AI Readiness & Strategy for Executive Teams
A structured, practical approach to help mid-sized companies apply AI where it matters. Generative AI introduces new capabilities—and new ambiguity. We partner directly with executive leadership to assess readiness, identify practical use cases, and build implementation strategies tied to business priorities.
- of mid-sized businesses report no clear AI strategy
- 72%
- of PE firms cite AI enablement as top priority
- 85%
- improvements in key functions with AI
- 10-20%
What We Deliver - AI Readiness & Recommendations Engagement
A focused 4–6 week engagement designed to clarify how and where AI fits within your business.

- Business Understanding. Learn about the business to understand what will drive the most ROI and impact
- Current State Assessment. Assess current systems, data flow, infrastructure, and experimentation
- Use Case Identification. Identify and score high-impact AI use cases across core business functions
- Executive Alignment. Align the executive team through structured working sessions
- Implementation Roadmap. Recommend architecture, capabilities, and team plans to support execution
Our Approach - Strategic AI Adoption Framework
We apply our Strategic AI Adoption Framework to identify and prioritize use cases that are not just technically feasible, but operationally valuable and aligned with business goals.
- Business Impact & ROI.
Potential to drive measurable value - Technical Feasibility.
Fit with current systems and capabilities - Implementation Cost.
Estimated resource and tooling requirements - Adoption Risk.
Organizational readiness and likelihood of success - Time to Value.
Speed from implementation to benefit realization - Scalability & Sustainability.
Long-term applicability across functions - Governance & Ethics.
Compliance, privacy, and operational risk
Why Choose Us - How We're Different
We bring both technical fluency and executive perspective to every engagement, focused on execution and results.
- Executive-first.
We work directly with CEOs, COOs, CTOs, and leadership teams. No handoffs, no filler. - Adaptable by design.
Each engagement is customized to your industry, stage, and priorities. - Built for decision-making.
The goal is clarity and action—not just insight. - Cost-effective without compromise.
We deliver strategy and depth that match large consultancies at a fraction of the cost.
Who We Work With - Ideal Client Profile
- Mid-sized companies.
Organizations with 100–1000 employees - Operational complexity.
Companies with operational or data complexity - AI evaluation phase.
Leadership teams evaluating AI's role in internal systems, products, or processes - PE-backed companies.
Portfolio companies pursuing structured digital transformation
Our Background - Two Decades of Building & Scaling
With over two decades building and advising high-growth businesses, we bring both technical fluency and executive perspective to every engagement.
Built and scaled enterprise platforms, marketplaces, and B2B SaaS
Raised capital from institutional and strategic investors
Supported M&A and organizational redesigns
Advised dozens of founders, CEOs, and operating teams across industries
Meet the Team - AI Expertise You Can Trust

Michael J. Prichard
Founder & AI Strategy Lead
Michael is the Founder & CEO of Shift AI, a company building AI-native tools for investment and research teams in regulated industries. He is a serial founder and experienced technology executive, best known as the Founder & CTO of WillowTree, which scaled to over 1,000+ employees and was acquired by Telus International.
Michael has been an active practitioner and early pioneer in applied AI since 2017—leading initiatives that integrate machine learning and generative AI into enterprise platforms, customer-facing products, and operational systems. His work spans production-grade LLM applications, internal decision-support tooling, and AI strategy across sectors.
His core strengths include recruiting and organizational design, enterprise architecture, and building scalable AI and data platforms for mid-market and growth-stage businesses.

Request an Example Report
If your leadership team is evaluating AI strategy—or needs to bring structure to early initiatives—request a copy of a recent AI Readiness & Recommendations Report to see the depth of our work.