AI Strategic
Planning
Our process for identifying the most applicable and
highest-ROI opportunities for your organization.
Before you launch any AI initiatives, it is critical to have a proper strategic plan that is customized for your company's needs.
Watch the video to learn more from our founder, Steve Kilts.
Transformation begins with clarity. Our strategic planning process helps us understand your business so we can create an optimal AI transformation roadmap to best serve your needs.
Discovery Interviews
We begin by immersing ourselves in your business through focused conversations with leadership, key managers, and on-the-ground individual contributors. These interviews reveal how the organization really operates, what's working, where friction exists, and what opportunities are being missed.
Our Process
- One-on-one leadership and manager interviews, capturing diverse perspectives without group bias
- Targeted conversations with front-line contributors to understand day-to-day realities
- Optional AI voice-agent interviews with every employee (for mid-size and larger engagements), surfacing hidden bottlenecks and workflow insights at scale
- Deep dive into current business processes, tools, and decision points
- Focus on goals, pain points, and opportunities for efficiency and growth
Outcomes
- Contextual analysis of current operations and decision-making
- Mapped inefficiencies across acquisition, fulfillment, and support
- Identify new opportunities for growth and revenue uplift
- A data-driven foundation to build a roadmap
Identify Opportunities
With a clear picture of how the business runs, we translate what we've learned into a visual model of your operations. This "Ops Canvas" makes workflows visible end-to-end, showing how customers are acquired, services are delivered, and customers are supported. By mapping every step, we can clearly see where AI can remove friction, reduce repetition, and create new opportunities for growth.
Our Process
- Build an Ops Canvas of acquisition, fulfillment, and support flows
- Tag bottlenecks and inefficiencies in current processes
- Identify steps that are repetitive, manual, or error-prone
- Highlight opportunities to expand revenue growth and scale with AI
Outcomes
- A clear, visual representation of how work flows across the organization
- Pinpointed areas where AI can have the greatest effect
- Early prioritization of high-impact opportunities
- A shared operational model that aligns leadership and teams
Define AI Initiatives Based on ROI
At this stage we identify actual AI projects that will address the needs of the business AND provide ROI. ROI estimates are provided in the final report along with the associated formulas so you can see the real financial impact for your business.
Our Process
- This is the first stage where we actually talk AI technology
- All AI projects are selected based on your specific business needs
- Each AI project is quantified with ROI (financial impact) calculations
- We are AI solution agnostic and avoid any conflicts of interest
Outcomes
- A list of AI initiatives that address the specific needs identified previously
- Value quantified in dollars so leadership understands real impact
- Formulas that allow leadership to modify values to dial in ROI
- An unbiased and data-driven look at all of your AI options
Measure and Rank Opportunities
Not all AI opportunities are equal. To separate what's urgent from what's just interesting, we measure each initiative against two dimensions: business impact vs cost. We then plot them on an "AI Opportunity Matrix" to make tradeoffs visible and ensure leadership is aligned on priorities.
Our Process
- Assess each opportunity for impact, ROI, cost, and delivery time
- Plot opportunities on the AI Opportunity Matrix (impact vs. effort)
- Easy visualization and quick reference for AI project analysis
- Facilitate leadership alignment on what to pursue now vs. later
Outcomes
- A ranked portfolio of AI initiatives by impact vs cost
- Clear visibility into quick wins, further optimization, and low-priority items
- Understanding revenue impact vs cost for each proposed AI project
- Confidence to focus resources where they'll create the greatest return
Create Strategic Roadmap
Once the highest-value opportunities are clear, we turn them into a phased plan of action. The roadmap balances quick wins that build momentum with larger, transformational initiatives that require more time and focus. This ensures every step compounds the next, creating sustained efficiency and impact.
Our Process
- Sequence initiatives for maximum ROI and organizational fit
- Phase implementation: High-ROI and low effort projects prioritized first
- Deep dives into the top opportunities with defined KPIs and value cases
- Layer in timing, dependencies, and resource requirements
Outcomes
- A phased rollout plan that builds momentum and sustains transformation
- Clear sequencing of initiatives to minimize risk and maximize ROI
- Defined business cases showing cost savings and revenue uplift
- A data-backed case that gives leadership clarity, confidence, and alignment
