AIGP · CDMP Master · PMP · AWS · SnowPro

I help boards trust their AI — by governing the data that feeds it.

Responsible AI & Data Governance Leader with 24+ years of experience delivering AI assurance, data governance, and risk-controlled transformation across banking, insurance, government, and SaaS environments. I specialise in assessing AI systems, identifying inherent risks, and embedding governance-by-design across complex organisations.

“Boards don’t fear AI — they fear AI built on data they can’t defend. I design the data supply chain that makes it defensible.”
AIGP CDMP Master PMP SnowPro AWS CCP GenAI Practitioner APRA CPS 234 & CPG 235
24+
Years in data & governance
106
Largest team led, 6 concurrent streams
$1.5M
Saved on Resolution Life Snowflake migration
90%
Straight-through claims processing in <10s
8h → 28m
ETL processing time at Resolution Life
~70%
Reliability uplift on Azure migration

About

24+ years embedding governance — without slowing delivery.

Responsible AI & Data Governance Leader with 24+ years of experience delivering AI assurance, data governance, and risk-controlled transformation across banking, insurance, government, and SaaS environments. I specialise in assessing AI systems, identifying inherent risks, and embedding governance-by-design across complex organisations.

I bring deep expertise in AI/ML lifecycle governance, data dependencies, model risks, metadata, lineage, and regulatory alignment (APRA CPS 234, ISO 27001, DAMA DMBOK, NIST AI RMF, ISO 42001). I have led multi-stream programs of 106 team members across six concurrent projects, and delivered governance uplift for organisations including Accenture, Resolution Life, Toyota, ANZ, Challenger, ART, Capgemini, Kaplan Business School, and Police Bank. My approach blends technical depth with clear, board-level communication, ensuring AI systems are safe, explainable, fair, and compliant — without slowing delivery.

I have led multi-stream programs of 106 team members across six concurrent projects, and delivered governance uplift for organisations including Accenture, Resolution Life, Toyota, ANZ, Challenger, and Police Bank. My approach blends technical depth with clear, board-level communication, ensuring AI systems are safe, explainable, fair, and compliant — without slowing delivery.

Capabilities

Where I add the most value.

Responsible AI Assurance

AI risk assessments, model inventories, control mapping, and assurance reports across model inputs/outputs, decision points, data dependencies, and operational risks.

Governance-by-Design

Embedding governance into delivery pipelines so controls are present from day one — not retrofitted under audit pressure.

Regulatory Alignment

Mapping obligations to lifecycle stages, controls, and accountability models — APRA CPS 234 & CPG 235, ISO 27001, DAMA DMBOK, Privacy Act, EU AI Act readiness.

Data Supply Chain

Lineage, metadata, quality remediation, and access controls across hybrid estates — so AI models receive trusted, traceable, governed-by-design data. Comfortable across Tableau, Power BI, Business Objects, QlikView, Alteryx, and SAP HANA.

Secure Cloud Migration

On-prem to AWS, Azure, GCP, Snowflake, SAP Cloud, and Microsoft Purview rollouts with embedded security, classification, and audit-readiness baked in — not retrofitted.

Multi-Stream Program Leadership

Onshore/offshore teams up to 106 across six concurrent workstreams, blending technical depth with board-level communication.

Experience

A career spent making data and AI defensible.

From founding an early IT services business in 1998 to leading Responsible AI assurance at Accenture in 2026 — the throughline is governance that earns trust.

Feb 2026 — Present

Principal Consultant — AI Solutions & Governance

PAAS Products

Independent consulting practice building custom AI systems and governance frameworks for enterprise and small-business clients. Focus: cutting operational costs, restructuring workflows safely, and giving business owners their time back.

  • Built a Python AI Gateway with automated PII redaction and prohibited-topic blocking, aligned to NIST AI RMF (open-sourced on GitHub).
  • Authored an open-source Enterprise AI Governance Framework with 110+ scored controls across six industries, enabling 2–4 hour AI maturity assessments.
  • Architected an AI Chief of Staff for a Bangalore manufacturer — workforce restructured 45 → 28, 50% owner time recovered, 15% first-month sales lift.
  • Delivered an SMB AI Automation Catalog with zero-enterprise-fee architectures across five industry verticals.
  • Tied technical controls to APRA CPS 234, Solvency II, GDPR, SOTIF, ISO 42001 — defensible at audit out of the box.
  • Active engagements across four clients across enterprise + SMB.
AI Governance Python NIST AI RMF ISO 42001 APRA CPS 234 Open Source
Apr 2025 — Feb 2026

AI, LLM & Data Governance Manager

Accenture

Led Responsible AI assessments for enterprise AI and data platforms; embedded governance-by-design into the Accenture Data Migration Platform (ADMP); used Collibra to map regulatory obligations and AI risk to controls.

  • Designed enterprise Data & AI Governance frameworks aligned to DAMA, ISO 27001, APRA CPS 234.
  • Enabled secure, auditable migrations for regulated clients incl. Australian Retirement Trust and Challenger.
  • Strengthened regulator confidence through repeatable assurance artefacts in Collibra.
Responsible AI Collibra APRA CPS 234 ADMP
Jul 2024 — Feb 2025

Data Governance & Analytics Manager

Logisoft Technologies (Ziko SaaS, USA / India)

Led Responsible AI and governance uplift for Ziko, a cloud-based AI-enabled catering platform; built Microsoft Purview data estate; established data owners, stewards, governance forums, and escalation paths.

