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Start an assessmentA 12-month AI strategy for your business, with quarterly milestones
We map where AI could be useful across your business, score each opportunity by impact and effort, advise whether to build, buy or wait, and give you a sequenced 12-month plan. It suits businesses that plan to make AI a regular part of how they operate.
- 12-month strategy with quarterly milestones
- Scope and cost agreed before work starts
- Build, buy or defer advice for each initiative
- Implement with us or use the plan independently
Why it matters
Plan AI spending across the business as a whole
Adding AI tools one at a time can leave you with subscriptions that do not connect, setup work repeated across tools and no clear measure of what each is worth. A strategy engagement maps the opportunities across the business before anything is built or bought.
An AI strategy engagement produces a 12-month plan for your business. It sets out the AI opportunities we identify, prioritised by impact and effort, with build, buy or defer decisions, quarterly milestones and budget requirements.
See it run
AI strategy in practice
The workflow as it runs day to day, with a person signing off at the end. Sample data.
- Map the processes discussedFrom the discovery sessionsNotes
- List possible uses of AIAcross operations and customer workRegister
- Score effort, benefit and fitFor each possible useRegister
- Draft the phased planMilestones, resources and risksPlan
Process
How the strategy engagement works
Four stages from your current position to a written 12-month strategy. The engagement starts once you have agreed the scope and cost in our proposal.
- 01Current state mapping
We document where your business is today: team structure, workflows, data sources and existing tools. This gives us the baseline for a strategy that reflects how your business operates.
- 02Strategic opportunity analysis
We identify where AI could make the most difference to revenue, margin and capacity. We link each opportunity to your goals and score it by impact, effort and risk, so you can compare the options before any decisions are made.
- 03Build, buy or defer decisions
For each prioritised opportunity, we advise whether to build a custom tool, buy an off-the-shelf product or wait. We set out the cost, time and risk of each option so you can choose what suits your business and budget.
- 0412-month AI strategy document
You receive a written AI strategy: a 12-month plan with quarterly milestones, budget requirements, team responsibilities and measures of success. We present it to you and work through it together. You then decide which initiatives to take forward, and whether to do them yourselves or with us.
Deliverables
What the engagement delivers
Four written outputs from the strategy work. You can act on them with or without us.
A written plan covering what to build, what to buy, what to defer, and the sequence and budget for each quarter.
The AI opportunities we identify in your business, scored by impact, effort and fit with your goals, with a recommendation for each, including those not worth pursuing.
A comparison of custom build and off-the-shelf options for each prioritised opportunity, with cost estimates and the trade-offs of each.
A brief for each first-quarter initiative covering scope, the people and budget needed, timings and the measures you will use to judge it.
Why Us
Why businesses choose Reformat Labs for AI strategy
Our strategy work is planned around the resources and objectives of small and medium-sized businesses.
The plan works within the time your team has, the budget available and the timescales you can manage.
Where AI is not worth it for a task, the strategy says so, even if that means less work for us.
Each first-quarter initiative comes with an implementation brief, so work can start once you agree the plan.
The plan starts from your objectives, such as growth, margin, capacity or competitive position. The technology choices follow from them.
Faq
Common questions about AI strategy work
How it differs from other services, who it suits and how it is priced.
What's the difference between AI strategy consultancy and a regular AI consultancy engagement?
A general consultancy engagement focuses on finding and implementing specific AI tools or workflows. A strategy engagement is broader. It produces a 12-month plan covering the AI initiatives across your business, with quarterly milestones and budgets. It is also different from our AI strategy day, which is a single workshop session. The strategy engagement includes the research and written analysis behind the plan.
Do we need to have used AI before to benefit from a strategy engagement?
No. A strategy engagement can be useful for a business starting from scratch, because it sets the order of work before tools are bought one at a time.
How long does the strategy engagement take?
It depends on the size and complexity of the business. We set out the stages and our estimated timings in the proposal before work starts.
What size of business is this right for?
It suits businesses that plan to make AI a regular part of how they operate. If you want to try AI on one process first, a focused consultancy engagement or a workshop may be a better place to start.
Will you implement the strategy, or just hand us the document?
Either. We can hand you the strategy for your team to carry out, or we can implement initiatives for you as a separate piece of work. Some clients run parts internally and ask us to build the more complex tools.
How much does AI strategy consultancy cost?
The cost depends on the scope. We set out the scope and cost in a written proposal, agreed with you before work starts.
Talk to us
Tell us what you want an AI strategy to cover
Bring the task your team spends most time on and the tools you already use.