AI Portfolio Audit

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AI Portfolio Audit

Stop funding AI initiatives that will never deliver value

Before more money, time, and executive credibility are spent.

The uncomfortable reality

Most organisations don’t fail with AI because the technology doesn’t work. They fail because:

  • The wrong problems are chosen
    AI is applied where it’s interesting, not where it matters
    “Pilots” multiply, accountability disappears, and value never materialises

Pilot Purgatory

This creates Pilot Purgatory: high activity, low impact, and growing uncertainty about whether any of it is worth the spend.

Executives usually sense this — but lack a credible, defensible way to stop it without stalling progress or triggering internal politics.

What this is

The AI Portfolio Audit is a fixed-scope, executive-level review designed to answer one question:

Which of our current AI initiatives are actually worth continuing — and which should be stopped?

It provides leadership teams with a clear, written basis for Go / Kill / Fix decisions before more money is committed and a neutral foundation for escalating those decisions to the CFO, COO, or Board if required.

This is not AI strategy consulting. This is decision discipline.

Who this is for

This audit is designed for organisations that:

  • Are already funding AI initiatives (or about to)
  • Suspect value is unclear, overstated, or politically driven
  • Want to reduce waste without freezing momentum
  • Need decisions they can defend financially and operationally

If you are looking for experimentation, education, or vendor selection, this is not the right engagement.

What I do

Over a focused three-week engagement, I:

  1. Review all current and proposed AI initiatives
    (internal projects, pilots, vendor solutions, “innovation” work)
  2. Evaluate each initiative against clear criteria, including:
  • Business impact and economic relevance
  • Data and operating reality
  • Cost, organisational risk, and political exposure
  • Likelihood of ever reaching production and sustained use
  1. Deliver a clear executive decision artefact, setting out:
  • What to kill
  • What to fix or narrow
  • What is genuinely worth backing
  • Why. In plain business and operational terms

No tooling. No implementation. No vendor bias.

What you get

  • A written AI Portfolio Decision Report
  • Explicit Go / Kill / Fix recommendations
  • Clear rationale leadership can stand behind
  • A 2-hour executive session to align on decisions and next steps

5× ROI Guarantee

If this audit does not identify at least 5× its cost in avoidable spend, duplicated effort, or de-risked investment decisions, the fee is refunded.

What I explicitly do NOT do

To preserve independence and decision quality:

  • I do not build systems or write code
  • I do not manage teams, sprints, or delivery
  • I do not sell or implement tools
  • I do not produce decks without decisions attached

My value is judgment, clarity, and independence.

Typical outcomes (within 30 days)

  • Low-value initiatives stopped early
  • Clear executive alignment on what actually matters
  • Reduced exposure to “science projects”
  • Fewer AI initiatives — and better ones
  • Momentum without reckless spend or loss of control

Why me

  • I bring senior-level judgment shaped by 20+ years advising leadership teams in automotive, industrial, and regulated environments — where operational reality matters more than venture narratives, and where stopping the wrong initiative often matters more than starting the right one.

    My role is not to make AI look exciting. It is to make AI make sense.

Who this is NOT for

This audit is not suitable if:

  • You are exploring AI for the first time (you need education, not audit)
  • You are not prepared to stop initiatives that aren’t working
  • You need implementation support or vendor selection
  • You want validation for decisions already made

Executives usually sense this, but lack a credible, defensible way to stop it without stalling progress or triggering internal politics.

AI Portfolio Audit

£12,500

Fixed fee | Duration: 3 weeks

Selective by design (limited engagements per quarter)

If you are prepared to stop low-value work and make real trade-offs, the next step is a 20-minute alignment call to confirm fit.

If not, this will save us both time.

Book alignment call

Our Fractional Exec services are provided in partnership with Fractional Execs Ltd in the UK. Learn more about the wide range of senior leaders available for fractional executive roles at Fractional-Execs.co.uk