Ruchin Dwivedi

Hello, I’m

Ruchin Dwivedi

Where-to-play, how-to-win: AI and automation strategy

I help enterprises decide where to focus and how to win with AI and automation, turning boardroom ambition into scoped, ROI-backed roadmaps. ~8 years across digital transformation and applied AI, the last four at the intersection of AI and finance.

~8 yrs
Across digital transformation & applied AI
17+
AI agents running in production across client deployments
10+
Enterprise clients using my Total Value Assessment framework
ABOUT

About Me

Making AI useful, responsible and practical in the real world.

My Story

I started out as an engineer, moved into enterprise delivery, and then into AI and automation consulting. I still write code. Most of what I do sits between those two worlds.

Over the last five years, I’ve worked on AI and automation strategy, use-case prioritisation, ROI modelling and maturity assessment, usually with leadership teams trying to work out where to start. Alongside that, I design and build the systems themselves, which keeps the advice honest about what is actually possible.

Recent work includes RxField, a field-force app I designed and built for a pharmaceutical client in React Native, TypeScript and Supabase, replacing manual sales tracking across a three-tier manager hierarchy. Also an automation programme for a hospitality client covering 50 properties.

I can sit in a conversation about payback periods and a conversation about data models and integration on the same day, and I’ve been accountable in both. It usually means I can tell early whether an idea is buildable, rather than six months in.

Most AI projects fail for reasons that have nothing to do with the model. What actually matters:

  • Understanding the real problem
  • Working out whether AI is the right answer, or whether something simpler would do
  • Checking the data and the integrations before anyone commits budget
  • Involving the people whose work actually changes
  • Building it properly, then measuring whether it changed anything

I’m open to roles in AI adoption, business transformation and process improvement, and to consulting work.

Quick Facts

Name
Ruchin Dwivedi
Email
ruchindwd@gmail.com
Location
Copenhagen, Denmark
Work Authorisation
Full right to work in Denmark, no sponsorship required
Experience
Eight years across engineering, delivery and consulting
Languages
English, Hindi, and Danish (currently at language school)
Kickboxing
Medalist — a few years back now
EXPERTISE

Skills & Tools

Where I focus, and what I use to get there.

Core Capabilities

AI & Automation Strategy

Turning scattered AI interest into a prioritised, costed roadmap. Use-case discovery, value-versus-feasibility scoring, and a sequenced adoption plan leadership can fund.

Total Value Assessment & ROI Modelling

Building the business case that gets budget approved — and the tracking that proves it landed. Baseline costing, hard and soft benefit modelling, and post-deployment benefit realisation.

Responsible AI Governance

Making adoption defensible before it scales. Risk classification against the EU AI Act, control design mapped to NIST AI RMF, and governance operating models that hold up under audit.

Finance & F&A Operations

Where most of this gets applied. Opportunity sizing across P2P, O2C and R2R, automation design, and controls that keep finance and audit comfortable signing off.

Methodologies & Frameworks

Total Value Assessment (TVA) AI maturity assessment Data-readiness assessment Use-case prioritisation (value vs. feasibility) Benefit realisation tracking EU AI Act risk classification NIST AI RMF

Tools

Data & Analytics
PythonSQLPower BI
AI Platforms
Azure AI Foundry
Automation
n8n
Application Build
React NativeSupabase

Industries

Banking & financial services Manufacturing Payments Private equity Pharmaceutical Hospitality
EXPERIENCE

Track Record

A timeline of roles and results.

AI & Automation Specialist

Self-employed · May 2026 – Present

Advising SME clients on data and AI frameworks and process optimisation, then building the automations that follow. Two clients delivered to date.

  • Operations app for a hospitality client managing 150+ villas, running 11+ AI agents across tasking, routing, workload forecasting and live KPIs
  • RxField, a field-force app for a pharmaceutical client, saving a 20+ user sales team 40+ hours a week with 6+ AI agents across core F&A operations
  • Built in React Native, TypeScript and Supabase, with every data boundary enforced at the database layer rather than client-side
In Closed Testing — Pre-Launch on Google Play
Everest Group Pinnacle Award (2025) — Agentic AI Product Strategy
Everest Group 15th Annual Awards — Best Client Retention
Everest Group logo

Manager — Data, Automation & AI Team

Everest Group · Feb 2023 – May 2026

Promoted from Senior Analyst to Manager. Advised global enterprises, technology providers and private-equity clients on where AI creates value, and ran the engagements end to end. Co-led our Agentic Process Automation programme, taking a process-mining provider’s agentic product to preview launch.

  • Prioritised 15+ F&A processes for agentic AI at an Indonesia-based GCC, with implementation blueprints and governance architecture
  • Designed the Total Value Added model for measuring AI and automation ROI at a c. $2bn-revenue client; since commercialised and adopted across 10+ enterprise clients
  • Identified 40+ AI and automation use cases for a global banking client, with the business case and roadmap to fund them
  • Delivered 5+ AI maturity assessments and 10+ strategy playbooks, plus vendor assessments and competitive battlecards
  • Led 10+ executive workshops on AI adoption for C-suite audiences
  • Built 40+ proposals and led proposal defence; conversions delivered ~USD 450k
  • Mentored an analyst team, cutting time-to-promotion from 2.5 to ~1.5 years
Cognizant logo

