For companies with 3+ AI systems and no one coordinating them
Someone Needs to Own Your AI Strategy. Right Now, Nobody Does.
Monthly AI strategy, vendor evaluation, compliance documentation (risk assessments, decision logs, audit trails), and team oversight — without the cost of a full-time hire. For healthcare, legal, financial services, and growth-stage businesses where AI decisions carry real risk.
Fractional AI Officer is a monthly retainer service offered by Crescent AI, an AI automation agency helping small and medium businesses automate repetitive workflows without hiring in-house AI engineers.
8-12 HRS
Your monthly time investment — we handle the rest
QUARTERLY
Board-ready AI review for investors and leadership
FULL DOCS
Risk assessments, decision logs, and audit trails produced
My front desk was spending most of the day on the phone — booking appointments, chasing insurance pre-authorizations, and following up on outstanding direct billing submissions to extended health plans. WCB claim follow-ups alone were eating an hour a day. Crescent AI automated all of it. Reimbursements come in faster, no-shows dropped, and my team actually leaves on time.
Physiotherapist · Calgary, Canada
The Problem
AI decisions are being made by whoever pushed hardest — not whoever knows most
Marketing bought one tool. Sales bought another. Operations is evaluating a third. Nobody checked whether they overlap, whether the data handling meets your compliance obligations, or whether any of them connect to each other. By the time someone asks those questions, you've spent six months in the wrong direction.
With no one owning AI strategy, every department sets its own direction independently
Vendor relationships mean your AI roadmap gets set by whoever is selling hardest this month
Healthcare, legal, and financial services AI now requires documented risk assessments — most firms can't produce one
Compliance exposure from AI tools used on regulated data without documented approval creates real liability
How it works
How the Engagement Runs
We start with a complete audit of every active AI system, vendor, and tool against capability, security, and compliance requirements in Month 1, while establishing a governance baseline and identifying documentation gaps. Monthly 2-hour strategy sessions then review progress and set direction, with vendor evaluations conducted as needed and risk assessments, decision logs, and audit trails maintained continuously. Every quarter, a board-ready review of all active systems, costs, and performance is presented.
AI Audit
Month 1Every active AI system, vendor, and tool reviewed against capability, security, and compliance fit.
Governance Baseline
Month 1Existing policies audited, gaps identified, and documentation work started immediately.
Monthly Strategy Sessions Begin
Month 1 onward2-hour working sessions setting direction and reviewing decisions currently in flight.
Vendor Evaluations
As neededNew tools assessed against capability, security, cost, and fit before adoption - not vendor claims.
Ongoing Documentation
OngoingRisk assessments, decision logs, and audit trails maintained continuously as decisions are made.
Quarterly Board Review
Every quarterA full review of all active AI systems, costs, and performance presented in board-ready format.
What's included
What You Get Each Month
Each month delivers a 2-hour working session reviewing AI progress and setting direction, with vendor evaluations conducted as new tools come up. Your team gets ad-hoc access for questions between calls, while governance documentation — risk assessments, decision logs, and audit trails — is produced continuously for compliance. Every quarter, a full review of all active AI systems, costs, and performance is presented in board-ready format.
Monthly Strategy Session
2-hour working session reviewing AI progress, addressing decisions in flight, and setting direction for the next month.
Vendor Evaluation
When a new AI tool or vendor is under consideration, we evaluate it against capability, security, cost, and fit — not vendor claims.
Team Access
Available for ad-hoc questions from your team on tools, implementations, and decisions between monthly calls. Slack or email.
Governance Documentation
Ongoing production of the risk assessments, decision logs, and audit trails required for regulatory compliance and professional liability.
Quarterly AI Review
Every 3 months: a full review of all active AI systems, costs, performance, and strategic alignment. Board-presentable summary included.
Coverage
What Falls Under Scope
Our scope covers vendor selection and risk assessment, data governance policy, board reporting, team enablement, compliance documentation, and incident response planning — covering the full spectrum of centralized AI leadership.
Fit check
This is built for you if…
This works for healthcare, legal, and financial services businesses where AI touches regulated data, companies running 3+ AI systems without central oversight, founders making significant AI vendor decisions without in-house expertise, businesses preparing for board or investor due diligence on AI, and operations leaders whose AI responsibilities have grown too large for their current role.
Healthcare, legal, and financial services businesses where AI tools touch regulated data
Companies with 3+ AI systems running and no one whose job it is to coordinate them
Founders making significant AI vendor or infrastructure decisions without in-house expertise
Businesses preparing for a board discussion, investor due diligence, or regulatory review involving AI
Operations leaders whose AI responsibilities have grown beyond what they can manage alongside their core role
Why Crescent AI
Why Choose Crescent AI as Your Fractional AI Officer
Where the risk sits
Month-to-month. No minimum term. Every policy, decision log, and governance document we produce belongs to your business.
Start your retainer
Start with the Audit. Not a Sales Call.
30 minutes. We map the workflows eating your team's time, rank your top automations by ROI, and tell you honestly what's not worth touching yet. You get a written summary. No slide deck. No pitch.
Month-to-month. Built on your existing tools. You own everything we build.