"Alejandra built our Salesforce Center of Excellence from scratch. She employed design thinking and agile project management as her COE team balanced rapid advancements in functionality rollouts with risk-mitigating governance and shareholder buy-in. We are positioned well for the future because of her investment in our Salesforce framework."
AI Advisory for Business Owners and Leaders
Stop experimenting with AI and start building measurable ROI with a clear strategy, roadmap, and practical systems that power up your business.
Your AI tools are not the strategy.
You are racing to adopt AI before competitors pull ahead, but you still need to prove the ROI, protect the business, and bring your team along.
Which AI tools are our teams using, and where is the risk?
Your teams may already be using ChatGPT, Copilot, Gemini, Claude, and other tools without a shared strategy, approval process, or clear rules for sensitive business information.
Some people are running with AI. Others are afraid of it.
Some people are power users, some are overwhelmed, and some are resisting because they worry AI will replace their jobs. Leaders need a baseline that helps everyone use AI with confidence.
Is our data ready and accessible for AI, and how do we keep it safe?
Your data is one of your strongest assets, but the big questions are real: is it clean enough, useful enough, connected enough, and protected enough to support AI-driven insight and action?
How do we measure the ROI from AI?
AI activity is happening, but the business still needs to know what will save time, improve performance, reduce risk, create leverage, and deserve investment.
How I Can Help
I work with business owners and leaders to turn AI from random experimentation into a clear business roadmap, practical workflows, and systems their teams can actually use.
Fractional Chief AI Advisor
Get senior AI guidance without adding a full-time executive. I help you clarify priorities, align AI to business goals, choose the right opportunities, and build your AI roadmap now.
AI Implementation Guidance
I guide leaders through implementing AI strategy into real workflows, autonomous AI agent systems, governance, adoption, and practical use cases across key business functions.
What My Clients Are Saying
"Alejandra is a strategic force. She knows how to ask the hard questions and get people aligned to a strategic roadmap centered around key goals and objectives. She creates value aligned to user and customer needs while running a smooth operation and agile delivery team."
Bhavini Amin
Former VP, Roostify and Freddie Mac
Advisory Areas of Expertise
AI has already moved beyond better prompts and chatbot answers. Leaders now need a strategy for autonomous AI agent systems, trusted data, governance, and redesigned work that creates measurable business value.
AI strategy and roadmap
Clarify where AI belongs, what to prioritize, and how to connect the work to business outcomes.
Executive alignment
Help leaders move from isolated AI experiments to a shared vision, roadmap, investment logic, and adoption plan.
Operating model and governance
Create the structure, decision rules, policies, and guardrails needed for AI to scale responsibly.
AI tool and platform strategy
Decide which tools and platforms belong in the ecosystem, where autonomous AI agents fit, and how the architecture should support the business.
Work redesign and automation
Rethink how work gets done so AI can take on repeatable busy work, augment your team, and open new ways to create value.
Data strategy for AI
Assess whether your data is ready, usable, protected, and organized in a way that AI can turn into trusted insight and action.
AI Advisory FAQ
Who is AI advisory for?
AI advisory is for business owners and leaders who want to move from experimenting with AI to strategically powering up the business with AI.
What happens on the AI advisory call?
The call helps clarify your goals, current AI usage, biggest opportunities, and best next step. From there, I recommend the strongest advisory path to help you move from scattered AI activity to a clear strategy, roadmap, and execution plan.
Do you only work with real estate professionals?
No. Real estate is one specialty, but this advisory page is for business owners and leaders across industries. My background includes 25 years in technology and digital transformation, former Managing Director experience at Deloitte, leadership roles at Freddie Mac and Teleperformance, and more than 20 years in the Salesforce ecosystem building and leading Salesforce Centers of Excellence for large organizations.
How is this different from a generic AI training or tool recommendation?
This is strategic advisory. The work starts with business goals, operating model, risk, governance, and ROI. Tools come after the strategy is clear.
Can you help leaders create an AI roadmap?
Yes. I help leaders define the business case, prioritize use cases, identify the right operating model, and create a practical roadmap for AI implementation.