Our Services

Four ways we work together

My unique value lies in having been a technology executive, buyer, seller, advisor, researcher — and now AI adoption book author and startup founder — giving me a 360-degree perspective on how to effectively leverage AI for measurable, high-impact business outcomes.

  • Keynotes
  • Roadmaps / Policies
  • Advising
  • Upskilling

01

Keynote Speaking

Custom keynotes built for your audience, industry, and moment — never a stock deck.

Every talk is written for the room: the industry, the maturity level, the decisions on the table. Audiences leave with language they can use in the next meeting and a clear view of what to do on Monday.

02

AI Strategy Roadmaps

A sequenced plan that ties AI investment to measurable business outcomes.

Grounded in decades of practitioner experience and doctoral research about organizations who both succeeded and failed with AI, roadmaps prioritize the few moves that compound and retire the ones that quietly burn budget.

03

Advising for CEOs, CIOs, CHROs & Transformation Leaders

Trusted, confidential counsel for the executives accountable for AI outcomes.

Ongoing advisory for the leaders who own the results — pressure-testing strategy, governance, talent, and vendor decisions with someone who has sat on every side of the table.

04

Executive, Board & GTM Upskilling

Programs that build AI fluency and decision quality across leadership teams.

Programs that build AI fluency and decision quality for leadership teams, boards, and revenue organizations, including the AI Adoption Engineering™ Certification and customized boardroom briefings, specific to their industry and situation, for the "State of AI".

Frameworks you'll actually use

BALM

Bold AI Leadership Model™

A repeatable three-tier framework — Mindset, Strategy, and Action — for leading in the age of AI.

It equips C-suite leaders and board directors with the four Applied AI Guiding Principles to confidently sponsor, resource, and de-risk high-stakes AI initiatives.

AIE

AI Adoption Engineering™ Certification

A certification path that moves practitioners from “pilot purgatory” to operational performance.

This intensive program transforms adoption from an art into a repeatable discipline, teaching candidates to engineer stakeholder buy-in and outcome-driven execution.

5AP

5 AI Success Pillars™

The empirical, research-backed foundation behind enterprises that get results from AI.

Born from a qualitative study of 46 real-world enterprise implementations, this framework translates five strategic priorities — Value Creation, Customer-Centricity, Skillful Collaborative Teams, Cultural Shifts, and Data Governance — into a reliable blueprint for business value.

APF

AI Performance Flywheel™

A self-reinforcing engine that turns AI potential into sustained business momentum.

Moving through four sequential phases — Foundation, Execution, Scale, and Innovation — it replaces linear, fragile IT roadmaps with a compounding cycle where innovation naturally feeds the next wave of foundation opportunities.

VIZD

Visual Dartboarding™

An interactive co-creation method that aligns stakeholders on high-impact AI priorities, fast.

Grounded in the truth that “there is no desire greater than to alter someone else’s draft,” it uses rough, highly editable visual frameworks to bypass corporate hesitation and turn skeptics into co-creators.

PACE

AI Pace Style™

A behavioral diagnostic that aligns individual leadership styles with your organization’s position on the AI Performance Flywheel.

By mapping distinct PACE leadership profiles — Pioneer, Assembler, Conductor, and Evangelist — to their corresponding operational phases, it ensures that the right leaders are driving the right change at the right time.

What you walk away with

Tangible deliverables by lifecycle phase

Every engagement produces artifacts your teams keep, reuse, and operate from — not slideware.

Built on primary research, not opinion

Doctoral primary research — the largest qualitative research study in the world of organizations who have both succeeded and failed with AI.

How the study was conducted
  • 46 in-depth explorations of enterprise AI leaders, selected for industry diversity, organization size, and direct involvement in AI decisions — the largest qualitative study to-date
  • Full transcription, multiple listening cycles, keyword extraction, thematic coding, and case study synthesis
  • Data saturation reached
  • Validated by 11 external technology-practitioner reviewers
  • IRB-approved and committee-defended
  • Field-tested with enterprise clients

Let's scope it together

Contact Dr. Lisa