Wes Herzik Enterprise AI & Operating Model

AI that holds up in daily operations.

I help organizations turn AI into products, platforms, and measurable value for customers and employees. That work has moved from predictive machine learning at Dell, through conversational and generative AI at JPMorgan Chase, to the agentic systems I build and operate today.

This is a working record of that practice: what’s in the lab, notes on how the work actually lands, and an inventory of the operating work behind it.

In the lab

These are live systems you can run yourself. If you want the working notes behind how they were built, write me.

Agent Advisory Live

Teams are putting agents into real work without a reliable launch decision.

Organizations are moving autonomous agents into customer and employee operations faster than they can decide whether those agents should launch, what rules apply, and what a reviewer can actually verify. That gap is a business risk, not a paperwork problem.

Agent Advisory looks at a proposed or deployed agent and comes back with a governance verdict of launch, launch with conditions, or do not launch. Every verdict is tied to the regulatory clauses behind it, and if the system cannot cite a source it says there is not enough information rather than making something up. Five specialized agents do that work together, and the result is signed so a reviewer can check it later.

Agentic Discovery Engine Live

Teams still start building before they have evidence they can stand on.

The costly mistakes in product and strategy happen early, when a team has an ambiguous opportunity and not enough evidence to choose a direction. Discovery gets skipped or done unevenly, and the roadmap hardens anyway.

Four reasoning agents take a question that is still forming and return a working hypothesis, the evidence behind it, the constraints and risks, and an honest read on confidence. You get a structured starting point you can challenge or build on, while you stay in the lead and can see where the ground is firm.

Notes

How the work actually lands. These are working notes, not a publication.

The hidden middle.

Why enterprise AI keeps stalling at the agent layer.

Some organizations have an AI strategy. Many have a wall of pilots. Almost nobody has mapped the layer that should sit underneath both. The operational capabilities AI is actually supposed to act on. Workflows, decisions, escalations, knowledge handoffs, the connective tissue of how work moves. That layer isn't missing. Most of the time, it's hidden.

The pattern I want to describe shows up almost everywhere I've seen enterprise AI attempted, across multiple companies and industries.

In a large enough organization, different teams routinely solve the same problem without realizing it. A workflow team on one product rebuilds the same escalation pattern that another team on another product just shipped under a different name. Multiply that across every product and servicing group in a large enterprise, and you stop seeing dozens of unrelated issues. You start seeing one issue: nobody can see the whole picture, so everyone keeps reinventing the parts.

In one engagement, I ran this exercise directly. A cross-functional group mapped the work at the capability level rather than the workflow level, resulting in 30 macro capabilities, 26 of which were shared across the products in scope. The shared capabilities clustered into three rough layers: data and intelligence, user interaction, and process orchestration and governance. The structure isn't novel. What mattered was having an evidence-backed frame that leaders could plan against.

The inventory wasn't the point. The point was the shift in how teams plan once the middle is no longer hidden. You can have a real conversation about what gets designed once and reused, what gets governed centrally, and what gets owned where. Without that visibility, every team's build brings its own version of the same patterns, governance, controls, and escalation paths. You end up with the same sprawl, just more confident about it.

This matters more than it used to. Hidden middles were tolerable when humans were doing all the work, because humans are flexible. A person can absorb six variants of the same escalation pattern across six products and just figure it out. AI agents and automation can sometimes muddle through, but not reliably, not auditably, and not at scale. They need named, stable, shared capabilities to operate against. An agent that's supposed to handle escalation can't do that dependably if escalation lives as six undocumented variants under six different names. The hidden middle becomes the ceiling on how far AI can scale inside an enterprise. The models can be excellent. If the capabilities underneath them aren't visible, there is no coherent path for the agents to land.

This is the operating-model layer of AI strategy. It is the part most AI programs skip. Strategy teams don't think it's their job. Engineering teams don't think it's their job. The middle stays hidden, builds multiply, three years pass, and someone eventually asks why the AI investment isn't compounding. This is why.

The evidence has to reach the decision.

On timing customer evidence so it can still change the build.

It is easy to agree that teams should understand customers before they build. That is not the hard part.

