Plan · AI Readiness & Roadmap
Find the AI opportunities worth implementing.
A structured review of your workflows, systems, and data that ends with a scored opportunity inventory and a sequenced roadmap your leadership team can fund.
Violet marks an AI-assisted step. Dashed blue marks a human decision gate. Mint marks a verified, recorded outcome.
Trigger
01Work arrives
A request, document, or event enters the workflow.
AI-assisted
02Draft or classify
The model proposes an outcome with its sources and confidence.
Gate
03Human decision
Approve, edit, reject, or escalate before anything is actioned.
Threshold rules decide what must be reviewed and by whom.
Action
04System of record
The approved action is written to the owning system.
Evidence
05Recorded outcome
Decision, reviewer, inputs, and timestamp are stored.
Implementation blueprint
How this is actually built and run
01 · Trigger
A leadership decision to fund AI work, or a stalled set of pilots that has not reached production.
02 · Context and data
Workflow documentation, systems inventory, volume and cycle-time data, data ownership and access constraints, and any existing AI policy.
03 · AI task
Assist analysis: clustering discovery notes, summarising interviews, and drafting the opportunity inventory. The scoring logic itself is explicit and human-defined.
04 · Human control
Scoring criteria, weightings, sequencing, and the final roadmap are agreed by your leadership team. Nothing is prioritised by a model.
05 · System action
Produces a written opportunity inventory, readiness findings, and a sequenced roadmap with owners, effort, and measures.
06 · Evaluation
Each opportunity is tested against value, feasibility, data readiness, risk, and likely adoption, with the reasoning recorded so it can be challenged.
07 · Monitoring
The roadmap is revisited on an agreed cadence as systems, data, and priorities change.
08 · Ownership
An executive sponsor owns the roadmap; a named owner is assigned to each opportunity before build begins.
The problem
What this solves
Most organisations do not lack AI ideas. They lack an agreed, evidence-based view of which ideas are worth building, in what order, with what controls, and at what cost. Without that view, budget goes to whichever pilot has the loudest sponsor, and nothing reaches production.
When this solution fits
- Several pilots have run and none has reached production
- Teams disagree about where AI should be applied first
- Leadership needs a defensible business case before releasing budget
- Data, access, or integration constraints are unknown or contested
- An AI policy or governance expectation exists but no implementation plan does
Example workflow
From workflow discovery to an approved roadmap
01
Discovery sessions
Working sessions with the teams who run the target workflows, mapping current steps, handoffs, volumes, and where time is lost.
02
Opportunity inventory
Candidate use cases captured with the workflow they change, the systems involved, and the decision that stays human.
03
Scoring
Each candidate scored on value, feasibility, risk, data readiness, and likely adoption, with the reasoning written down.
04
Readiness review
Data access, ownership, structure, freshness, and integration constraints reviewed against the top candidates.
05
Roadmap and business case
A sequenced plan with scope, owners, controls, effort estimates, and success measures for the first waves of work.
What is implemented
- Workflow and systems discovery with the people doing the work
- A written opportunity inventory with scoring rationale
- Data and integration readiness review across the current stack
- Risk and control notes per candidate opportunity
- A sequenced roadmap with owners, effort, and success measures
- A leadership-ready summary of the business case
Systems and data inputs
- Process documentation, where it exists
- System inventory: CRM, service desk, ERP, file storage, collaboration tools
- Volume and cycle-time data for the workflows in scope
- Existing policies on data handling, access, and vendor review
- Time from the operators and managers who own the workflows
Human control
How oversight is designed in
- Your team validates the current-state map before scoring begins
- Scoring criteria and weightings are agreed with you, not imposed
- Leadership approves the roadmap sequence and scope boundaries
- Anything involving sensitive data is flagged for your review before it enters scope
Tangible outputs
- Current-state workflow maps for the areas in scope
- Scored opportunity inventory
- Data and systems readiness summary
- Sequenced implementation roadmap
- Executive summary and business case narrative
Measurement model
How we know it is working
| Measure | How it is tracked |
|---|---|
| Opportunities identified and scored | Count and coverage across the workflows reviewed |
| Estimated value per opportunity | Time, cost, quality, or capacity effects modelled with your own figures |
| Readiness gaps | Explicit list of data, access, or integration blockers per candidate |
| Decision speed | Time from assessment close to a funded implementation decision |
Boundaries
What this solution does not promise
- We do not promise a fixed percentage cost saving before the work is scoped
- We do not guarantee that every workflow reviewed has a worthwhile AI opportunity
- Value estimates are models based on your data, not committed outcomes
- A roadmap is not an implementation; delivery is scoped separately
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Find the AI opportunities worth implementing in your business.
Start with a structured assessment of your workflows, systems, and data, and leave with a prioritized view of where AI can create real value.