Embedded Files
Document-led Decisions.
Reduce AI risk before it becomes quiet damage.
Reduce AI risk before it becomes quiet damage.
We help small financial firms and risk‑sensitive teams put simple rules around AI use so client communications, approvals, and audits stay defensible.
We help small financial firms and risk‑sensitive teams put simple rules around AI use so client communications, approvals, and audits stay defensible.
You’ll receive a 1‑page QuickScan by email within 1 business day.
Prefer to talk first? Book a 30‑minute call here.QuickScan Feedback
QuickScan Feedback
“Helped me create an SOP for responsible AI use.” —Insurance leader
“Helped me create an SOP for responsible AI use.” —Insurance leader
“Flagged our biggest gap: no standardized process.” —RIA leader
“Flagged our biggest gap: no standardized process.” —RIA leader
Why It Matters
Why It Matters
“Bad models” aren’t the main risk. Unclear accountability, weak review, and exceptions that live in someone’s head are.
When rules stay implicit:
When rules stay implicit:
approvals slow down
rework increases
vendors get conflicting direction
audit and exam questions get harder to answer
The goal is cleaner decisions and faster approval.
The goal is cleaner decisions and faster approval.
What We Do
What We Do
We turn scattered inputs (ops, compliance, IT, vendors) into decision-ready artifacts that make tradeoffs explicit and put a defensible path to production in writing.
You keep execution control. We don’t take over operations or run a long-term backlog.
Start with a 1‑page QuickScan
Start with a 1‑page QuickScan
For: small financial firms (RIA / insurance / accounting) using AI in client communications, reporting, or ops automation.
Time: ~3 minutes.
Output: a 1‑page QuickScan with your top failure modes + the smallest fix that reduces your highest risk.
Delivery: within 1 business day.
Email is required only so we can send your QuickScan.
Prefer to talk first? Book a 30‑minute call here.What You Get (the artifacts)
What You Get (the artifacts)
Decision memo
Decision memo
Options, tradeoffs, risks, "what would change our mind," and first moves.
Controlled promotion path
Controlled promotion path
Simple release gates: risk tiers, required evidence, named approvers, and re-review triggers.
Evaluation rubric
Evaluation rubric
Scoring criteria, pass/fail gates, and a recommendation you can defend.
Decision record + evidence trail
Decision record + evidence trail
What was decided, why, who approved it, and what supports promotion.
These are designed to be forwarded internally, so approvals speed up instead of looping.
These are designed to be forwarded internally, so approvals speed up instead of looping.
How It Works
How It Works
Step 1: Intake
Step 1: Intake
(30-45 min, async by default)
Decision, constraints, stakeholders, open questions
Step 2: Draft
Step 2: Draft
(1-2 days)
Decision memo + first-pass gates / controls outline
Step 3: Correct + Deliver
Step 3: Correct + Deliver
(60-90 min + 24-48h)
Forwardable artifacts + first moves
Minimal meetings, maximum outputs.
Testimonials
Testimonials
Lori Lenar, IT PMO Partner, BISSELL
Lori Lenar, IT PMO Partner, BISSELL
"Jolene brought clarity and structure to complex, cross-functional initiatives. She was very easy to work with, and always listened to stakeholder concerns and addressed them thoughtfully. Jolene’s discovery work and crisp briefs made it easier to align stakeholders, reduce risk early, and move work through governance smoothly."
Adam Snopek, Director, Enterprise Architecture, BISSELL
Adam Snopek, Director, Enterprise Architecture, BISSELL
"Jolene mapped complex cross-domain data flows and dependencies in a way that made architecture decisions clearer and execution more realistic. She brought clarity and alignment across teams without oversimplifying the enterprise constraints."
Tommy Mrozinski, IT Director / App Dev Director, BISSELL
Tommy Mrozinski, IT Director / App Dev Director, BISSELL
"Jolene brought immediate structure to ambiguous situations, translating competing priorities and shifting constraints into clear, executable plans that teams could actually align behind. Jolene is the kind of partner you want when you need calm, clarity, and forward motion without oversimplifying constraints."
Contact
Contact
Optional: Prefer to talk? Book a clarity call here.
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