Objective:
Co-create a function level AI roadmap that ties directly to KPIs (hours saved, cost savings, revenue uplift).
Scope & Approach:
Pre Workshop Discovery
- Short questionnaire to assess current processes, data maturity & strategic priorities
- Collate key function metrics (headcount, cost per FTE, revenue generated)
Live Zoom Workshop (3 hrs)
- Use Case Identification: Brainstorm 436 high impact AI opportunities per C Suite role (e.g., AI driven forecasting for
Finance, automated lead scoring for Sales)
- Prioritization Matrix: Rank by ease × impact
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Roadmap Design:
- Phase 1 (033 m): Quick wins pilots (chatbots, dashboards)
- Phase 2 (3-12 m): Scale, governance & change management
- ROI Modeling: Translate hours saved into cost savings & revenue impact
Post Session Deliverables
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Function AI Playbook:
- Prioritized use cases with rough timelines
- High level technical requirements
- Ownership & success metrics
- Impact Dashboard Template: For ongoing tracking
Key Outcomes:
- Clear, actionable AI roadmap aligned to strategic goals
- Quantified business case for each use case (hrs & $$)
- C Suite buy in and accountability