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Strategic engagement 20 business days Co-delivered with Spinoza Strategies

Twenty days to a defensible AI roadmap.

The Intelligence Catalyst Workshop is a fixed-scope assessment sprint that arrives at a customized roadmap balancing privacy, ROI, legacy integration, and adoption. For organizations that need a plan they can defend before they spend a dollar on infrastructure.

20
Business days
Three phases. One synchronized assessment sprint.
3
Distinct phases
Insight Ramp · Core Insight · Intelligence Foundation.
1
Clear AI roadmap
A maturity map, opportunity summary, implementation plan, and change strategy.
01 / Cadence
Twenty days, three phases

A synchronized sprint, not a stretched-out engagement.

DAY 01
Insight Ramp
DAY 06
Core Insight
DAY 16
Intelligence Foundation
DAY 20
Roadmap delivered
02 / Phases
What happens, when

Three phases, each with a sharp deliverable.

01 Phase one Insight Ramp™ 5 business days

Pre-engagement study, light workforce participation.

A dynamic LLM-powered survey of workforce participants generates findings across five core areas. Comprehensive enough to ground the strategy; light enough not to disrupt operations.

01 / OBJECTIVES

Objectives Insight

Team roles, actions, and priorities mapped to organizational objectives so AI work aligns with business goals.

02 / DATA

Data Insight

Workplace knowledge inventory: quality, availability, AI applicability of every meaningful source.

03 / PERSONA

Persona Insight

Stakeholder motivations, barriers, and productivity requirements that define what success looks like.

04 / SEGMENT

Market Segment Insight

Industry-specific patterns and characteristics that tailor the approach to your sector.

05 / READINESS

Readiness Insight

Acumen and familiarity scoring that evaluates AI maturity and preparedness for adoption across the organization.

02 Phase two Core Insight™ 10 business days

Stakeholder validation, transformed into strategy.

Insights become actionable strategy through key stakeholder interviews. The validation phase that ensures every proposed AI initiative is technologically sound, aligned with business objectives, and matched to market position.

01 / VALIDATE

Use Case Identification

Validation and refinement of potential use cases against industry expertise and your unique organizational insights.

02 / PERSONAS

Core Personas

Refined understanding of who AI serves, with jobs-to-be-done mapped to where AI can support them.

03 / VALUE

Value Matrix Analysis

Use cases prioritized by implementation ease and ROI potential. Focus the budget on high-impact opportunities.

04 / SWOT

SWOT Analysis

Executive-input SWOT framed in the context of AI adoption. Anticipate the challenges, leverage the strengths.

03 Phase three Intelligence Foundation™ 5 business days

Four deliverables and the KPIs that prove they worked.

The foundation phase produces the tangible artifacts an executive team can act on, and defines the measurements that will tell you whether the AI program is succeeding twelve months in.

01 / MAP

Maturity Map

Your organization's journey from current state to AI-driven future state, with the milestones in between.

02 / SUMMARY

Opportunity Summary

Consolidated findings that present a clear picture of where AI can drive the most value: what to do, what to skip.

03 / PLAN

Implementation Plan

The roadmap to bring the opportunities to life: timelines, resource requirements, key milestones.

04 / CHANGE

Change Management Strategy

The adoption layer that decides whether what you build actually gets used. Workforce engagement is a design problem.

03 / Principles
What we will not compromise

Every roadmap survives four tests.

Workforce buy-in

If your people won't use it, you didn't build AI; you built a press release.

Privacy + data compliant

By default, by design. Tested against your regulatory posture, not ours.

Leadership-led

Without executive sponsorship, transformation collapses. We won't pretend otherwise.

ROI & cost-justified

Every recommended initiative carries a defensible cost case. No hand-wavy upside.

Premise
The window for first-mover advantage in enterprise AI is closing. Not slowly.
Catalyst Workshop, opening session
04 / Outcomes
What you walk out with

Six tangible artifacts. Zero deck-fluff.

DELIVERABLE 01

Maturity Map

Your starting position across data, strategy, infra, talent, and use case, visualized against the future state.

DELIVERABLE 02

Opportunity Summary

The shortlist. What AI can credibly do for you in the next 12 months, ranked by value and feasibility.

DELIVERABLE 03

Implementation Plan

Quarter-by-quarter roadmap, resourcing, dependencies, and the no-build call where it applies.

DELIVERABLE 04

Change Management Strategy

The adoption design (comms, training, incentives, governance forums) that determines whether the plan lands.

DELIVERABLE 05

KPI Framework

The metrics that will tell you the program is working. With baselines, so you'll know.

DELIVERABLE 06

SWOT & Value Matrix

The strategic lens leadership uses to govern the program in cycles two and three.

Book a Catalyst Workshop. Begin in four weeks.

Schedule scoping call Or jump to Intelligence Fabric