Strategic Advisory

Expert, long-term guidance to leadership or teams

No deck drops. No junior hand-offs. Vendor neutral and execution focused.
01

Outcomes you can expect

In the first 30 to 90 days you will have:

• A prioritized 90 day plan and a 12 month roadmap tied to business metrics
• 1 to 2 pilots launched on time and on budget
• Clear guardrails for privacy, IP, and compliance
• A KPI tree, baseline, and reporting cadence
• A change and adoption plan so usage sticks
• Vendor choices, negotiated smart, with no lock-in 
02

Offerings

Pick a model or combine for your context.

AI Opportunity Sprint - 2 weeks
Identify quick wins and 1 to 2 strategic bets. You get a prioritized roadmap, ROI hypotheses, and a plan.

Implementation Coaching - 6 to 12 weeks
Weekly stand-ups and quality checks so projects ship and deliver measurable results.

Executive Advisory Retainer
Ongoing decision support for leaders - vendor reviews, board prep, hiring help, governance, and risk calls.

Vendor and RFP Support
Shortlist tools, craft an RFP, run demos with a scoring matrix, negotiate terms, and add exit and data protection clauses.
03

How we work together

Direct Partnership
This isn't a generic consulting report; it is high-level, practical guidance delivered directly to your leadership.

Alignment-First
We start by ensuring your AI & tech strategy is a servant to your business goals, not the other way around.

Ongoing Pulse
Regular briefings on emerging trends and competitive shifts to keep your strategy current in a fast-moving market.
04

What you get

• Actionable recommendations in business language
• Monthly or quarterly deep-dives with the Board, C-Suite, or Senior Leadership.
• A living roadmap document including your adoption plan, policy drafts, and use-case matrix.
• Professional assessment to get stalled or failing AI & tech initiatives back on track.

Languages: English, Latvian
Location: Europe based

Pricing: Flat fee or monthly retainer. Travel at cost. NDA ready. 
05

Who this is for

• Boards & C-Suites needing to oversee AI transformation with confidence and clarity.
• Transformation Officers tasked with scaling AI across multiple business functions.
• Founders & Owners looking to optimize their technology spend and future-proof their operations.
• Risk & Compliance Leaders who need to build "safety by design" into their automation strategy.
06

Engagement options

Project-Based (3 to 6 months)
Focused on a specific outcome, such as building a roadmap or launching a governed pilot.

Retained Advisory
Ongoing monthly support to provide a "steady hand" as your AI maturity grows.

The Intervention
A short-term intensive to audit, fix, and restart a stalled or high-risk initiative.

Access & Guarantees: Direct access via your preferred channel. NDA-ready from day one.
06

Booking process

1. Strategic Consultation: A high-level call to discuss your current state and desired outcomes.
2. Scope of Work: A flat-fee proposal based on the depth and duration of the partnership.
3. Onboarding: Secure data access, stakeholder interviews, and initial audit.
4. Continuous Delivery: Iterative strategy sessions and milestone-driven progress.
07

AV and logistics

• Format: Primarily virtual (Zoom/Teams) for agility, with on-site days for quarterly reviews or intensive workshops.
• Privacy: All sessions can be conducted under your organization's security protocols and NDA.

Success story

From scattered ideas to scaling projects across business

The largest environmental resource management and waste recycling company in the Baltic States wanted to explore AI beyond theory and into practice. Over a six-month, 20 high-performing employees took part in monthly training sessions, their project teams received ongoing mentoring and executives were regularly briefed to ensure alignment.

The outcome: several AI pilot projects successfully delivered, and a clear business case approved to continue scaling AI transformation across the company.

FAQ

Questions I hear in every boardroom

Generic training won'tThat’s why I don’t offer it. Before any engagement, I interview your key stakeholders to understand your specific workflow—whether that's leasing agreements, pharmaceutical compliance, or manufacturing logistics. The examples we use in the workshop will be your real-life scenarios, not generic internet templates.

I strongly recommend in-person sessions for the Workshops. The energy, engagement, and ability to troubleshoot hands-on tasks are significantly better face-to-face. However, for the initial Inspiring Keynote or follow-up Q&A sessions, online formats work very well to reach broader teams across different locations.

Perfect. I don't teach coding; I teach business capability. My sessions are designed for everyone—from HR and Marketing to Leasing and Logistics. We focus on how to talk to the AI (prompt engineering) and how to integrate it into daily workflows like email, reporting, and data analysis.

You work directly with me. I tailor every session to your industry context. I combine high-level strategy (for the C-Suite) with hands-on keyboard skills (for the workforce), ensuring practical strategies you can actually implement.

I work primarily with B2B companies in the Baltics and Nordics, ranging from Retail and Manufacturing to Real Estate and Pharmaceuticals. If your teams deal with complex information, documents, and communication, we are a fit.

Yes. A large part of my recent work focuses on helping organizations unlock the value of their Microsoft 365 investment. We go beyond the basics to show how Copilot can integrate across Word, Excel, PowerPoint, and Teams to transform productivity.

Not necessarily for the Inspiring Keynote, but it might be recommended for the Workshops. The most value comes when your team can follow along on their own screens. If you haven't rolled it out yet, I can advise your IT leadership on the best configuration and settings to ensure a smooth and secure launch during our sessions.

This is the top priority for every CIO I work with. I don't just teach "how to use AI"; I teach "how to use AI responsibly." Every session covers data privacy, the difference between public and enterprise tools, and how to keep proprietary information safe while leveraging these technologies.

It depends on your maturity level. 

  • Keynotes: High-energy sessions to inspire and align the organization. 
  • Workshops: Hands-on, practical training for specific departments or management teams. 
  • Advisory: Ongoing support to build internal AI competencies and policies. 
  • Most clients combine a Keynote for the wider team with targeted Workshops for key departments.

Ready to get started?

Schedule a 30-minute consultation

We'll dive into your business, find your biggest opportunities, and create a custom implementation plan

Edvins Elferts, AI, AI training
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