I will build your ai strategy use case roadmap with ROI and feasibility
About this Gig
Most AI projects fail before a line of code. They fail because someone picked the wrong use case.
I am a CTO and Ph.D. who has spent 20+ years building analytics and AI systems in banking, healthcare, education and SaaS. I am a Claude Certified Architect. I have also killed plenty of AI ideas that should never have been funded, which is the part most consultants skip.
You get a roadmap your leadership can actually act on:
- 8 to 15 AI use cases specific to your business, not a generic list
- Each one scored on value, feasibility, data readiness and risk
- A ranked shortlist with the honest reasoning behind the order
- Effort, cost range and realistic timeline per use case
- Build versus buy versus wait, called plainly
- A 90-day first-move plan for the top pick
- Data and compliance gaps you need to close first
Delivered as a written roadmap plus a live walkthrough call. I will tell you if the answer is that you are not ready yet. Message me your industry and team size and I will confirm fit before you order.
Purpose:
Ideation
•
Strategy
AI engine:
Claude
Industry:
Education
•
Lifestyle
•
Nonprofit
My Portfolio
FAQ
We are a 15-person company. Is this overkill?
No — it is aimed at you. The roadmap is sized to what a small team can actually execute, which usually means two or three use cases, not twenty.
Do you work with banks and credit unions?
Yes, that is a core focus. I build for community banks and credit unions and I account for examiner expectations, model risk and vendor due diligence in the roadmap.
What do you need from us?
A 20-minute intake form, and for the Standard and Premium tiers a 60-minute call with whoever knows your operations. No system access required. I need to know a bit about your business and your pain points to craft solid and actionable recommendations.
Will you recommend specific tools?
Yes, by name, with the trade-offs and roughly what they cost. I have no reseller relationships, so the recommendation is just the recommendation.
What if you conclude we should not do AI yet?
Then I will say that and tell you what to fix first. You still get the full analysis, and that answer is usually worth more than a roadmap you cannot execute.
Can you implement what you recommend?
Yes — see my custom AI agent gig, or message me for a larger engagement. I use Claude, ChatGPT, and Gemini for all of my AI-related work. All coding done in Python for back-end, including typescript, react, and more. Database backends use Supabase, Pinecode, PostgreSQL, and more.
Is our information confidential?
Yes. Nothing you share is reused or disclosed. Happy to sign your NDA before we start.

