AI Shared Practice — Deal Portfolio Report

Portfolio Summary

Total AI Deals

12

7 in CRM + 5 newly added

Won AI Deals

3

$2.32M revenue, 34% avg GP

Active Pipeline

9

$4.57M+ identified revenue

Closest to Revenue

Anthropic 3 Pods

$3.61M / 6mo, Negotiating

Active AI Pipeline (by stage)

NEGOTIATING — furthest along

#	Client	Service Line	Stage	Revenue	GP%	Key Stakeholders	What It Is
1	Anthropic 3 Pods	Managed Services — AG1 Prime	Negotiating	$3.61M 6mo baseline	~40%	Karl Kadon (Anthropic), Jennifer Kling, Kit, Chris Bachman, Jessica Harman, Lauren Kolodrubetz, Shayne Kersey (AG1)	Unified partner ops program: RFP1 Partner Support, RFP2 Delivery Ops, RFP3 Partner Success. 24 core people, Dallas/Bengaluru/Manila. 6mo stabilization then capacity reset. COI resolved: AG1 designs/operates, TGS sub. Allegis One framing, no TGS mentions client-facing.

SOLUTIONING — architecture in progress

#	Client	Service Line	Stage	Revenue	GP%	Key Stakeholders	What It Is
2	Adobe Forge	AI Capacity — Co-Managed	Solutioning	$593K 6mo SOW	35.6%	Audi (Adobe), David Strong (Adobe), Ayub (Adobe), Jonathan Leigh (TGS), Armando Franco (TGS), Sara Vu (TGS), Jeff Hedgpeth (TGS)	8-person team embedded in Adobe's Forge agentic page generation. Eval harness, block library governance, Claude Agent SDK. Anthropic co-funds as Claude adoption driver. 3 opportunities: A=launch pod, B=platform industrialization, C=AI-SDLC governance framework. LDAP access unresolved.
3	BoA — Orchestra AI Platform	AI Platform — Managed Services	Solutioning	$374K Phase 1 PA only	43.6%	BoA COO (client), Matthew Panconi (TGS AM), Maria Ray, Robert Armstrong, Armando Franco	1 Practice Architect (SOW) + contract-to-convert resources. Orchestra = enterprise AI platform on OpenShift, 300 use cases. Arch path: OpenShift > AWS > Azure. TGS already operates BoA's OpenShift via SRE CoE. 4-person team: PA, GenAI Engineer, K8s Platform Engineer, AI Security Architect. Deloitte references removed from client-facing materials.
4	UDX — IMP Media Platform	AI / Data	Solutioning	$2M	TBD	UDX team	Universal Moments / IMP Media Platform — AI and data integration build.

PROPOSING — proposals submitted or in progress

#	Client	Service Line	Stage	Revenue	GP%	Key Stakeholders	What It Is
5	EA (Electronic Arts)	AI / AppMod / GCP / AWS	Proposing	TBD	34%	EA team, TGS TBD	AI capacity + outsourced builds. Outcome-based practice model. Cross-cloud (GCP + AWS).
6	MAC — Claude Configuration Lead	AI Advisory / Claude Enterprise	Proposing	TBD	TBD	Bill Boyd (MAC IT Director), Mike Ricks (TGS BDM), Dustin Schmieg, Jeff Hedgpeth	Named Claude Configuration Lead for MAC scaling Claude Enterprise 25 to 100+ seats. 9 workstreams: config strategy, pattern authoring, champion enablement, capability tracking, training curriculum, community support, agentic guidance, AI Broker coordination, optional Copilot consolidation. 2 days/week, 2-quarter initial term. Anthropic renewal spike Jan/Feb 2027.

DISCOVERY — early conversations

#	Client	Service Line	Stage	Revenue	GP%	Key Stakeholders	What It Is
7	Highmark / enGen	AI Advisory + Governance Platform	Discovery	TBD	TBD	Chris Atkinson (SVP Payer Solutions), Mike Stimpson (CTO), Shayne Kersey (AG1), Jay Mozo, Venkata Ramana Allu, Jeff Hedgpeth, Armando Franco, Dan Tardif	Enterprise Operations Cockpit — govern, supervise, measure, and manage an AI-driven workforce. Multi-platform: Copilot, Gemini, Claude, Pega. Shane (AG1) leading advisory path, TGS follows with build. Maps to Model Watch + Adobe Forge eval pattern + 1,150 governance controls. HIPAA/HITRUST required. Prior TGS history: 7K device rollout via MCPc.
8	Home Depot	Enterprise Cloud Apps (Model Watch / AI FinOps)	Discovery	TBD	TBD	Evan Wood (HD Sr Dir Cloud Eng), Micah Earnest (HD), Alex Fenner (TGS), Venkata Ramana Allu (TGS), Corey Wozny (TGS)	6,000 Claude users rolled out. Model Watch accelerator approved, attached to Averse (TGS agentic platform). FinOps optimization: when to use Opus vs Sonnet, token cost reduction. 90-day advisory plan. Anthropic co-funding does NOT work for HD (they want to spend LESS with Anthropic). TGS-funded only. Next: call with Evan Wood.

