The Engagement

The AI Transition Review

4 weeks. 6 deliverables. I review your tech stack, build your AI strategy, and hand you a roadmap your team can execute — with the guardrails to do it safely.

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Built for CTOs and engineering leaders at mid-market companies (200–2,000 employees) who know the transition to AI-augmented development is coming — and want to do it right instead of fast.

The transition problem

Your IT department was built for a world before AI. Your team writes code the way they always have. Your SaaS stack grows by one tool per quarter. Your processes are manual where they could be automated, and automated where they should be AI-augmented.

Meanwhile, your competitors are shipping faster with smaller teams. Not because they're smarter — because they've made the transition. They've figured out which systems are AI-ready, which roles should pair with AI, and which expensive software can be replaced with AI alternatives at a fraction of the cost. Every month you wait, the gap widens.

How I work

Discovery & Inventory

I map every system in your stack: infrastructure, platforms, SaaS subscriptions, APIs, databases, CI/CD pipelines, monitoring tools, and internal services. I document dependencies, integration points, data flows, and ownership.

Health & Cost Scoring

Each system is scored on five dimensions: uptime/reliability, scalability headroom, cost-efficiency (what you pay vs. what you use), technical debt burden, and vendor lock-in risk. We flag redundancies and overlap between tools.

AI Strategy & Pairing

Using my AI Pairing Framework, I classify every team and workflow into the right tier of AI integration — Copilot, AI-Augmented, AI-Led, or Fully Automated. I identify which tools fit, which workflows should change, and where the guardrails need to be.

Guardrails & Risk Assessment

I identify what could go wrong — security gaps, compliance risks, vendor lock-in, data exposure from AI tools. Every recommendation comes with guardrails so your transition is safe, not just fast.

Prioritized Roadmap

I deliver quick wins in 30 days, medium-term plays in 90 days, strategic overhauls in 12 months. Every recommendation includes cost, timeline, ROI projection, and dependencies.

What you get

Sample Deliverable

5-Dimension Scorecard (Example)

Every system in your stack gets scored like this. Here's what a real scorecard row looks like:

System Health AI Ready Automation Security Staffing Action
CI/CD Pipeline 3/5 5/5 5/5 4/5 3/5 Automate now
CRM (Salesforce) 5/5 3/5 2/5 5/5 4/5 Evaluate AI add-ons
Doc Management 2/5 4/5 4/5 2/5 3/5 Replace with AI
Monitoring Stack 4/5 3/5 5/5 5/5 5/5 Fully automate

Sample data for illustration. Your scorecard covers every system in your stack.

Case Study — Logistics

10x Developer Velocity for a National Logistics Platform

A logistics company running 12 SaaS products with redundant CI pipelines and manual deployment processes. My review identified 4 tools replaceable with AI alternatives, consolidated their CI/CD into a single automated pipeline, and freed engineering to focus on product — not infrastructure.

Read the full case study →

Frequently Asked Questions

How long does the AI Transition Review take?

4 weeks from kickoff to final deliverables. I deliver first findings and quick wins within the first week.

What access do you need to our systems?

I work with read-only access to your infrastructure dashboards, CI/CD pipelines, cloud consoles, and SaaS admin panels. I never need write access or access to production data. All access is scoped, time-limited, and documented.

What size companies do you work with?

The AI Transition Review is built for mid-market companies with 200-2,000 employees. The engagement is designed for this segment — large enough to have real technical complexity, but not so large that they need (or want) a Big 4 engagement.

Ready to make the transition?

Book a call. I'll walk you through how the AI Transition Review works and whether it's the right fit for your team.

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