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Case Studies / AI strategy
Strategize Leadership

From AI pressure to a funded roadmap

A focused strategy engagement that turned board-level AI pressure into a clear, prioritized roadmap, and a defined first move with a business case and a measurable path to production.

Client Enterprise leadership team
Industry Insurance
Engagement Strategy sprint & workshops
Services AI Strategy & Roadmap
[01] The challenge

Everyone had a pilot. No one had a plan.

The board wanted a clear answer on AI, and leadership felt behind. But the organization was drowning in competing ideas, vendor pitches, and scattered experiments, with no shared view of where the real value was.

Every team could point to a pilot; none of them added up to a strategy. The risk wasn't inaction, it was spending a year and a budget on motion that didn't move the business.

The constraint

A plan the board and the front line both believe in, not a deck that gathers dust.

[02] The approach

One method, run end to end: Align, Make, Prove.

Align

Map the opportunities that matter

Working sessions with leadership and the front line surfaced where AI could move the business, and we scored each opportunity on value, feasibility, and readiness.

Make

Turn it into a roadmap and a first move

We sequenced the opportunities into a prioritized, costed roadmap and defined the single highest-leverage first move in enough detail to start building.

Prove

Attach a business case and metrics

Every recommendation came with the expected impact and the metric it would be held to, so leadership could fund with confidence and measure from day one.

[03] What we delivered

A decision, not a discussion.

Leadership left with a shared, defensible view of where to invest, what to do first, and how they'd know it worked, and the first move already moving rather than waiting on the next planning cycle.

01

An opportunity map scored on value, feasibility, and readiness

02

A prioritized, costed roadmap with clear sequencing and dependencies

03

A defined first move, detailed enough for a pod to start immediately

04

A business case and success metrics leadership could fund against

[04] The results
3 wk

From kickoff to a board-ready roadmap and funded first move.

20+

Opportunities assessed and narrowed to a defensible few.

1

First move funded and in delivery within the quarter.

“In three weeks we went from a hundred opinions to one plan the board could get behind. And we weren't just planning, the first move was already underway.”

Chief Operating Officer · Enterprise insurer

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Start here

Not sure where AI should start?

Bring us the ambition and the constraints. We will help define the highest-leverage first move and a measurable path to production.

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