Advisory Playbooks
How I turn complex choices into client-ready direction.
These are my working advisory methods—not industry standards or claims about completed engagements. Each playbook shows the questions, assessment work, recommendation path, and example outputs I would adapt to a client's situation.
Lakehouse modernization
For leaders who need a defensible modernization direction and a sequence teams can execute.
- Estate assessment and workload disposition
- Target-state decision map
- Migration waves and dependency plan
- Governance and delivery operating model
Microsoft Fabric analytics model
For leaders shaping how Fabric should scale without duplicating metrics, reports, or ownership confusion.
- Workspace and domain taxonomy
- Semantic ownership matrix
- Lifecycle and deployment flow
- Adoption scorecard and scaling roadmap
AI automation operating model
For leaders choosing which workflows to automate, where human review belongs, and how value will be tested.
- Candidate prioritization and readiness
- Human-review workflow and risk controls
- Value baseline and evidence plan
- Pilot-to-scale roadmap
Architecture assessment & transformation roadmap
For leaders who need an evidence-based view of the current estate, viable options, and the next sequence of decisions.
- Stakeholder decision brief
- Capability and risk assessment
- Option comparison scorecard
- Recommended direction and sequenced roadmap
Want to apply one of these playbooks to a real decision?
The useful work is adapting the assessment, trade-offs, recommendation, and delivery sequence to your constraints.