Robert Napoli

Most leaders of mid-market financial firms struggle to manage the growing complexity of their technical ecosystem. You've moved past the point where an IT support desk or outsourcing alone is sufficient, yet technical chaos continues to erode profit margins.

I work with CEOs of financial services firms where technology is a high-stakes ecosystem. When your technical infrastructure fails to operate as an integrated whole, your EBITDA, revenues and regulatory standing are at risk.

You see the symptoms: data silos requiring manual reconciliation, headcount increasing just to manage software gaps, and an IT department stuck in reactive firefighting mode. Despite constant spending on new tools, systems feel more fragmented than ever, slowing your decision velocity and ability to respond.

The root cause of this friction is rarely your infrastructure or systems. It's the lack of strategy and direction for your technical ecosystem.

Your technology is not a list of separate tools but an interconnected system where changes in one area create friction in another. Most firms keep trying to "fix the tools" when they should be optimizing the ecosystem - driving technical debt, operational drag and margin leakage. The path back to predictability is shifting from reactive maintenance to proactive ecosystem optimization.

I step in as a Fractional CIO to set strategy and direct implementation. I don't just advise - I drive the work that reduces technical debt and aligns systems with financial objectives, turning your infrastructure into a predictable asset that protects profit and supports growth.

My engagements deliver three fiduciary outcomes:

✦ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲: I transition firms from reactive maintenance to proactive ecosystem direction - uncoupling headcount from volume growth so infrastructure supports expansion without ballooning overhead.

✦ 𝗘𝗕𝗜𝗧𝗗𝗔 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 & 𝗦𝗽𝗲𝗻𝗱 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆:  I identify drag from fragmented, redundant or legacy systems. By consolidating your ecosystem and aligning tools with board-level goals, I recover significant annual spend and stop technical debt from eroding margins.

✦ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲: I replace shadow IT and data silos with audit-ready, integrated environments - ensuring your data infrastructure remains an asset during regulatory scrutiny or M&A due diligence, not a liability.

If your technology is blocking growth rather than enabling it, visit Agile Tech Advisors and take our ITEO Diagnostic to identify where your margins are leaking.

Founder & CEO

I founded Agile Tech Advisors to provide businesses with the guidance and expertise they need to navigate the challenges and capitalize on the opportunities presented by technology. My extensive experience in IT leadership and consulting has shown me that companies need a strategic and proactive approach to technology management to thrive.

Agile Tech Advisors takes a value-driven approach to technology management, delivering tangible benefits and measurable outcomes that directly impact the bottom line. Our deep technical expertise and proactive approach enable us to facilitate innovation, streamline processes, and uncover growth opportunities while addressing potential cybersecurity and compliance risks.

Central to our approach is building meaningful relationships based on trust, integrity, and a deep understanding of your business. We do not believe in “technology for technology’s sake.” Your technology roadmap must align with the business and have clearly defined and agreed-upon goals. We take the time to understand your unique needs and offer customized solutions that maximize the effectiveness of your technology strategy and set the foundation for long-term success.

When you work with Agile Tech Advisors, you can expect measurable improvements in your business operations. Our results-driven approach, technical expertise, risk mitigation strategies, and commitment to building genuine relationships enable us to deliver maximum value from your technology investments.

As Associate Director of AI and Digital Strategy at Raytheon’s Legal, Contracts & Compliance (LCC) function, I lead the end-to-end development and execution of our global digital and AI/ML strategy. My role bridges vision and execution — setting the direction for enterprise-wide initiatives while ensuring delivery of scalable, value-driven solutions.
Strategically, I shape the LCC digital roadmap, drive AI/ML portfolio planning, represent LCC on enterprise digital councils, and align technology initiatives with long-term business objectives.
Tactically, I capture and prioritize digital requirements, lead Lean/Six Sigma initiatives, support SAP S/4HANA implementation, and provide hands-on guidance across legal, contracts, and compliance teams to deploy impactful tools and capabilities.
I work cross-functionally with Raytheon and RTX stakeholders to ensure our digital investments drive operational efficiency, compliance, and innovation. Whether guiding trade studies, leading PI planning, or partnering with digital architects, I bring both a strategic mindset and an execution-focused approach to every initiative.

Associate Director - AI and Digital Strategy

Harvard Business Review

Advisory Council Member

VOCAL Council

Council Member

USPTO

As a Patent Examiner at the U.S. Patent & Trademark Office, I reviewed and evaluated cutting-edge innovations in artificial intelligence and machine learning—including neural networks, generative models (GANs), and knowledge-based systems. I examined AI-related inventions for subject matter eligibility, novelty, and non-obviousness, helping shape the future of innovation in the U.S.  This role has deepened my legal and technical expertise in AI, while giving me a unique vantage point on how innovation is shaped, protected, and scaled responsibly.

Patent Examiner - Artificial Intelligence

Kelly

In this role, I collaborated with leaders to build alignment between business and IT. I facilitated discussion around the construction of new business models, which included business capabilities, value streams and technology strategy. I helped the business through transformation and optimization initiatives and supported the formulation of future strategy. I helped leaders to understand, apply, monetize and operationalize existing, new, and emerging technologies like AI and Blockchain, to transform and optimize business and operating models.

I led a six-week Celonis Proof of Value (POV) on Opportunity Management process in Salesforce CRM, uncovering a multi-million dollar revenue potential and achieved substantial time savings for the team.

Director - Enterprise Business Architecture | Digital Transformation Group

Product Management & Strategist - Intelligent Applications | Digital Transformation Group

In this role, I partnered with leaders from Business, IT, and shared services to identify opportunities to accelerate innovation and drive operational efficiencies in the organization. I partnered with my peers to create product strategy at an enterprise wide level ensuring that it is aligned with the corporate business strategy. 