QUALIFYING — initial scoping

#	Client	Service Line	Stage	Revenue	GP%	Key Stakeholders	What It Is
9	Bank of Missouri — GenAI Discovery	AI Advisory — GenAI Tool Evaluation	Qualifying	TBD	TBD	Jeff (BOM), Ryan (BOM), Kristen (BOM), Corey Wozny (TGS), Alex Fenner (TGS)	Community bank, 8.5M cardholders. Current tool: Writer, 50 users. Use case: commercial lending pre-flight playbook. Evaluating 5-6 GenAI tools for Technology Steering Committee. Marketing prefers Claude. TGS offered Anthropic intro + ESI funding. Next: Alex Fenner submits deal registration, prepare Claude eval brief, identify card services use cases, FDE prototype possible.
10	Falko UK — Claude Rollout	AI Advisory — Claude Enterprise + Change Mgmt	Qualifying	TBD	TBD	Joe Smith (Falko), Shayne Kersey (AG1), TGS TBD	150-person UK company adopting Claude. Change management is the whole engagement. Allegis One framing required. FDE prototype possible. Next: follow-up email with FDE proposal.
11	Marathon / MPLX	AppMod + BTS / AI Practice	Qualifying	TBD	TBD	Marathon team	Early exploration of AI practice positioning within broader AppMod relationship.
12	Jasper AI	App Modernization (AI client)	Qualifying	$874K	TBD	Jasper AI team	Marketing platform engineering — AI company itself needs AppMod capacity.

Won AI Deals (Case Studies)

Client	What It Was	Revenue	GP%
Pratt & Whitney — PyRITS	RAG / AI triage on Databricks	$706K	39.4%
Pratt & Whitney — Stats App	Discovery-to-win, manufacturing analytics + AI	$685K	31.4%
AT&T	GenAI adoption coaching, Dojo expansion	$932K	31.9%

How the AI Deals Map to the Modern EA Atlas (Agentic Ecosystem)

The Modern EA Atlas V2 defines 15 Agentic Ecosystem capabilities (80 capabilities / 465 features). Here's how our active deals exercise those capabilities:

Atlas Capability	Deals That Exercise It	Reusable Asset
Agentic Design & Decomposition	Adobe Forge, BoA Orchestra	Forge block decomposition pattern, Orchestra agent architecture
Agent Safeguard & Policy Enforcement	BoA Orchestra, Highmark	SR 11-7/FINRA gate framework, permission policies
Human Oversight & Workforce Transition	Highmark, AT&T (won), MAC	Dojo model, champion enablement, competency models
Agentic Observability & Audit	Home Depot, Adobe Forge	Model Watch telemetry, eval harness drift detection
AI Governance/Compliance	BoA Orchestra, Highmark, Bank of Missouri	1,150 AI governance controls (NIST/ISO/CSA)
Agentic Cost & FinOps	Home Depot, Adobe Forge	Model Watch accelerator, Consumption Governance framing
Agent Build & Certification	Adobe Forge, Anthropic 3 Pods	Block promotion pipeline, Claude fluency screening
Agent Runtime & Orchestration	BoA Orchestra, Adobe Forge	OpenShift to AWS to Azure migration, Argo Workflows on Flex
Reuse & Asset Marketplace	Adobe Forge	Block library registry, Model Watch as reusable accelerator
Accountability & Indemnity Evidence	Anthropic 3 Pods, BoA	COI disclosure framework, model risk documentation

Three Engagement Patterns

Pattern	Deals	What It Looks Like	Revenue Model
1. Build the Agent Platform	BoA Orchestra, Adobe Forge, EA	Architecture + build engagements where TGS provides engineering capacity to stand up agentic systems. Practice Architect owns the design, contractors fill the build seats.	Managed services SOW (PA) + contract-to-convert (build team)
2. Govern the Agent Ecosystem	Highmark, Home Depot, Bank of Missouri	Advisory + governance engagements where the customer already has AI deployed and needs oversight, cost control, and compliance. TGS provides the framework and the telemetry.	Advisory retainer + accelerator deployment (Model Watch)
3. Operate the Agent Workforce	Anthropic 3 Pods, Falko, MAC	Operational engagements where AG1/TGS runs the day-to-day of agent-related services: partner support, delivery ops, configuration, change management.	Managed services + per-unit pricing (per-ticket, per-seat, per-engagement)

