PHASE 1: Measure your AI readiness First, measure your AI readiness. Conduct both an outside-in (i.e., market research) and insideout (i.e., data collection) analysis on AI-relevant domains, including strategies, data and technologies, trust and governance, workforce skills, project management, and value tracking. Identify gaps and develop a plan to address them. For instance, form a cross-functional committee—IT, Legal, Compliance, and HR—to evaluate your data posture, AI maturity, and organizational readiness for agentic solutions.
PHASE 2: Conduct a comprehensive opportunity assessment Next, conduct a comprehensive opportunity assessment. Outline use cases for AI, and prioritize those use cases based on risk, value, and complexity. The goal is to have a prioritized roadmap for use-case implementation complete with ROI metrics. Consider starting with “low-hanging fruit”—e.g., chat-based employee support or automated financial reconciliation—then expand to more disruptive, crossfunctional initiatives once initial successes are proven.
PHASE 3: Implement an AI operating model designed for value, scalability, and sustainability Finally, implement an AI operating model designed for value, scalability, and sustainability—the foundation you’ll need to integrate AI agents, foster innovation, and develop a competitive edge: