We help startups and growing companies decide where AI improves margins and growth, what it will cost, and how it changes their business model and valuation. Every company needs an AI strategy aligned to its business strategy; the framework below is how we build one.

We build AI as well as advise on it: our AI Finance & Accounting Automation replaces the bookkeeper and staff accountant in the companies we serve. See AI Finance & Accounting Automation.

AI is not only for large enterprises. A clear strategy gives smaller companies a roadmap: where AI lifts profitability and growth, what foundations it needs, and how to start small and scale.

Blockchain

We also advise on blockchain as a business enabler: tokenomics and token design anchored in valuation and runway, white papers and business-model validation for token-based startups, and core-process uses such as supply chain for transaction-intensive companies.

AI strategy development framework

I. Develop Vision to Harness AI to Achieve Company’s Strategic Objectives

Perform a deep assessment of the company’s current market position, operational challenges, and long-term strategic objectives to pinpoint where AI can deliver the most value.

Sample Vision: “To lead our SaaS target segment by harnessing AI to deliver unmatched value for our customers. Through deeper insights into customer needs, we will continuously innovate our offerings to stay ahead of industry demands and deliver the best value in the fastest way possible. We will also leverage AI to become price leaders by using advanced AI and no-code solutions to accelerate our time to market and cut IT development costs”.

II. Understand the Business Case for AI

Identify specific areas where AI capabilities will need to be introduced. Some key areas where AI can immediately have an impact include:

Profitability Improvement

  • Process Automation

  • Process Redesign & Optimization

  • IT Development Acceleration and Cost Reduction

Revenue Growth:

  • Product Innovation

  • Advanced Pricing Strategies

  • Enhanced Cross-Selling

  • Improved Customer Acquisition

  • Improved Customer Support and Retention

  • Enhanced Decision-Making

III. Lay the Foundation for AI Adoption

To successfully implement AI, SMEs must first build a solid foundation. This involves careful planning, preparation, and alignment across various aspects of the business. The initiatives presented below are not exhaustive.

Step 1: Data Readiness

  1. Conduct a Data Audit

  2. Clean and Organize Data

  3. Establish Data Collection Processes

Step 2: Cultural Shift

  1. Educate Leadership and Staff

  2. Communicate the Vision

  3. Foster a Data-Driven Culture

Step 3: Technology Stack Assessment

  1. Evaluate Existing Infrastructure

  2. Select Appropriate AI Tools

  3. Implement a Scalable Infrastructure

Step 4: Skill Development

  1. Assess Current Skills

  2. Upskill Existing Employees:

  3. Hire or Partner for AI Expertise

  4. Establish an AI Champion or Team

IV. Implement AI Solutions

  1. Define Clear Objectives for AI Capabilities Introduction

  2. Build or Buy AI Solutions

  3. Implement Pilot Projects

  4. Scale Up

  5. Continuous Improvement, Monitoring, and Adaptability

V. Overcome Common Barriers to AI Adoption

  1. Cost Constraints

  2. Data Privacy and Security

  3. Lack of Expertise

VI. Measure Impact of AI vis-à-vis the Vision

  1. Key Metrics

  2. Case Studies

VII. Adapt Company Vision to Evolving AI Developments

AI is constantly evolving, and to stay competitive, companies must refine their AI vision in line with the latest advancements. This isn’t a one-time setup—it’s an ongoing process that directly fuels growth and profitability.

  1. Regularly Reassess the AI Vision

  2. Invest in Continuous Learning

  3. Monitor Industry Trends

  4. Implement a Scalable AI Infrastructure

  5. Build Strategic Partnerships

  6. Gather and Analyze Customer Feedback Continuously

  7. Incorporate AI into Strategic Planning

AI Insights for Founders and CEOs

Analysis of how AI is changing strategy, valuation, fundraising and finance:

Contract Options

Time Commitment

  • On demand.

  • Fixed number of hours/month.

  • Full-time.

Location

  • Remote.

  • On-site.