Monday, April 20, 2026

Fintech AI and A Bridge Over Troubled Waters

Here are two recent case studies from my executive advisor practice. On the surface, they appear wildly different, both in content and scale.  But process-wise, they are the same, since I'm a process consultant, and my specialization is identifying the key changes that result in dramatic improvement.

Success Story: Fintech AI Triumph

A fintech CIO faced a $5M AI project stalled by scope creep. 

Using CLOUD, we phased the rollout, aligned with business goals, streamlined processes, simplified interfaces, and clarified decisions.

As a result, the client saved $400K and cut timelines by 20%.



Bridge Over Troubled Waters

A park district had a booth charging a fee to cross a scenic bridge into a wildlife area. The problem was that the line to cross really backed up.

I advised them to set up 3-4 stations back near the parking lot to take their cash and give them a token. At the bridge, they simply collected the token to allow crossing.

As a result, a bottleneck was eliminated, and long lines ceased to be an issue.



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