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AI and Automation

Fractional Automation Lead

Experienced automation leader embedded part time with your team.

Overview

What we deliver

We provide a senior automation leader part time to own strategy, delivery, and vendor management until your internal team is ready to take over.

We embed a senior automation leader into your business on a part time basis to run the function while you scale or hire. Our fractional lead owns the automation roadmap, manages delivery partners, runs governance, and reports into your executive team. They work with operations, IT, finance, and security to keep projects moving and align spending with outcomes. Each week includes hands-on planning, vendor reviews, stakeholder updates, and coaching for any internal staff already in place. We treat the role like a permanent hire would, with clear objectives, decision rights, and reporting cadences. As your in-house team grows, we plan a structured handover so the work continues without disruption. The result is senior automation leadership without the cost or time of a full executive search, and steady progress on the initiatives that matter.

Fit Check

Built for teams like yours

Who it's for

  • Mid-market firms scaling automation
  • PE-backed portfolio companies
  • Founders without an automation lead
  • COOs covering vacant roles
  • Heads of transformation needing senior support

Pain points we solve

  • No senior owner for automation
  • Stalled programs between executives
  • Vendor relationships without accountability
  • Slow hiring for niche leadership roles
  • Inconsistent governance across initiatives
What's included

Capabilities

Everything we cover in this engagement.

  • Automation roadmap ownership
  • Delivery partner management
  • Governance and reporting cadence
  • Vendor selection and contract review
  • Stakeholder communication
  • Team coaching and mentoring
  • Budget and ROI tracking
  • Hiring support for permanent successor
How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Define

Agree scope, objectives, and decision rights.

02

Embed

Meet stakeholders, partners, and current backlog.

03

Run

Lead roadmap, delivery, and governance weekly.

04

Coach

Mentor internal staff and document standards.

05

Hand over

Transition role to permanent hire or team lead.

What you get

Deliverables & outcomes

What you get

  • Weekly leadership presence
  • Updated automation roadmap
  • Vendor and partner scorecards
  • Governance and reporting pack
  • Coaching plan for internal staff
  • Handover documentation

Outcomes you can expect

  • Senior leadership without a full-time hire
  • Faster decisions on automation work
  • Tighter vendor and partner accountability
  • Stronger internal capability over time
  • Clean handover to a permanent leader
Timeline

3 to 12 months

Engagement

Monthly retainer, Project, Sprint

Tools we use

Notion, Jira, Miro, Slack, Excel

KPIs we track

Roadmap progress, delivery velocity, vendor performance, internal capability score, return on automation spend

Client stories

What clients say

"

We had 14 cornerstone pages stuck on page two for 18 months. Their SEO crew rewrote the internal linking, cleaned up our schema, and shipped 22 supporting briefs over a quarter. Eight of those pages broke top three by month five. Organic pipeline went from a trickle to our second-largest source. Felt like watching interest compound.

James T.
"

Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.

Marcus L.
FAQ

Frequently asked questions

Quick answers to the questions we hear most.

How many days per week is the fractional lead available?
Most engagements run two to three days per week and can flex with workload.
Will the same person stay across the engagement?
Yes. You get a named lead with a backup partner for coverage.
Can the lead manage external delivery partners?
Yes. They review work, set standards, and hold partners accountable to outcomes.
What happens when we hire a permanent leader?
We support the hire, run a structured handover, and stay on call for a short transition.
Do you sign NDAs and follow our security policies?
Yes. We follow your access, security, and confidentiality requirements throughout.

Need senior automation leadership without a full-time hire?

Book a call and we will scope a fractional engagement around your goals.