AI-CYA, by Jacob Pearson

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Five modules: Inventory; The Gap; Pick Three Workflows; Train It So It Sticks; Prove It and Keep It. Deliverable: a one-page Software Value Report for one tool with a renew, downgrade, replace or cancel decision. The Four Rules checklist is included as a bonus.

Who it is for: Owners, operations and finance leads, team leads.

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Jacob Pearson provides management consulting. He is not a registered investment adviser, broker-dealer, CPA firm or law firm, and nothing here is investment, legal, tax or accounting advice.

AI-CYA

AI-CYA, by Jacob Pearson

AI-CYA is a framework developed and owned by Jacob Pearson, management consulting. Read about the practice at jacob-pearson.com.

Jacob Pearson provides management consulting and training on the operations of organizations: people, process, software and AI. He is not a registered investment adviser, broker-dealer, CPA firm or law firm. Nothing on this site or in any proposal, deck, report, dashboard, newsletter or course is investment, legal, tax or accounting advice; an offer or solicitation of securities; a recommendation to buy, sell or hold any security, fund interest or asset; a valuation or fairness opinion; or an audit, review or attest opinion. No fee is contingent on a transaction, a capital raise or a valuation; any variable fee is tied only to operating value measured under a written attribution rule. Where Jacob has an interest in a product or service he discusses, he says so in writing. Targets and measured results are not guarantees. Talk to your own counsel, CPA and licensed adviser about legal, tax, accounting and investment matters.