Senior Analyst — Process Transformation

Cognizant Solutions Ltd. · May 2021 – Feb 2023
  • Owned the roadmap for an enterprise transport platform serving 25,000+ users across three continents
  • Reengineered 25+ workflows for a 30% drop in complaints and a 45% CSAT improvement
  • Built the Power BI dashboards that informed 10+ product enhancements
Cognizant Impact Award — Innovation, Stakeholder Management & Going Above and Beyond
TechM ACE Award — Engineering Excellence
Tech Mahindra logo

Software Engineer

Tech Mahindra Ltd. · Aug 2016 – May 2019
  • Built a Java/Selenium automation solution that eliminated ~120 hours of manual testing per week
  • Shipped 16+ application enhancements and .NET tools that lifted field-workforce productivity by 45%
CASE STUDIES

Selected Work

Selected engagements where strategy translated into real numbers: roadmaps funded, wait times cut, value tracked, agents shipped.

Financial ServicesNew York City financial district skyline

From 50+ Ideas to a Phased, Board-Ready AI Roadmap

Client: US-based bank

Scored 50+ AI and automation use cases across marketing, HR, wealth and insurance, ranking each by value, ROI and ease of adoption alongside C-suite stakeholders.

Result: a phased roadmap of 16 use cases in year one and 22 in phase two, giving leadership a fundable, value-ranked plan.
Use-case prioritisationROI modellingC-suite advisory
ManufacturingIndustrial robot arm in a manufacturing facility

Cutting Process Wait Times 35% by Funding What Was Ready

Client: Global manufacturer

Prioritised AI use cases across support functions, scoping opportunities by feasibility and data readiness rather than assumed impact.

Result: a 35% reduction in process wait times, plus a prioritised path for the next phase.
Feasibility scoringData readinessSupport-function AI
PaymentsContactless card payment on a terminal

Reengineering 25+ Workflows for 25,000+ Users on Three Continents

Client: Global payments provider

Reengineered 25+ workflows on an enterprise transport platform serving 25,000+ users across three continents, with Power BI dashboards tracking the KPIs.

Result: 30% fewer user complaints and a 45% improvement in CSAT.
Product ownershipProcess reengineeringPower BI
Private EquityBusiness handshake signifying a partnership

Quantifying Agentic AI’s Impact on a Domain-Registry Valuation

Client: Private-equity investor

Co-led commercial due diligence quantifying how agentic AI and evolving digital entry points would reshape a domain-registry asset’s value.

Result: an evidence-based strategic view that fed directly into the valuation and investment decision.
Commercial due diligenceAgentic AIValuation impact
Global EnterprisesExecutive presenting to colleagues in a boardroom

Grounding AI Strategy in Data Reality

Client: Global enterprises

Co-led AI maturity and data-readiness assessments, baselining current state and surfacing the capability gaps between ambition and reality.

Result: AI strategies grounded in data reality, with gaps identified before investment.
AI maturity assessmentData readinessCapability baselining
Cross-IndustryLaptop displaying a data analytics chart

A Reusable Framework That Made Value Measurable

Everest Group · 10+ enterprise clients

A reusable methodology to define success metrics, model ROI and track benefit realisation on AI and automation engagements.

Result: adopted across 10+ enterprise clients as a standard way to make value measurable.
TVA frameworkROI modellingValue realisation
HospitalityEKOSTAY villa property at sunset

Eleven AI Agents Running a 150-Villa Operation

Client: Hospitality operator

An operations app for EKOSTAY, managing 150+ villas: staff voice notes become tasks, field teams are routed and confirmed on site, workload is forecast and anomalies flagged.

Result: 11+ AI agents in production, with managers approving the decisions that matter.
Agentic AIField operationsHuman-in-the-loop
PharmaceuticalZylomed Healthcare clinician reviewing records on a tablet

Giving a Field Sales Team Back 40 Hours a Week

Client: Pharmaceutical SME

RxField replaced spreadsheet tracking for Zylomed Healthcare’s 20+ user sales team, automating visit logging, order capture, expense claims and coverage across a three-tier hierarchy.

Result: 40+ hours a week saved and 6+ AI agents deployed across core F&A operations.
React NativeSupabaseF&A automation
EDUCATION

Education

Academic background.

MBA, Marketing & Strategy

Institute of Management Technology, India
2019 – 2021

B.Tech, Electrical & Electronics Engineering

Krishna Institute of Engineering & Technology, India
2012 – 2016
BEYOND WORK

Off the Clock

The Danish way: work is one part of a life, not the whole of it.

Hiking Lawn tennis Bouldering Cooking Bartending Volunteering
On Trolltunga, Norway
Trolltunga, Norway
Setting up the bar for the night
Behind the bar
Playing lawn tennis
It’s all about timing
Hiking a Norwegian valley
Somewhere in the fjords
Bouldering at the climbing gym
Bouldering
Frying fresh samosas at home
Kitchen experiments
Overlooking Geirangerfjord
Geirangerfjord
Lakeside barrel sauna in Norway
Lakeside sauna

Community & Volunteering

Volunteer at Røde Kors Genbrugsbutik (Red Cross Recycle Store) in Copenhagen, supporting circular-economy and community sustainability initiatives.

CONTACT

Get In Touch

Open to AI adoption, business transformation, process improvement, and advisory roles.

Let’s Connect

Available for new opportunities and advisory engagements.

Email
ruchindwd@gmail.com
Location
Copenhagen, Denmark