Business Discovery
Identify the work, decisions and customer moments where AI might provide useful assistance.
Turn broad AI ideas into a prioritised plan with a clear business purpose. We assess use cases, data readiness and delivery options, then define a practical pilot and the decisions needed before wider implementation.
This is an advisory offering. The output is a roadmap and pilot plan; software implementation is a separately agreed scope.
Identify the work, decisions and customer moments where AI might provide useful assistance.
Compare opportunities using agreed business impact, feasibility, cost and organisational readiness criteria.
Review source availability, access, quality and the evidence an AI solution would need.
Compare built-in Copilot, Copilot Studio, workflow automation and custom AI approaches for the selected need.
Define identity, human review, permitted actions, escalation and ongoing ownership.
Specify the first pilot, evaluation criteria, adoption activity and the decision gates for expansion.
Choose a useful role for AI, then define the information, access and review needed for that role.
Assess whether an existing product capability solves the selected task before proposing custom development. Verify prerequisites, preview status and the actual business fit.
Consider a governed agent or workflow when the process needs specific knowledge, tools and handover between people and systems.
Consider a custom Azure AI or analytical model when the use case needs greater control over sources, evaluation, interaction or specialised processing.
Assess the process, choose the useful AI task and define a pilot that can be evaluated.
Assess where AI can assist an onboarding process that also includes documents, qualified signing, payment and activation.
Discuss a Roadmap for Digital Customer ActivationDecide which employee questions and requests are suitable for a first agent and which need source preparation.
Discuss a Roadmap for an Internal Knowledge AgentAssess whether teams can use an analytical agent over trusted business measures rather than another disconnected data source.
Discuss a Roadmap for Conversational AnalyticsChoose an example to see the work, decision, handover and completion point.
Follow the work through the decision, handover and confirmed result.
Identify the documents, decisions, handovers and confirmed activation point.
Separate potential assistance from deterministic signing, payment and approval rules.
Check sources, identity, providers, product prerequisites and accountable owners.
Define scope, baseline measures, evaluation and the next implementation decision.
Measures to Agree
Current-process measures documented before the pilot.
Required dependencies with an owner and next action.
Agreed criteria for answers, actions and business outcomes.
A named owner for the pilot go/no-go decision.
Follow the work through the decision, handover and confirmed result.
Identify repeated questions and the employee audiences involved.
Assess source quality, currency and access permissions.
Choose questions and request actions suitable for the first pilot.
Specify expected answers, escalation behaviour and adoption measurement.
Measures to Agree
Priority questions with an identified authoritative source.
Sources meeting agreed currency and access criteria.
Supported topics represented in the pilot test set.
Sources and unresolved topics with accountable owners.
Follow the work through the decision, handover and confirmed result.
Identify the questions and business decisions the audience needs to support.
Confirm definitions and accountable metric owners.
Review source quality, permissions and the relevant Fabric or Power BI options.
Select a bounded question set and expected analytical results.
Measures to Agree
Priority questions with agreed measure definitions.
Required datasets meeting the pilot input criteria.
An agreed permission model for the pilot audience.
Supported questions with a reference answer.
Define the business opportunity and the evidence needed for the next delivery decision.
Choose the business decision, process owner and intended audience.
Assess the relevant data, sources, applications and organisational constraints.
Evaluate the product, agent, workflow and custom development approaches.
Agree a bounded scope, evaluation criteria, dependencies and accountable owners.
Document the roadmap, adoption needs and gates for separately scoped implementation.
The starting point depends on the process and the systems you already use.
The roadmap defines priorities, readiness, solution options and an agreed pilot plan. Building and deploying the selected pilot is a separate scope, with its own cost, dependencies and acceptance criteria.
Start with a specific task and the evidence needed to evaluate it. We check current feature status, environment prerequisites, data quality, permissions and cost. Preview capabilities are assessed separately from the agreed production scope.
A prioritised set of opportunities, readiness findings, recommended approaches and an agreed pilot plan. The exact deliverables, decision gates and implementation options are confirmed in the advisory scope.
The assessment needs access to the relevant process owners, representative questions, source information and existing application context. We also agree ownership, acceptance criteria, operating responsibility and the first measurable outcome.
Explore the applications, data platforms, and development capabilities that can support your requirements.
Browse practical use cases for payments, subscriptions, portals, approvals, customer communications, and connected operations.
Tell us where customers or teams lose time, context or a clear next action. We’ll help identify a practical starting point for AI Roadmap.