  • Delivered a governed, AI-ready Azure platform with scalable compliance and security controls.
  • Improved traceability of data inputs feeding AI features inside Ziko.
  • Aligned Purview classifications with Azure security, access management, and audit requirements.
MS Purview Azure AI Governance SaaS
Nov 2023 — Apr 2024

Data Security & Governance Manager

Police Bank Ltd, Sydney

Led governance for core banking migration with data quality, secure handling, and operational controls; implemented data management policies aligned to regulatory and audit expectations.

  • Delivered digitisation and storage savings exceeding $300k.
  • Lifted operational discipline and punctuality from 48.3% to 92.5% in three months.
  • Built a collaborative, risk-aware culture across business and technology.
Core Banking Audit Readiness Risk Culture
Mar 2020 — Aug 2023

Senior Data & AI Manager

SimplyAI

Managed multi-client AI governance, data governance, and analytics programs across ORIX, Resolution Life, and Kaplan; delivered governance uplift including data quality remediation, metadata management, lineage, and secure ETL pipelines.

  • Resolution Life ETL: reduced processing 8h → 28m, enabling same-day data availability.
  • Resolution Life Snowflake migration completed in <25% of planned time, saving ~$1.5M.
  • Built automated claims-processing engine with 90% STP in under 10 seconds.
  • Oversaw teams of up to 23 developers, embedding structure and accountability.
Snowflake ETL UiPath Predictive Analytics
Feb 2018 — Feb 2020

Senior BI Solutions & Security Manager

ANZ Wealth

Managed data migration during the ANZ Wealth division sale (insurance to Zurich; pensions and investments to Insignia Financial); planned, mapped, resolved issues, and ensured secure compliant transfers under tight deadlines.

  • Oversaw data separation and governance for seven core applications.
  • Designed BI and data architecture supporting the split and compliance.
  • Delivered Project EDISON through strong governance and stakeholder engagement.
Project EDISON Wealth Data Separation SFT
Jan 2018 — Feb 2018

Senior Analytics Manager

MIP

Short-term engagement leading analytics delivery and governance scoping.

Analytics
Feb 2015 — Dec 2017

Senior BI Consulting Manager

Oakton Consulting (now NTT Data), Sydney

Led data governance and BI delivery for Toyota and other enterprise clients; implemented structured data quality, metadata, and secure handling processes across business units.

  • Enhanced governance maturity and consistent data standards across finance, sales, and customer domains.
  • Improved ETL pipelines and monitoring for stable business reporting operations.
  • Supported Toyota’s digital transformation and enterprise-wide impact.
Toyota Enterprise BI ETL Data Quality
Dec 2010 — Sep 2014

BI Architect Lead

Patni Computers (Capgemini)

Lead architect for BI engagements at GE, SERCO, NOL, Sydney Water, and Lynclon Finance. Delivered GE’s Asset 365 and HR 365 platforms with 400+ KPIs.

GE Asset 365 GE HR 365 400+ KPIs
Nov 2009 — Nov 2010

BI Consultant Lead

Morgan Stanley (TEKSystems)

BI consulting on regulated financial-services data, supporting reporting and analytics workloads.

Financial Services BI
Mar 2009 — Oct 2009

Senior Data Engineer

Mindcraft Software

Engineering and governance support for Kotak AMC (India), ICICI Prudential (India), King Fahad Medical City (KSA), Saudi Telecom Corporation (KSA).

Healthcare Telecom Asset Management
Mar 2007 — Mar 2009

Technical Engineer / SME

KPIT Cummins

SAP BO and BI engineering, technical SME for enterprise reporting workloads.

SAP Business Objects
Aug 2004 — Sep 2006

Partner

Kennet Systems

Partner-level delivery, client engagement, and team leadership for IT services.

Leadership
Apr 1998 — Jan 2004

Owner / Director

Alpha Softech

Founded and ran a software services business, building IT and analytics solutions for early-stage clients.

Founder

Data & AI Governance Portfolio

Selected case studies — anonymised where required.

A curated set of governance engagements across regulated banking, insurance, government, and SaaS environments. Each card lays out the problem, my approach, and the outcome that mattered.

01 Case Study
Accenture · ADMP · regulated AU clients · 2025–26

Responsible AI Assurance Framework

Embedded Responsible AI governance-by-design into the Accenture Data Migration Platform (ADMP) and produced AI assurance reports covering model inputs/outputs, decision points, data dependencies, and operational risks.

Problem

Enterprise AI initiatives were outpacing the controls around them. Delivery teams wanted to ship; risk teams wanted evidence; regulators wanted traceability. Internal teams needed a repeatable way to assess inherent AI risk, define mitigations, and produce assurance evidence without slowing delivery — and without a different answer for every client.

