About
I’ve spent fifteen years helping leaders and their teams successfully use new technology

I’m a Fractional AI Adoption Lead for small and mid-sized businesses, and I’ve focused on AI governance and adoption at enterprise scale since 2024. I enjoy helping companies adopt new technology effectively, and I bring 15+ years in technology and process change (digital transformation, ERP rollouts, organizational redesign). Before any work begins, I make sure we’re clear about the measurable results you want. I believe in a people-first approach to AI enablement, so the team feels confident using the technology and business leaders see results from their investment.
This practice is built around AI adoption right now — the same discipline applies to any technology, process, or culture change your leadership team is navigating. If that’s your situation rather than AI specifically, this is still the right conversation to have.
The enterprise AI work
What three years inside a large regulated insurance carrier actually consisted of
AI governance and use case intake
Sat on the Ethics and Standards group and helped establish the enterprise AI use case intake and review process, so business units had a governed path from idea to evaluated use case. Supported evaluation of dozens of submitted use cases against risk profile, adoption readiness and time-to-value.
The cross-functional policy group
Chaired a working group of HR, IT, Legal, Data and Compliance leaders to settle the trust and policy questions that were holding adoption up — including whether leaders may use AI in performance and other people decisions. The guidance the group published became the standing enterprise reference for people leaders.
Interviews with the C-suite
Interviewed the C-Suite and their direct reports to surface competing priorities, risk tolerance and each one's definition of success, then turned those interviews into a prioritized adoption roadmap.
Designed AI champions networks
Designed AI champions groups with participants across business units, and created and maintained the internal AI hub where companywide guidance, FAQs and explainers live.
Enablement training
Helped design and facilitate AI enablement workshops and training for people leaders to build their confidence and trust using AI in their work.
Persona-based adoption framework
Built a persona framework that sequences awareness, capability and reinforcement differently by audience, aimed at real problems: fragmented unsanctioned AI use, distrust, and confusion.
Readiness sessions with SMB C-suite leaders and their teams
Led readiness workshops that helped leaders identify which AI use cases were appropriate for their business.
Change work that wasn't AI
Developed the end-to-end change strategies for multimillion-dollar transformation programs, including readiness assessments, impact analysis, and enablement programs.
Before that
Fifteen years of technology change
2022 – 2023
Ernst & Young
Change management managing consultant. Drove adoption of a ServiceNow enterprise onboarding solution for a global energy client with 54,000+ employees across 120 countries: readiness methodology, adoption planning and executive-facing content. Agreed 20 adoption actions and 13 prioritized success metrics with executives, plus Day 30 and Day 90 sustainment expectations.
2022
3D Barrier Bags
West Coast sales manager for a specialty packaging manufacturer — the full California sales cycle, lead generation through close.
2016 – 2021
M2 Strategy
Manager, then principal consultant, then senior consultant. Federal technology change: a legacy-to-Oracle transition plan, a PMO 2.0 rollout that turned scientists and engineers into project managers, and readiness, communications and cultural assessments for a post-merger integration of two federal offices.
2010 – 2016
U.S. Department of Justice
Organizational communications analyst, then management analyst. Ran organizational communications for an agency component and designed a service-experience strategy with CIO staff, using inbound call data to redesign the public intake process.
Credentials
What I hold

AI Governance Professional (AIGP)
IAPP

Agentic AI Practitioner
AI Leadership Institute

AI Solutions Architect
AI Leadership Institute

Responsible AI Leader
AI Leadership Institute

Generative AI Leader
Google Cloud Certified

AWS Certified AI Practitioner
Amazon Web Services
Microsoft Certified Fundamentals
Microsoft

Prosci Certified Change Practitioner
Prosci

PMP Professional Certification
Project Management Institute
Education
Where I studied
- M.A. Communication, Johns Hopkins University
- B.A. Political Science, summa cum laude, Moravian College
Questions I haven’t answered here go straight to bill@wbcaichange.com.
Start with a conversation.
Thirty minutes on what you have already bought, who is using it, and what is actually in the way. If I am not the right person, I will say so.