AI Roadmap Generator
9 quick questions. We return a personalized 30/60/90-day roadmap that maps directly to our service lines — so you know exactly which engagements to run first, second, and later.
Our execution cycle
Six layers. Clear owners. Hard exit criteria.
Most AI work stalls because nobody agrees on what "done" looks like for each phase. We run every engagement through the same operating cycle — each layer has explicit inputs, activities, a deliverable, and an exit criterion you sign off on before we move forward.
- 01
Discover
Week 1 · Strategy lead + your operators
Opportunity brief + ranked use-case backlog
- 02
Design
Week 2 · Solution architect + product lead
Solution blueprint + tool stack + RACI
- 03
Build
Weeks 3–6 · AI engineers + platform engineers
Production-grade pilot, behind a feature flag
- 04
Deploy
Weeks 6–8 · Implementation lead + your IT/security
Live rollout with monitoring & guardrails
- 05
Operate
Ongoing · Enablement + your team leads
Adoption playbook + operating cadence
- 06
Optimize
Quarterly · Strategy + analytics
Roadmap update + quarterly business review
Services your roadmap can include
View all →Your roadmap will recommend a sequence of these. Click any to read how it works and what we deliver.
AI Strategy Consulting
A 2-week diagnostic that names the 3 workflows where AI pays back in 90 days — with ROI math, a tool shortlist, and a sequenced 30/60/90 plan your CFO will sign.
AI Workflow Automation
Ship a production automation in 4–6 weeks: triggers, AI steps, integrations, approvals, and observability — measured in hours saved and error rate, not demos.
AI Agents & Business Assistants
Agentic systems with tool-calling, retrieval, memory, and human-in-the-loop guardrails — the same pattern behind our HomeHealthQ and Mazall Connect deployments.
AI Knowledge Base / RAG Systems
Retrieval-grounded assistant over your SOPs, contracts, and tribal knowledge — with citations, access controls, eval suites, and a quality bar you can defend in audit.
AI Product & Tool Reviews
10-dimension vendor scoring (capability, data policy, integrations, TCO, lock-in) plus a sandbox pilot on your real workflow — delivered as a buy/skip recommendation.
AI Website, Content & Marketing Systems
End-to-end content engine: brand-voice prompts, editorial workflow, SEO research, programmatic pages, and personalization — the same stack powering HomeLifeQ.
AI Sales & CRM Intelligence
AI inside your CRM: lead scoring tuned to closed-won, call/email summarization, next-best-action, and proposal drafting — measured against pipeline velocity, not vanity opens.
AI Operations Intelligence
Pipe scattered ops data into one warehouse, then layer AI summaries, anomaly alerts, and a weekly executive brief — so leadership reads the business, not the spreadsheets.
AI Governance, Risk & Compliance
Usage policy, data-classification gates, vendor risk reviews, prompt-injection controls, and audit trails — grounded in real FedRAMP/FISMA delivery experience.
AI Training & Team Enablement
Role-based workshops (sales, ops, finance, exec) with workflow-specific prompt libraries, verification SOPs, and an internal champions program — measured by 30-day adoption.