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.

Our process is simple: We align your team with an Executive Workshop, then build your vision with a hands-on Build Sprint.

"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)

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What Your Peers Say

"I like to remember Patrick as the Michael Jordan of analytics, because his talent is so unique that if you're lucky enough to meet this kind of people, your professional life changes forever."

— Analytics Leader, eBay

"Not only is Patrick one of the very best data scientists in the world, but he is also an amazing business leader and people manager with both amazing hard and soft skills."

— VP, Product Management, eBay

"He found innovative and effective ways to measure and predict the impact of our marketing campaigns using techniques normally reserved for high energy physics."

— Board Member & CTO (formerly at Microsoft, Google, Amazon)

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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 the scientific, experiment-based frameworks I first developed at eBay. I adapted my PhD background in particle physics to invent a new incrementality methodology that finally replaced multi-year disputes on marketing attribution. 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, proven at enterprise scale). 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

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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)
  • The groundbreaking eBay paid search experiment that was cited in HBR and academic literature, fundamentally changing their marketing strategy
  • 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

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🎯 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"

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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"

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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

Next Step: From Alignment to Action

Your workshop is complete and your roadmap is built. Now, let's execute. Our Build Sprints are designed to turn your workshop deliverables into production-ready systems.

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🚀 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

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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

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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)

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Case Studies in Transformation

Anonymous case studies are for consultants. My track record is in leading transformation at world-class companies.

Case Study 1: The $10M Optimization (Motorola/Google)

Challenge: As part of the Google acquisition, Motorola Mobility's data warehouse costs were spiraling with no clear link to business value.
Program: We ran a series of "analytics-on-analytics" sprints to identify low-ROI reports and high-cost query patterns.
Transformation: We engineered a migration from Hadoop to Google BigQuery and rationalized the entire reporting portfolio. The result was an eight-figure reduction in data warehouse costs, a 36-hour speed-up in sales reporting, and a unified analytics platform that 25% of the company used monthly.

Case Study 2: The M&A Integration (Change Healthcare)

Challenge: A complex merger required unifying two distinct analytics organizations into a single, high-performing team.
Program: We implemented the "Pod-Based Agile Framework" to create a unified 240-person global analytics organization.
Transformation: We successfully merged teams, platforms, and processes, creating a single source of truth for the new entity. We launched an "Analytics Culture Program" and an "Executive Analytics Summit" that broke down silos and scaled data literacy across the entire enterprise.

Case Study 3: The Strategic Pivot (Teradata)

Challenge: Teradata needed to transform from a legacy data warehouse company into a modern analytics platform provider.
Program: I led the 160+ person cross-functional team (engineering, product, architecture) responsible for this strategic pivot.
Transformation: We successfully launched the Teradata Analytics Platform, integrating next-generation data science and machine learning capabilities into the core product. This repositioned the company, opened new revenue streams, and was a key factor in their evolution.

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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)

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Investment Summary

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
➕ Ongoing Executive Advisory to guide the platform and team post-launch (see our Fractional CDO offering)
➕ Custom Analytics Academy training for your teams on the new platform (see our Speaking & Education offering)

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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

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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 →