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Executive Workshop · Step 3 of 4

Use-Case Portfolio & ROI Lab

A structured working session for CEO, CFO, COO and CDO teams that turns a scattered list of AI ideas into a prioritized portfolio with explicit ROI assumptions and a 90-day roadmap.

Who it is for

Leadership teams with more AI ideas than capacity, who need to decide where to invest first — and defend that decision with numbers.

The problem — and why now

AI budgets are now scrutinized for return, not novelty. Without a shared prioritization logic, investment spreads thin across pilots that never reach material impact.

Scope

Use-case portfolio

A consolidated inventory of candidate AI use cases across the business.

Prioritization matrix

Each use case scored on value, feasibility and time-to-impact.

Risk / value map

Where return is highest relative to operational and regulatory risk.

ROI assumptions

Explicit, challengeable assumptions behind each business case.

90-day roadmap

A sequenced plan for the use cases worth starting now.

How we work

  1. 01Pre-work: collect candidate use cases and available data from your teams.
  2. 02A facilitated portfolio and prioritization workshop with leadership.
  3. 03ROI modeling and risk/value mapping of the shortlisted use cases.
  4. 04A decision-ready portfolio and 90-day roadmap.

What you receive

  • A prioritized AI use-case portfolio.
  • A value, feasibility and risk scoring matrix.
  • Documented ROI assumptions for each priority case.
  • A 90-day execution roadmap aligned to leadership.

Request an ROI Lab session

Tell us how many teams and AI ideas you need to prioritize and we will propose a workshop format.

Next step

AI Scaling Office Retainer

An ongoing advisory engagement that gives your leadership team a dedicated AI scaling office — steering execution from pilots into governed, measurable operations.

Explore AI Scaling Office Retainer →