AI Fluency Consulting

Your best people are doing real work with AI. Let's compound the wins across the firm.

Most firms with sharp AI users start to realize the same thing: the wins live in the heads of their power users, but the work the firm sells and clients pay for still looks about the same as it did a year ago. The individual productivity gains are real, but the firm's operating model isn't keeping up.

Experience includes

SamsungGENokiaILG

The journey

Three opportunities created by AI adoption

  1. Lift the ceiling on individual potential

    Your best people feel super-charged because AI unlocks their creativity by expanding what they can achieve.

  2. Design for expanded team potential

    Leadership has a generational opportunity to redesign how the work is organized so the expansion of team potential shows up in the firm's results.

  3. Compound the firm's expertise across engagements

    Your firm's expertise gets captured and reused, so every new engagement starts from the firm's best prior work.

Your Principal Consultant

Nick DiCarlo

AI consulting isn't really about AI, it's about your people and the work they do. The technology is just an enabler that amplifies their capabilities. When your people and process are aligned, the technology delivers, when they're not, no AI tool fixes it.

Nick DiCarlo

Principal, The Control Surface

Former COO, Samsung VP, Startup Leader (Exit)

Based in Houston, TX · Fractional CAIO engagements for local firms

The AI-fluency journey: generating business impact with AI

No matter where you are in your AI-fluency journey, we have scoped a path to help you advance and become self-sufficient. As your skills develop, you'll find new ways to leverage AI for business impact.

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  1. L1

    Foundation

    The firm has paid AI accounts that people use daily, with an IT-approved data security policy in place.

  2. L2

    Power users emerge

    Your power users have built real things on their own. The rest of the firm hasn't caught up, and the wins live in each individual team member's head.

  3. L3compounding

    Codified capability

    The level a Workflow Build Session delivers. We encode your firm's context and expertise into a tested and validated AI process to execute an entire workflow end-to-end. This is where capabilities compound and real firm-level acceleration starts.

  4. L4measurable ROI

    Visible in the numbers

    As more workflows are encoded and become AI-enhanced, the acceleration starts to show in the firm's results, not only on a few individuals' laptops. The firm wins work it couldn't have won before, cycle times shrink, and existing clients see the difference.

Getting StartedIf your firm doesn't yet have paid AI accounts the team uses daily, now is the perfect time to help them get started. We designed the AI Executive Quick Start (2hrs) for exactly this purpose.AI Executive Quick Start

The benefits of growing your team's AI fluency

Team confidence

People go from cautious about AI to bringing their own ideas. Daily use builds intuition, and intuition builds the confidence to try new things.

Pride in the work

Your team is learning something valuable and seeing real results. That shows up in retention, in recruiting conversations, and in how people talk about the firm.

Cycle time

Work that took three days takes three hours, at the same quality standard.

Win rate

You compete for work that usually goes to firms two or three times your size.

Expertise reuse

AI documents your firm's expertise and applies it to every deliverable.

Client-ready prototypes

Use the recovered capacity to build AI prototypes so your client can try your idea instead of imagining it.

Engagements

Three ways to put AI fluency to work

Each engagement is scoped, time-bound, and aimed at one concrete win. Pick the entry point that fits where your firm is today.

Start here

Workflow Build Session

Half-day in your office

Your team is using AI daily, but your core client work hasn't changed as much as you expected. We turn one of those workflows into an AI-augmented version that compresses a week into hours, so your team can go deeper on the work your clients value most.

Built by an operator for operators. We don't ask you to trust AI blindly. We build the process so the result is something you can measure.

Destination: Level 3 codified capability.

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  • Workflow InsightsA documented workflow your firm owns, mapped into stages with your team. Changes how new hires learn the work.
  • Context documentsReusable firm, workflow, and personal context files your team uses across every engagement.
  • AI workspaceA Claude Project that loads your context and runs the workflow.
  • SKILLS.md filesVersioned skill files for your firm's voice, brand guides, and evaluation rubric.
  • Trial runThe workflow run on a real engagement, ready for next-day use.
Book a scoping call

The method

Compound capability. Accelerate high-value work.

Four steps to encode one of your firm's workflows into something every team member can run, scored against your firm's own standard. The compounding comes from putting AI to work on your highest-value workflows, where every hour saved or every quality lift goes straight to client outcomes. Built for real estate firms, M&A boutiques, law firms, accounting firms, and advisory practices where the work is judgment-heavy and the deliverable carries the firm's expertise.

See the four steps

Follow-on

Workflow Propagation Engagement

Engagement-based· 1 week

Take 3-5 of your highest-impact workflows from idea to firm capability. Build them with the same method, set evaluation gates, and train an internal owner to carry it forward.

Destination: advanced Level 3 across your portfolio.

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  • Production Projects3 to 5 of your highest-impact workflows built and versioned in Git.
  • Eval harnessEach workflow gets an evaluation harness built from your best work.
  • Internal ownerSomeone on your team trained to add the next workflow without me.
  • Propagation playbookDocumented process for adding workflows after this engagement.
  • Quarterly check-insOptional 6 to 12 month cadence.
Book a scoping call

Rapid Execution

Executive Prototyping

Engagement-based· 4 hours to one week

You can describe the tool your team needs but you can't test the idea without committing months and budget. I build a working prototype using AI in days, so you can validate the idea quickly.

  • Working prototypeA functional tool your team can use, not a mockup.
  • Demo-readyReady to show to internal stakeholders or clients.
  • Source artifactsSource code and artifacts the client owns.
  • Spec documentIf the prototype validates, a spec ready for full build.
Book a scoping call

Strategic

Fractional AI Leadership

Engagement-based· 1 to 3 months

Your team is using AI but the board sees activity, not impact. I embed with your leadership team for 1 to 3 months and convert experimentation into a small set of board-ready AI initiatives.

Destination: toward Level 4 visible in the numbers.

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  • Two-track Program Management OfficeBottom-up experimentation and top-down strategic alignment, run in parallel. The bottom-up track includes prioritizing and elevating the best ideas.
  • Strategic assessmentTop-down review of growth, valuation, and profitability drivers.
  • Use-case pipelineBottom-up discovery and prototyping with the team.
  • Initiative shortlistBoard-ready set with sponsorship recommendations.
  • Leadership cadenceWeekly or biweekly check-ins.
Book a scoping call

Looking for the AI Executive Quick Start (2hrs)? See all offerings

We're AI-native now! We built this agent that does {X}, and it's just incredible.

Your peer-dinner brag, six months in.

Get started

Book a scoping call.

Fifteen minutes to scope which workflow to start with and answer your questions about how a Build Session works.