Project Management & Agentic AI Consulting

Deliver complex initiatives. Apply AI where it creates business value.

Champlain Consulting Services helps organizations manage complex projects and programs, improve portfolio and PMO visibility, and apply practical Agentic AI solutions to optimize growth, costs reduction, and transformation.

PMI discipline • Agile Scrum execution • SAFe program coordination • Practical Agentic AI consulting

Two service pillars

Project Delivery Management and Agentic AI Consulting.

CCS separates consulting from productized AI solutions: project management services focus on delivery discipline; Agentic AI consulting focuses on advisory, assessment, roadmap and transformation outcomes.

01

Project Delivery Management

Hands-on project and program delivery, portfolio analysis and insights, and PMO processes that translate vision into reality.

  • Project and program delivery management
  • Portfolio analysis, insights and prioritization
  • PMO governance, reporting and process optimization
  • Scope, schedule, cost, quality, resource, procurement, risk and stakeholder management
  • PMI, Agile Scrum and SAFe-aligned delivery discipline
02

Agentic AI Consulting

Business-first consulting to identify, assess, design and roadmap practical Agentic AI opportunities for growth, cost reduction, productivity, scale and transformation.

  • AI opportunity assessment and business-case development
  • Workflow discovery and prioritization
  • AI roadmap and implementation advisory
  • Responsible AI governance and human-in-the-loop controls
  • Adoption planning, KPI definition and transformation support

Delivery discipline

Industry-recognized project management methods, pragmatically applied.

CCS utilizes frameworks, best practices and recommendations from Project Management Institute (PMI), Agile Scrum and SAFe as practical delivery tools — not as bureaucracy for its own sake.

PMI delivery discipline

Initiating, Planning, Executing, Monitoring & Controlling, and Closing — applied across Integration, Scope, Schedule, Cost, Quality, Resource, Communications, Risk, Procurement, and Stakeholder Management.

Agile Scrum delivery

Product backlog, Sprint planning, Daily scrum, Sprint review, Retrospective, Velocity, Quality, Throughput, and continuous improvement.

SAFe / program execution

Agile Release Train, PI Planning, ART Sync, Program Board, Feature readiness, Dependency management, RTE-style coordination, and predictability measure.

Agentic PMO Operating Model™

AI-powered project delivery for leaders who need better execution visibility.

Bring AI assistance into the project management areas where leadership teams need stronger signals, faster reporting, and clearer benefits tracking.

AI-powered project delivery operating model
01

Portfolio Intelligence

Surface portfolio health and delivery signals.

02

RAID Monitoring

Track risks, assumptions, issues, and dependencies earlier.

03

Resource Optimization

Expose planning friction and capacity constraints.

04

Executive Reporting

Improve decision support and leadership visibility.

05

Benefits Realization

Connect delivery work to measurable business outcomes.

Business outcomes

Design AI around the metrics that matter.

Increase revenue opportunities

Support lead conversion, market strategy, customer engagement, and business growth opportunities.

Reduce operational cost

Find workflow friction and manual effort that can be improved through intelligent automation.

Improve customer experience

Accelerate response times and create more consistent service interactions.

●●

Increase employee productivity

Reduce manual workload so teams can focus on higher-value decisions and execution.

Principal Consultant

Ravi Shankar | Principal Consultant

Ravi Shankar is Principal Consultant of CCS who brings together deep business, technology, and transformation experience to help organizations turn strategy into measurable results.

He partners with business and technology leaders to address complex challenges, strengthen execution, and modernize the way organizations operate. His consulting experience spans enterprise program and project delivery, portfolio management, PMO optimization, business process improvement, data and cloud transformation, IT service management, and emerging Agentic AI solutions.

With extensive experience leading complex, cross-functional initiatives, Ravi brings a practical, outcome-focused approach to consulting. He helps organizations establish stronger governance, improve operational efficiency, make better use of data and technology, and adopt AI and automation where they can deliver meaningful business value.

His approach combines strategic thinking with disciplined execution, helping clients bridge the gap between business objectives and technology implementation while maintaining a clear focus on growth, efficiency, scalability, and sustainable transformation.

Professional Credentials

Ravi holds the Project Management Professional (PMP) credential and certifications in AI Agent Accelerator, Agile Scrum Master, ITIL Foundation v2011, ITIL v3.0, Advance Certifications in Project Management, Certification in Systems Analysis & Design and currently Perusing PMI Certified Professional in Managing Artificial Intelligence (PMI-CPMAI).

His academic and professional education includes Doctorate in Business Administration (DBA-Foundation) in Management Research, Advanced Post-MBA Diploma, Master of Business Administration (MBA), M.Sc. (Honors), B.Sc. (Honors).

