AI Consulting Strategy

Turn ambition into a pragmatic AI plan: use‑case discovery, readiness audit, and an execution roadmap with KPIs, risks, and governance—so you pilot safely and scale with confidence. Many teams now rely on AI Consulting Strategy to define impact, governance, and delivery plans.

  • Identify quick wins and high-impact bets through AI Consulting Strategy
  • Assess data, processes, and compliance
  • Roadmap with owners, timelines, and KPIs guided by AI Consulting Strategy

Buyer Personas

  • CEO / COO / CTO
  • Heads of Ops, Finance, CX, Marketing
  • Founders at SMEs & Startups

North‑Star KPIs

  • Cost to serve, throughput, error rate
  • CSAT/deflection, CVR/ROAS, LTV/CAC
  • Time‑to‑launch, roadmap velocity

Outputs

  • Prioritized use‑case backlog with impact
  • Readiness gaps + mitigation plan
  • 12-week roadmap with owners & KPIs shaped through AI Consulting Strategy

Common Problems

  • Vague goals and scattered experiments
  • Unclear data readiness and guardrails
  • No way to estimate ROI or pick quick wins
  • Slow delivery and stakeholder misalignment

Our Approach

  • Value-led use-case discovery refined by AI Consulting Strategy
  • Readiness audit: data, process, risk
  • Roadmap with KPIs, owners, timelines
  • Pilot plan with governance & success criteria

Framework

  • Discovery Workshops — goals, constraints, and impact hypotheses
  • Readiness Audit — data, tools, processes, policies, skills
  • ROI Model — value drivers, effort, risks, sensitivity
  • Roadmap — quick wins (0–6w), build (6–12w), scale (12w+)
  • Pilot Plan — success metrics, guardrails, runbooks

Governance

  • Least‑privilege access and approvals
  • Policies for PII, retention, and vendors
  • Risk register and incident playbooks
  • QA plans and post‑launch reviews

Representative Use Cases

Ops & Finance

Invoice processing, approvals, and reconciliation with audit trails.

Customer Experience

RAG chat, deflection, and handoff with SLAs and CSAT tracking.

Growth & Marketing

Ad variants, SEO clusters, and experimentation frameworks.

Product & Web

Personalized pages, semantic search, assistants, and CWV.

Data & Analytics

Executive KPIs, ROAS dashboards, forecasting, and alerts.

Compliance

Runbooks, logging, vendor risk assessment, and audits.

Playbooks & Docs

  • Strategy deck and executive summary
  • Use‑case briefs & requirements
  • Runbooks and QA checklists

Roadmap & KPIs

  • Prioritized backlog and timelines
  • Metric definitions & ownership
  • Experiment and rollout plans

Risk & Governance

  • Risk register and mitigations
  • Access and vendor policies
  • Security & compliance checklist

Implementation Timeline

Phase Duration Deliverables Owner

Discover

3–5 days
Goals, use‑cases, data map
DGS + client

Assess

1 week
Readiness audit + ROI model
DGS

Plan

1–3 weeks
Roadmap, KPIs, pilot plan
DGS

Kickoff

2–5 days
Project setup + governance
DGS + client

Packages

Discovery Sprint

1–2 weeks

  • Workshops
  • Use‑case backlog
  • Quick‑wins plan
  • 1 revision

Readiness & ROI

2–3 weeks

  • Audit + risk register
  • ROI model
  • Pilot plan
  • 2 revisions

Roadmap & PMO

4–6 weeks

  • 12‑week roadmap
  • KPIs & experiments
  • Governance setup
  • PMO support

Case Studies

What leaders say

“The roadmap aligned execs and delivered quick wins—we knew where to start.”
— CEO, SME

“Readiness audit clarified risks and policies; pilots ran smoothly.”
— CTO, Startup

How do you pick use‑cases?

Value vs. effort matrix with risk and data readiness filters.

What about compliance?

Policies, access controls, audit trails, and vendor assessments.

Do we get documentation?

Strategy deck, backlog, runbooks, and governance templates.

Can we start small?

Yes—quick wins and pilots with clear success criteria.

Do you work with our stack?

Yes—ERP/CRM, helpdesk, shops, data warehouses, CMS, and more.

Who owns the IP?

You own all deliverables—docs, templates, and models.

Ready to align on an AI roadmap?

Book a consultation or request a scoped proposal.