Most AI investments fail before they start — not because the technology doesn't work, but because businesses skip the strategy layer and go straight to tools. Our AI Strategy & Roadmapping engagement is the antidote: a structured, data-driven process that maps your highest-value AI opportunities, quantifies the ROI of each, and delivers a 90-day implementation roadmap tied directly to revenue outcomes.
We evaluate your full tech stack, data infrastructure, and operational workflows against a proven AI opportunity framework developed across 60+ client engagements. Every recommendation comes with a business case, not just a tool name. You leave with a prioritized action plan your team can execute — or hand to us to build.
Key Deliverables
Full operational audit and opportunity scoring | Prioritized 90-day roadmap with ROI projections | Tech stack gap analysis and build vs. buy recommendations | Executive presentation deck for stakeholder alignment
Our Process
Week 1: Discovery interviews and tech stack audit. Week 2: Opportunity scoring and financial modeling. Week 3: Roadmap development and internal review. Week 4: Executive presentation and handoff.
✓Prioritized 90-day implementation roadmap
✓Tool selection & architecture design
✓Full build, testing & deployment
✓Team training & documentation
✓90-day post-launch support
Our Process
1. Discovery & Stakeholder Interviews
We spend 3–5 days interviewing your team, auditing your tech stack, and mapping existing workflows. You get a clear picture of where you are today.
Weeks 1–2
2. Opportunity Scoring & Prioritization
We score every AI opportunity by revenue impact, implementation complexity, and time-to-value. You see exactly where the highest ROI lives.
Weeks 2–3
3. Roadmap Architecture
We build your 90-day implementation roadmap with tool recommendations, integration dependencies, and resource requirements. You review and approve before we finalize.
Weeks 3–4
4. Delivery & Strategy Session
We deliver the complete roadmap package with an executive summary deck and walk your team through it in a live strategy session.
Week 4
Discovery & Workflow Audit
We spend 1–2 weeks mapping your current processes, identifying automation opportunities, and calculating ROI potential for each. You get a prioritized list of workflows by business impact, not technical complexity.
Architecture Design & Sign-off
We design the full workflow architecture — tool selection, data model, error handling logic, and security approach. You review and approve before we write a single node.
Build, Test & Staging
Full workflow build in a staging environment. We run every edge case, test failure modes, and validate outputs against your real data before touching production.
Production Deployment & Monitoring
Coordinated production cutover, monitoring setup, and live observation for the first 72 hours. Full handoff documentation delivered within 5 days.
FAQ
How long does an automation engagement typically take?
Most automation engagements are complete in 6–12 weeks from signed contract to production deployment. The timeline depends on complexity — a single workflow can ship in 3 weeks, while multi-system enterprise builds take 10–14 weeks. We’ll give you a specific timeline after the discovery audit.
Do we need technical staff to maintain the automations after delivery?
No. We build with maintainability in mind. Simple parameter changes (like updating an email template or changing a threshold value) can be done by any non-technical team member. For structural changes, our ongoing retainer clients get direct access to our team. Otherwise, you can return to us for a scoped change request.
What’s the typical investment for an automation engagement?
Scoped automation projects start at $8,500 for a single workflow build. Multi-workflow packages range from $18,000–$45,000 depending on complexity and integrations. Enterprise implementations are priced on discovery. All engagements include a full ROI analysis before we ask you to commit — if we can’t justify the investment on paper, we’ll tell you.