Approach

  • Designed an enterprise AI assurance framework aligned to DAMA DMBOK, ISO 27001, and APRA CPS 234 & CPG 235 — with EU AI Act readiness mapped in for forward-compatibility.
  • Built a Responsible AI control library: risk taxonomy, model classification, decision-point register, bias / fairness controls, human-in-the-loop checkpoints, and operational risk owners.
  • Mapped regulatory obligations to AI lifecycle stages, controls, and accountability models in Collibra — every obligation tied to a control, every control tied to an owner.
  • Stood up repeatable AI assessment, AI inventory, and approved-use-case workflows, embedded into ADMP delivery rituals so assurance was a pipeline step, not an afterthought.
  • Coordinated third-party AI due diligence — technical docs, control environments, testing evidence, contract obligations, and ongoing vendor risk reviews.
  • Trained delivery leads on "assurance-by-design" — what to capture, when, and how to evidence it without blocking sprints.

Outcomes

  • Improved regulator and internal-risk confidence through repeatable assurance artefacts that auditors could trace end-to-end.
  • Enabled secure, auditable migrations for Australian Retirement Trust and Challenger.
  • Reduced data and AI risk during legacy decommissioning and cloud migration.
  • Cut time-to-assurance from weeks of bespoke work to a templated 3–5 day flow per use case.
  • Created reusable patterns that other Accenture delivery teams now apply across regulated AU clients.
Collibra APRA CPS 234 & CPG 235 ISO 27001 DAMA DMBOK EU AI Act ADMP
02 Case Study
Logisoft Technologies · Ziko (catering SaaS) · 2024

AI-Ready Data Estate on Microsoft Purview

Stood up an enterprise data governance foundation on MS Purview across an Azure-hosted SaaS platform, with sensitivity labelling, classification, and metadata mapping feeding AI features.

Problem

Ziko was layering AI features onto cloud data without governance scaffolding. Data ownership, sensitivity, lineage, and access patterns were largely tribal knowledge — a regulator and customer trust risk as AI usage grew.

Approach

  • Conducted AI and data governance assessment for the Azure migration.
  • Established Data Owners, Stewards, governance forums, decision rights, and escalation paths.
  • Implemented MS Purview classification, sensitivity labels, and data estate map.
  • Aligned Purview policies with Azure security, access management, and audit requirements.

Outcomes

  • Delivered a governed, AI-ready cloud platform with scalable compliance and security.
  • Strengthened trust in AI-driven outputs through structured governance.
  • Improved traceability of data inputs feeding AI models inside Ziko.
MS Purview Azure Sensitivity Labels Metadata Mgmt
03 Case Study
Resolution Life (via SimplyAI) · 2021–23

Snowflake Migration with Governance-by-Design

Delivered a high-performance ETL and Snowflake migration for a tier-1 life insurer, with embedded governance and audit traceability.

Problem

Long-running ETL was blocking same-day reporting; on-prem footprint was expensive; planned migration timelines were aggressive and audit-sensitive.

Approach

  • Re-architected ETL with quality gates, lineage capture, and reusable patterns.
  • Embedded governance into the Snowflake migration — access, classification, masking, and review cadence.
  • Stood up risk-aware delivery rituals across onshore/offshore teams up to 23 developers.

Outcomes

  • ETL processing time reduced from 8 hours to 28 minutes — same-day data availability.
  • Snowflake migration completed in <25% of planned time, saving approximately $1.5M.
  • Improved client confidence in AI-driven outputs through governance traceability.
Snowflake Collibra ETL Lineage
04 Case Study
Police Bank Ltd, Sydney · 2023–24

Core Banking Migration Governance

Led data governance for the core banking migration of a member-owned bank serving police and border-security personnel.

Problem

Core banking migrations are unforgiving: data quality, secure handling, and audit traceability all need to land cleanly the first time, with members and regulators watching.

Approach

  • Implemented data management policies aligned to regulatory and audit expectations.
  • Built evidence packs and traceability supporting audit readiness.
  • Introduced operating disciplines — punctuality, cadence, escalation paths.

Outcomes

  • Digitisation and storage savings exceeded $300k.
  • Operational discipline and punctuality lifted from 48.3% to 92.5% in three months.
  • Built a collaborative, risk-aware culture across business and technology.
Audit Evidence Risk Culture Operating Cadence
05 Case Study
ANZ Wealth (sold to Zurich / Insignia Financial) · 2018–20

Project EDISON — Data Separation at Sale

Managed data migration and governance during the ANZ Wealth division sale: insurance to Zurich; pensions and investments to Insignia Financial (formerly IOOF). Seven core applications, two buyers, zero tolerance for leakage.

Problem

Selling a regulated wealth division means separating customer, investment, and insurance data across seven core applications under strict regulator and contractual deadlines — with zero tolerance for leakage between buyers. The data that landed with each buyer had to be clean, complete, evidenced, and legally defensible. Failures here mean APRA conversations, broken contractual warranties, and personal-data breaches.

