Strategy to AI Digital Innovation Leadership Role

Executive Summary

The Goal: Secure a senior leadership position (e.g., “Head of AI Digital Innovation” or equivalent) where you lead the company’s digital transformation in sustainability compliance — with your proprietary SAAS platform as the foundation.

The Asset: A fully functional compliance management SAAS built over 1 year of thinking and 2 weeks of coding: - 11-table database schema - 40+ API endpoints
- 5+ frameworks already extracted and loaded - Complete PDF → Requirements → Tracking → Verification pipeline - Working extraction methodology (v1.9)

The Challenge: You were hired to build a verification/consulting business line, not to drive digital innovation. The CTIO (Keith Zecchini) owns the “innovation” mandate and doesn’t know you exist.

The Strategy: A disciplined 12-18 month campaign to (1) deliver on your current mandate, (2) build strategic visibility, (3) cultivate Keith as an executive sponsor, and (4) position your SAAS as the digital backbone of the verification practice you’re building.


Part 1: Situation Analysis

Your Position

Factor Status
Current Role Building verification/consulting business line
Reporting Level Unknown to senior leadership
Time at Company New employee (< 6 months)
Credibility Not yet established
Political Capital Zero
Visibility to Keith None

Keith Zecchini - CTIO Profile

Background: - 30+ years global technology leadership in AEC industry - Led enterprise-wide digital transformations - Responsible for: AI-powered process automation, digital field operations, ERP transformation, M&A technology integration - New to company (also establishing himself)

His Mandate: - Modernize IT infrastructure - Drive AI-powered process automation - Enable digital field operations - Foster “culture of collaborative innovation”

Psychology Assessment: - He needs wins to prove himself - He’s stretched thin across massive scope - Sustainability/verification is likely NOT his focus area - He has budget and authority you don’t have - He probably welcomes innovation that makes him look good without requiring his effort

Risk Profile: - Type A (Danger): Claims credit, blocks threats, territorial - Type B (Ally): Sponsors good ideas, elevates people, shares credit

Your Intelligence Mission: Determine which type Keith is before approaching him.

The Opportunity

Your SAAS directly enables Keith’s stated mandate: “AI-powered process automation.”

But you can’t give it to him. You must make him want it, sponsor it, and champion it — while you retain IP ownership and operational control.


Part 2: IP Protection Strategy

Critical Principle

Do not deploy, demo, or discuss your SAAS until you have written IP protection in place.

Once the tool touches company work without an agreement: - They can claim it was “developed during employment” - They can argue it was “created for company purposes” - Your leverage disappears

Documentation Requirements (Before Any Deployment)

1. IP Acknowledgment Letter

Company acknowledges: - The tool existed before your employment - You retain full ownership - You are choosing to deploy it at the company

Must be signed by someone with authority (General Counsel, HR Director, or Keith himself).

2. Expanded Role Agreement

Amendment to employment contract stating: - You will operate your proprietary system to deliver digital compliance services - Ownership of the system remains with you - Critical: Improvements made during employment remain your property

3. Exit Clause

If you leave: - The tool leaves with you - Reasonable transition period (30-60 days) - No non-compete on the tool itself

Draft Language for IP Protection

“Employee has developed a proprietary compliance management system (the ‘System’) prior to employment with Company. Employee agrees to utilize the System in performing services for Company. Company acknowledges that the System, including all intellectual property rights therein, is and shall remain the sole property of Employee. Any enhancements, modifications, or improvements to the System made during employment shall remain Employee’s property. Upon termination of employment for any reason, Employee shall retain all rights to the System. Company data processed through the System shall remain Company property.”

Separation Discipline

Maintain strict separation to protect your IP claim:

Company Resources Your SAAS Development
Company laptop Personal laptop
Work hours Weekends / personal time
Company data Synthetic/demo data only
Company email/Slack Personal communication
Company GitHub Personal GitHub
Billable hours Non-billable hours

Every commit timestamped outside work hours. Every file on personal machine. No company resources used.


