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AI Strategy & Roadmaps
Connect AI investments to business decisions, portfolio priorities, measurable outcomes, and responsible adoption — sequenced so each phase funds the next.
AI Strategy Advisor · Customer Experience Design & Innovation
Shaping AI strategy and the experience it delivers.
Thirty-five years in, I work with executive teams across two connected practices — AI strategy, and customer experience design and innovation. One shapes the decisions the business makes. The other shapes what customers actually feel. Senior judgment in the room, applied to the decisions that warrant it.
San Francisco Bay Area · Published author on generative AI and decision intelligence · Two decades leading customer experience design and innovation
Decisions
& Experience
& Experience
Advisory & Design
Three ways to engage
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Years across enterprise technology, customer experience design, and AI
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Beta customers validating agentic decision intelligence
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Published books on generative AI, decision intelligence, and prioritization
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Years leading customer experience design, innovation, and service reinvention
The leadership imperative isn't to start with technology. It's to start with the decisions that move the business and the experiences customers actually feel — and then build the AI and design capability that makes both faster, clearer, and worth defending.
Two practices, one advisor
Six places executive teams get stuck — three in AI strategy, three in customer experience
Advisory grounded in building the thing and designing the thing — not just recommending either. Most engagements start in one practice; the useful ones end up drawing on both.
Practice one — AI Strategy Advisor
Making the decisions the business runs on faster, clearer, and defensible
For leadership teams with AI activity everywhere and AI decisions nowhere — where the constraint is the portfolio, the operating model, and the investment case, not the technology.
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Agentic Decision Intelligence
Design multi-agent approaches that synthesize evidence, compare scenarios, and improve executive decision velocity — not another dashboard.
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AI Governance & Board Communication
Stand up guardrails that survive contact with risk and legal, and translate complex AI choices into an investment narrative the board can act on.
Practice two — Customer Experience Design & Innovation
Deciding what experience you intend to deliver — then designing and proving it
For leadership teams whose experience is the sum of what each channel happened to build — where the constraint is intent, ownership, and evidence, not effort.
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CX Strategy & Operating Model
Set the experience the business intends to deliver, then design the ownership, measures, and rhythms that make it somebody’s actual job.
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Customer Journey Reinvention
Map the journey customers really take, find the breakpoints that cost revenue and trust, and redesign the service across every channel that touches it.
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Innovation, Prototyping & Product Experience
Apply human-centered design and emerging technology to create differentiated products and services — prototyped and tested with customers before they are funded at scale.
How we work together
Three ways to engage — in either practice, or both
Scoped to the decision or the experience in front of you — from a single executive session to ongoing advisory alongside your leadership team. Each format runs as AI strategy work, as customer experience design work, or as one engagement covering both.
Executive Briefing
A working session with your leadership team to establish a shared, non-hype view of what AI can and cannot do in your operating context, and an honest read on the experience your customers get today — and where the real constraint sits.
- AI track — current-state read on the AI efforts already underway
- AI track — where decisions, not tools, are the bottleneck
- CX track — the journey as customers actually experience it, breakpoints named
- CX track — where experience ownership falls between the seams
- A short list of candidate opportunities across both, ranked
- Written summary the team can circulate internally
Typically in the room
CEOCIO / CTOCX / CCOCMOFunction leads
What you leave with
Depth of involvementOne session
Most relationships start here. One session establishes which practice the real problem sits in, and whether a sprint or a retained relationship follows.
Strategy & Design Sprint
A defined engagement that runs in one of two shapes — an AI Strategy Sprint producing a roadmap tied to business decisions, or a CX Design Sprint producing a reinvented journey with prototypes customers have actually seen. Both are prioritized with established frameworks rather than intuition, and sequenced against real capacity.
- AI Strategy Sprint — opportunity assessment and prioritization across the portfolio
- AI Strategy Sprint — operating model and governance guardrails
- CX Design Sprint — current-state journey research and the experience the business intends to deliver
- CX Design Sprint — redesigned service blueprint and tested prototypes
- Sequenced roadmap with investment narrative and success measures
- Board-ready readout and executive summary
Typically in the room
Executive sponsorData & platform leadsCX & service ownersDesign & researchFunction ownersRisk & legal
What you leave with
Depth of involvementFull workstream
Everything the briefing produces, carried through to a sequenced plan — and, on the design side, a prototype — your leadership team can fund and defend.
