left with a clear roadmap, budget approval, and enthusiasm we didn't know was possible."
— CEO, Healthcare Technology ($200M revenue)