For B2B SaaS and fintech. Big enough that AI arrived in six departments, small enough that nobody was hired to run it.
Teams adopted AI faster than anyone could put a process around it. This is what that looks like right now, and it is where almost every company your size currently sits.
Eighteen years running enterprise transformation. Five million customers migrated across twelve countries without a disruption. Then I built the AI program operations system I now help other companies govern. I build the agents, not just the policy around them. More →
What waiting costs. Duplicate subscriptions nobody consolidated. A launch that slips because readiness surfaced late. A tool touching customer data that no one reviewed, found by a customer rather than by you. None of it announces itself.
AI went where one person could adopt it alone. It never reached the work that spans teams and eats the week.
Getting from left to right is mostly program design. The AI is what keeps the screen current without anyone maintaining it.
A team wants to start running customer data through an AI tool.
Finance, HR, and engineering workflows get governed, not redesigned.
After handover, I stay on call. A new initiative nobody knows how to route, a vendor or a rule that changes, a model that needs a tune after six months of real use.
“The price implementation was a tremendous success. $75M in revenue, under 1.2% attrition, no impact on customer acquisition. Lakshmi was the glue that brought it all together.”
“A pivotal leadership role organizing governance, operating models, and readiness frameworks. A major reason we delivered without any customer or business disruption across 5+ product lines and a dozen countries.”
The Portfolio Review produces one document your leadership can act on. These are its sections.
I will walk a redacted example through on the call, so you can see the format before you commit to anything.
Better you know before the first call than after the contract. When these are needed, I say so and help scope them to someone qualified.
An executive sponsor, and about two hours a week from four or five people who know how the work actually runs. Read access to the tools already in use. No engineering time, and no new licences to buy before we start.
Under your NDA and inside your tenancy wherever possible. Nothing is copied to personal accounts or consumer AI tools, nothing trains a model, and everything is returned or destroyed at the end. If a step would put your data somewhere you would not choose, I raise it before doing it.
Fourteen years at Intuit running enterprise transformation, most of it in go-to-market. Five million customers migrated across twelve countries without a disruption.
Then I built an AI program operations system in production. Eight specialised agents on LLMs handling planning, risk, dependency tracking, and executive reporting. Weekly leadership update prep went from about ten hours to under thirty minutes.
Single orchestrator, scoped skills, not a network of independent agents. Multi-agent demos better. Single orchestrator is far easier to audit and gate. If you cannot explain who approved what, you do not have governance. You have a demo.
Each one answered with a working framework rather than an opinion.
Somewhere ahead of this: one list, one owner, a decision on every initiative, and a launch cycle that does not eat a week. Start with five minutes. The result is yours whether or not we ever talk.