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LucasAI Transformation Consultant

Selected work

Applied examples across agentic AI, workflow design, governance, and impact measurement.

These case studies are written as portfolio artifacts for recruiters and hiring teams. They emphasize problem framing, operating logic, and decision quality.

Enterprise Operations Group2026Assessment

Agentic AI Readiness Assessment

A structured assessment of where agentic AI could safely improve decision throughput, workflow quality, and operational leverage.

Functions assessed
8
Candidate workflows
34
Executive roadmap
90 days
B2B Services Platform2026Diagnostic

Agentic Workflow Diagnostic

A diagnostic engagement that decomposed a high-volume operations workflow into agent-ready tasks, controls, and implementation phases.

Workflow steps mapped
47
Automation candidates
11
Cycle-time target
-30%
Growth-Stage SaaS Company2025Prototype

CRM/Sales Operations Agent

A sales operations agent concept for account research, CRM hygiene, next-step recommendations, and manager review.

Rep admin time
-28%
CRM field coverage
+41%
Manager review time
-18%
Regulated Market Operator2025Governance

Responsible Agentic AI Playbook

A practical playbook for approving, monitoring, and scaling agentic AI workflows in a regulated operating environment.

Control patterns
15
Use-case tiers
4
Playbook assets
9
Private Equity Portfolio Team2025Measurement system

AI Impact Dashboard

A portfolio dashboard for tracking AI initiatives, adoption, business impact, risk status, and executive decisions.

Companies onboarded
12
Initiatives tracked
68
Review cycle
Monthly

Documentation

Selected case study briefs and project documentation are available upon request during the interview process.

Next step

Want the short version?

The CV and LinkedIn links are the fastest way to review background, while the case studies show how I think through AI work.