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Process

Three phases to AI transformation

How to assess your business's AI readiness, then implement without theater: discover, build, launch. Each phase has activities, an outcome, and a clock.

  1. 01

    Discover & Strategize

    Weeks 1–3

    Timeline: 2–3 weeks

    Key activities

    • • Stakeholder interviews (leadership, operations, IT)
    • • Workflow documentation and process mapping
    • • Data audit and AI readiness assessment
    • • Competitive and industry analysis
    • • Opportunity prioritization workshop

    Outcome

    • • Current state analysis
    • • High-impact opportunities, prioritized
    • • Technology recommendations
    • • Implementation roadmap
    • • Budget and resource requirements
    • • Risk mitigation plan
  2. 02

    Plan & Build

    Weeks 4–12

    Timeline: 4–8 weeks

    Key activities

    • • Detailed implementation planning
    • • Tool selection and licensing
    • • System architecture and integration design
    • • Data pipeline development
    • • Testing and quality assurance
    • • Training and change management

    Outcome

    • • Integrated systems ready for launch
    • • Team trained on new tools and processes
    • • Documentation and playbooks
    • • Rollout plan with contingencies
    • • Success metrics defined
  3. 03

    Launch & Optimize

    Weeks 13+

    Timeline: Ongoing

    Key activities

    • • Phased rollout (pilot → full deployment)
    • • Real-time support and troubleshooting
    • • Performance monitoring and KPI dashboards
    • • Process refinement from usage data
    • • Ongoing team enablement
    • • Quarterly optimization reviews

    Outcome

    • • Live systems delivering measured results
    • • Team confident with the new tools
    • • Metrics tracked and optimized
    • • Continuous improvement roadmap
    • • Long-term strategic partnership