Part 3: The 18-Month Campaign

Phase 1: Establish Credibility (Months 1-6)

Primary Objective: Become known as someone who delivers results and “gets” digital.

Actions:

  1. Deliver on Your Mandate

  2. Ask Smart Questions

    These plant seeds without revealing your hand.

  3. Build Relationships

  4. Develop Your Reputation

What NOT To Do: - Don’t mention your SAAS - Don’t demo anything - Don’t say “I built something” - Don’t discuss AI/digital as if you have special knowledge - Don’t go over your boss’s head

Phase 2: Build Visibility Toward Keith (Months 4-8)

Primary Objective: Get on Keith’s radar as “the verification person who thinks about digital.”

The Visibility Ladder:

Level Status How to Advance
0 Keith doesn’t know you exist ← Start here
1 Keith has heard your name (positive context) Your boss mentions you; you’re on a project report
2 Keith knows what you do, vaguely You present at a meeting he attends
3 Keith sees you as competent in your domain Your work is cited positively
4 Keith sees you as someone who “gets” digital/AI You contribute a digital initiative
5 Keith sees you as someone who could help him He reaches out or accepts your meeting request
6 Keith sponsors you ← Goal

Tactics to Climb the Ladder:

  1. Get Your Boss to Mention You
  2. Propose a Small Digital Initiative
  3. Write an Internal Brief
  4. Volunteer for Cross-Functional Work
  5. Request an Introduction
  6. Request a Meeting with Keith

Phase 3: Cultivate Keith as Sponsor (Months 6-12)

Primary Objective: Position Keith to champion your SAAS and your expanded role.

Understanding Executive Sponsorship:

A sponsor is different from a mentor: - A mentor gives advice - A sponsor uses their power to advance your career - Sponsors advocate for you in rooms you’re not in - Sponsors take risks on you

What Makes Keith Want to Sponsor You:

Keith’s Need How You Fulfill It
Needs wins to show the board Your SAAS is a ready-made “AI-powered process automation” win
Stretched thin across huge scope You execute; he takes credit at exec level
Needs innovation happening in the business You provide it without requiring his effort
Needs to show “collaborative innovation” You’re proof the culture works
Needs tangible results, not just strategy You have working software with clients

Psychology of Getting Sponsored:

  1. Make Keith Look Good
  2. Be Low Risk for Him
  3. Be Visible But Not Threatening
  4. Build Rapport

The Approach to Keith:

When you finally have the meeting (after months of groundwork):

“Keith, I’ve been building out the verification practice and I keep hitting the same problem — compliance tracking is manual, evidence is scattered, frameworks are locked in PDFs.

I’ve developed a solution. Built it before I joined, on my own time. It digitizes compliance management — extracts requirements, tracks evidence, creates audit trails.

I wanted to bring it to you first. This could be a win for your innovation strategy. I’m not looking to build an empire — I want to deploy this in my practice and prove it works. If it succeeds, it’s a story you can tell about AI-powered transformation actually shipping.

Before I deploy it, I need us to agree on IP terms. I own the tool, the company benefits from it, and we document that clearly. Then I’m ready to pilot with our first client.”

Phase 4: Pilot and Prove (Months 8-14)

Primary Objective: Deploy the SAAS with IP protection and demonstrate undeniable value.

Pre-Pilot Requirements: - [ ] IP acknowledgment letter signed - [ ] Client identified for pilot - [ ] Success metrics defined - [ ] Keith’s sponsorship secured

Pilot Execution: 1. Deploy SAAS for one client engagement 2. Document everything: - Time saved (manual vs. digital) - Requirements coverage (20-30 vs. 153) - Client feedback - Evidence trail quality 3. Report results to Keith 4. Get testimonial / case study

Post-Pilot Leverage:

You’re no longer “the new hire with an idea.” You’re “the person with the platform that works.”