My responsibilities included leveraging Business Process Management (BPM), Robotics Process Automation (RPA), Artificial Intelligence (AI), Machine Learning (ML) and emerging technologies to strategize and advance business goals.   

•	Stayed current with leading edge systems, methods, and best practices in the data science/machine learning fields and use product and market knowledge to guide scoping discussions with team and stakeholders in the RPA, AI, & ML space.
•	Conducted lunch and learn sessions throughout the organization on tech industry best practices and trends in RPA, AI, & ML
•	Enabled enterprise to run proof of concepts, pilots and establish organizational value proposition. Supervise the delivery of prototypes to quickly test if value can be generated. 
•	Planned governance program and ensures it is integrated or closely aligned with overall organizational governance. 
•	Fostered an open innovation model by exploring and promoting partnerships with external centers of excellences (e.g., universities, research centers, incubators, startups etc.) and by promoting Kelly Services in the RPA, AI, & ML and innovation landscape (conferences, events etc.)

Product Management & Strategist - Intelligent Applications | Digital Innovation Team

Mu Sigma Inc.

I was responsible for the overall account (growth, products/services, team leadership and client relationships) for a Fortune 200 client.

Job responsibilities include:
•	Identify, assess and solve complex business problems, where analysis of situations or data requires an in-depth evaluation of variable factors.
•	Use statistical, data mining and data visualization techniques on large datasets to i) measure results and show key trends, ii) identify causal impact attribution iii) analyze experiments, d) model and predict future performance of users/products.
•	Create solutions around Analytics strategy including roadmaps and maturity assessments especially around Digital Marketing and Consumer analytics using mobile, social, and big data analytics.
•	Create meaningful analysis that tells a "story"​ focused on insights backed with data and qualitative research.

Engagement Manager

Tata Consultancy Services

I led various projects on business transformation involving process automation and digital transformation for one of the top US banks, the savings in phase 1 reached multi-million dollars in the first year of its implementation. The project involved minimization/elimination of back office operations processes through technology automation using robotics and various other tools.

I led various projects on business transformation involving process automation and digital transformation for Corporate & Investment Banking (CIB) line of business, for a major African bank in South Africa and Mozambique.

I was involved in business development, project delivery, project scoping, scheduling / timelines, quality, risk & issues and customer satisfaction by nurturing the existing relationship throughout the lifecycle of a project. I led the entire sales cycle starting from campaign management and the creation of client specific value proposition through detailed account planning and finally to contract negotiation and closure by securing relationships that resulted in long-term client revenues and profitability.

I was involved in outsourcing and digital / business transformation of retail and CPG processes across the globe for Nielsen. I was part of the pilot project and single-handedly managed it and made it a big success. After the initial success, I led the transformation for various countries across the globe.

Transition Manager

Busiiness Atom

I worked with clients across the globe, especially Americas. I was responsible for writing proposals, communication with client, understanding their pain areas and formulating business problems. After the data crunching communicate the statistical results to clients in business terms (non-statistical way)

I worked on specialized and strategic analysis, knowledge development and synthesized findings. I was responsible for day-to-day management and reporting of progress/status to client. I was responsible for all deliverables to client including quality assurance, final presentation and project documentation.

Skills: Business analytics (Statistical model development and validation, Data analytics include MIS, Marketing analytics, Marketing research, Descriptive Statistics, segmentation and cluster analysis, etc.) Research using various databases like OneSource, Factiva, etc.

Consultant

Upwork

I provided business consulting services to clients from the US, UK, Europe, Canada and Australia 
I wrote various research proposals after understanding the client requirements and bid for the projects to get started. I conducted a consumer survey and analysis for a retail client in the UK and studied the consumers’ view point on fashionability, pricing and quality.

I conducted research on various HR parameters like performance management, skills assessment, pulse check and balanced scorecard and their implementation in client’s organization.

I conducted various statistical analyses using MS Excel and SPSS and presented the results to the clients. I conducted various market research studies and analyses for marketing and distribution plan for ethnic food product, field sales management and medical devices industry for a Puerto Rican client.

FairField Institute of Management & Technology

I helped in setting up the institute. The institute is imparting management, technology and hospitality education at undergraduate and postgraduate level. I have handled academics, faculty, and administration of the institute.

I have contributed to the bottom line of the institute by cost reduction, have worked out various projects for increasing the business opportunities. Also, I have worked on strategy projects related to market entry and business process restructuring for the institute.

Business Advisor

I enjoy solving problems, it is like trying to solve a puzzle! 

Throughout my career, I have had the privilege to work in various roles around the world, and these experiences have been tremendous teachers. I help clients advance transformation initiatives and operational consistency by aligning people, culture, process, and technology. 

With a deeper understanding of strategic business drivers, key performance metrics, and automation/AI opportunities within existing processes, my clients are able to achieve process efficiencies, reduction in cycle times, increased process visibility, and reduction of maintenance costs, while establishing an agile platform for continuous process improvement. 

I love developing comprehensive strategies and I firmly believe in the importance of continuous learning in my field, always seeking to expand my knowledge to excel at what I do.

My life philosophy revolves around the idea that there's always a solution to every problem. It's a matter of creativity, persistence, and a willingness to learn that helps us find the best way forward.

Certifications
Lean Six Sigma Master Black Belt
Digital Business Strategy from MIT Sloan School of Management
Ethics of AI from London School of Economics and Political Science

Skills
Business Transformation, Digital Transformation, Operational Excellence, Business Process Management, Artificial Intelligence, Machine Learning, Robotics Process Automation, Innovation, Blockchain

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Robert Napoli

Tina Kashyap, LSS MBB

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