View Ravi Shankar on LinkedIn ↗
Ravi Shankar, Principal Consultant

Selected client experience

Life Sciences & HealthcareGilead Sciences logoGilead SciencesVertex Pharmaceuticals logoVertex PharmaceuticalsAscendis Pharma logoAscendis PharmaBlue Cross Blue Shield logoBlue Cross Blue ShieldMeridian Health Plan logoMeridian Health PlanKey Centrix logoKey CentrixTechnology & TelecommunicationsCogniant Inc. logoCogniant Inc.NeoGennie logoNeoGennieSprint Corporation logoSprint CorporationTELUS logoTELUSVerizon logoVerizonWorkforce & Public SectorKelly Services logoKelly ServicesFull Employment Council logoFull Employment CouncilTulsa Housing Authority logoTulsa Housing AuthorityGovernment of Canada logoGovernment of CanadaFinancial ServicesH&R Block logoH&R Block

Implementation experience by product category

Project types and delivery implementation breadth.

Representative implementation patterns across business transformation and technology delivery.

Agentic AI

Agentic customer support, AI voice, lead qualification, AI receptionist and appointment booking, internal knowledge and onboarding, and content-repurposing/social-media agents.

Data Warehouse, ETL & Business Intelligence

Data-platform infrastructure; Hadoop, Informatica, Azure SQL, storage, migration, analytics, Tableau visualization, population-health and utilization analysis, integration, ETL automation, governance, legacy decommissioning, and cloud migration to Hadoop, Azure, or AWS.

IT Service Management (ITSM)

High-availability GxP application services, on-premises-to-cloud migration, hybrid disaster recovery, identity integration, content-management and system upgrades, service portals, analytics, incident/change management, CMDB, asset management, and SLA governance.

Application Development & Systems Integration

Identity, Exchange, Active Directory, service-desk, and API-gateway integration; COTS integration; responsive web applications; SOA patterns; and EDI flows with business partners and public-sector organizations.

Infrastructure & Information Security

Identity and access management, application security scanning, intrusion protection, observability dashboards, records and information governance, secure content migration, audit-log architecture, and enterprise-wide information-management practices.

Process Optimization

Portfolio governance, project scheduling and budgeting, product evaluation, bid negotiation, procurement, contract closure, business-process optimization, and faster Agile delivery supported by Gen AI and Agentic AI.

Selected client experience

Representative delivery and transformation case studies.

Case studies are intentionally anonymized. They describe industries and delivery outcomes without naming clients.

SMB market · Agentic AI enablement

Agentic AI consulting solution and repeatable delivery model

Led strategy, business-process analysis, service design, customer engagement approach, pricing framework, and KPI/ROI measures for an AI consulting model focused on revenue growth, customer experience, cost reduction, and productivity.

Pharma client · Regulated R&D IT

GxP managed services and regulatory application portfolio

Directed a multi-year managed-services portfolio with 25+ releases, high-availability support, cloud migration, disaster recovery, identity integration, financial governance, and AI-enabled reporting improvement.

Pharma client · Clinical data management

Clinical data standards platform and integrated delivery program

Established governance, integrated plans, change control, KPI visibility, Agile Release Train coordination, system-validation deliverables, and vendor alignment across six workstreams.

Pharma client · Commercial launch

Data-management and digital-marketing launch platforms

Represented business and end users to prioritize delivery across vendor partners for an integrated analytics platform, cloud data services, digital outreach, web registration, and marketing-automation capability.

Healthcare payer client

Clinical data modernization, migration, and analytics

Managed Agile delivery for data migration, ETL, data-lake and warehouse capabilities, population-health and utilization-management analytics, historical conversion, and BI visualization.

Workforce-services client

Cloud data warehouse modernization

Managed future-state cloud data-warehouse delivery including architecture, reusable ETL templates, data migration, visualization, cloud services, and controlled legacy decommissioning.

Healthcare plan & pharmacy-benefit client

Enterprise portfolio, data, security, and business-operations delivery

Supported an EPMO portfolio spanning healthcare management, EDI, infrastructure, security, identity, data warehousing, governance, audit, web applications, COTS platforms, and organizational change.

Telecom client

Product lifecycle, customer portal, ITSM, and SLA analytics programs

Delivered product-lifecycle, ordering, contract-management, billing, portal, ITSM, BI analytics, financial-planning, remediation, and COTS-integration initiatives for complex customer environments.

Selected Achievements & Business Impact

Experience grounded in measurable delivery outcomes.

