Act as your part-time Chief AI Strategist—providing AI roadmap development, OKR tracking, vendor vetting, and strategic AI integration guidance without the cost of a full-time executive.
Mid-market companies across all sectors that need strategic AI leadership but aren't ready for a full-time Chief AI Officer. Ideal for organizations with unclear AI strategy, limited internal AI expertise, or the need for board-level AI guidance.
100% Alignment
AI roadmap directly tied to business objectives with prioritized initiatives and clear success metrics
50-70% Reduction
Reduced time to evaluate vendors, prioritize initiatives, and make strategic AI decisions
$200K+ Annual
Avoid costly vendor mistakes and misaligned AI investments through expert vetting and strategic guidance
Executive-Ready
Professional AI strategy presentations and OKR tracking that demonstrate progress and ROI to stakeholders
Comprehensive 12-18 month AI strategy document with prioritized initiatives, resource requirements, and expected ROI tied to business objectives
Quarterly Objectives and Key Results for AI initiatives with monthly progress reviews and dashboard reporting
Structured vendor assessment framework, due diligence reports, and strategic recommendations for AI tool selection
Quarterly AI strategy presentations, progress dashboards, and executive summaries for board meetings and investor relations
Monthly strategy sessions, ad-hoc consultation on AI opportunities, risk assessment, and integration planning for new initiatives
We conduct a comprehensive assessment of your current AI maturity, business objectives, and organizational readiness. This includes stakeholder interviews, technology audit, and gap analysis to understand where AI can drive the most value.
We develop a prioritized AI strategy roadmap with clear initiatives, timelines, resource requirements, and success metrics. This includes OKR framework setup, vendor evaluation criteria, and integration planning for strategic AI adoption.
We provide monthly strategic advisory sessions, quarterly board reporting, vendor vetting support, and ad-hoc consultation as you execute the roadmap. We track progress, adjust strategy, and ensure initiatives stay aligned with business goals.
Ongoing Retainer
Initial roadmap development: 4-6 weeks. Ongoing monthly advisory: 8-16 hours/month depending on engagement level.
4-8 Hours/Month
Monthly strategy sessions (2-3 hours), quarterly board prep (2-3 hours), and ad-hoc consultation as needed. Minimal disruption to daily operations.
Timeline factors:
$5,000 - $15,000/month
Monthly retainer pricing based on engagement scope, company size, and strategic complexity. Includes initial roadmap development, monthly advisory sessions, and quarterly board reporting.
As your Fractional AI Officer, we track and improve strategic planning, goal achievement, and organizational effectiveness metrics tied to AI initiatives.
Strategic planning cycle time
Strategy alignment score
Strategic goal achievement %
OKR completion rate
OKR alignment score
Initiative on-time delivery %
Initiative budget variance %
Portfolio value delivered
Resource capacity utilization %
Initiative ROI %
Decision turnaround time
Vendor evaluation cycle time
Our Fractional AI Officer service is tool-agnostic and works with your existing systems. We help you evaluate and select the right AI tools for your strategy.
Risk: AI roadmap doesn't align with business objectives, leading to wasted investment and missed opportunities.
Safeguard: We conduct comprehensive stakeholder interviews and business objective mapping before developing the roadmap. All initiatives are tied to specific business outcomes with clear success metrics and ROI projections.
Risk: Strategic recommendations aren't implemented due to lack of internal ownership or resistance to change.
Safeguard: We work directly with executive leadership and key stakeholders to ensure buy-in. We provide change management support and help identify internal champions. Monthly sessions ensure continuous alignment and address concerns proactively.
Risk: Choosing the wrong AI vendors or tools leads to costly implementations that don't deliver expected value.
Safeguard: We use structured vendor evaluation frameworks with technical, business, and strategic fit criteria. We conduct due diligence, reference checks, and proof-of-concept validation before recommendations. Our vendor assessment process includes risk scoring and mitigation planning.
Challenge: A $150M aerospace manufacturer had multiple AI initiatives scattered across departments with no cohesive strategy. The board was asking for AI progress updates, but leadership couldn't articulate a clear roadmap or measure ROI.
Solution: We served as Fractional AI Officer for 6 months, conducting a strategic assessment, developing a prioritized 18-month AI roadmap focused on production optimization and quality compliance, and establishing OKR tracking. We provided quarterly board presentations showing progress and ROI.
Impact: Consolidated 8 scattered initiatives into 3 strategic priorities. Achieved 85% OKR completion rate. Board approved $2M AI budget based on clear ROI projections. Avoided $300K in vendor mistakes through structured evaluation process.
Challenge: A regional healthcare network with 12 facilities needed to develop an AI strategy for patient care optimization and compliance automation, but lacked internal AI expertise. The CTO was overwhelmed with operational IT and couldn't focus on strategic AI planning.
Solution: We provided Fractional AI Officer services for 9 months, developing an AI strategy aligned with HIPAA compliance and patient safety goals. We evaluated AI vendors for clinical documentation, patient engagement, and compliance monitoring, providing recommendations with risk assessments.
Impact: Developed comprehensive AI roadmap with 5 prioritized initiatives. Reduced vendor evaluation time by 60% through structured framework. Board approved $1.5M AI investment with clear compliance safeguards. CTO freed up 15 hours/month to focus on strategic initiatives.
A Fractional AI Officer provides the same strategic leadership at a fraction of the cost ($5K-$15K/month vs $200K-$400K+ annually for a full-time CAIO). You get executive-level expertise without the overhead, benefits, and long-term commitment. Perfect for mid-market companies that need strategic guidance but aren't ready for a full-time hire.
We naturally transition to implementation services based on the roadmap we develop. Common follow-on services include AI Readiness & Opportunity Mapping (#1), Agent Workflow Design & Orchestration (#2), and Agentic Workflow Re-architecture (#16). We can coordinate these implementations or you can use our recommendations with your internal team or other vendors.
Typically 4-8 hours per month from your executive team. This includes monthly strategy sessions (2-3 hours), quarterly board prep (2-3 hours), and ad-hoc consultation as needed. We minimize disruption to daily operations while ensuring strategic alignment.
Yes, vendor evaluation and due diligence is a core part of our service. We provide structured evaluation frameworks, conduct technical and business assessments, perform reference checks, and make strategic recommendations. This helps you avoid costly vendor mistakes and ensures tools align with your AI strategy.
That's expected and why we provide ongoing advisory rather than a one-time deliverable. We review and adjust the roadmap quarterly based on business changes, market conditions, and initiative outcomes. Monthly sessions ensure we stay aligned with evolving priorities and can pivot quickly.
We work with mid-market companies across all sectors—manufacturing, healthcare, professional services, retail, finance, government, and more. Our approach adapts to industry-specific requirements, compliance needs, and strategic priorities. The Fractional AI Officer model is particularly valuable for regulated industries that need strategic AI guidance with compliance considerations.
We establish clear OKRs and success metrics tied to business outcomes. ROI is measured through: (1) cost avoidance from preventing vendor mistakes and misaligned investments, (2) faster time-to-value from prioritized initiatives, (3) improved strategic decision-making speed, and (4) board confidence and stakeholder alignment. Most clients see 3-5X ROI within the first year through avoided mistakes and better strategic execution.
Book a 20-minute fit call to discuss how Fractional AI Officer services can help your organization develop and execute a winning AI strategy.
Last updated: November 2025