Service

Invest in AI That Actually Works.

Most AI initiatives fail not because of the technology — but because of gaps in process, data, and strategy. We fix the foundation first, then build a roadmap that turns AI investment into measurable results.

AI Readiness Assessment

Data Quality & Availability Developing
Process Documentation Early Stage
System Integration Progressing
Technology Infrastructure Strong
Organizational Readiness Developing
Overall AI Readiness
Ready to Accelerate
3 high-priority opportunities identified — roadmap ready in 4 weeks
4–8 Weeks from assessment
to prioritized roadmap
3–5x Higher ROI on planned AI
vs. ad-hoc adoption
80% Of AI projects fail
without clear strategy
100% Tailored to your business —
no boilerplate playbooks

Four Ways We Build Your AI Foundation

Strategy without execution is just a document. We deliver clear assessments, prioritized roadmaps, and the business cases that get AI investments approved and implemented.

AI Readiness Assessments

Before investing in AI, you need an honest picture of where you stand. We evaluate your data quality, process documentation, system landscape, technology infrastructure, and organizational culture across five readiness dimensions — giving you a clear, actionable baseline.

What We Evaluate

Data Quality & Maturity Process Documentation System Integration Tech Infrastructure Org & Culture Readiness
2 wks From kickoff to full readiness report with prioritized gap analysis

Opportunity Identification

Not every process should be automated, and not every AI tool delivers equal value. We work with your teams to surface, score, and rank AI opportunities by impact, feasibility, and time-to-value — so you pursue the right ones first.

Evaluation Criteria

Business Impact Scoring Implementation Feasibility Time-to-Value Risk Assessment Quick Win Identification
Top 5 Prioritized opportunities delivered with detailed ROI estimates for each

Technology Roadmapping

A prioritized list of opportunities is just the start. We build a phased, sequenced implementation roadmap that accounts for your budget, team capacity, and organizational change tolerance — delivering value at every stage, not just at the end.

Roadmap Components

Phased Implementation Plan Tool & Vendor Selection Dependency Mapping Resource Requirements Milestone & KPI Framework
12–mo Actionable roadmap with clear owners, timelines, and success metrics

Business Case Development

AI projects don't fund themselves. We quantify the ROI of your top opportunities — modeling labor savings, error reduction, throughput gains, and revenue impact — and package the analysis in a format that gets executive buy-in and budget approval.

Business Case Elements

ROI Modeling Cost-Benefit Analysis Payback Period Estimates Risk & Sensitivity Analysis Executive Presentation
3–5x Projected ROI quantified for each prioritized opportunity

From Uncertainty to Confident Action

Our strategy engagements are structured, fast-moving, and designed to produce decisions — not just deliverables. Here's how we get you from "where do we start?" to a roadmap your team is ready to execute.

1

Current State Assessment

We interview stakeholders, analyze your processes and systems, evaluate your data maturity, and benchmark your organization against AI readiness criteria. No assumptions — just facts.

2

Opportunity Prioritization

We facilitate workshops with your team to surface AI use cases, then score them rigorously by value, feasibility, and urgency. You see exactly why we're recommending what we're recommending.

3

Roadmap Development

We sequence your top opportunities into a phased plan that delivers quick wins early, builds organizational confidence, and lays the groundwork for more complex AI investments over time.

4

Activation & Alignment

We present the strategy to your leadership team, answer hard questions, build the business cases that unlock budget, and establish the governance model to keep AI initiatives on track.

What You Walk Away With

Every strategy engagement produces concrete artifacts your team can act on immediately.

1

AI Readiness Report

A detailed assessment of your organization across five readiness dimensions, with a clear gap analysis and prioritized remediation recommendations.

2

Opportunity Register

A scored, ranked catalog of AI and automation opportunities specific to your business — with impact estimates, feasibility ratings, and implementation complexity for each.

3

12-Month AI Roadmap

A phased implementation plan with sequenced initiatives, resource requirements, technology recommendations, and milestone definitions for the first year of execution.

4

Business Cases

Executive-ready ROI models for your top three opportunities — quantifying labor savings, error reduction, throughput gains, and payback timelines in language finance leaders understand.

5

Technology Recommendations

Vendor-agnostic guidance on the platforms, tools, and architecture patterns best suited to your specific opportunities, existing stack, and organizational constraints.

6

Governance Framework

A lightweight model for AI initiative ownership, decision-making authority, progress tracking, and success measurement — so momentum doesn't stall after the strategy is approved.

