Week 1 - Executive alignment
Kickoff workshop with your leadership team: strategic priorities, risk tolerance, what winning looks like.
What you walk away with
Strategic clarity
A 12-month AI roadmap your board will understand
Three to five prioritized pilot opportunities
A risk tolerance profile for your organization
The AI you already own but are not using
Working artifacts
Prompt library starter pack tuned to your use cases
AI policy templates: acceptable use, data handling, vendor evaluation
Pilot scoping worksheets for the top three opportunities
Financial grounding
Plain-language business cases for the top opportunities
Effort and ROI ranges, cost ranges for licensing and delivery
Clear go, pilot, or deprioritize calls. Yes, we say deprioritize.
How three weeks runs
Week 2 - Landscape and use cases
Workshops with IT and functional leaders on systems, data posture, and department use cases.
Week 3 - Synthesis
We map opportunities across generative AI, agents, and the vendor AI already embedded in your stack, then build the roadmap and business cases.
Week 3 close - Readout
Board-ready report, live readout with your executive team, and a 30-day check-in after.
Built for
Organizations of 100 to 3,000 employees, roughly $100M to $1B revenue
An established IT function with a dedicated leader
At least two major line-of-business systems
Executive sponsorship from the CEO, COO, or CIO
Industry-agnostic; regulated-industry lens available
At a glance
Three calendar weeks, kickoff to readout
Four workshops, virtual by default, on site available
10 to 12 client hours total across all participants
Fixed fee. Credits toward a larger engagement within 180 days.
Add-ons: shadow AI deep-dive, deeper data assessment, executive AI immersion
Where it leads.
The assessment hands off cleanly: Data Readiness if your data is the blocker, AI Deployment when the platform is chosen, or straight to a Promptathon if your priority list is already clear. Or nowhere, if the honest answer is not yet.
Three weeks to a defensible answer.
10 to 12 hours of your team time. A roadmap your board can fund. A platform recommendation with no reseller margin behind it.