Before Pilot After Pilot
Theoretical value Proven ROI
Asking for trust Showing results
Keith takes a risk Keith claims a win
IP is negotiable IP is established

Phase 5: Expand and Formalize (Months 12-18)

Primary Objective: Formalize your role as digital compliance leader.

The Conversation:

“We’ve now deployed the platform on [X] engagements. Results are [specific metrics]. Clients are asking if this is standard for all our verification work.

I think we need to formalize this. I’m proposing an expanded role where I lead digital compliance delivery — not replacing what I do, but adding this capability. The title might be something like ‘Director of Digital Compliance Solutions’ or ‘Head of AI-Powered Verification.’

I’d report to you or maintain dual reporting. The platform remains my IP as we agreed, and I continue to operate it for the practice.”

Alternative Outcome:

If the company won’t create the role, you now have: - Proven deployment experience - Client case studies - Executive sponsor relationship - A portable asset

You can approach other companies with: > “I built a digital compliance platform. I piloted it at [Company], processed X frameworks, served Y clients. I’m looking for a role where I lead this capability, not just operate it.”


Part 4: Psychology and Influence Tactics

The Four Strategies (Wharton Framework)

When dealing with organizational politics, assess two dimensions: 1. Power balance — who has more ability to get things done? 2. Goal alignment — are your objectives aligned or opposed?

Situation Strategy
Goals aligned, you have less power Influence — help them succeed, make them look good
Goals aligned, power is balanced Collaboration — work together openly
Goals opposed, power is balanced Negotiation — find common ground
Goals opposed, they have more power Avoidance — don’t engage until conditions change

Your situation with Keith: Goals aligned (you both want innovation wins), he has more power. Strategy = Influence.

Influence Tactics for Your Situation

  1. Reciprocity
  2. Social Proof
  3. Authority
  4. Liking
  5. Scarcity
  6. Commitment/Consistency

Reading People: Is Keith Friend or Foe?

Signals Keith is Type B (Potential Ally): - Talks about “we” not “I” - Credits his team publicly - Asks questions rather than making declarations - Has promoted people who weren’t in his direct org - Is curious about ideas from outside IT

Signals Keith is Type A (Danger): - Takes credit for others’ work - Redirects ideas to “his team to evaluate” - Responds to new ideas with “let me think about that” (then nothing) - Has absorbed or killed initiatives that weren’t his - Is defensive when expertise emerges outside his org

Intelligence Gathering Questions: - Ask peers: “What’s Keith like to work with?” - Ask his team: “How does Keith handle ideas from the business?” - Ask veterans: “Has anyone proposed innovation from outside IT? What happened?”

Managing Your Direct Manager

Your boss is a critical variable. They can: - Help: Advocate for you, mention you to Keith, support your visibility - Block: Feel threatened, withhold credit, prevent you from accessing Keith

Tactics:

  1. Make Them Look Good
  2. Don’t Bypass Them
  3. Align Your Goal with Theirs
  4. Watch for Threat Response

Things to Say (Seed Planting)

Use these casually in meetings, conversations, and 1:1s:

Seed What It Does
“How are we tracking client requirements currently?” Exposes the gap
“What happens when CSRD v2 comes out? We redo everything?” Highlights the update problem
“Are other firms going digital with compliance?” Creates competitive pressure
“How do verifiers actually check 150 requirements in 2 days?” Names the verification theater
“This spreadsheet has 500 rows… there has to be a better way” Voices pain everyone feels
“I keep hearing about AI in verification — anyone looking at that?” Opens door without walking through

Things NOT to Say

Don’t Say Why
“I have a tool that does this” Reveals your hand too early
“I built something” Creates suspicion
“I’ve been thinking about this for a year” Sounds like you have an agenda
“Let me show you something” Death sentence for IP
“My SAAS can solve this” You’ll never get it back

