Documented project
Ambit IQ AI Delivery, Board Strategy & Operating Performance
Ambit IQ (formerly Avictis) · May 2026 – Present
Current COO & Partner role at Ambit IQ (formerly Avictis): operating owner of commercial AI delivery from C-level workshops through agent implementation for SMEs and enterprises, with board-ready materials for client boards; delivery spans CRM, ERP, Power Platform, AI agents, and related digital infrastructure where they fit; in parallel runs internal operating efficiency, team synchronisation, company performance, and KPI definition. In the first month, authored the company five-year business plan with Ambit's board.
Leadership mandate
- →Operating owner of Ambit's commercial AI delivery for SMEs and enterprises—from C-level workshops to industry-specific AI-agent implementation—with board-ready materials developed with client boards and executive teams.
- →In the first month, authored Ambit's 5-year business plan and financial roadmap with the Ambit board—strategy, modelling, annual and quarterly planning, and capital allocation.
- →In parallel, leads internal operating efficiency, team synchronisation, company-performance management, and KPI definition so delivery capacity and firm performance stay aligned.
Hands-on technology scope
- →Runs C-level workshops that separate AI strategies with durable value from those without, then leads the follow-on implementation path.
- →Builds industry-specific AI agents designed to operate autonomously in complex environments and produce reproducible results for SME and enterprise clients.
- →Runs advisory-plus-implementation across client technology landscapes, including CRM, ERP, Power Platform, AI agents, and Microsoft ecosystems where they fit, with board-ready workshop and implementation materials developed with client boards.
- →Developed a fully integrated 5-year financial forecasting model for revenue, operational costs, and capital expenditure (first month, with Ambit's board).
- →Defines and implements internal process improvements, team synchronisation routines, company-performance tracking, and KPI frameworks.
Selected outcomes
Owned client delivery
Owns commercial AI delivery for SMEs and enterprises from C-level workshops through AI-agent implementation, producing board-ready materials with client boards.
5-Year Financial Model
In the first month, created a comprehensive, fully integrated 5-year financial plan covering P&L, cash flow, and balance sheet projections for Ambit's board and partner decisions.
Internal operating performance
In parallel, drives internal operating efficiency, team synchronisation, company-performance management, and KPI definition.
Relevant executive mandates
Sources & evidence
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