Services
Advisory Retainer
Ongoing fractional AI leadership and delivery oversight.
At a glance
- Who it's for
- Firms with AI work underway or a CoE in place that need senior AI leadership without a full-time hire, and firms building generative or agentic AI with delivery partners.
- Typical sponsor
- CIO, CTO, or the head of the CoE.
- Format
- Ongoing, with scope and cadence agreed up front.
- You end with
- A senior AI leader in your governance forums and delivery reviews, accountable for keeping decisions on standard.
Why it matters
The hard part of AI comes after the pilot: vendor claims to check, architecture choices that are costly to reverse, agentic systems that must be explainable to regulators, and delivery partners to hold to a standard. Most firms need that judgment regularly, not a full-time executive for it.
Signs you need this
- You are running generative or agentic AI projects with one or more delivery partners.
- Vendors are pitching AI products, and there are no criteria to compare them.
- Your CoE exists but lacks senior AI leadership.
What you get
- Fractional AI leadership: A seat in steering committees, architecture reviews, and risk forums.
- Delivery oversight: Checkpoints and quality gates across vendors and internal teams, with three-check validation before release.
- Architecture and platform guidance: AWS Bedrock, LangGraph, RAG, and multi-agent orchestration.
- Agentic AI controls: Human review thresholds, audit logs, and clear limits on what agents can do without approval.
- Vendor evaluation: Vendor-neutral criteria, due diligence, and pilot designs with exit criteria.
- Leadership reporting: Clear status on the AI portfolio for executives and the board.
Example format. Not client data.
Sample release gate
- Grounded to an approved source?
- Passed the golden evaluation set?
- Cleared by model-as-judge review?
- Human review threshold defined?
- Audit log in place?
- Named owner after launch?
How it runs
- 01ScopeAgree the forums, decisions, and cadence we cover.
- 02EmbedJoin the agreed forums and set the quality gates.
- 03OverseeReview delivery, vendors, and risk on the agreed cadence.
- 04ReviewRevisit scope at regular intervals as your needs change.
What we need from you
- A named internal owner for the relationship.
- Access to delivery forums, design documents, and vendor contracts.
- Decision rights agreed up front, so recommendations turn into action.
The method behind it
Every release is held to the three-check standard: grounded to an approved source, passing a golden evaluation set, and cleared by an independent model-as-judge review.
Illustrative scenarios
Illustrative scenario. Not a client case study.
Property and casualty insurer scaling agentic AI in claims
Pilots work, but no one can explain agent decisions to regulators.
Approach: An evaluation framework with golden datasets and human review thresholds, audit logging, and a model risk process regulators can follow.
Illustrative scenario. Not a client case study.
Asset manager facing AI vendor sprawl
A dozen vendors are pitching AI products, and there are no criteria to compare them.
Approach: A vendor-neutral evaluation framework, a due diligence scorecard, and pilot designs with clear exit criteria.
Related
Questions on this service
- Do you replace our internal teams or delivery partners?
- How do you validate generative and agentic AI before it reaches production?
- Jira AI Status Summary Generator, an example of our approach to executive status reporting
- Validation Is the Real Work
- A 15-minute call
- A scoping session
- A fixed-scope proposal
