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AI Strategy is Business Strategy

You know AI should be doing more for your business. You’re just not sure where to point it first. We start with what the business is trying to achieve and work back from there, so you end up with a plan you can actually act on.
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Every AI Decision Is a Business Decision

We start with what your business is trying to achieve. That decides which data you use and what stays off limits, and it shapes how AI gets governed. Once it’s clear, picking what to build gets a lot easier.

If we can’t see a clear return for you early on, we won’t engage.

Your Business Strategy

Vision, goals and the problems you need to solve
Agents & Apps:
What gets built, and where it runs. Microsoft 365 Copilot, Copilot Studio and Foundry.
Intelligent Data Foundation:
Your business data, structured or not, ready for AI in Microsoft Fabric.
Central Governance & Security:
Identity, data protection and threat controls on every agent and app.

Getting the Best Ideas Out of Your Business

The first thing most leaders ask us is how to get the ideas out of their people. We’re good at this. We sit down with execs and with the people doing the work every day, because they usually know exactly where the time goes. Nobody’s asked them yet.

Prepare:

Get business and IT in the same room and agree what you’re aiming for.

Assess:

Score what matters to each stakeholder. Check your IT plans can carry it. Look at the data and automation you already have.

Discover:

Hands-on workshops to find the bottlenecks. Then we test the fixes with you.

Roadmap:

What we found, what it’s worth and what to do first.

How We Decide What Comes First 

Ideas are easy. Picking the right one first is the hard part. We score every opportunity on value and effort, then check what it’ll really take to deliver, before anyone commits budget.

Business Value & ROI

Time back, costs avoided and what your team does with the hours.

Complexity & Effort

How hard it is, and the quickest route to a first win.

Data Readiness

Does the data exist? Can you trust it? Can you get to it?

Governance & Security

What has to be locked down before it goes live.

Licensing

Which Microsoft licenses you’ll need, and what they’ll cost.

Infrastructure

The platform and integration work nobody budgets for.

Plan It, Prove It, Protect It, Scale It

Same order, every time. Skip a step and you’ll be redoing work later.

1. Define the Strategy

Time back, costs avoided and what your team does with the hours.

2. Prove It With a Pilot

Build the top idea in your environment. See it work before you spend more.

3. Put Governance in Place

Lock down security, data and ownership before you scale, not after something goes wrong.

4. Scale What Works

Lock down security, data and ownership before you scale, not after something goes wrong.

One Process That Could Pay for Itself in Under 4 Months

A consumer goods company wanted to know where automation would pay off most. We looked across Sourcing, Legal, Finance and Customer Service and scored every idea. The winner wasn’t flashy: accounts receivable reconciliation.
478
hours saved per month
Crawl
Automate daily bank data downloads the line-item assignment.
$372,840
estimated annual savings
Walk
An app to review payments and assign them to team members.
0.32 yrs
estimated payback period
Run
Automated reconciliation with the ERP and live reporting, so the team can focus on exceptions.

Everyone Can Build an App Now. Are You Ready for AI App Sprawl?

Citizen development used to have a natural brake: the tools were hard to learn. Not anymore. With AI, a business user can describe the app they want and have it hooked up to real data in minutes. That’s great for speed. It’s less great when 2,000 people do it at once.

The Risk: 
What Happens When 2,000 People Can Build?

  • 3 teams build the same app and never find out
  • Apps nobody uses keep running (and keep their data access)
  • Apps see or share more than they should
  • Testing and security reviews get skipped
  • A popular app needs to grow and nobody owns it

How We Help: 
Who Builds What, and What Happens Next

  • Decide who builds: Who can build, what they can build and with which tools. Not everyone needs to build everything.
  • Governance on every app and agent: Data, identity and ownership controls from day one.
  • A way to graduate: When a team’s app turns into something the whole business needs, we take it over, extend it and run it properly.
We’ve watched this happen before, with SharePoint sites and public folders. We’ve been doing citizen development on the Power Platform for years, so we know what sprawl looks like early and how to get ahead of it.

Not Sure Where AI Should Go First?

Tell us what's slowing your team down. We'll look at where your organization stands, where AI and citizen development can do the most good and what it would take to see a real return.

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AI Strategy FAQs

What do we get from an AI strategy engagement?
A ranked plan. Every AI, data and automation opportunity we find is scored, costed and put in order, with the ROI case attached. You’ll know what to do first and what can wait.
How long does an AI strategy take?
Simple projects can be as short as 2-3 weeks depending on data sources, complexity and governance requirements.
Does our data need to be ready first?
No. Data readiness is one of the things we score. If your data is the blocker, the roadmap will tell you, and the AI Data Readiness Assessment is usually the next step.
Is an AI strategy just for IT?
No. The best ideas usually come from the business: finance, operations, customer service. IT is in the room too, so the plan is one they can support.
What is citizen development, and how do we keep it under control?
Citizen development is when business users build their own apps, flows and agents with tools like Power Apps and Copilot Studio. You keep it under control with clear rules on who builds what, governance on every app and agent and a path for popular apps to move into IT ownership.
What happens once the roadmap is done?
We prove the top idea with a pilot, put governance in place and then build out the rest. We can do the build ourselves, or back up your team while they do it.

What happens once the roadmap is done?

We prove the top idea with a pilot, put governance in place and then build out the rest. We can do the build ourselves, or back up your team while they do it.

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