  • Rescued a troubled $12M+ engagement, stabilizing delivery and client relationships while creating a pathway toward a $100M+ annual contract-value growth opportunity.
  • Established PMO Centers of Excellence and portfolio governance frameworks, strengthening demand intake, investment prioritization, funding, and capacity planning while contributing to an estimated 25% improvement in portfolio ROI.
  • Enabled Generative AI workflows and AI agents to automate project-management activities, accelerate delivery, reduce manual effort, and drive continuous process improvement.
  • Led enterprise-scale business transformation programs spanning multiple projects and cross-functional workstreams, aligning technology investments with strategic business objectives and measurable outcomes.
  • Executed complex managed-services engagements with 95%+ SLA compliance while improving contract margins by approximately 10% through stronger governance, resource optimization, and financial management.
  • Optimized 24×7 service-delivery operations through demand forecasting, capacity planning, and resource utilization improvements, reducing cost per ticket by approximately 12%.
  • Expanded existing client relationships into multi-year engagements, earning recognition for business ownership, client partnership, and identification of new growth opportunities.
  • Managed multimillion-dollar capital projects and programs across life sciences, healthcare, and telecommunications, providing end-to-end oversight of scope, budget, schedule, risk, resources, vendors, and business outcomes.
  • Directed complex technology initiatives across application development, data and BI/DW, cloud and infrastructure, ITSM, cybersecurity, COTS platforms, and customer-facing web solutions.
  • Provided strategic PMO and commercial oversight for technology and product evaluations, business cases and ROI analysis, professional services, vendor selection, contract and bid negotiations, and vendor performance management.
  • Championed Agile and SAFe-based delivery practices, coaching teams and leaders to strengthen execution, improve collaboration, and accelerate delivery of business value.
  • Built trusted partnerships across business and technology organizations, effectively engaging clients, business partners, stakeholders, senior leadership, and C-level executives to align priorities and drive decisions.
  • Led and mentored multidisciplinary teams of project managers, architects, business analysts, developers, and technology specialists, fostering accountability, collaboration, and outcome-focused execution.

Methodologies and KPI Metrics

Methods and metrics that keep delivery and AI transformation outcomes visible.

Project Delivery

Schedule variance, cost variance, earned value, SPI/CPI, milestone completion, issue aging, change volume, QA/UAT readiness and project health.

Agile / SAFe

Velocity, throughput, quality, predictability, PI objectives, ART dependencies, sprint progress, feature readiness and retrospective improvements.

Portfolio / PMO

Dependency closure, risk exposure, resource utilization, capacity vs. demand, strategic alignment, ROI, benefits realization and portfolio throughput.

Agentic AI

Growth impact, cost reduction, cycle-time reduction, productivity gain, adoption rate, transformation readiness, automation value and user experience improvement.

FAQ

Common questions before starting.

What does Project Delivery Management include?

It includes hands-on project planning, schedule and milestone management, governance, RAID management, stakeholder and vendor coordination, executive reporting, quality and readiness tracking, and delivery optimization.

How does CCS support Program Delivery?

CCS helps coordinate multiple workstreams through integrated plans, dependency management, governance cadence, stakeholder communication, escalation, benefits tracking, and leadership visibility.

What does Portfolio Analysis and Insight include?

Portfolio support can include initiative inventory, prioritization, capacity-versus-demand analysis, strategic alignment, portfolio health visibility, investment insight, and executive decision support.

How can CCS improve PMO processes?

CCS can assess and refine governance, intake, prioritization, reporting cadence, templates, KPI definitions, dashboards, risk escalation, funding, and delivery playbooks without adding unnecessary bureaucracy.

What does Agentic AI Consulting include?

It includes AI opportunity assessment, workflow discovery, business-case development, roadmap design, governance, adoption planning, KPI definition, and transformation advisory for growth, cost reduction, productivity, and scale.

Can CCS support a specific project or program delivery engagement?

Yes. CCS can provide hands-on project or program leadership for a defined initiative, including mobilization, recovery, implementation support, governance, and executive reporting.

Does CCS use PMI, Agile Scrum, and SAFe?

Yes. CCS applies PMI process discipline, Agile Scrum practices, and SAFe program concepts pragmatically based on the delivery environment and the organization’s needs.

How are delivery outcomes measured?

Relevant measures may include schedule and cost variance, milestone completion, quality/readiness, issue aging, dependency closure, resource utilization, portfolio ROI, cycle time, adoption, and benefits realization.

What is the best way to start?

Start with a discussion about your project, program, portfolio, PMO, or AI consulting challenge. CCS can then recommend the right engagement model and next step.

Ready to deliver, optimize and transform?

Let’s Explore How CCS Can Help

Bring disciplined delivery management and practical AI consulting to your next critical initiative.