C‑LEVELADVISING
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SAFE AI LAUNCH

A safe AI rollout at a services firm

A services firm knew it needed AI but worried about data exposure and wasted spend. Pilots stalled and nothing reached production.

Role
AI advisor
Sector
Professional services
Engagement
6 months
Focus
Safe adoption
THE SITUATION
⚠ Pilots that never shipped
⚠ Real data-security worries
⚠ No one owning AI end to end

The shift, in numbers

OUTCOME
3
Workflows live in production
0
Data incidents
Weeks
From idea to deployed

What I did

01

Picked the first move

Targeted workflows where AI clearly paid off.

02

Built guardrails

Data integrity, access, and oversight first.

03

Enabled the team

Training so people actually adopted it.

04

Oversaw the launch

Owned the rollout end to end.

Scott got us adopting AI safely — in production, not in a slide deck.
PRESIDENT · SERVICES FIRM
Illustrative — anonymized composite

Recognize your business in this?

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