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AI Consulting

AI Strategy and Planning

Which problems AI should take on in your company, in what order, and what each one needs. A roadmap with a reason for every line.

01 / 04

Where you stand

Interviews with the teams that do the work. Processes mapped, data inventoried, systems checked. Every candidate written as a one-line problem with an owner.

CH.01 · The problem

Everyone has an idea. Nobody has a list.

  1. Too many candidates, no ranking

    Sales wants a chatbot, finance wants invoice matching, operations wants forecasting. Without a shared measure, the loudest request goes first.

  2. The first project is picked for the demo

    The most visible use case is rarely the one with the data, the owner and the process to make it work. It stalls, and the second project inherits the doubt.

  3. Budget without a shape

    An AI line in the plan with no phases, no gates and no number that says whether it worked.

Our answer

A ranked backlog and a first project that can succeed

We look at your processes, your data and your systems, score the candidates on value and feasibility, and write the roadmap: what goes first, what it needs, how you will know it worked.

CH.02 · What we build

How we build it

Three parts: find the candidates, rank them, plan the first one properly.

Assessment of where you standA roadmap with gatesTechnology chosen for the constraintThe people side, planned
01

Opportunity assessment

Where the routine and the data meet.

  • Interview the teams that do the work
  • Map the processes with the most manual routine
  • Inventory the data each candidate would need
  • Check which systems can be connected
  • Write each candidate as a one-line problem
02

Ranking and roadmap

Value against feasibility, in the open.

  • Score value with the owners of each process
  • Score feasibility on data, systems and rules
  • Rank and explain the order
  • Set a gate and a measure for each project
  • Name the owner of each line
03

Plan for the first project

Enough detail to start on Monday.

  • Write the scope and the failure cases
  • Choose the runtime: local, assistant or cloud
  • Estimate effort, cost and timeline in phases
  • List the data access and permissions needed
  • Define what done looks like, in a number
CH.03 · How it runs

How it runs

Four phases, most of them in your building.

  1. 01Phase 1

    Discovery

    Interviews, process maps, data inventory.

    • Interview leadership and the teams doing the work
    • Map the processes with routine and volume
    • Inventory data sources and their quality
  2. 02Phase 2

    Ranking

    Score, rank, explain.

    • Score value with the process owners
    • Score feasibility on data, systems and rules
    • Rank the candidates and write the reasons
  3. 03Phase 3

    Roadmap

    Phases, gates, owners, budget.

    • Sequence the projects with prerequisites
    • Set a gate and a measure per project
    • Choose runtime and model policy per project
  4. 04Phase 4

    Start

    The first project, planned to the day.

    • Write the scope and failure cases
    • Confirm data access and permissions
    • Agree the team on both sides
CH.04 · What changes

What changes

A shared list, a defensible order, and a first project built to succeed.

One list everyone can see

The candidates, the scores and the order, written with the people who own the processes. The debate moves from opinions to the scoring.

The first project has what it needs

Data, owner, process and permissions confirmed before a line of code. The most common cause of a stalled pilot is removed up front.

A gate before every next step

Each project ends with a number against a target. The next one starts because the last one worked, or does not start at all.

Side by sideProject by projectWith a roadmap
How the first project is chosenLoudest request or best demoScored on value and feasibility
What it has on day oneAn ideaData, owner, permissions, a measure
SpeedFast start, long stallTwo weeks to plan, then a clear run
RiskFound during the buildNamed before it, with a gate
Knowing it workedA feelingA number against a target
CH.05 · Questions

Questions

AI Discovery is two weeks at a fixed price and produces the ranked backlog, the roadmap and the plan for the first project. Larger organisations with many candidate processes can take longer; we say so after the first week of interviews.

The roadmap is written around your processes and your constraints on data, which change slowly. Model and vendor choices are made per project, at its start, with the options available then. A model policy in the roadmap says how those choices are made, so a new release changes a decision without changing the plan.

Time from the people who own the candidate processes, for interviews and for scoring. Read access to a sample of the data and to the system inventory. A sponsor who can settle the ranking. The sprint is designed to need a few hours a week from each of them, and no new hires.

Each project on the roadmap carries its own measure and target, agreed with its owner. The strategy is measured by those numbers landing, project by project, and by the gates being honoured: a project that misses its gate stops, and that is the strategy working.

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