Approach

  • Planned, mapped, and resolved data issues across seven core applications spanning customer, policy, investment, and claims domains.
  • Designed BI and data architecture supporting the split and downstream compliance for both buyers.
  • Coordinated onshore/offshore teams across multiple time zones and embedded risk management and governance rituals.
  • Built field-level mappings with provenance, ownership, and SFT-compliant evidence trails.
  • Worked through politically sensitive divestment dynamics — keeping technical teams focused while the commercial deal moved.
  • Defined cut-over and run-back procedures so a failed transfer never left customers without a system of record.

Outcomes

  • Successful Successor Fund Transfer (SFT) and Project EDISON delivery — on time, on regulator schedule.
  • Clean data separation across seven applications under tight, audited deadlines.
  • Stakeholder engagement maintained throughout a politically sensitive divestment.
  • Both buyers (Zurich and Insignia) onboarded data with documented integrity and no post-handover material defects.
  • Established a divestment-data playbook reused inside ANZ’s wider transformation programs.
SFT BI Architecture Data Separation Field-Level Mapping Risk Governance
06 Case Study
ORIX · Resolution Life · Kaplan (via SimplyAI) · 2020–23

Multi-Client AI Governance Programs

Ran concurrent AI and data governance programs across three regulated clients, embedding Collibra-supported assurance and compliance traceability.

Problem

Each client had different risk frameworks, regulators, and AI maturity — but all needed structured governance to defend AI-driven outputs to internal audit, board, and external regulators.

Approach

  • Mapped each client’s obligations to data assets, analytics outputs, and operational controls in Collibra.
  • Delivered data quality remediation, metadata management, lineage, and secure ETL pipelines.
  • Built audit-ready governance artefacts supporting data quality, AI usage, and risk controls.

Outcomes

  • Improved client confidence in AI-driven solutions through compliance traceability.
  • Embedded structure, accountability, and governance across teams of up to 23 developers.
  • Built a reusable assurance pattern across predictive analytics, BI, and automation programs.
Collibra UiPath Python Audit Evidence
07 Case Study
Toyota (via Oakton / NTT Data) · 2015–17

Enterprise Data Governance Uplift

Led data governance and BI delivery uplift across Toyota’s finance, sales, and customer domains — improving accuracy, reliability, and compliance.

Problem

Reporting was unreliable, data standards were inconsistent across domains, and ETL pipelines were hard to monitor — limiting trust in enterprise reporting and downstream digital initiatives.

Approach

  • Implemented structured data quality, metadata, and secure handling processes across business units.
  • Improved ETL pipelines and monitoring for stable business reporting operations.
  • Worked across stakeholders to support Toyota’s digital transformation.

Outcomes

  • Enhanced governance maturity and consistent data standards across finance, sales, and customer domains.
  • Stabilised business reporting and improved data transparency.
  • Enabled cohesive, high-performing teams across onshore and offshore contributors.
Enterprise BI Data Quality Metadata ETL
08 Case Study
Australian financial services (anonymised) · via Accenture · 2025–26

Collibra-Led Governance Operating Model

Stood up a Collibra-backed governance operating model linking regulatory obligations, data assets, AI use cases, and control evidence — so every policy clause traces to a control owner and every control traces to evidence.

Problem

The client had policies, an audit committee, and a growing AI inventory — but no single place to answer the question regulators actually ask: "Show me the obligation, the control that implements it, the owner who runs it, and the evidence it works." Compliance was a quarterly hunt across SharePoint, JIRA, and a dozen control owners.

Approach

  • Modelled the regulatory obligation library inside Collibra — APRA CPS 234 & CPG 235, ISO 27001, internal risk taxonomy — at the clause level, not just the framework level.
  • Mapped each obligation to controls, owners, evidence sources, and the AI / data assets it governs — with Collibra communities aligned to business domains, not IT silos.
  • Built lineage and asset relationships so an AI use case shows the obligations it must satisfy, the data assets it consumes, and the control evidence supporting it.
  • Defined a quarterly attestation cycle inside Collibra workflows so control owners certify evidence rather than email it.
  • Trained domain stewards in how to maintain their own governance artefacts — moving from central admin overhead to federated ownership.

Outcomes

  • Single defensible source of truth for AI and data governance evidence — auditors and regulators can self-serve.
  • Eliminated quarterly evidence-hunt overhead — replaced with attestation workflows.
  • Shortened time-to-answer on regulator queries from weeks to days.
  • Created a federated stewardship model that scales with the AI inventory.
Collibra APRA CPS 234 & CPG 235 ISO 27001 Attestation Workflow Lineage
09 Case Study
Australian insurance group (anonymised) · 2024–25

Microsoft Purview Across an Insurance Data Estate

Rolled out Microsoft Purview as the data governance and classification backbone for a complex Australian insurance estate spanning Azure, on-prem SQL, Snowflake, and Power BI — feeding into AI underwriting and claims models.

Problem

The insurer was adopting AI in claims and underwriting fast, but its data estate was a patchwork: Azure SQL, on-prem SQL, Snowflake, Power BI semantic models. Nobody could answer "where is PII in our AI training data, and who owns it?" in under a week. APRA expected better.

