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Decide which AI opportunities deserve attention first.

An AI Roadmap helps leadership compare possible improvements before committing money and time. We map current work, make assumptions visible and turn competing ideas into a reasoned sequence.

Signs leadership needs a roadmap

  • Several areasSeveral departments or workflows need attention at once.
  • DisagreementLeaders disagree on what should come first.
  • Unclear basisIt is unclear what an idea is worth, who would own it or whether the company is ready.

The same five questions for every idea

Opportunity comparisonExample ratings
Expected value
Readiness
Effort
Risk and review
Team readiness
Invoice intake
High
High
Medium
Medium
High
Document search
High
Medium
Medium
High
Medium
Job-record handoff
Medium
Medium
High
Medium
Medium
Assumptions listed under each opportunity
Owner and decision recorded per row

Illustrative example — ratings depend on your workflows, data and systems. Higher effort means more work; higher risk/review means more checking is needed.

  1. Consistent criteriaEvery idea is compared on the same five questions.
  2. Visible assumptionsLeadership sees what each estimate depends on.
  3. A decision per ideaEvery row ends with an owner and a decision.

What leadership receives

  • A view of current workHow the selected work runs today.
  • An opportunity shortlistThe ideas worth comparing.
  • Missing conditionsWhat must be true before each idea can start.
  • Named ownersOne accountable person per opportunity.
  • Proposed measuresHow success would be checked.
  • A near-term action planThe next steps, in order.

Every opportunity ends with one of three decisions

Test it on a small scaleThe value and the conditions are clear enough.
Resolve gaps and reassessPromising, but data, ownership or access is missing.
Park for nowNot worth the effort at this point.

Six stages

Adelson Advisory

Leadership brief

Goals

Less time spent on routine requests.

Quality checks stay with people.

Constraints

Data stays in approved systems.

Current team capacity.

Who decides

Managing director: final decision.

Operations lead: owns the workflow.

01 / 06AI roadmap working document

Common questions

What if only one workflow is already clear?

A narrower assessment may be faster than a full roadmap.

Who needs to take part?

The leaders who will decide, and one or two people from each workflow we examine.

How long does it take?

Usually 4–6 weeks. The exact timing depends on scope, access and your team's availability.

Related services

Engineers collaborating on plans

Which choices can leadership not yet rank?

List the competing ideas.