Implementation Roadmap

A 90-day plan, sequenced and costed, your team can actually run.

We turn the assessment into a phased plan: which workflow to automate first, what tools to use, who owns each step, and what each phase costs and returns. No fluff, no slideware.

THE PROBLEM

You have an assessment, ideas, or a strategy deck, and now everyone is waiting on a plan that is concrete enough to execute. Without sequencing and ownership, the project never actually starts.

• Strategy decks that nobody can turn into Monday morning work.
• Tool sprawl with no clear winner per workflow.
• ROI claims that do not survive a CFO conversation.
• No named owners, no checkpoints, no honest timeline.

THE APPROACH

We translate your priorities into a 90-day operating plan. Every workflow gets a phase, a budget, a vendor pick, an owner, and a measurable target. The roadmap is the contract you ship against.

Process

• Week 1: Validate priorities: We confirm the top opportunities, lock in success metrics, and align on must-have constraints from security, finance, and ops.
• Week 2: Architecture and tooling: We pick the tool stack per workflow, document integrations, and pressure test data, identity, and access requirements.
• Week 3: Sequencing and economics: We phase the work over 90 days, model cost and ROI per workflow, and build the resourcing plan with named owners.
• Week 4: Plan handoff: We deliver the roadmap, walk it through with leadership, and prep your team to either run it themselves or move into a Sprint.

Deliverables

• 90-day phased rollout plan: Three phases, each with scope, milestones, dependencies, and exit criteria so leadership knows when a phase is truly done.
• Tool stack and vendor picks: Recommended platforms per workflow with the reasoning, the rejected alternatives, and a reference architecture diagram.
• Per-workflow ROI projections: Time saved, dollars saved or earned, payback period, and sensitivity ranges your finance team can defend.
• Owners, KPIs, and checkpoints: A RACI per workflow, the leading and lagging KPIs, and a 30, 60, 90 day review cadence with templated reports.

Outcomes

• A roadmap your team can execute without external dependency.
• A budget that survives finance and procurement scrutiny.
• Clear ownership so nothing stalls waiting for a decision.
• A board narrative that turns AI from a line item into a strategy.

Who it is for

• Leaders moving from assessment to execution in the next quarter.
• Companies that need vendor and architecture decisions made with rigor.
• Teams that want a plan they can run with their existing people.

Frequently asked questions

Do we need to do the readiness assessment first?

Not always. If you already have validated priorities and a stakeholder map, we can start directly with the roadmap.

Will you recommend specific vendors?

Yes. We give you a primary recommendation per workflow plus a fallback, with clear reasoning and a one-page comparison.

Can you build it after the roadmap?

Most clients move into a Workflow Automation Sprint to ship the first phase. The roadmap is designed so any qualified team could execute it.

How accurate are the ROI projections?

We use conservative ranges with explicit assumptions. Every projection is reviewed with your finance lead before delivery.