AI-Enablement Strategy: Helping Plan AI Projects
Through the structured approach of needs assessment, building business cases for potential options, including their pros, cons, risks, and rewards.
Problems Companies Face
When They Need Help With AI Strategy and Planning?
Struggling to develop a business case on how to enable your business with AI? Not sure where to start on your AI journey? Not sure if AI technologies would provide the needed outcome? Unsure how AI might be able to transform your business model and customer experience.ElevatIQ’s AI Strategy and Planning expertise is designed to help companies when they struggle with these challenges.
Afraid of Failing AI Implementation
Getting nightmares of failing the implementation because of selecting the wrong AI technologies? Afraid of budget overruns because of vendors’ over-commitment? Not sure how to create an implementation plan for the newly selected AI technologies? Companies seek help from ElevatIQ when they might be afraid of failing AI implementation.
Not Sure How to Identify the Critical Success Factors for AI Technologies
Don’t know what to look for in a demo while purchasing AI technologies? Not sure about the right success factors that will make or break your implementation? Companies seek help from ElevatIQ when they don’t have the capabilities to identify critical success factors for AI technology selection.
Worried about Selecting the Wrong AI Technologies
Not sure how to select the right AI technologies aligned with your business processes and transactions? Not sure if the AI system might have unintended consequences because of the wrong AI technologies? Don’t have a structured process for selecting AI technologies? Companies seek help from ElevatIQ when they need help in selecting AI technologies.
Worried Whether the new AI Technology Would Produce Business Results
Not sure if the AI technology would produce business results? Worried if your business users will like the new AI system? Uncertain whether the AI system will work for your business processes or not? Companies seek help from ElevatIQ when they are worried about whether the AI will produce business results or not.
Can’t Build Consensus Among Teams About AI Technologies
Teams can’t agree on the desired AI technologies? Not able to build consensus among teams about priorities and critical success factors for the AI selection? Current team inexperienced in selecting AI technologies? Companies seek help from ElevatIQ when they are not able to build a consensus among teams about an AI system.
Don’t have access to the Structured Process for AI Selection.
Don’t have access to a framework to facilitate the selection process? Feels like spinning wheels to select AI technologies? Not sure if you are heading in the right direction with your AI selection approach? Companies seek help from ElevatIQ when they need help with a structured approach to selecting an AI.
Want to learn more about why independent advisors have a higher success rate with AI initiatives?
Our Case Studies for
AI-Enablement Strategy and Planning
ECommerce Supply Chain Transformation With ERP Selection
Download the eCommerce Supply Chain transformation case study and learn how LockNLube transformed its inventory and supply chain challenges by consolidating over 20 systems. As well as by creating business, process, information, and system architecture as they prepare for the next phase of their growth.
Omnichannel eCommerce Customer Experience Transformation
Download the omnichannel eCommerce customer experience case study and learn how fashion retailer AKIRA built a digital roadmap and managed stakeholder expectations to transform its processes and systems to explore newer business models such as buy-online-pickup-in-store and curbside pickup.
ERP Implementation Failure Recovery
Download the ERP implementation failure recovery failure case study and learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.
Our Methodology
for AI Strategy and Planning
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 plan is developed outlining multiple options along with their pros, cons, risks, and rewards. Each option is evaluated through collaborative discussion of its business case, leading to a recommended solution agreed upon by all key stakeholders.
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 before developing potential solution options. The output of this phase would be RAID logs and questionnaires.
3 Finalized Options and Business Case Development
Once teams agree on the potential options to be explored, they would then build the business case and a brief plan for each option.
2Iterative 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 potential options.
4Report Preparation
If a formal report or executive presentation is required, this phase focuses on its development. Alternatively, if a preferred option has been selected, teams can proceed directly to the next step—building the target operating model.
Ready to learn how we can help With AI-Enablement Strategy and Planning?
Our
Other Artificial Intelligence Consulting Services
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 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-enabled Process and Data Transformation
This service supports clients facing specific process or data challenges and exploring whether AI could be the solution. It's also well-suited for organizations unsure if their issues stem from processes, technologies, or both. ElevatIQ helps define a comprehensive, AI-enabled target operating model that integrates all critical dimensions—agentic and human processes, data, and systems—needed to enable and sustain a successful AI-driven transformation.
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-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.
