AI Transformation Strategy & Roadmap

Which processes agents take over, in which order and with which business case, decided on your data instead of on a proof of concept that fizzles out. The entry point is the NATIVE Assessment, at a fixed price.

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What we look at

From the full picture to a business case.

Data and systems as one picture

We look at your data and systems as one picture, not as separate projects. We analyse data quality, duplicates, gaps and GDPR status, and check how far your system landscape is prepared for agents.

From that comes a quantified target picture

Where the biggest lever sits, which processes are worth handing to agents first, which risks have to be addressed. We prioritise by ROI instead of starting everywhere at once.

It ends in an order of work

The result is a business case that holds up and a roadmap with a sequence: which process is taken over when, what has to exist before it, and what each step is worth.

What you receive

Four deliverables, not a slide deck.

Data audit & readiness score

An inventory of every relevant data source: quality, gaps, duplicates and GDPR status, with a readiness score that says how far the base carries.

Prioritised use cases

The processes with the biggest lever, in the order they are worth doing, instead of starting everywhere at once.

Target data architecture

A target architecture for data, CRM and the agent layer — technically sound and ready to build.

ROI model & business case

A quantified business case with effort and impact, ready for management sign-off.

FAQ

Frequently asked questions about AI Transformation Strategy & Roadmap

What is AI Transformation Strategy & Roadmap?

The decision basis before any AI project: which processes agents take over, in which order, and what each step is worth. It starts with the NATIVE Assessment, which evaluates data quality, system landscape and use cases and ends in a roadmap and a business case.

What is the NATIVE Assessment?

The entry module of the roadmap, at a fixed price and within four to eight weeks: data inventory, quality assessment, target data architecture, GDPR check, readiness score and ROI model.

Who is this for?

For companies whose data sits spread across several systems, who want to invest in agents but do not yet know the ROI, or whose earlier proofs of concept fizzled out. In short: for anyone who needs a business case that survives a management meeting.

What is the concrete result?

Four building blocks: a data audit with a readiness score, a prioritised set of use cases, a target data architecture and a quantified business case, ready for sign-off.

What happens after the roadmap?

Build, Operate and Automate follow. The roadmap decides which platform work, which software and which agents deliver the biggest lever first, and the AI Operating Model settles who decides what along the way.

Other Plan services

Three more services in Plan

If Plan is not the right starting point for you, explore the other phases of the Agentic Growth Stack as well.

AI Operating Model

Roles, responsibilities and guidelines for working with AI agents, defined before the first agent goes into production.

Read more

CRM Strategy & Process Design

Sales, marketing and service processes are designed to be mapped in the CRM, instead of existing alongside it in spreadsheets.

Read more

Platform & Software Design

Target architecture for platform and in-house development: what HubSpot handles, what in-house software provides, and how both interact.

Read more
first step

The first step towards an agent-native company.

In the NATIVE Assessment we develop a clear target picture and a business case that holds up, in four to eight weeks. Fixed price, no open-ended day rates.

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