Approach

  • Designed the Purview rollout sequence — Azure native first, then Snowflake via the multi-cloud connector, then Power BI semantic-model registration.
  • Built the classification taxonomy: PII, sensitive PII, health, financial, customer-identifiable, model training, model output — mapped to APRA CPS 234 & Privacy Act obligations.
  • Implemented automated sensitivity labelling on Azure-hosted data with policies that propagate to downstream BI assets.
  • Established a Data Owner / Steward operating model aligned to insurance business domains (claims, underwriting, customer, finance).
  • Integrated Purview outputs into the AI assurance workflow — so model documentation references real-time classifications of training inputs.

Outcomes

  • "Where is PII in our AI training data?" became a 30-second query.
  • Audit-ready evidence pack for APRA CPS 234 and Privacy Act obligations — auto-refreshed.
  • Surfaced previously undetected sensitive-data flows into Power BI dashboards — closed before regulator review.
  • Reduced AI assurance turnaround time by integrating live classifications into model documentation.
MS Purview Azure Snowflake Power BI Sensitivity Labels APRA CPS 234
10 Case Study
Independent · Sydney small-and-medium businesses · 2023–present

AI-Powered Website Builds for Sydney SMBs

Personal consulting work building entire production websites for Sydney SMBs using AI-assisted design, copy, and code — at consultancy-grade quality on small-business budgets.

Problem

Small Sydney businesses needed real websites — not template builders — but couldn’t justify $25k–$60k agency fees. Most ended up with generic Wix sites that didn’t convert. They needed bespoke design, governed copy, working forms, and SEO — without the agency price tag.

Approach

  • Used AI design and code generation tools end-to-end — discovery, sitemap, copy, layout, code — with a human-in-the-loop for brand voice, accessibility, and accuracy.
  • Applied a governance-by-design lens even at SMB scale: privacy notice, accessibility checks, form-data handling, basic SEO, and analytics consent.
  • Built reusable templates and component libraries so subsequent client builds got faster without losing bespoke feel.
  • Embedded contact forms, booking flows, and Stripe / payments where relevant — wired to authenticated email so leads landed reliably.

Outcomes

  • Delivered consultancy-grade websites at small-business price points and turnaround times.
  • Multiple Sydney SMB clients launched within weeks rather than months.
  • Demonstrated, in production, what AI-assisted delivery actually looks like — the same patterns I bring to enterprise clients.
  • Proof point: governance-by-design scales down, not just up.
AI-Assisted Design AI Code Generation WordPress Privacy & Accessibility SEO
11 Case Study
Personal IP · open-source · production-grade · 2026

AI Governance Gateway — Programmatic Guardrails for Enterprise LLM Use

Designed and deployed an end-to-end programmatic AI Governance Gateway in Python, enforcing automated guardrails at the prompt-ingestion layer and aligning to NIST AI RMF and ISO 42001.

Problem

Enterprises adopting LLMs face a real-time control gap: prompts flow through to AI vendors carrying PII, source code, financial data, and regulated content — with no enforcement layer in between. Existing tooling either blocks LLMs entirely or trusts vendor-side controls that no auditor can defend.

Approach

  • Engineered risk controls to dynamically intercept, audit, and redact PII (data privacy protection) and block restricted enterprise topics prior to LLM processing.
  • Built a three-layer architecture: regex / pattern scanner for PII masking, prohibited-topic evaluator for sensitive business content, and a secured-API call layer with rate limiting and logging.
  • Established a compliance-logging framework producing real-time, tamper-evident audit trails detailing security classifications and programmatic intervention records.
  • Mapped each control to NIST AI RMF functions and ISO 42001 clauses so the gateway is regulator-defensible out of the box.
  • Published as open-source so other governance teams can fork, adapt, and audit the controls themselves.

Outcomes

  • Working reference implementation regulators and engineering teams can both read — not a slide deck, code.
  • PII never leaves the boundary unmasked: SSN, credit cards, emails are redacted before any vendor call.
  • Restricted topics (source code, financial models, customer databases) blocked at ingestion — no audit-after-the-fact required.
  • Every prompt logged with timestamp, user, data classification — full audit trail for regulator review.
Python NIST AI RMF ISO 42001 PII Redaction Audit Logging
12 Case Study
Independent framework · for SMB clients across AU/IN · 2025–present

SMB AI Solution Framework — Zero-Enterprise-Fee Automation Catalog

Developed an end-to-end AI Automation Catalog for small and medium businesses — programmatic architectures for intelligent data extraction, customer-service chatbots, and compliance workflows — paired with zero-enterprise-fee tech stacks built on open-source and free-tier infrastructure.

Problem

Small and medium businesses see Big-4 AI consulting prices and assume AI transformation isn’t for them. Off-the-shelf SaaS tools cost more than the staff they’re meant to augment. The market needed a defensible, governance-aware delivery framework that scales down — not up.

Approach

  • Built a structured catalog of AI automation solutions spanning document extraction, customer service, intelligent email, data quality, workflow orchestration, accounts receivable, and natural-language task capture.
  • Engineered zero-enterprise-fee tech stacks — n8n Community Edition self-hosted, open-source LLMs, free-tier APIs, low-cost VPS — with monthly running cost typically under USD $35.
  • Embedded local data sovereignty, automated compliance auditing, and proactive risk mitigation into every reference architecture.
  • Productised five industry verticals (Retail/Ecommerce, Manufacturing, Wholesale/Distribution, Property Management, Taxation/Accounting) with vertical-specific use cases and ROI patterns.
  • Defined four delivery models — consulting, implementation, SaaS/white-label, marketplace — with transparent pricing bands.

