The Book

Finance-Grade Data & AI Products

The VANE Loop Framework for Value, Adoption, Navigation & Execution

Finance-Grade Data & AI Products Book Cover

About the Book

Data & AI products live or die at the intersection of two worlds: the technical reality of what can be built and the financial reality of what creates value. Yet these conversations often happen in parallel rather than together.

Data leaders build business cases without the financial frameworks that boards trust, while finance leaders evaluate Data & AI investments with tools designed for more predictable assets.

Finance-Grade Data & AI Products brings both perspectives into one practical framework. For data and AI leaders, it covers TCO analysis, options pricing for pilots, and how to translate technical progress into financial language. For CFOs and finance leaders, it explains where AI and data connect to capital allocation, risk management, and portfolio governance. We make a case on what makes these investments behave differently from traditional IT and software projects in the enterprise.

The book addresses the technology landscape as per January 2026: AI agents, modern data platforms, and the operational realities they create. We show how existing finance and risk frameworks like COSO need to evolve for systems that behave probabilistically rather than deterministically.

The VANE Loop methodology at the book's core offers a shared system for evaluating value and feasibility together, with continuous checkpoints that keep portfolios honest as assumptions change and reality unfolds.

Whether you're building the business case or approving it, this book gives you the tools to have better conversations and to make better decisions.

Pages 273
Format Hardcover / eBook
Language English
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What You'll Learn

A structured journey to deliver on your AI strategy.

01

AI Outpaces Enterprise Innovation

Why AI compresses timelines in ways that make traditional planning cycles obsolete, and why responding with "more pilots" consumes resources without building capabilities. The real challenge is steering initiatives under fast-changing conditions.

02

The Vane Loop Methodology

How to align initiatives on value and feasibility, then keep them on course through recurring true-ups and disciplined course correction.

03

Unit Economics and The Napkin Test

How to define the unit of value for a Data & AI initiative (the atomic outcome that makes or loses money) and build a business case around it that you can explain in 60 seconds, fits on a napkin, and still survives CFO scrutiny.

04

Risk, Hidden Costs, and Tempo

How to govern probabilistic systems, quantify hidden costs (dual-run, AI debt), and use faster feedback loops to stay ahead of drift.

05

Feasibility and Maturity

How to assess where your organization actually stands across the maturity dimensions that determine whether execution and adoption will succeed. Includes practical assessment approaches for technology, process, culture, and operational readiness.

06

CFO Translation and Control Tower Metrics

How to map Data & AI work to P&L language that finance teams recognize and trust. Introduces the "Financial Control Tower," a practical set of metrics for steering a Data & AI portfolio with the same rigor applied to other capital investments.

About the Authors

Meet the experts behind the Vane Loop methodology.

Karl Ivo Sokolov

Karl Ivo Sokolov

Karl Ivo Sokolov is Managing Partner Data & AI at Specific-Group Austria, where he leads international teams across eight European countries. His work focuses on building robust data products and guiding enterprises through the modernization of complex data environments spanning both legacy and modern platforms. Beyond his role at Specific-Group, Karl Ivo also serves on the Global Board of Directors of the U.S. Institute of Management Accountants (IMA), contributing to the advancement of data-driven decision-making in finance and management accounting worldwide.

Mario Meir-Huber

Mario Meir-Huber

Mario Meir-Huber helps organizations turn scattered data initiatives into governed, business-driven Data Products. A former Head of Data and ex-Microsoftie, he has built Data Products across European companies. He created the GAP (Governance–Architecture–People) model and the DRIVE lifecycle framework and applies them in real engagements. Mario lectures at WU Vienna and TU Wien, teaches on LinkedIn Learning and speaks at events like WeAreDevelopers, Data Modelling Zone, London Tech Week, Data Science Conference and GITEX. He authored several books and serves as thought leader.

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