Service · Digital Transformation Roadmap
A phased order of work, priced, that you can fund one step at a time
Transformation fails when it is sold as one big program. We break the work into phases that each stand alone, each pay something back, and each end in a decision about whether to continue.
- Every phase has a cost range, an owner, and a payback statement
- Phases are ordered by dependency and risk, not by vendor convenience
- People and process changes are named alongside the systems
- You can stop after any phase and still be better off
What you get
Deliverables, not slideware
- 01
Current-state map
The systems, the manual handoffs between them, and where the time actually goes.
- 02
Phase plan
Three to five phases, each with scope, cost range, duration, and payback.
- 03
Dependency and risk view
What must happen before what, and which risks are worth buying down early.
- 04
Change and ownership plan
Who owns each system after go-live, and what training or process change it requires.
- 01phase 1: intake + triage automation — 4 wks — $$ — saves ~30h/mo
- 02phase 2: quoting system — 6 wks — $$$ — same-day quotes
- 03phase 3: reporting layer — 3 wks — $$ — kills 2 spreadsheets
- 04dependency: phase 2 needs pricing source from phase 1
- 05stop point: after any phase, no orphaned systems
How it runs
What actually happens, step by step
No discovery theatre. Each step ends with something you can read or use.
- 01
Map today
Systems, handoffs, and where the hours go.
- 02
Cost the friction
Put money against the manual work.
- 03
Group into phases
Each one shippable and worth doing alone.
- 04
Sequence
Dependencies first, risky assumptions early.
- 05
Price and assign
Cost range and named owner per phase.
Tangible
What lands in your hands
Named objects with a format and a week attached, so the handover is easy to picture.
Opportunity map
Every process scored by cost, volume and how hard it is to automate.
PDF · 12 pagesWeek 2Baseline numbers
What the current way of working costs, measured before anything changes.
Spreadsheet + method noteWeek 1Ranked plan
What to do first, second, and what we would refuse to do at all.
PDF · decision memoWeek 2
AI Opportunity Map
Scored processes, expected savings, and the two we would refuse.
This is the real template, with client figures replaced by representative ones. Read it before you talk to us — if the format is not useful to you, the engagement will not be either.
Before and after
What the change looks like in the week
Red is the cost you carry today. Green is what the system gives back.
Today
- A multi-year program nobody can fund or stop
- Systems bought before the process was understood
- No owner named for anything after go-live
- Payback discussed in adjectives, not numbers
After
- Phases small enough to fund and finish
- A payback figure attached to each one
- A named owner per system and per phase
- A clean place to stop if priorities change
Objections
Answered before you ask
How is this different from AI Advisory?
AI Advisory ranks AI-specific opportunities. This roadmap covers the wider operation: systems, integrations, process, and people, with AI as one lane inside it.
Do we have to use you for delivery?
No. The roadmap is written so any competent team can execute it.
How long does it take?
Typically three to four weeks depending on how many systems are in scope.
Keep going
Where people look next
Related work, the category this sits in, and the proof behind it.
One next step, and it is a paid one on purpose
The AI Opportunity Diagnostic is a fixed-scope engagement. You leave with a ranked plan you can act on with us or without us.
Still sizing the problem? Write to us in your own words first. A person reads it.