Outcomes

  • Scalable AI transformation pattern delivering 30–60% reduction in manual labour time, 40–70% cost savings vs. additional hires, faster process cycles (invoice processing 3 days → 2 hours, customer enquiries 24h → 5min).
  • 60–80% deflection of standard support tickets via intelligent chatbots.
  • 95%+ data completeness through dedup and enrichment patterns (from ~60% typical SMB baseline).
  • Governance-by-design preserved at SMB scale — privacy notices, accessibility, audit trails, role-based access — not stripped out for cost.
n8n Open-Source LLMs Tesseract OCR LangChain Make.com Governance-by-Design
13 Case Study
Paper & packaging manufacturer · Bangalore · 45-person team · 2026

Industrial AI Operations — AI Chief of Staff for a Bangalore Manufacturer

Architected and deployed an end-to-end AI Chief of Staff system on a zero-enterprise-fee automation stack — streamlining operations and allowing the company to seamlessly restructure its workforce from 45 to 28 staff while recovering 50% of the owner’s operational time and driving a 15% first-month sales lift.

Problem

The business owner was losing 25–30 hours per week to inbox triage, drafting replies, daily agenda assembly, task delegation across the 45-person team, customer follow-ups, and report generation. Lapsed customers were going un-followed. Growth was bottlenecked on the owner’s personal bandwidth, not on demand.

Approach

  • Designed a three-layer stack — Claude Pro (Microsoft 365 connector for read-only Outlook/SharePoint/Teams access) + self-hosted n8n on the existing Hostinger VPS + Make.com Core + Raycast — at a total running cost of ₹2,618 / ~USD $28 per month. No Microsoft Copilot, no Power Automate, no Big-4 lock-in.
  • Built seven n8n workflows: daily morning briefing, VIP-customer email categoriser, auto-archive (SharePoint, replacing PST), email-to-task delegation with assignee parsing, weekly manufacturing report, 5-day customer follow-up reminder, and product-offer broadcast.
  • Integrated ERPNext via REST API for customer-email-to-CRM-Lead, manufacturing-log-to-Work-Order, and invoice-email-to-Sales-Invoice flows — all data resident on the owner’s Indian VPS.
  • Engineered Microsoft 365 email triage and task delegation workflows — recovering 50% of the owner’s operational time and shifting leadership focus toward strategic growth.
  • Drove a 15% increase in first-month sales by designing and deploying automated re-engagement pipelines that reactivated lapsed and single-purchase B2B customer segments via merged ERPNext + Outlook intelligence.
  • Framed headcount restructure per India DPDP / labour-law guidance as workforce reallocation to higher-value customer-facing roles — defensible at audit and HR review.

Outcomes

  • Workforce restructured from 45 to 28 staff cleanly, with documentation/reporting roles absorbed by automation; remaining team reallocated to growth-facing work.
  • Owner’s operational time recovered ~50% — from 25–30 hrs/week of inbox + delegation work to under 15 minutes of morning triage.
  • First-month sales lifted 15% via lapsed-customer re-engagement automation.
  • Annual stack cost ~₹31,418 vs. ~₹52L annual value recovered (owner time + reallocated FTEs) — payback in days, not months.
  • 12-week phased rollout with documented risk register and DPDP-aware data classification rules — production-ready, audit-defensible.
Claude Pro n8n ERPNext Microsoft 365 Make.com Raycast
14 Case Study
Personal IP · open-source · multi-sector audit matrix · 2026

Enterprise AI Governance Playbook & Audit Toolkit

Authored and published an end-to-end Enterprise AI Governance Framework on GitHub — a production-grade operational playbook for multi-tier risk classification, shadow-AI asset registries, and 3-layer LLM gateway guardrails — plus a multi-sector audit matrix with 110+ scored controls across six core sectors.

Problem

Boards are asking for AI governance evidence. Risk teams want a defensible control library. Engineering wants pragmatic LLM gateway specs. Each audience needs a different artefact — but they all need to plug into the same regulatory backbone. No existing framework spans all three audiences.

Approach

  • Authored a production-grade Enterprise AI Governance Playbook covering AI System Registry (to eliminate shadow AI), multi-tier risk classification (Prohibited / High / Limited / Minimal), 3-layer LLM gateway architecture (PII redaction → topic blocking → secured API), audit trails, vendor monitoring, retention rules, and incident response.
  • Designed a multi-sector AI Governance Audit Matrix featuring 110+ scored controls across six core sectors — Banking (APRA CPS 234), Insurance (Solvency II), Manufacturing (ISO 9001), Automobile (SOTIF), Telecom (GDPR), Utility (NERC) — enabling 2–4 hour governance maturity assessments.
  • Mapped every control to international regulations: APRA CPS 234, Solvency II, GDPR, SOTIF, NIST AI RMF, ISO 42001 — so the same assessment defends multiple regulator conversations.
  • Bridged technical engineering and corporate compliance with automated data lineage controls, metadata mapping, and auditable metrics.
  • Published the framework on GitHub under MIT (assessment) + reserved (playbook) so other organisations can adopt, fork, and extend.

Outcomes

  • Production-grade framework deployable in 30 days (registry + risk tiers) / 90 days (LLM gateway + audit trails) / 6 months (board dashboard).
  • Single dual-layer governance solution serving CIOs, security & compliance, engineering, and audit/risk — eliminates the artefact-per-audience tax.
  • Audit-ready evidence package for APRA, GDPR, NIST AI RMF, ISO 42001 examinations.
  • Open-source matrix already covering six sectors — extensible to additional verticals by community contribution.
AI Playbook Audit Matrix NIST AI RMF ISO 42001 APRA CPS 234 Solvency II GDPR SOTIF

Credentials

Certifications & qualifications.

A blend of governance, AI, project, and platform credentials — the same language regulators, boards, and engineers each speak.

AIGP — AI Governance Professional
IAPP
CDMP Master
DAMA International
PMP — Project Management Professional
PMI
AWS Cloud Practitioner Professional
Amazon Web Services
SnowPro Certified
Snowflake
Certified GenAI Practitioner
Outskill (placeholder — confirm)
Certified Generative AI Mastermind
Generative AI Mastermind (placeholder — confirm)
Certified AI for Business Leaders Bootcamp
AI Leadership Institute (placeholder — confirm)
Certified Business Continuity Professional
BCI / DRII (placeholder — confirm)
Master of Computer Application
Postgraduate degree

AI Automation Catalog

The menu of automations I can deploy for SMBs.

A structured catalog of AI automation solutions for small and medium businesses — productised, governance-aware, and delivered on a zero-enterprise-fee technology stack. Each capability below is a real engagement pattern with predictable scope, transparent pricing, and reusable architecture.

01 · Capability

Document Automation & Intelligent Data Extraction

Multi-format extraction pipeline ingesting messy PDFs, scans, receipts, supplier quotes, and email attachments via OCR + structured AI. Smart reconciliation against POs and receipts; auto-archive to SharePoint or cloud.

  • Invoice automation: 3 days → 2 hours
  • Contract clause extraction & risk flagging
  • Per-page processing $0.05–$0.25
02 · Capability

Customer Service Automation & Chatbots

Multi-channel intelligent support bots (WhatsApp, SMS, web, Facebook) with sentiment analysis and intent classification. Human escalation hooks built in.

  • Deflects 60–80% of standard tickets
  • Response time hours → seconds
  • Llama / Mistral / LangChain / Hugging Face
03 · Capability

AI Chief of Staff & Email Triage Workspace

Daily automated briefing of priority emails + calendar; auto-categoriser via Microsoft Graph or Gmail API; 30-second desktop drafting pipeline. Designed for owners and executives losing 25–30 hours per week to inbox.

  • Reads inbox + calendar via M365 / Gmail
  • Read-only by design — no rogue sends
  • Recovers 18–22 hours per week
04 · Capability

Workflow Automation & Process Orchestration

Visual no-code/low-code orchestration with n8n / Make. Lead nurture, invoice approval, customer onboarding, inventory alerting, supplier comms — wired into your existing ERP / CRM.

  • n8n self-hosted — data stays local
  • ERPNext / Xero / Microsoft Graph nodes
  • Natural-language mobile task capture
05 · Capability

Data Quality, Deduplication & Enrichment

Dedupe libraries + fuzzy/embedding matching to clean customer masters, merge duplicate vendors, identify duplicate orders. Enrichment via Hunter.io / RocketReach free tiers.

  • Lifts data completeness 60% → 95%+
  • Prevents overcharging & failed campaigns
  • Audit-ready merge log
06 · Capability

Accounts Receivable & Penalty Prevention

Tiered customer dunning before and after due dates with real-time ERP validation so paid invoices are never chased. Outgoing penalty guard for tax, subscription, and supplier deadlines.

  • ERPNext / Xero balance check pre-send
  • WhatsApp + email alert escalation
  • Daily collections digest to owner

Industry Verticals

Retail & Ecommerce

Dynamic pricing, demand forecasting, recommendation engines, segmentation & LTV prediction, automated replenishment, defect-detection vision, return / fraud prediction.

Manufacturing

Predictive maintenance, production scheduling optimisation, quality prediction & root cause, supply-chain demand planning, intelligent procurement, yield optimisation.

Wholesale & Distribution

Route optimisation, warehouse automation + smart picking, demand sensing & allocation, order consolidation, supplier performance analytics.

Property & Real Estate

Tenant screening & risk scoring, predictive maintenance, rent collection automation, lease analysis & renewal optimisation, occupancy forecasting & dynamic pricing.

Taxation & Accounting

Tax compliance monitoring, intelligent expense categorisation, invoice/PO matching, automated bookkeeping, deduction optimisation, audit-prep automation, client financial health dashboards.

Delivery Models

Model 01

Consulting

$2,000 – $5,000 / engagement

Assess processes, recommend AI opportunities, design an implementation roadmap. Typically 2–4 weeks.

Model 02

Implementation

$75–$150/hr · $5k–$30k/project

Build and deploy solutions. Retainer option at $2,000–$5,000/month for ongoing optimisation.

Model 03

SaaS / White-label

Subscription, per-user or per-transaction

Productised solutions on a recurring basis. Tiered plans aligned to volume.

Model 04

Marketplace / Referral

Commission-based

Recommend partner solutions where bespoke build isn’t justified. Lower-touch, sales-led.

Services

How I work with organisations.

I take engagements as a permanent leader, fractional advisor, or short-burst program lead — depending on the urgency, the regulator clock, and the kind of governance maturity you need.

Responsible AI & RPA Assurance

Stand up a defensible AI assurance function — fast.

AI and RPA inventory, risk classification, model assurance reports, third-party due diligence, and board-ready evidence packs. Aligned to APRA CPS 234 & CPG 235, ISO 27001, EU AI Act, and your internal risk taxonomy.

Data Governance Uplift

From scattered policies to operating discipline.

Data Owners, Stewards, decision rights, governance forums, escalation paths, and the operating cadence that makes them stick. DAMA DMBOK-aligned, tooling-agnostic, audit-ready.

Cloud Migration with Governance-by-Design

Migrate without inheriting your old risk.

Azure, Snowflake, and Microsoft Purview rollouts with classification, lineage, access, and audit-readiness embedded — not retrofitted. Patterns proven across regulated banking, insurance, and SaaS.

Board-Level Governance Reporting

Translate AI risk into board-relevant decisions.

Quarterly AI/Data risk packs, regulator readiness assessments, and clear narrative for non-technical audiences — without diluting the underlying control evidence.

AI Adoption, Automation & Training (Freelance)

For businesses that want AI working for them — safely.

Hands-on freelance consulting to implement AI in your business: opportunity assessment, tool selection, automation design, team training, and governance guardrails so the rollout is defensible from day one. Practical, vendor-agnostic, and outcome-focused — built for SMBs and mid-market teams who can’t afford a Big-4 consultancy but still need to do this right.

Business Cost & Subscription Optimisation

Find the spend you forgot you were paying for.

A structured review of business expenses, software subscriptions, vendors, and operational overhead — identifying duplicate tools, underused licences, better contract terms, and AI-replaceable processes. Typical outcome: meaningful annualised savings with a clearer view of what every line of spend actually delivers.

Personal Ventures

Businesses I run alongside consulting.

Two small businesses I own and operate end-to-end — proof that I don’t just advise on AI-assisted, governance-first delivery. I run it daily.

Personal Touch Printing

ptprinting.com.au

Bespoke, on-demand printing for individuals and small businesses across Sydney.

Personal Touch Printing delivers custom, high-quality print across business cards, flyers, brochures, posters, banners, and bespoke event collateral. The business pairs traditional print craftsmanship with modern digital workflow — proof-driven, fast-turnaround, and personal in service. Built and run by me end-to-end: storefront, ordering flow, supplier relationships, customer service, and AI-assisted design templates.

Strengths

  • Customer-first turnaround and personalised service
  • AI-assisted artwork and template generation for faster quoting
  • End-to-end operator — design, print, finishing, delivery
  • Local-Sydney supply chain with reliable lead times
Print Sydney SMB AI-Assisted Design On-Demand

Lean digital products and services for everyday business problems.

PAAS Products is my product-and-services brand — a place to ship the small, useful tools and offerings I build in parallel with consulting work. Print-on-demand, productised services, and lightweight SaaS-style offerings live here, each designed around the same governance-first principles I apply at enterprise scale: clear scope, defensible data handling, transparent pricing, and predictable delivery.

Strengths

  • Productised services with predictable scope and pricing
  • Governance-first by design — privacy, data handling, audit trail
  • AI-assisted operations — automation behind the scenes
  • Direct-to-customer, no agency markup
Productised AI-Assisted Ops Direct-to-Customer

What people say

Selected feedback — anonymised by default.

Where clients have agreed to attribution I’ll swap these in. NDA work stays anonymous.

Sumeet brought structured Responsible AI governance into a delivery culture without slowing us down. Our regulator conversations changed.
— Programme Sponsor
Tier-1 ANZ insurer (anonymised — replace with attributed quote)
He treats data the way a supply-chain leader treats inventory. By the time AI gets to it, the lineage and quality questions are already answered.
— Head of Analytics
Australian financial services (anonymised)
The team went from missing deadlines to consistent delivery in three months. The governance was the visible part. The leadership was the actual fix.
— Executive Sponsor, Banking
Member-owned bank, Sydney (anonymised)

Writing & Speaking

Selected talks and articles.

A growing library of pieces on Responsible AI, the data supply chain, governance-by-design, and translating AI risk for boards. Replace items below from WP admin → Posts.

Get in touch

Boardroom or backlog — happy to start either way.

If you’re standing up an AI assurance function, racing an APRA deadline, or quietly trying to figure out what your data actually is, drop a note. I usually reply within a working day.

The fastest way is email or LinkedIn. For a structured conversation, suggest a few times in your message and I’ll confirm.

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