You know AI matters. You've probably tried a few tools - a notetaker here, a content generator there. But nobody's looked at the whole picture: which workflows to tackle first, what infrastructure to put in place, how to avoid building on a stack you'll want to replace in 18 months and how to do all of it without creating compliance exposure you can't see.
The AI Transition Roadmap is the answer to that - a sequenced plan, not a list of tools and good intentions.
The engagement runs over 4-6 weeks and includes three working sessions (90 minutes each) plus a final delivery session. Between sessions, I review your tech stack, audit your data environment, map your workflows and assess your current AI exposure. I go through everything (your tools, your templates, your processes, your client journey) and identify where AI creates genuine value and where it creates risk.
The output is an 8-12 page written document you own. It covers your current state, a prioritised list of AI opportunities, an architecture recommendation, a compliance framework and a sequenced build plan with investment estimates for each component. The firm can act on it independently - with or without continuing to work together.
We start with a working session covering your current tools, workflows and compliance context - the same starting point as the AI Feasibility Assessment, but going deeper.
I review your tech stack, audit your data environment and map your workflows, identifying where AI creates genuine value and where it creates risk.
I produce the first draft of the roadmap - sequenced, prioritised and annotated. We review it together and I adjust based on your feedback.
You receive the completed roadmap as a structured, written document - ready to share with your compliance team, your board or your implementation partner.
I'm not a software vendor running a "discovery" process designed to sell you a subscription. I'm vendor-neutral. So I'm not here to push a product or act based on referral arrangements. Every recommendation is based on what fits your firm.
Before designing any integration, I map your entire tool ecosystem - all existing integrations, add-ons and provider connections - to ensure nothing I recommend duplicates what's already available. The principle is simple: extend your ecosystem, never compete with it.
The roadmap starts with a conversation — a short call to understand your firm and confirm the roadmap is the right next step.
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