What We Need to Decide

Decision	Owner	When
Highmark: Define advisory scope for Shane (AG1) so AO narrative sets up TGS as build partner. Who owns the "what" vs the "how"?	Armando + Shane	Before next Highmark call
Position Model Watch as the Enterprise Operations Cockpit foundation for Highmark — or build something net new?	Armando + Jeff Hedgpeth	Before proposal
Adobe Forge: Finalize team size (8 vs Jeff's recommended 3) and resolve LDAP access pathway	Jonathan Leigh + Armando	Before SOW
Anthropic 3 Pods: Lock presentation date with Karl Kadon and finalize SOW structure (1 master SOW + 3 work orders)	Jennifer Kling + Kit	This week
BoA Orchestra: Confirm 4-person team vs phased PA-only start, and resolve Deloitte boundary messaging (currently removed from client-facing docs)	Armando + Matt Panconi	Before proposal submission
Home Depot: Secure call with Evan Wood. Bring Model Watch demo. Decide: pure advisory or advisory + Model Watch deployment?	Alex Fenner + Jory	This week
Bank of Missouri: Submit Anthropic deal registration + ESI funding to Alex Fenner. Prepare Claude evaluation brief for Tech Steering Committee.	Jory + Alex Fenner	This week
Falko: Send follow-up email with FDE proposal. Allegis One framing.	Jory + Shane	This week
AI Shared Practice: Formalize the three engagement patterns (Build / Govern / Operate) as TGS service offerings with pricing models and delivery playbooks	Armando + Dan Tardif	Q4 2026

Key Reusable Assets Across the Portfolio

Asset	Originated From	Now Applying To	Status
Model Watch accelerator	Home Depot pitch	Highmark (cockpit foundation), Adobe Forge (cost governance), Bank of Missouri	Approved accelerator, attached to Averse. Demo video available (Jeff H).
Evaluation harness (scored outputs, gate policies, drift detection)	Adobe Forge (Jeff Hedgpeth Workstream A)	Highmark (agent governance), BoA Orchestra (agent quality gates), Anthropic 3 Pods (partner success scorecards)	Architecture defined, not yet productized as a reusable accelerator
1,150 AI governance controls (NIST/ISO/CSA)	TGS R&S Practice (Mark Baker)	BoA Orchestra (SR 11-7/FINRA), Highmark (HIPAA/HITRUST), Adobe Forge, Bank of Missouri	Production library, applied per-deal with vertical-specific overlays
BoA SOW precedent (5-page proposal, fixed monthly, same-day onboarding)	BoA SRE CoE	BoA Orchestra (using now)	Proven. Reusable for next BoA engagement.
FDE model (4-week prototype, no SOW, GCP-hosted)	TGS Google Cloud practice	Falko, Bank of Missouri, Home Depot	Available. Innovation Fund-eligible for Verizon. Position as "No SOW required" entry point.
Modern EA Atlas V2 (Agentic Ecosystem capability model)	Allegis Group enterprise architecture team	Highmark, all AI deals going forward, AI Shared Practice formalization	Tool exists. 15 capabilities, 80 sub-capabilities, 465 features. Being evaluated against live deals.
Claude Agent SDK patterns (subagents, hooks, permissions, structured outputs, MCP)	Adobe Forge / Anthropic partnership	BoA Orchestra, Highmark, MAC, Falko, any Claude-based agent engagement	Patterns documented in Adobe Forge architect readiness brief. Not yet a standalone TGS accelerator.

Allegis One vs TGS Alignment

Deals using Allegis One (AG1) framing must not mention TGS in client-facing materials. Here's the current alignment status:

Deal	AG1 Role	TGS Role	Alignment Status
Anthropic 3 Pods	AG1 is Prime. Designs and operates. Lauren Kolodrubetz + Shayne Kersey.	TGS subs under AG1. Designed the solution. Provides delivery capacity.	Aligned. COI resolved. All materials use AG1 framing.
Highmark / enGen	Shane (AG1) leading advisory path.	TGS follows with tactical build (cockpit, governance, telemetry).	In progress. Must define advisory scope so AO narrative sets up TGS build. Alignment risk if AO frames it differently.
Falko UK	AG1 framing required.	TGS provides Claude rollout + change management.	In progress. Shane involvement TBD.
Bank of Missouri	AG1 framing for Anthropic intro.	TGS leads GenAI evaluation + Claude advisory.	Not yet started. Submit deal registration first.
MAC — Claude Config Lead	No AG1 involvement currently.	TGS direct. Jeff Hedgpeth drafted SOW.	TGS-owned. No AG1 alignment needed.
Adobe Forge	No AG1 involvement. Anthropic co-funding.	TGS direct under Adobe direction.	TGS-owned. Anthropic as funder, not AG1.
BoA Orchestra	No AG1 involvement.	TGS direct. SRE CoE precedent.	TGS-owned.
Home Depot	No AG1 involvement. TGS-funded only.	TGS direct. Model Watch + advisory.	TGS-owned. Anthropic co-funding dead (HD wants to reduce Claude spend).