Part 5: Weekend Development Roadmap

Principle

All SAAS development must happen: - On personal time (weekends, evenings) - On personal equipment - With personal accounts - Documented with timestamps

Development Priorities (Months 1-12)

Priority Item Why
1 More frameworks (target: 10+) 5 is good, 10 is undeniable
2 UI/UX polish First impressions matter for pilot
3 Demo environment Sanitized data, ready to show
4 Extraction methodology refinement What we built today → production quality
5 Client-facing reports Export capabilities for verification
6 Single sign-on / security features Enterprise requirements

Documentation Discipline

Every weekend session: 1. Git commit with timestamp 2. Brief note of what was built 3. Screenshot of the work 4. All on personal repo

This creates an unbroken chain of evidence: “Built continuously, on my own time, before and during employment.”


Part 6: Risk Management

Risk: Keith Blocks or Absorbs the SAAS

Mitigation: - Don’t reveal until you have IP protection in writing - Position it as helping him, not competing with him - Frame as business line tool, not IT initiative - Keep operational control (you run it, not his team)

Risk: Your Boss Feels Threatened

Mitigation: - Make them look good first - Include them in everything - Position digital as making the team stand out - Share credit generously

Risk: Company Claims IP Anyway

Mitigation: - Document pre-employment creation (timestamps, conversations like this one) - Get written acknowledgment before deployment - Maintain strict separation (personal time, personal equipment) - If they won’t acknowledge IP, don’t deploy

Risk: Pilot Fails

Mitigation: - Choose pilot client carefully (friendly, simple use case) - Define success metrics upfront - Have fallback explanations - One failed pilot isn’t fatal; learn and iterate

Risk: You Get Impatient and Reveal Too Early

Mitigation: - Set calendar reminders of the timeline - Have a trusted person (outside company) hold you accountable - Remember: 4-8 months of waiting beats losing your IP forever


Part 7: The Endgame Scenarios

Scenario A: Full Success

Scenario B: Partial Success

Scenario C: Company Doesn’t Work Out

In all scenarios, you retain your asset and grow your expertise.


Part 8: Timeline Summary

Month Phase Key Actions
1-3 Establish Deliver on mandate, build relationships, ask smart questions
4-6 Build Visibility Propose small initiatives, write internal brief, get boss advocating
6-8 Connect to Keith Get in his orbit, request meeting, listen and learn
8-10 Cultivate Sponsorship Position SAAS as his win, negotiate IP terms
10-14 Pilot Deploy with protection, document results, prove value
14-18 Formalize Propose expanded role, cement position

Appendix: Key Documents to Prepare

A. IP Acknowledgment Letter (Draft)

To be signed before any deployment.

B. One-Pager: Digital Compliance Opportunity

For internal socialization — highlights the problem and market opportunity without revealing you have the solution.

C. Pilot Proposal

For Keith — defines scope, success metrics, timeline, and IP terms.

D. Case Study Template

For post-pilot — documents results for internal and external use.

E. Role Proposal

For the formalization conversation — defines title, scope, reporting, and terms.


Final Notes

The Hardest Part

You built something real. You want to talk about it. You want recognition. You want to deploy it.

And you have to sit on it for months.

But the alternative — revealing too early, losing IP, getting it entangled — is worse.

The Advantage You Have

You’re not starting from zero. You have: - A working product - A year of domain thinking - The ability to execute (you + Claude) - Time to prepare - Patience to play the long game

Most people who want “Head of Innovation” roles have slide decks. You have software.

The Mindset

You’re not waiting. You’re preparing.

Every month of “patience” is: - Another framework added - More UI polish - Deeper domain expertise - More political capital accumulated - Better positioning for the moment

When you surface this, you won’t be asking permission. You’ll be offering a solution they can’t refuse, from someone they already trust.


Document created: January 21, 2026 Status: Strategy defined, execution pending Next review: Monthly check-in against timeline