AI strategy and roadmap: a plan your CFO can sign without a second read
KOI AI's AI Strategy & Roadmap engagement gives a mid-market company a funded plan in four to six weeks: a target architecture for one or two priority functions, an evaluation of the vendors and platforms that fit, a phased roadmap covering 6 to 18 months with the budget verified against expected value, and the data-governance and change-management playbook to carry it out. It is a fixed fee from $25K, delivered through the KOI Platform and signed off by one senior consultant.
4–6 weeks
6–18 months
of budget-verified roadmap
Fixed fee from $25K, in four to six weeks
What you decide with it
Which functions go first
The one or two functions where agents pay back fastest, and why the others wait.
What the architecture looks like
How agents, your existing systems, and the approval points fit together, without a platform rebuild.
Which vendors and platforms fit
An evaluation against your requirements, your budget, and the governance your sector needs.
What each phase costs and returns
A 6 to 18 month sequence with the budget and the expected value for each phase, in your figures.
How your people adopt it
Ownership, the operating model, training, and the change-management steps that keep the plan from stalling.
Four to six weeks, four steps
- Week 1
Current state and priorities
What the readiness assessment found, or a fast version of it, and the one or two functions in scope.
- Weeks 2–3
Architecture and vendor evaluation
The target architecture for the functions in scope, and vendor and platform options scored against your requirements and budget.
- Weeks 4–5
Roadmap and budget
A phased plan with the budget verified against expected value, and the risk and governance each phase needs.
- Week 6
Playbook and sign-off
The data-governance and change-management playbook, and the executive readout.
The deliverables
- ◆A target architecture for one or two priority functions
- ◆A vendor and platform evaluation
- ◆A phased 6 to 18 month roadmap with the budget verified against expected value
- ◆A data-governance playbook
- ◆A change-management playbook
- ◆An executive readout
The controls every engagement runs under
- ◆Every recommendation carries your consultant's sign-off and its reasoning.
- ◆The roadmap names its trade-offs and what each phase depends on.
- ◆The plan is built on the systems you already run, not on replacing them.
- ◆The documents are yours, whichever firm carries out the plan.
Fixed fee from $25K, in four to six weeks
A mid-market firm charges $30K–$90K and a large firm $150K–$750K for comparable work, over four to eight weeks.
Measured in clients' numbers
Questions about the AI Strategy & Roadmap
Do we need the readiness assessment first?
It helps, because the roadmap starts from a ranked list of opportunities. If you already have one, or a clear priority, the first week builds the current-state picture and the engagement proceeds from there.
Will the roadmap just recommend KOI's own services?
It recommends what fits. The roadmap names the vendors, platforms, and build options against your requirements and budget, including the cases where an off-the-shelf tool or your own team is the better answer. Where KOI is the right choice for a phase, the plan says so and why.
What does budget-verified mean?
Each phase carries an estimated cost and the value it is expected to return, using your figures for the hours and systems involved. The sequence is set so that earlier phases fund later ones, and the assumptions are written down where your finance team can check them.
How is this different from a strategy deck?
It ends in a plan with an architecture, a budget, and a sequence that can start the following month, built on the systems you run today. The free prototype is available for any use case on the roadmap, so the first phase can begin with working output rather than a slide.
Start with the free prototype.
Describe one task. Get a working agent within two business days. Then decide.
Take the free assessment →