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Service A.02 · Strategic engagement

An AI roadmap your CFO will sign and your COO can execute.

Not another deck of 'potential use cases.' A sequenced, owned, measured plan that ships outcomes. Starting in 90 days.

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Why this matters

Why this matters.

Your board has asked about AI three times this quarter. Your competitors are publishing AI press releases. Your CTO has spun up six 'experiments.' Nothing has shipped, nothing has scaled, and nothing has produced an outcome you can defend to an investor or report on an earnings call.

You don't need another deck of forty-seven AI use cases. You need a sequenced, executable plan that says: do this first, by this date, run by this person, with this measurable outcome, and the corresponding 'no' list of what you're explicitly not pursuing and why.

This isn't a strategy problem. It's a decisioning problem.

That's what we deliver. The discipline of sequencing is the entire job.

The trap

The trap.

The slide library trap.

A consultant gives you forty-seven 'potential AI use cases.' None get done. The document is too big to act on, the prioritization is hand-wavy, and no one owns any of it. The deck becomes a quarterly check-in with no progress.

The pilot-forever trap.

Your team stands up six experiments. They all kind of work. None scale. Nobody is accountable for the next step. Six months later you're still in a 'we're piloting AI' posture and your board is asking why.

The vendor-led trap.

Three SaaS companies pitch you their AI feature. You buy two. Eight months later neither is integrated into a workflow that produces a measurable outcome. You're paying for AI you're not using, and the gap between vendor promises and shipped reality is widening.

What you walk away with

What you walk away with.

A 6-12 month AI roadmap, sequenced by ROI and feasibility. Every initiative scoped, timelined, owned, and measured. Not a list. A plan.

A 'no' list: the AI ideas you're explicitly not pursuing, and why. As valuable as the yes list, because it ends the perpetual debate about whether to add another experiment.

An organizational readiness assessment: what's missing in skills, data, governance, and infrastructure to actually execute the roadmap. Honest about the gaps that have to be closed before specific initiatives can ship.

A board / leadership communication kit: a one-pager and a five-slide deck that make the strategy legible to non-technical stakeholders. The conversation tool you use the next three quarters.

A 90-day execution plan for the first one or two initiatives: resourcing, budget asks, and the first three milestones. By Day 91, something is in production.

Who this is for

Who this is for.

  • Companies between $20M and $500M revenue where AI is 'important but undefined'
  • Boards or PE partners pushing for an AI thesis on a portfolio company
  • Operators tired of running AI as a series of disconnected experiments
  • CEOs who need to answer the 'what are we doing about AI?' question with substance, not theater
Engagement structure

Engagement structure.

A four-week fixed-fee engagement. Week 1 is leadership interviews and current-state audit (existing experiments, tooling, data baseline, governance). Week 2 is deep-dive into 8-12 candidate initiatives: sized, sequenced, eliminated. Week 3 produces the roadmap, the "no" list, and the readiness assessment. Week 4 produces the leadership communication kit and the 90-day execution plan, closing with a leadership team working session to align on roadmap and clarify ownership.

We're prescriptive about sequencing (first vs. second vs. later) because that's where most AI strategy work fails. The roadmap will name names, dates, and owners.

FAQ

Frequently asked.

Are you AI experts or strategists?
Both, deliberately. We've shipped production AI in our practice deployments, and we've been the operating partner on the strategy and rollout. The combination is the entire point. Pure strategists give you decks; pure technologists give you experiments. Neither alone gets to outcomes.
Do you recommend specific tools?
Yes, when the choice matters. We're not aligned with any AI vendor. The roadmap will name specific tools where the choice is consequential and stay tool-agnostic where it isn't.
What if our data isn't ready?
Most companies' data isn't ready. The roadmap sequences the data work alongside the AI work. You don't need a perfect data warehouse to ship useful AI; you need a clear plan for what data each initiative depends on and how to get there.
Can you help us hire AI talent?
We can spec the roles you need and review candidates. We don't run the search.
How does this connect to our existing tech stack?
Directly. A core deliverable is mapping each AI initiative to the workflow it lives in: your CRM, your support stack, your finance system, your monday.com or Odoo deployments. AI that doesn't ship inside an existing workflow doesn't ship.

Bring us
the messy one.

The system that's been on the roadmap for two years. The migration that's already failed once. The AI strategy that didn't make it past the deck. That's the one we want.