Most leadership teams are already spending on AI (a license here, a pilot there) with no shared plan to show for it. We give your executives a prioritized, ROI-modeled AI roadmap in under five weeks, so you invest in what pays off and skip what doesn't. Vendor-neutral. The deliverable is a roadmap, not a license.
A copilot license here, a departmental chatbot there, a vendor pilot a VP championed. Without a shared strategy, AI adoption fragments into disconnected experiments that never compound: no shared prioritization, no ROI baseline, no data readiness, no ownership, and no way to tell the board whether any of it is working.
AI prioritization is a capital-allocation and operating-model decision, not a procurement one. It belongs in the leadership room.
Wants a defensible AI position for the board, customers, and employees, plus a framework to answer “are we behind?”
Owns operational efficiency and sees AI as margin and throughput. Wants it prioritized against real constraints.
Won't approve AI spend without an ROI model and a way to measure it. This gives them both.
Assessment → Executive Workshop → Roadmap → ROI Modeling → Readout. Led personally by the principal architect.
Confirm objectives, scope, and stakeholders. Sign the engagement letter and mutual NDA. Provision read-access and schedule interviews and the workshop.
5–10 stakeholder interviews, a systems and data review, and process mapping. You get a readiness scorecard and a scored opportunity long-list.
A facilitated half-day where leadership scores and sequences opportunities together, sets risk appetite and build-vs-buy stance, and names an owner.
The endorsed shortlist becomes a sequenced 6–12 month roadmap with initiative cards, plus an ROI model with visible, editable assumptions.
A board-ready, live presentation of the roadmap, ROI portfolio, first 90 days, and the decisions that need leadership sign-off.
Presented live at the readout, then yours to keep and execute.
Executive summary, readiness scorecard with blocker remediation, prioritization matrix, one-page initiative cards, build-vs-buy guidance, and a phased 6–12 month plan with owners and metrics, plus the “not now” list.
PDF + editable
Per-initiative benefit and cost breakdown, portfolio roll-up, sensitivity toggles, payback and 3-year views. Every assumption visible and editable so your CFO can pressure-test each number.
Spreadsheet you can pressure-test
Board-ready: the state of your AI readiness, the prioritized plan on one slide, the ROI portfolio view, the recommended first 90 days, and the decision points that need leadership sign-off.
Presented live + PDF
At the readout we scope the recommended first implementation as a proposed statement of work, so the natural next step is ready when you are.
Optional, no obligation
Vendor-neutral · assumptions labeled and conservative · soft benefits separated from hard so the CFO can discount independently
An excerpt from the AI Roadmap document: your candidate initiatives, sequenced by value and feasibility across quick wins, foundational work, and strategic bets. Described in plain business terms, never tech features.
Auto-match invoices to POs and receipts; route only the exceptions to a person.
Draft first-response answers from your knowledge base for an agent to review and send.
Consolidate CRM, ERP, and ticketing into one trusted source the initiatives can build on.
Set data, security, and approval rules once, before adoption scales past control.
Automate quoting, approvals, and order handoff end to end across the sales desk.
Scenario models finance can pressure-test against your own baseline, not a vendor demo.
Illustrative. Your board is built from your own workflows, systems, and baseline numbers, then scored with your leadership team in the workshop.
Priced on strategic value and the implementation it de-risks, not on hours. You see a fixed quote, with the payback math, before you decide.
A single division or a narrow, well-defined AI question. Up to ~5 interviews, up to ~5 opportunities, virtual workshop.
A mid-market, cross-functional org. 6–8 interviews, on-site workshop, full roadmap and ROI portfolio.
Larger or multi-location, higher complexity, board-facing. 9–12 interviews, on-site, deeper data and compliance review.
Key's Touch is led by Key Scales, a principal software architect and AI engineer who builds the systems, not a slide-only strategist. Recommendations are grounded in what's actually buildable, at what cost, and on what timeline, because the same principal leads the implementations that follow. The engagement is vendor-neutral by design: we can tell you not to buy something.
Three to five weeks from kickoff, depending on organization size and how quickly we get access to stakeholders and systems.
Your executive sponsor, the functional leaders whose workflows are candidates, and whoever owns data or IT. Practically, that's a few 45-minute interviews plus a half-day workshop.
No. AI prioritization is a capital-allocation and operating-model decision, not a procurement one. This engagement is vendor-neutral by design: the deliverable is a roadmap, not a license. A tool vendor can't tell you not to buy their tool. We can.
That's common, and it's a strong-fit signal. Stalled or unmeasured pilots are exactly what the readiness assessment surfaces and the roadmap re-sequences into something that compounds.
Every engagement is scoped to your organization after a short scoping call, and you see a fixed quote with the payback math before you decide. A single well-prioritized initiative typically returns the engagement fee within the first year, and the full fee credits toward a subsequent implementation.
No. The roadmap is yours to execute however you choose. But if you build your first initiative with us within 90 days, 100% of the engagement fee credits toward that implementation.
A few quick questions so your scoping call is sharp from minute one. Takes about 90 seconds.
Choose a 15-minute slot. We'll confirm fit, tier, and timeline. No obligation.
15 minZoomYou'll talk to Key directly
Based on your answers, a full executive engagement may be more than you need right now. For a lighter, faster path, our AI Operations Accelerator scoping call may fit better. Or explore our sister brand Key Builds AI if you'd rather learn AI on your own timeline.
Book a 15-minute scoping call. We'll confirm fit, tier, and timeline. No obligation. Your full engagement fee credits toward implementation when you build your first initiative with us within 90 days. The strategy pays for itself the moment you act on it.
Book a scoping call →