AI Innovation Consulting
Engineers solve problems, consultants sell their services. AI consulting bridges the gap — helping organizations build prediction models that compound.
The Opportunity
78% of organizations are adopting AI, but most are stuck in pilot purgatory. The gap isn't technology — it's tribal imbalance and missing systems.
What organizations say: "We need AI strategy." What they mean: "We have pilots everywhere and nothing is shipping."
Four-Layer Playbook
AI consulting has four layers: business alignment, readiness, use cases, and delivery/governance.
Layer 1: Business Context & Alignment
Anchor every discussion in business value, not technology.
| Area | Key Questions |
|---|---|
| Objectives | What 2-3 business metrics should AI move first? |
| Scope | Which units/processes are in-scope in the next 90 days? |
| Sponsor | Who signs off, who blocks, who operates day-to-day? |
| Constraints | What data/regs/brand rules can't be violated? |
| Success | What proves this was worth it within a quarter? |
The real question: "What would make this engagement a no-brainer in 12-18 months?"
Layer 2: AI Readiness Diagnostic
Run this in a 2-4 week diagnostic phase.
| Dimension | What to Assess |
|---|---|
| Strategy & Leadership | Named AI owner? Documented vision linked to budget? Clear principles on where AI will/won't be used? |
| Data Foundation | Accessible, permissioned data? Governance policies? Sensitivity classification? |
| Technology & Architecture | Approved platforms (Copilot, Workspace, etc.)? API/integration patterns? MLOps capability? |
| Governance & Risk | AI risk policy? High-risk review process? Output monitoring for bias/hallucinations? |
| People & Skills | Internal AI training? Champions in teams? Capacity in IT/data without derailing ops? |
Layer 3: Use Case Prioritization
Once readiness is clear, design and prioritize use cases.
Discovery questions per function:
- Where is there high manual load, delays, backlogs, or error rates visible in metrics today?
- What patterns are repeatable across clients (to build reusable "blueprints")?
Prioritization criteria:
| Criterion | Question |
|---|---|
| Business Impact | Quantifiable upside in time, cost, revenue, or risk reduction? |
| Feasibility | Data availability, technical complexity, dependencies, security constraints? |
| Time-to-Value | Can we show a result inside 4-12 weeks with a scoped pilot? |
| Adoption Likelihood | Clear owner, motivated team, workflow people want to improve? |
Use case one-pager (per candidate):
- Problem statement and current baseline metric
- Users, systems touched, in-/out-of-scope boundaries
- Data sources and sensitivity class
- Proposed AI pattern (assistant, classifier, summariser, generator, recommender, agent)
- Risks, guardrails, and human-in-the-loop checkpoints
Layer 4: Delivery & Governance
Engagement structure:
| Phase | Duration | Purpose |
|---|---|---|
| Phase 0 - Diagnostic | 2-4 weeks | Readiness checklist, discover/prioritize use cases, strategy + roadmap |
| Phase 1 - Pilots | 6-12 weeks | Implement 1-3 high-ROI use cases with clear metrics and governance |
| Phase 2 - Scale | Ongoing | Expand successful pilots, build reusable agents, train teams, formalize operating model |
Pilot delivery checklist:
- Design: Detailed flow, UX, success metrics, policies, acceptance criteria
- Build: Use existing platforms first, then custom agents where needed
- Govern: Risk review, data protection, logging, monitoring, feedback loop, rollback plan
- Enable: Docs, playbooks, training, internal "AI worker manual" for operators
- Review: KPI dashboard, qualitative feedback, go/no-go decision for scale
The Three Tribes
AI transformations fail when tribes are unbalanced.
| Tribe | Question They Ask | What They Provide |
|---|---|---|
| Explorers | "What if we tried...?" | Discover options, frontier awareness |
| Automators | "How do we operationalize this?" | Scale validated ideas, integrate systems |
| Validators | "How do we ensure quality and safety?" | Standards, compliance, trust |
The failure pattern: Explorers generate pilots → Automators can't operationalize → Validators block everything → Pilot purgatory.
The solution: Tight fives that pass through all three tribes before shipping.
Pricing Model
| Tier | Deliverable | Price Range |
|---|---|---|
| Diagnostic | Readiness baseline + prioritized use case roadmap | $5K-15K |
| Pilot | 1-3 implemented use cases with metrics and governance | $15K-50K |
| Managed Service | Ongoing AI worker operations + optimization | $3K-10K/month |
Growth Strategy
- Focus on customer problems first — solve real problems, not push technology
- Provide free value — podcasts, speaking, content that generates inbound
- Leverage partner networks — build relationships with platforms that need implementation help
- Strategic speaking — choose events where target audience is present
- Paid discovery offers — tiered packages that qualify leads and demonstrate value
- Qualify early — timing, budget, decision authority upfront
- Differentiate through execution — in AI hype, proven delivery sets you apart
- Event strategy — organize around larger conferences ("event hijacking")
Checklists
Problem-Solving
- Define the Problem:
- Clearly articulate the problem statement
- Validate with data and client input
- Develop Hypotheses:
- Formulate initial hypotheses based on available data
- Test with additional data and analysis
- Structure the Problem:
- Break down using issue trees
- Ensure analysis is MECE
- Analyze Data:
- Collect relevant data to test hypotheses
- Focus on most impactful data points
- Propose Solutions:
- Target root causes
- Validate with data and client feedback
Client Engagement
- Pre-Wiring:
- Discuss preliminary findings with stakeholders
- Align expectations and gather feedback
- Challenge Assumptions:
- Ask probing questions to understand real issues
- Validate client assumptions with data
- Communicate Clearly:
- Present findings concisely
- Use the elevator test (30 seconds)
- Follow-Up:
- Schedule implementation discussions
- Provide ongoing support