Executive Advisor
Retained advisory alongside your executive team, as AI Strategy Advisor, as CX & Innovation Advisor, or as one seat covering both — senior judgment in the room, on a retainer rather than a headcount or a consulting bench.
- Standing counsel to the CEO, CIO, CTO, CPO, or CX leader
- Portfolio and vendor decision support ahead of commitments
- Experience and design review before the build is committed
- Board-ready communication and narrative for both agendas
- Working sessions with the teams doing the delivery and the design
Typically in the room
CEO / CIO / CTO / CPOCX / CCO / CMOThe board, when neededDelivery & design leads
What you leave with
Depth of involvementStanding counsel
The compounding option: decisions and design calls get support at the moment they are made, not in a readout weeks later.
Background
Built across the executor, consultant, and founder seats
Two decades of it spent designing customer experience — a boutique experience agency, a global CX innovation practice, a Silicon Valley design studio — and the last several building enterprise AI. The two practices come from the same career, not from a second business card.
Prioriti AI
2019 – Present · formerly Honeycom3, 2019–2023
Founder
Founder
Built an enterprise AI company on agentic decision intelligence and generative prioritization, moving AI from experimentation into repeatable executive decision workflows. Created the proprietary platform IP uniting multiple AI perspectives, real-time enterprise data, and structured decision frameworks, with integration designed across CRM, ERP, finance, and work-management platforms.
Brillio Design Studio
2018 – 2019 · Global digital technology consultancy
Consultant
Head of Design
Established Brillio’s Silicon Valley experience-design presence, building the design-thinking practice, tool frameworks, and solution offerings for the Global Design Studio, and led experience and strategy design across digital transformation programs.
Tata Consultancy Services
2012 – 2018 · Global consulting
Consultant
Partner & Chief Innovation Officer, DESS · CX Innovation, Design & Emerging Technology Leader
Led customer-experience innovation, design, and emerging technology for global enterprise clients. Developed executive perspectives on digital customer experience, mobility, wearables, and personalization, and connected strategy, design, and technology so enterprise leaders could act on practical transformation opportunities.
The Social Café
2006 – 2012 · exited to Tata Consultancy Services
Founder
Founder & Chief Experience Officer
Founded and led a boutique digital experience and innovation agency specializing in experience design and next-generation innovation, helping companies launch, grow, and compete in the digital age. Consulted to Comframe Software, an NWN company, establishing its usability and user-experience engineering group (2007–2009).
Siebel Systems & Mercury
1997 – 2006 · Enterprise software
Consultant
Executive Technology & Innovation Roles
Founding member of Siebel’s Professional Services organization and of the Siebel UAN product team; ran the Architecture and EAI global technology competencies across solution architecture, product management, and implementation. At Mercury, led initiatives for the Managed Services and Professional Services organizations and served as product liaison for the performance tools suite and Performance Center products.
The Coca-Cola Company
1994 – 1997 · Engineering foundation
Executor
Manager, New Architecture Software Applications
Managed new-architecture application development and served as lead architect for bag-in-box (BIB) systems, designing the BIB tracking and labeling system alongside inventory and location control systems.
Software Engineering Roles
1989 – 1994 · prior to The Coca-Cola Company
Executor
Software engineering
Hands-on engineering roles that built the technical foundation underneath three decades of later technology strategy.
Writing & thought leadership
Published on generative AI, decision intelligence, and the experience side of both
Illuminating Pathways: Navigating the Enterprise Ecosystem Through Decision Intelligence and Generative AI Focused on Prioritization
The Future of Generative AI — Creating Tomorrow: The Power of Generative AI Unleashed
The Rise of Decision Intelligence: A Retrospective and Prospective View
Practical Journey to AI
Executive speaker on operationalizing AI — starting with decisions and business value, not technology alone.
The Catalyst by Softchoice
Featured expert on agentic AI, enterprise adoption, and the shift from AI pilots to operational infrastructure.
Illuminating Pathways Podcast
Creator and host of a 15-episode series on decision intelligence, generative AI, prioritization, and ethics.
Scope
Leadership scope & expertise
AI strategy & decision intelligence
Customer experience design & innovation
Across both
Contact
What decision — or what experience — are you trying to get right?
Where to invest in AI. How to move from pilots to something that actually runs the business. A customer experience that no longer holds up. Bring the one in front of you — either practice, or both.
