AI Specialist • Product Strategy • Enterprise Transformation

Helping companies turn AI interest into practical execution.

I work with organizations to identify where AI can create real value, modernize current platforms, redesign human workflows, and turn ambiguous ideas into funded, usable, adopted solutions.

Explore Consulting Services See the AI Transition Method
20+Years I’ve spent building digital products and service platforms
4US patents / application tied to personalization and media systems
30MCustomers reached through digital experiences I helped shape
Sandi Wilen professional portrait
AI Readiness Workflow Automation Product Strategy Experience Design Platform Modernization Executive Alignment

Consulting Services

AI services built around real teams, real systems, and real constraints.

I focus on the practical side of AI adoption: where it fits, what should change, what should not, how to protect the customer experience, and how to get teams aligned around a plan they can actually deliver.

01

AI Readiness Assessment

I evaluate current platforms, data flow, team workflows, risk areas, and use case maturity, then turn that into a clear readiness scorecard and prioritized opportunity map.

02

Use Case Discovery & Prioritization

I facilitate executive and team workshops to identify the AI opportunities most likely to reduce cost, improve service quality, accelerate work, or improve customer experience.

03

AI Product Roadmaps

I turn ideas into staged roadmaps with business outcomes, platform dependencies, funding narratives, adoption milestones, and measurable success criteria.

04

Workflow Automation Strategy

I redesign manual processes around AI-assisted intake, routing, summarization, recommendation, content generation, quality checks, and human approval paths.

05

Human-AI Experience Design

I design AI interactions that feel useful and trustworthy, including escalation rules, service journeys, prompt patterns, agent assist flows, and customer-facing experience models.

06

Platform Transition Planning

I help teams modernize from current CRM, CPQ, service, web, and workflow platforms into AI-enabled operating models without losing business continuity.

AI Transition Method

From current-state platforms to AI-enabled operations.

My goal is not to add AI everywhere. My goal is to find the moments where AI can remove friction, improve judgment, protect quality, and make the business easier to run.

01

Understand the current system

I map existing tools, workflows, pain points, data sources, approval paths, business risks, and customer touchpoints.

02

Find high-value AI opportunities

I separate realistic use cases from shiny distractions, then rank them by impact, feasibility, adoption effort, risk, and speed to value.

03

Design the human-AI workflow

I define what AI does, what people approve, where data comes from, how exceptions are handled, and how trust is earned.

04

Build the roadmap and business case

I create a practical plan with phased delivery, funding story, requirements, dependencies, success measures, and adoption strategy.

Specialist Expertise

AI strategy backed by product discipline, service design, and technical judgment.

I bring a mix that has served me well in complex transformation work: product strategy, technical translation, user experience, automation, stakeholder alignment, and the creative judgment to make change feel clear instead of overwhelming.

01

AI Product Strategy

I frame AI opportunities, shape use cases, own roadmaps, build funding narratives, define measurable outcomes, and plan for adoption.

02

Conversational AI & Recommendation Systems

I have worked across customer assistance, service routing, recommendation experiences, agent assist workflows, escalation design, and quality feedback loops.

03

Platform Modernization

I translate CRM, CPQ, web, service, workflow, intake, automation, and platform transition needs into clear plans and technical requirements.

04

Human-Centered Experience Design

I use journey mapping, service design, UI/UX, visual communication, process clarity, and stakeholder storytelling to drive adoption.

05

Executive & Cross-Functional Alignment

I help leaders frame decisions, build business cases, manage vendor partnerships, prioritize work, support Agile delivery, and communicate the roadmap clearly.

Best-Fit Engagements

Where I can help most.

Inventive Thinking

Patented work in personalization, media systems, and content experiences.

My patent work reflects the same pattern I bring to consulting: original thinking, systems awareness, customer experience judgment, and the ability to turn complex concepts into usable products.

US 9,563,702

Media Content Modification & Access

Interactive access of media content across disparate network platforms.

US 8,943,537

Personalized Program Recommendations

Presenting personalized television program recommendations to viewers.

US 8,707,376

Convenient Video Start Over

Start-over system and method for video entertainment distribution.

Application #20060020993

Call Management in Content Delivery

Call management adapted for use within a content delivery system.

Sandi Wilen black and white portrait

About Me

I work at the intersection of AI strategy, product leadership, engineering, and experience design.

My career started in development and UI/UX, expanded into principal engineering and director-level product leadership, and now centers on helping organizations use AI in ways that are practical, measurable, and human-centered.

I have led enterprise digital experiences, conversational AI, recommendation capabilities, CRM and CPQ integrations, service platforms, automation initiatives, and customer-facing products serving millions of users. My consulting style is clear, structured, and grounded in delivery reality.

AIWharton AI For Business
CSMCertified ScrumMaster
B.A.Visual Communications

Let’s Build the AI Roadmap

Good AI work starts with the current platform, the business problem, and the people who need the work to change.

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