What This Looks Like In Practice

Professional Services

From Three Failed Pilots to a Funded AI Roadmap

A 300-person professional services firm had invested in three separate AI tools over two years — none of which delivered meaningful results. Leadership had lost confidence in AI and was skeptical of further investment.

We conducted a full AI readiness assessment and discovered the real problem: not the tools, but the underlying processes and data. Two of the three pilots failed because the processes they targeted weren't documented or standardized. The third failed because the data feeding it was inconsistent across systems.

  • Identified 11 automation and AI opportunities across 4 business units
  • Prioritized to a top-5 roadmap with clear ROI estimates for each
  • Built executive business cases that secured $800K in AI program funding
  • Established a governance model and internal AI center of excellence
  • First three initiatives launched and delivering results within 8 months
$800K AI program budget secured after strategy engagement
11 Opportunities identified across the organization
3 Initiatives live and delivering ROI within 8 months
4 wks From kickoff to approved, funded roadmap

Built for Leaders Who Need Clarity Before Commitment

AI strategy consulting delivers the most value when organizations are at a decision point — before major investment, after a failed pilot, or when leadership disagrees on direction.

CEOs & Executive Teams

You know AI matters, but you need a clear answer to "where do we start and what will it actually cost us?" We translate AI potential into a concrete plan with a business case you can take to the board.

CTOs & Technology Leaders

You need a vendor-agnostic view of which AI technologies fit your stack, your team's capabilities, and your timeline — not a sales pitch for a platform. We give you an independent perspective grounded in your specific environment.

Operations Leaders

You see the bottlenecks every day and know there's a better way — but you need to make the case upward and figure out where to start. We quantify the pain and build the roadmap that gets your automation initiatives funded.

CFOs & Finance Leaders

You need to see the numbers before approving AI spend. We build rigorous ROI models with realistic assumptions, sensitivity analysis, and payback timelines — so you can evaluate AI investments the same way you evaluate any capital project.

Digital Transformation Teams

You've been tasked with driving AI adoption but need a structured framework to avoid the chaos of ad-hoc experimentation. We give you the governance model, prioritization methodology, and roadmap to run a disciplined AI program.

Organizations After Failed Pilots

You tried AI, it didn't work, and now leadership is skeptical. We diagnose what actually went wrong — usually process and data gaps, not technology — and build a path forward that restores confidence and delivers real results.

Common Questions About Strategy Engagements

Our assessment evaluates five dimensions: data quality and availability, process documentation and standardization, system integration and connectivity, technology infrastructure, and organizational readiness (including leadership support, talent, and culture). For each dimension, we assign a maturity rating, identify specific gaps, and recommend prioritized actions. The output is a clear, honest picture of where you stand — not a vague scorecard.
A focused assessment and roadmap engagement typically runs 4–8 weeks. The first two weeks are dedicated to discovery — interviews, process reviews, and systems analysis. Weeks three and four cover opportunity prioritization workshops and initial findings. The final weeks produce the roadmap, business cases, and executive presentation. We move fast and keep your team's time commitment minimal — typically 2–3 hours per week for key stakeholders.
No. We work with organizations at every level of technical maturity — from companies with dedicated AI teams to those with no data science capability whatsoever. Our recommendations always account for your current team's capacity. Where internal capability doesn't exist, we factor in realistic options: building it, partnering for it, or choosing solutions that require less internal expertise to operate.
We score every identified opportunity across four criteria: business impact (time savings, cost reduction, revenue potential), implementation feasibility (data readiness, system complexity, technical risk), time-to-value (how quickly it can be live and generating ROI), and organizational readiness (change management requirements, stakeholder support). The result is a clear, defensible ranking — not gut feeling. We also identify "quick wins" that can demonstrate value within 90 days, which helps build organizational momentum for larger initiatives.
Yes — and this is where we're different from most strategy consultants. We're not a firm that delivers a document and disappears. We offer end-to-end support from strategy through implementation. Once the roadmap is approved, we can lead the build-out of automation and integration initiatives, or work alongside your internal team or existing vendors. Many clients engage us for strategy and then continue with implementation — because we already understand their business deeply.

Ready to Build Your AI Roadmap?

Tell us where you are today — whether you're starting from scratch, recovering from a failed pilot, or ready to scale. We'll show you exactly what a strategy engagement would look like for your organization.