AI strategy & roadmaps
A point of view.
An investment case.
Your next move.
A fixed-fee AI Strategy Engagement that maps the operation, proves one priority, and gives leadership a roadmap it can fund. Built with your people, around the systems you already own.
Scope, fee, and duration are agreed before kickoff. Larger or multi-division engagements are scoped separately. Implementation is separate.
Make the thinking tangible
A roadmap that answers
the hard questions.
Connect the business priority to the work: what comes first, what needs to be ready, and how to measure progress. This simplified wealth-management example shows how meeting capture, searchable knowledge, and preparation fit together.
- 01.Where can AI create value in our business?
- 02.What are we prepared to invest, and why?
- 03.What has to be true for this to work?
- 04.Who owns the result, and how will we measure it?
Less busywork.
More client time.
Three priorities. A clear place to start.
Turn a meeting transcript into draft notes and tasks. An advisor checks them before anything reaches the CRM.
Start with the capture tools the team already uses.
The work product
Decisions your team
can move on.
A map of the operation.
Stakeholder interviews, current workflows, systems, data flows, and the constraints that shape what is possible.
Output: current-state and opportunity map
A working proof of the idea.
One lightweight proof of concept aligned to a high-priority use case, so your team can test the approach before funding a full build.
Output: proof-of-concept demonstration
A decision leadership can fund.
Business cases for the top two or three initiatives, with expected impact, rough cost, success measures, and a build-versus-buy position.
Output: investment cases and architecture blueprint
A sequence people can run.
A prioritized 6–12 month implementation sequence with owners, dependencies, data requirements, and decision gates. This is execution pacing, not engagement duration.
Output: implementation roadmap
How we get there
Built with the people
who run the business.
Start with the operation.
Talk with leadership and the people doing the work. Map the systems, data, constraints, and decisions that shape the opportunity.
Make the choices explicit.
Challenge the assumptions, compare the options, and agree where to focus investment and what evidence to gather.
Give the strategy an owner.
Set the sequence, responsibilities, and measures. Define a first release and the decision gates for what comes next.
How we choose what comes first
Four questions.
Better priorities.
Frequency
How often does this problem interrupt the work?
Reach
How many people or teams does it affect?
Measurability
Can we establish a baseline and test the change?
Dependencies
What access, data, or outside decisions does it wait on?
From the work · Wealth management
An AI wish list becomes an order of operations.
Strategy delivered · implementation proposed
Working sessions and short pre-reads developed a roadmap around three priorities: capture meeting notes and follow-ups, make firm knowledge searchable with sources, and prepare useful briefs before the next meeting. The roadmap shows what can start first and what depends on the data foundation.
This describes a delivered strategy and proposed workflows. The simplified website example uses generic content; client screenshots and projected savings are not published.
Read the engagement accountBefore we begin
The practical
questions.
Do we need an AI strategy before we call?
No. Start with a business question, bring an existing AI thesis, or come with a specific build in mind. Strategy work helps you choose a direction. A Requirements Scope helps you test and specify an idea you already want to pursue.
Do we have to replace our CRM or ERP?
Our default is to keep your existing CRM, ERP, or TMS as the system of record. We map the integration points, access limits, and data gaps before recommending a change.
How long does the engagement take?
We agree the duration in your scope of work before kickoff, based on the teams, systems, and decisions involved. The roadmap's 6–12 month horizon describes your execution sequence, not the time needed to deliver the strategy engagement.
Do we have to commit to implementation?
No. Strategy is a separate engagement. You can use the roadmap with your own team, or ask Prometheus to scope the implementation. A proof of concept tests the idea; it is not a production deployment.
Can we take the work forward without Prometheus?
Yes. The roadmap is yours to act on. For builds, we put repository ownership, hosting, handover, and the conditions and timeline for migration in writing. Any proprietary component is identified up front.
Your next move
Let’s turn AI ambition
into progress.
Bring the question your leadership team keeps coming back to. We’ll start there.
Start the conversation