AI Portfolio and ROI Assessment — a fixed-fee accelerator from EPC Group
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
- Duration
- 30 days
- Team
- Senior architect named on the Statement of Work; engagement lead where the program size warrants it.
- How it is priced
- Fixed fee, quoted after a 30-minute scoping call. EPC Group does not publish price ranges.
What it is
The assessment inventories every AI spend the organization carries and retrofits success criteria onto every active initiative: the metric, the baseline, the owner and the kill criteria. Initiatives that cannot state what success means are the first finding. The model mix is right-sized against actual usage, and the savings are quantified as a model the finance team can audit.
The 90-day roadmap that closes the engagement sequences the reductions and the re-scopes, and an executive dashboard on Microsoft Fabric gives the sponsor the ongoing view. Where the organization wants the governance carried forward, the assessment hands off to a Virtual Chief AI Officer engagement.
Who it is for
CFOs, CIOs and Chief AI Officers whose AI line items — subscriptions, consumption, licenses, contracted services — have grown without defensible success metrics, across any industry.
Start here by size — Start with an assessment. A first external look at one estate — Copilot readiness, data governance, Power BI health, AI spend — before any build is committed. The organizations EPC Group serves, and the ones it does not, are set out on the fit page.
Deliverables
Complete AI spend inventory
Subscriptions, consumption, licenses and contracted services in one ledger with owners.
Success-criteria retrofit for every active AI initiative
Metric, baseline, owner and kill criteria written down for each.
Model-mix right-sizing analysis
Usage against spend per model and tier, with the quantified change — a model, audited by finance.
90-day AI-debt-reduction roadmap
Sequenced stops, re-scopes and consolidations with owners and dates.
Executive dashboard on Microsoft Fabric
Spend, usage and success metrics in a three-tier measurement view the sponsor keeps.
Handoff to an ongoing vCAIO engagement (optional)
The roadmap carried by a Virtual Chief AI Officer if the organization chooses.
What is not included
- Renegotiating or cancelling vendor contracts — the roadmap names them; the organization executes.
- Building replacement AI systems.
- Ongoing measurement after the 30 days unless the vCAIO handoff is taken.
Anything outside the deliverables above is a change order under the Engagement Charter — written, priced and approved before the work starts.
When to start
- AI costs grew faster than any measured benefit and the board has asked why.
- Several business units bought overlapping AI tools.
- Budget season needs a defensible AI line.
How it is priced
Fixed fee, quoted after a 30-minute scoping call. EPC Group does not publish price ranges. The scoping call is run by the architect who would lead the work; the fixed fee, the deliverables and the acceptance criteria are written into the Statement of Work, and the change-control, escalation and acceptance rules are the ones in the Engagement Charter.
Frequently Asked Questions
It needs invoices, contracts and usage exports; read access to consumption dashboards shortens the inventory but is not required.
Book the scoping call
A 30-minute call with the architect who would lead the AI Portfolio & ROI engagement; the fixed fee follows in writing.
Contact EPC Group