— FRAMEWORK
AI Value Creation Framework
Version 1.0
Turning AI from a cost and distraction into a measurable margin driver. Use case prioritization, governance framework, back-office automation, FP&A acceleration, and a board-ready AI narrative — all tied to EBITDA, not pilots.
The Business Problem
AI pilots running with no governance, no measurement, no EBITDA connection. Executive team cannot answer LP questions about AI strategy. Spend is increasing but the board cannot see the return.
After CCA: Measurable margin improvement. Governed AI program. Credible LP story.
The 6 Cost Layers Model
Every AI dollar maps to one of six cost layers. CCA classifies each as cost-reduction or new-cost and routes findings to EBITDA buckets:
| Layer | Category | Financial Outcome |
|---|---|---|
| 1 | Foundational Infrastructure (cloud, compute, storage) | Cost-reduce or right-size |
| 2 | AI/ML Platform & Tooling | Consolidate or optimize |
| 3 | Data Preparation & Engineering | Productivity unlock |
| 4 | Model Development & Fine-Tuning | Build vs. buy decision |
| 5 | Deployment & Integration | Speed to margin |
| 6 | Ongoing Operations & Governance | Risk containment |
Findings route to EBITDA buckets: reduce cost / protect margin / expand revenue / compress multiple risk.
What We Deliver
- AI Use Case Prioritization Map — EBITDA-ranked, not engineering-ranked
- AI Governance Framework — policy, controls, model risk
- Back-Office Automation Implementation Plan — where to save the first dollar
- FP&A Acceleration Roadmap — faster close, better forecasting
- Engineering Productivity Improvement Plan — 30% productivity gains are available; most portcos leave them on the table
- Cost Attribution by 6-Layer Model — shows the board exactly where AI spend goes and why
- Board/LP AI Narrative — one page, buyer-defensible
When to Engage
- AI pilots running with no governance, no measurement, no EBITDA connection
- Executive team cannot answer LP questions about AI strategy
- Back-office costs consuming margin that AI automation could recapture
- Engineering team spending time on AI experiments with no commercial accountability
- Exit is 18–36 months out and the buyer will want a credible AI story
Engagement Format
90-day sprint for initial deployment; ongoing for governance. CCA role: use case leadership, governance design, implementation oversight, board narrative. Best paired with a Fractional CAIO retainer.
Proof Point
30% engineering productivity improvement through AI-enabled workflow modernization across globally distributed engineering teams. AI and ML models deployed in production including risk stratification and predictive analytics at scale.
Relationship to CLEAR™
The AI Value Creation Framework deploys primarily in CLEAR™ Leverage (AI governance for EBITDA protection, productivity gains) and Accelerate phases (product capability, revenue growth). The Enterprise AI Control Plane is the governance architecture that makes AI deployment scalable and exit-defensible.
— NEXT STEP
Apply AI Value Creation Framework to a specific portco.
Bring the asset and the thesis. We'll walk the framework against the real technology estate and show where it moves the number.