Frequently Asked Questions

Straight answers on pricing, timeline, methodology, and fit.

What exactly is a fractional Chief Automation Officer, and what do you actually do?

A fractional Chief Automation Officer is the accountable owner of your automation decisions before a full-time hire makes sense. I audit your operations, rank automation opportunities across RPA, BPA, and AI by realistic ROI, set governance guardrails, oversee implementation, and run a 90-day cadence that measures value honestly. I'm not a vendor demo parade or a deck-and-leave consultant — I'm the person whose job is to make automation produce defensible value and tell you the truth about what won't.

How are you different from a generic automation consultant or agency?

I own the decisions, metrics, and cadence until the work produces value or is honestly killed — a consultant typically ships a deck and leaves. I'm also not tied to selling you a specific tool; my incentive is your ROI, not a build I happen to offer. And I bring one accountable operator at a fractional cost, not a large team at agency rates and pace.

What does this cost?

Everything is priced in plain numbers, USD. The Automation & Process Assessment is $25,000–$35,000, one-time, delivered in 2–3 weeks. The fractional Chief Automation Officer retainer runs $5,000 / $10,000 / $15,000 per month (Foundation / Growth / Transformation), three-month minimum, scalable with 30 days' notice. Workshops are $6,000 (half-day) or $10,000 (full-day). Implementation build costs are quoted separately by the delivery team so you always know what you're paying for.

How long does an engagement take?

Most bounded automation implementations complete in under 3 months. The Assessment itself takes 2–3 weeks. Fractional Chief Automation Officer retainers have a 3-month minimum and typically run longer as new workflows get identified and automated in waves.

What results can I expect?

Most implementations achieve roughly 30% cost savings within the first year. Data consolidation projects have reduced operational waste by 50% or more. Invoice-processing automation has driven around 85% automatic transaction matching, cutting month-end close time roughly in half. Results vary by starting point — the Assessment sets a realistic baseline for your operation specifically.

What industries do you serve?

My sweet spot is mid-market operators, roughly $3M–$50M in revenue, in professional services, manufacturing, distribution and logistics, and retail. These are the sectors where data fragmentation and manual process drag are most common and where automation ROI is easiest to prove within a year.

How is a fractional Chief Automation Officer different from hiring full-time?

You get senior automation leadership — strategy, vendor judgment, implementation oversight, and team coaching — without the cost or long ramp-up of a full-time executive hire. The engagement scales up or down with 30 days' notice, so you're not locked into permanent headcount before you know how much ongoing automation leadership you actually need.

Will automation replace my staff?

That's the wrong frame, and it's usually how these projects fail. The work I target is repetitive throughput drain — invoice matching, data reconciliation, manual report building — so your people stop spending time on clerical motion and focus on higher-value work. The goal is making your existing team more valuable, not cutting headcount.

What is hyperautomation, and why combine AI, RPA, and BPA?

Hyperautomation means combining artificial intelligence, robotic process automation, and business process automation so they reinforce each other instead of operating as separate point solutions. RPA handles repetitive rule-based tasks, BPA restructures the workflow around them, and AI handles the judgment calls that need pattern recognition — like document classification or anomaly detection. Used together, they solve problems that none of the three fixes alone.

How do you handle change management during automation rollouts?

I use the Prosci ADKAR framework — Awareness, Desire, Knowledge, Ability, Reinforcement — to plan adoption alongside the technical build. Automation rollouts fail on adoption far more often than on technology, so change management isn't an afterthought; it's built into the implementation plan from day one.

What's the minimum commitment, and can I start small?

Yes, start small. Most operators begin with the fixed-scope Assessment (2–3 weeks) or a single workflow before any ongoing retainer. The fractional Chief Automation Officer engagement has a three-month minimum, and it scales up or down on 30 days' notice. No long lock-in required to get started.

Do you work remotely or on-site?

Remote by default — I'm based between Miami and São Paulo, serving clients across North America and Brazil. For leadership alignment sessions, kickoffs, or workshops that benefit from being in the room, I travel; on-site work is subject to a facility surcharge plus travel and accommodation expenses.

How do we get started?

One 30-minute fit call. No agenda except getting honest about where you are and what's realistically movable in the next 90 days. If there's a fit, the next step is usually the Assessment or a scoped pilot workflow. If there isn't a fit, I'll say so and point you toward a better path.

Still Not Sure If This Fits?

Book a 30-minute fit call. No sales pitch — just an honest read on whether I can help.

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