Helping With AI-enabled Process and Data Transformation

Through the structured approach of building an AI-enabled target operating model that integrates all critical dimensions—agentic and human processes, data, and systems.

Problems Companies Face

When They Need Help With AI-enabled Process and Data Transformation

Facing process or data challenges and wondering if AI could help? Unsure whether the root cause lies in your processes, technology, or both? Do you have a clear vision of your future AI-enabled operating model? Have you considered how agentic and human processes, data, and systems will work together? Are you ready to build a model that can support and sustain AI-driven transformation?

Current Process Issues: Unclear If AI Can Resolve


Battling major process bottlenecks but unsure whether AI is the cure? ElevatIQ validates AI’s real-world fit for your specific process challenges before you commit.

Limited Expertise in Designing AI-enabled Target Operating Model


Unsure how to reshape workflows, roles, and governance for an AI‑driven future? Our experts guide you through consensus-building and the design of a pragmatic, AI‑ready operating model.

Data Problems: Clean First or Let AI Help?


Debating whether you must cleanse data before gaining AI value—or if AI itself can remediate data issues? We diagnose your data landscape and lay out the best‑fit approach.

Unsure How to Go from Point A to Point B with AI Adoption


Started experimenting but lack a clear roadmap—or confidence you’re on the right path? We provide a structured framework that moves your organization forward with measurable milestones.

System‑to‑System Communication Gaps


Vendors promise AI will make your applications “talk,” but will it in practice? ElevatIQ confirms where AI integrations truly deliver seamless connectivity—and where they won’t.

Limited Visibility into AI’s Impact on Your Business Model


Struggling to predict how AI trends will disrupt offerings and revenue streams? ElevatIQ models future scenarios so you can pre‑empt competitive threats and seize AI‑driven opportunities.

Want to learn more about why independent advisors have a higher success rate with AI initiatives?

Our Case Studies for

AI-enabled Process and Data Transformation

Our Methodology

for AI-enabled Process and Data Transformation

The process begins with data collection, followed by analysis and the creation of a tailored questionnaire and RAID logs. Through an iterative approach—including interviews, current process demonstrations, training sessions, and consensus-building workshops—a target operating model is developed.

ERP Strategy Methodolody

1
Data Collection


This phase focuses on data collection and secondary research to form an initial hypothesis, which is then reviewed and refined through discussion. The output of this phase would be RAID logs and questionnaires.

3
Target Operating Model Creation


Once teams agree on the desired state, this step documents the initial state for further feedback and alignment.

5
Optional: Report Preparation


If a formal report or executive presentation is required, this phase focuses on its development.

2
Iterative Workshops


The purpose of this phase is to go through each item in the RAID logs, coaching internal teams on core concepts, reviewing current user workflows, and building draft versions of the target operating model.

4
Target Operating Model Recalibration


Visualization helps teams understand their own needs better and align with the target state. This is an iterative process to seek feedback until the teams agree on the finalized state.

Ready to learn how we can help With AI-Enablement Strategy and Planning?

Our

Other Artificial Intelligence Consulting Services

ElevatIQ’s artificial intelligence consulting services include AI-enablement strategy and planning, AI-enabled process and data transformation, AI-native Cx and Operational Strategy, AI Technology Procurement Decision Support, AI implementation and change management, and AI project recoveries.

AI-Enablement Strategy and Planning

Our AI Strategy and Planning begins with a deep assessment of your current challenges, followed by a rapid roadmap outlining multiple paths forward—whether through modernizing existing systems or adopting new technologies. Each option is supported by a detailed business case, highlighting its pros, cons, risks, and potential rewards.

AI Technology Procurement Decision Support

This service supports formal procurement processes for AI technologies, including conducting benchmarks to inform decision-making. Once potential solutions are identified, ElevatIQ helps develop a structured RFP and consensus-building framework, source potential vendors, and facilitates vendor engagement—guiding negotiations until the client is fully confident in their selection.

AI Implementation and Change Management

This service supports the implementation of the target operating model by integrating key dimensions—including agentic and human business processes, data, and technologies. ElevatIQ works closely with end users and vendors to continuously recalibrate the model as assumptions shift and business context evolves.

AI Project Recoveries

This service focuses on recovering and rescuing struggling AI projects, including collaboration with technology lawyers for mediation, arbitration, or litigation support. Organizations without a clearly defined target operating model often face operational disruptions and challenges in controlling costs. ElevatIQ conducts a comprehensive assessment—reviewing implementation plans, requirement states, architectural documentation, testing strategies, migration and communication plans, and active contractual obligations—to develop a clear, actionable roadmap for getting the project back on track.

AI-native Cx and Operational Strategy

This service helps companies understand how their peers and competitors are leveraging AI to transform their Cx workflows and operations. It also clarifies how AI-native workflows and experiences differ from traditional, non-AI approaches. As part of the engagement, ElevatIQ develops a rapid roadmap outlining various options—each with a clear view of the pros, cons, risks, and potential rewards.

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2025 Digital Transformation Report

This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2025.