The harder question is whether customer evidence reaches the decisions that actually shape the work: what gets funded, what gets cut, what gets sequenced first, what risks are accepted, what gets measured, and what assumptions become too expensive to revisit.

In enterprise builds, evidence can exist and still miss the moment that matters. A team learns something true about the customer, but the roadmap has already moved. Engineering has already made tradeoffs. Leaders have already gotten used to the plan's shape. The work has started to organize itself around the assumptions already in front of it.

By then, the evidence may still be useful. But it is no longer early enough to change the important decisions.

That is the problem.

Not a lack of insight. A timing problem.

A few years ago, I worked on a cloud services platform where we had a chance to run the work differently. The platform was the management interface that customers used to operate their cloud services. It helped them understand what they owned, what they were using, what needed attention, and where they needed to act.

The next phase of work was meant to make the platform smarter: prediction, in-context suggestions, better alerts, and automation across parts of the operation that support the customer.

The team did not need a generic readout on customer needs. It needed evidence close enough to the work to change product direction while that direction was still forming.

That distinction mattered.

We spoke with customers, employees, and internal experts who shaped the customer experience. We tested specific questions about key moments in the customer lifecycle. But the important choice was not the method. It was where the evidence landed.

The findings were not held for a final report after the plan had hardened. They showed up in the conversations where roadmap, scope, and product direction were still being decided.

That changed what the team could see.

Reporting was fragmented across products that customers expected to manage as one environment. Cost visibility was weak at the exact moment customers were trying to justify spending inside their own companies. Usage monitoring did not answer the capacity questions customers were actually asking. Trust was being lost during adoption and renewal, when the platform needed to be most credible.

One customer walked us through how she managed her cloud spend and said:

"This is the part where I just open a spreadsheet and do it myself, because the platform doesn't really help here."

That sentence mattered because it was not a complaint. It was the work.

She was showing us the point at which the platform stopped helping, and the customer built her own operating layer outside it. The issue was not a missing chart or a better screen. It was a decision the product had not earned the right to support.

Because that evidence arrived while decisions were still open, the work moved.

Predictive right-sizing pointed more directly at the capacity decisions customers were struggling with. Smarter notifications were aimed at moments where trust was already fragile. Reporting work had to account for how customers understood their environment across products, not how the company organized those products internally.

The work changed because the evidence reached a decision.

That is the part worth carrying forward. Not the interview count. Not the sprint structure. Not the research plan.

The structural choice.

Customer evidence is not valuable because it exists somewhere in the building. It is valuable when it reaches the people making decisions, while those decisions can still change.

That sounds obvious until the build starts moving.

Once funding is approved, scope is set, teams are staffed, and dates are committed, evidence has to work much harder to have any effect. At that point, it is no longer competing with an idea. It is competing with momentum.

This is why "getting closer to the customer" is not specific enough. The question is closer to which decision, at what moment, with enough force to change the work?

If the evidence only informs the team after the plan is set, it becomes context. If it arrives while the plan is being made, it can change the product, the sequencing, the risk model, and the measures of success.

That was the lesson from the cloud platform work.

The team did not need more customer empathy. It needed customer evidence in the room where decisions were being made.

The fix is not more research. It is not another discovery phase. It is a build rhythm in which customer evidence informs decisions that shape the work before those decisions become too expensive to change.

Inventory

The standing body of work. An index of the practice, not a gallery of artifacts.

Enterprise

Operating-model work inside a large financial institution

A cross-functional map of 30 macro capabilities, 26 of them shared, so teams could see what to build once, govern centrally, and stop reinventing the middle. The work itself stays confidential. The pattern is what I can show.

Note
Platform

Customer evidence on a cloud services platform

Product strategy for the management interface customers used to operate cloud services. Evidence was brought into the room while funding, scope, and sequencing could still change.

Note
Lab

Agent Advisory

Helps a business decide whether an autonomous agent should launch before it starts acting on customers or operations.

Lab
Lab

Agentic Discovery Engine

Helps a team turn an early opportunity into an evidence-backed direction before the build gets locked in.

Lab
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