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Get an AI Roadmap with Proven ROI

You get a board-ready AI strategy in 4-6 weeks with prioritized projects, ROI models your CFO will fund, and governance frameworks to prevent vendor chaos.
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Who This Is For

You Need AI Strategy If

Board demands 90-day plan

Leadership needs a comprehensive strategy with realistic timelines and defensible ROI. The plan must secure budget approval and demonstrate thoughtful prioritization across competing opportunities.

Multiple teams want AI

Sales wants lead scoring, Operations wants automation, Customer Success wants chatbots. Limited budget and resources need allocation across competing requests without a clear prioritization framework.

New role requires credibility

This is the first major deliverable in a new role. The strategy must demonstrate organizational understanding, establish stakeholder credibility, and create AI momentum without deep internal relationships.

Budget cycle approaching

Budget planning requires clarity on funding, sequencing, resources, and success metrics. Analysis must back these decisions rather than time pressure driving choices during the planning cycle.
What You Get

Board-Ready Strategy Deliverables

Every opportunity gets scored on business value, technical feasibility, and data readiness. The ranking provides evidence-based justification for budget allocation decisions and helps address competing priorities from different stakeholders in planning discussions.

Stay on top with real-time insights and automated alerts so you can quickly spot performance shifts and prevent any downtime.

Stay on top with real-time insights and automated alerts so you can quickly spot performance shifts and prevent any downtime.

Stay on top with real-time insights and automated alerts so you can quickly spot performance shifts and prevent any downtime.

Stay on top with real-time insights and automated alerts so you can quickly spot performance shifts and prevent any downtime.

Strategic Planning Support

How We Support Your Planning

Evidence-based prioritization

A scoring framework evaluates projects on value, feasibility, and data readiness, providing objective criteria for allocation decisions across competing priorities.

Realistic timeline development

Sequenced plans account for compliance reviews, data infrastructure work, and vendor evaluations, reflecting actual work requirements and organizational dependencies.

Operational structure design

Intake processes, responsibility matrices, and governance protocols clarify decision authority and ownership, preventing ambiguity about approvals, budgets, and accountability.

Measurable outcome definitions

ROI frameworks with defined baselines and success criteria document results against projections, demonstrating strategic value to financial stakeholders.
How We Work

Our 4-6 Week Process

Week 1

Stakeholder discovery

Interviews with business units, engineering teams, and finance stakeholders uncover requested projects, previous attempts, and organizational priorities. This produces a complete inventory of opportunities with context about resources and constraints.
Weeks 2-3

Analysis and sequencing

Each opportunity gets evaluated on value, feasibility, and data readiness, then sequenced into a 180-day roadmap. The sequencing accounts for dependencies like data preparation, compliance reviews, and team capacity to create realistic execution timelines.
Week 4

Structure and modeling

The AI request intake process, governance structure, and handoff protocols get designed. ROI models for priority projects include clear baselines and success criteria that satisfy financial planning requirements.
Weeks 5-6

Integration and packaging

Regulatory requirements get mapped into the roadmap so compliance happens at appropriate stages. Everything gets compiled into presentation materials like executive summary, prioritized backlog, sequenced roadmap, and financial projections ready for board review.
Proven Results

Sharecare: Member-Facing Health Q&A

The challenge
Build a Q&A assistant that handles sensitive health information without hallucinating.
What we delivered
A RAG-powered system embedded in their member portal that pulls from verified medical content, routes complex questions to clinicians, and logs every interaction for compliance.
Read the full case study
Ready for Your AI Strategy?

Let's Map Your AI Roadmap

We'll discuss what's realistic for your organization, how to prioritize competing requests, and what's needed to secure budget approval.
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FAQs

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