Solutions 2.0 — Enterprise AI Advisory

About

From Data Strategy to AI Reality

Solutions 2.0 is a boutique AI advisory firm helping organizations turn data and AI from strategy into measurable business outcomes. What began in Business Intelligence and analytics has evolved through Big Data, Machine Learning, and now the full spectrum of Generative AI, LLMs, and agentic systems.

Our edge is the bridge: we speak executive (business cases, ROI, risk) and engineering (architecture, data, platforms) fluently — aligning both sides on what to build, why, and how to make it succeed. We've done this at Fortune 500s, Tier-1 banks, asset managers, law firms, FinTech startups, and PE portfolio companies.

Solutions 2.0 operates with a disciplined buy vs. build framework — evaluating vendor platforms against custom solutions based on your actual constraints, not vendor promises.

Core Competencies

AI Use Case Identification

AI Roadmaps & Business Cases

Executive Stakeholder Advisory

GenAI / LLMs / Agentic AI

Organizational AI Readiness

AI Governance & Risk

Low-Code / No-Code AI

EPM / FP&A Process Improvement

JDE / Oracle ERP / Oracle Apps

PE Portfolio Advisory

AI Business Value & ROI

Operations & Workflow AI

How We Work

Four Advisory Pillars

Whether you're starting your AI journey or scaling a program, I operate in four interconnected disciplines.

🎯

AI Strategy & Roadmapping

Identifying high-value AI opportunities, scoring by feasibility and ROI, and building sequenced roadmaps that connect to real P&L impact — not just technology for its own sake.

🏗️

Implementation Leadership

Turning AI strategy into delivered solutions — from data architecture and platform selection to team formation and vendor management. I've built and led teams from 1 to 65.

🤝

Executive Advisory

Serving as a trusted translator between C-suite priorities and technical execution. I've presented to CDOs, CFOs, and Boards across the US and Europe — and brought clarity, not complexity.

📊

Business Value Engineering

Quantifying AI ROI before a dollar is spent. Building business cases, modeling value scenarios, and establishing measurement frameworks so outcomes can be tracked and proven.

Four Technology Pillars

🔥

Turnarounds

When a project has gone off the rails — missed deadlines, blown budgets, misaligned teams — we step in and bring it back. We have a track record of rescuing high-stakes engagements others couldn't. Calm under pressure, decisive under fire.

🏗️

Architecture

Platform design built to last 10 years, not just survive the next sprint. We build flexibility to absorb new technologies without technical debt accumulation. Technologies change — enterprise best practices don't.

🤖

Artificial Intelligence

From classical ML and NLP to GenAI, LLMs, and agentic systems — we've built and deployed AI in production since 2012. We identify where AI creates genuine business value and where it doesn't, and we build solutions that last.

📊

Data Management

Data is the foundation of every AI and analytics capability. We design data architectures, pipelines, and governance frameworks that unify siloed assets, ensure quality, and create the reliable data layer your business needs to operate with confidence.

Our Team

Proven at the Highest Levels

Solutions 2.0 brings over two decades of hands-on delivery experience across three Big 4 firms, two Tier-1 strategy consulting firms, and 12 global consumer banks. We have worked with AI professionally since 2012 — long before it became a boardroom agenda item. Every engagement is led by a senior practitioner who has done this work, not managed it from a distance.

🏛️

Big 4 & Enterprise Pedigree

Five+ years with Big 4 consulting firms leading AI/data engagements for Fortune 500 clients across Financial Services, Real Estate, Retail, and Industrials. Managed a $60M cloud partnership and a 65-person delivery team.

🚀

Founder Operating Experience

Co-founded and served as CTO of an AI/NLP FinTech startup — building the engineering team from zero and deploying production AI systems in Vendor Risk Management and GRC, years before the market caught up.

🎯

Pre-Sales & Advisory Depth

Two years advising Tier-1 banks and global consulting firms on AI and Big Data strategy — managing up to 14 concurrent engagements across $1M–$30M deal sizes, presenting to CxO audiences across the US and Europe.

📐

Analytics & Business Intelligence

Eight years as a Principal BI consultant delivering analytics to insurance and financial services firms globally across North America, Europe, and Asia. Inventor of the Partial Data Warehouse methodology for rapid, low-overhead analytics deployment.

Firm Track Record

20+

Years Delivering

Industries Served

$60M

Program Managed

65+

Team Members Led

$60B

AUM Advised

Continents Served

What We've Solved

Specific, documented outcomes from real engagements. These results aren't theoretical — but actual.

⚡

60× Query Performance Improvement

Reduced bad query processing times by an average factor of 60 — 4-hour queries to 4 minutes, 3-minute queries to 3 seconds.

🤖

ML Model Training: 2 Weeks → 2 Hours

Structured SQL data preparation reduced machine learning model generation time from two weeks to under two hours.

👥

12-Person Team → 1 Person, Under a Day

Automated monthly accounting reconciliation that previously consumed half the work month of a 12-person department.

🎯

Targeted Retail Recommendations at Scale

Designed a hybrid ML + Rules Engine approach for highly specific retail recommendations across Medical and consumer entertainment verticals.

🔒

PII Breach Response — State University

Designed and implemented a full system to detect, catalog, track, quarantine, and report all PII exposure following a major state university hacking breach.

🔄

Complex Compliance Clauses → Unified Risk Score

Converted dozens of disparate risk management components into a single unified risk score — enabling automated compliance tracking at scale.

🏗️

500% Company Growth — Infrastructure Built to Match

Built the internal processes, org structure, hiring/firing frameworks, and operational infrastructure to support a company that grew 500% in under a year.

💬

LLM Chatbots That Minimize Hallucinations

Architected conversational AI systems with long-term and cross-conversational memory — designed to deepen relationships, not just answer questions.

Recognition

Awards & Honors

🏆

Multiple Industry Awards

Superior leadership, execution, and mentorship — recognized across multiple years at one of the Big 4's most competitive practices

🥇

Excellence @ EMC Gold Award

Decisive actions that saved a $30 million project — awarded for performance under pressure at a critical inflection point

🎤

Distinguished Toastmaster (DTM)

Highest honor from Toastmasters International. Past President, New York Toastmasters. Executive communications and leadership.

📢

Conference Chair & SIG Co-Founder

Co-chaired conference and co-founded Special Interest Group, San Diego .NET User Group, 2003–2006

🤝

Community Organizer — AI/Data

Co-organized the New York Data Science Use Cases Meetup, 2014–2015 — building the early NYC AI practitioner community

🎵

Professional Touring Musician

1998–1999. A reminder that breadth of experience — creative, technical, strategic — shapes distinctive thinking.

Enterprise AI Advisory
for the C-Suite

From Data Strategy to AI Reality

Sectors Served

Four Advisory Pillars

Four Technology Pillars

Case Studies

Proven at the Highest Levels

Awards & Honors

Ready to Move from AI Hype to AI Value?

Enterprise AI Advisory for the C-Suite

From Data Strategy to AI Reality

Sectors Served

Four Advisory Pillars

Four Technology Pillars

Case Studies

Proven at the Highest Levels

Awards & Honors

Ready to Move from AI Hype to AI Value?

Enterprise AI Advisory
for the C-Suite