Documented project
Ambit IQ AI Delivery, Board Strategy & Operating Performance
Ambit IQ (formerly Avictis) · May 2026 to Present
Current COO & Partner role at Ambit IQ (formerly Avictis): owns the business plan and the sale of the technology platform to client executive teams. AI strategy is a C-level and board conversation, at Ambit and at every client company. The platform scales with agents that operate autonomously. Delivery spans CRM, ERP, Power Platform and related digital infrastructure where they fit. In the first month, authored the company five-year business plan with Ambit's board; the plan is in use.
Leadership mandate
- →Owns the business plan and the sale of Ambit's technology platform to client executive teams. AI strategy sits with C-level and the board, at Ambit and at every client company. The platform scales with agents that operate autonomously.
- →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. The plan is in use and performing well.
- →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.
First-party operating data
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. The plan is in use and performing well.
First-party operating data
Internal operating performance
In parallel, drives internal operating efficiency, team synchronisation, company-performance management, and KPI definition.
First-party operating data
Relevant executive mandates
Sources & evidence
- 1.COO delivery, board strategy, and operating record: Ambit IQ COO delivery, board strategy, and operating record
Dr. Andree Welker · first-party disclosure
First-party executive operating record for Ambit IQ (formerly Avictis): COO & Partner and operating owner of commercial AI client delivery from workshops through implementation across CRM, ERP, Power Platform, AI agents, and Microsoft ecosystems where they fit; first-month five-year business plan with Ambit's board; board-ready client materials; parallel internal operating efficiency, team synchronisation, company performance, and KPI definition.