AI practice

AI strategy &
fractional leadership.

Most AI failures aren't technical — they're organizational. Misaligned leadership, absent governance, stalled adoption, and vendor decisions made without strategic oversight. That's the gap Pactus Advisory fills.

67%
of companies lack a unified AI strategy
Gartner CEO Survey, 2025
56%
of CEOs say AI has delivered neither revenue increases nor cost reductions
PwC Annual Global CEO Survey, 2026
higher ROI for companies that achieve leadership alignment on AI before investing
BCG / MIT Sloan Management Review, 2024
01
Most requested
Fractional Chief AI Officer
$5,000 – $12,000 / month

For most mid-market companies, the answer to "who owns AI strategy?" is either "nobody" or "our CTO, sort of." Neither is sustainable. A full-time Chief AI Officer costs $300K–$1M+ in total compensation before building a team. A Fractional CAIO provides the same executive leadership at a fraction of the cost.

Pactus Advisory's Fractional CAIO engages 1–2 days per week, attending executive meetings, owning the AI strategy and governance framework, and driving adoption accountability across the organization.

What we own

  • AI roadmap and use case prioritization framework
  • AI governance policy — data handling, vendor risk, employee usage standards
  • Vendor evaluation and selection — build vs. buy vs. partner decisions
  • Shadow AI remediation — converting unauthorized usage into sanctioned, governed adoption
  • Board-level AI strategy reporting and communication
  • Cross-functional adoption accountability — ensuring AI initiatives deliver measurable results

Engagement structure

  • Month 1: Discovery, current-state assessment, and AI readiness audit
  • Month 2–3: Strategy development, governance framework, and roadmap
  • Month 4+: Execution oversight, vendor management, and ongoing leadership
  • Quarterly board briefings included
Ideal for

Mid-market organizations ($10M–$500M revenue) with active AI spending but no unified strategy or executive accountability. Also used as a bridge engagement while evaluating a full-time CAIO hire.

02
Fixed scope
AI Strategy Roadmap
$15,000 – $35,000 / project

Most organizations begin their AI journey with tool purchases rather than strategy. The result is a collection of disconnected pilots, no clear ownership, and leadership teams that can't explain to their board what AI is doing for the business.

The AI Strategy Roadmap is a fixed-scope 4–6 week engagement that produces a clear, prioritized, actionable plan before significant implementation spending begins.

Deliverables

  • Current-state AI assessment — what tools are in use, what's working, what isn't
  • AI readiness audit — data quality, infrastructure, talent, and governance gaps
  • Prioritized use case map — highest-value opportunities ranked by effort and ROI potential
  • Vendor landscape review — evaluated options with build/buy/partner recommendations
  • Governance framework — initial policies for data handling, vendor risk, and employee AI use
  • 90-day implementation plan — clear first steps, owners, and success metrics
  • Board presentation — executive summary ready to present

Process

  • Week 1–2: Stakeholder interviews, tool inventory, and current-state assessment
  • Week 3–4: Use case analysis, vendor review, and governance design
  • Week 5–6: Roadmap development, validation sessions, and final presentation
Ideal for

Organizations beginning their AI journey, preparing for a board conversation about AI strategy, or looking to rationalize existing AI spending before committing to further investment.

03
Recovery
AI Implementation Rescue
$8,000 – $20,000 / month

Your organization invested in Microsoft Copilot, ChatGPT Enterprise, Salesforce Einstein, or another enterprise AI platform. Adoption is near zero. The vendor is pointing at your organization. Your team is pointing at the vendor. Nobody is accountable and nothing is delivering value.

This is the fastest-growing engagement type in our practice — and it's a direct application of the same project recovery work David Kennedy has done across $500M+ in technology engagements.

What we fix

  • Near-zero adoption despite significant license investment
  • AI projects over budget, behind schedule, or delivering no measurable value
  • Vendor relationships where trust has broken down and blame is replacing progress
  • AI implementations where scope has grown beyond the original business case
  • Organizations where the AI initiative has become a political problem rather than a business one

Our approach

  • Rapid diagnosis — identify root cause (technical, organizational, or vendor) within 2 weeks
  • Vendor renegotiation — restructure contracts, SLAs, and delivery commitments
  • Governance reset — establish clear ownership, accountability, and success metrics
  • Change management — rebuild organizational willingness to adopt
  • Recovery execution — sustained engagement through stabilization and value delivery
Ideal for

Organizations with active AI implementations that are failing to deliver value, vendor relationships in conflict, or AI programs where internal escalation has not produced resolution.

04
Governance
AI Governance Framework
$10,000 – $25,000 / project

Shadow AI — employees using unauthorized AI tools without IT or management oversight — has become one of the highest-risk issues facing organizations in 2026. Younger, AI-native employees are using these tools to accelerate their work, often without understanding the data exposure they're creating.

A well-designed AI governance framework doesn't suppress adoption — it channels it. The goal is Sanctioned AI: harnessing the energy of early adopters while protecting the organization's intellectual property, client data, and regulatory standing.

Framework components

  • AI usage policy — clear, practical standards for employee AI use across functions
  • Data classification standards — what data can be used with which AI tools
  • Vendor risk assessment process — evaluating AI tools before organizational adoption
  • Shadow AI audit — inventory of current unauthorized usage and associated risk
  • Incident response protocol — what happens when AI governance is violated
  • Board-ready AI risk reporting — quarterly governance summary for leadership

Particularly important for

  • Financial services organizations with regulatory AI obligations
  • Healthcare organizations handling PHI and HIPAA-governed data
  • Legal and professional services firms managing confidential client information
  • Any organization where employees have access to sensitive client or operational data
Ideal for

Organizations in regulated industries, companies with active Shadow AI usage, or leadership teams that have identified AI governance as a board-level risk without a clear owner or framework.

Why Pactus Advisory

Not a technologist.
An operator
who knows AI.

Most fractional CAIOs come from engineering or data science backgrounds. They understand the technology. They don't understand why AI implementations fail in practice — because most AI failures are organizational, not technical.

David Kennedy spent 30 years managing the intersection of technology and organizational behavior at enterprise scale. He has led customer success across a $2.8B ARR SaaS portfolio, recovered a $160M distressed technology program, and managed delivery across $500M+ in contract value.

He has been on both sides of failed AI and technology implementations — as the vendor who overpromised, and as the executive responsible for delivering value when implementations went sideways. That perspective is what differentiates Pactus Advisory in the fractional CAIO market.

Organizational first

We diagnose the governance, stakeholder, and change management failures before reaching for technical solutions.

Vendor-side experience

We understand vendor incentives, contract structures, and negotiation leverage — because we've been on that side of the table.

Conflict as a specialty

When AI adoption creates organizational conflict — job displacement fears, ownership disputes, vendor disagreements — we resolve it. Most CAIOs can't.

Registered neutral

When AI disputes require formal mediation or arbitration, our sister practice Atlanta Dispute Resolution provides independent neutral services.

Is your AI investment
delivering what you expected?

Most mid-market organizations are either under-investing in AI governance or over-investing in AI tools without the strategy to make them work. A free 30-minute consultation can clarify which problem you have.

Schedule a consultation