STRATEGY_
$24M
Avg identified upside
Across 90-day engagements
4.6x
Year-1 ROI
On shortlisted use cases
8.2 weeks
Avg engagement
Discovery -> board pack
94%
Roadmap adoption
After 6 months
Eight weeks · Four phases
THE METHOD
Each phase produces tangible output. Each output earns the next. No surprises in week 8.
01
2 weeks
Discovery Sprint
On-site interviews with 12-18 leaders. Data audit. Org-readiness scorecard. Risk register.
Leadership interview readout
Data maturity heatmap
Org readiness scorecard
Risk register
02
2 weeks
Opportunity Mapping
We score 30-60 candidate use cases on impact x feasibility x strategic fit. Workshop with execs to land on the shortlist.
Use-case backlog
Scoring framework
Heatmap
Shortlist (top 8)
03
1-2 weeks
Business Cases
For each shortlisted opportunity: ROI model, build-vs-buy analysis, MVP scope, and 12-month forecast.
ROI models
Build-vs-buy matrix
MVP scopes
12-mo P&L impact
04
1 week
Roadmap & Org Plan
18-month sequenced roadmap. Hiring plan, governance model, vendor strategy, change-management plan.
18-month roadmap
Hiring plan
Governance charter
Board pack
Six artifacts
WHAT YOU TAKE HOME
01
Executive readout
Board-grade slide deck. Two pages of recommendations the CEO can sign and the CFO can model.
02
Opportunity backlog
30-60 scored AI use cases. Live in Notion or Confluence. Reusable for Year 2 and beyond.
03
18-month roadmap
Sequenced quarterly milestones tied to P&L outcomes. Color-coded by risk and dependency.
04
Org & governance plan
AI Council charter, hiring sequence, vendor matrix, and change-management playbook.
05
Build-vs-buy matrix
For every opportunity: build internally, buy off-shelf, or hybrid. Scored on TCO, time-to-value, defensibility.
06
Risk register
Regulatory, ethical, brand, and execution risks per opportunity. Mitigations attached.