Build Your AI Strategy and Roadmap
Develop your AI strategy to maximize return and mitigate risks with your AI investments.
The Situation
The sheer number of AI vendors and use cases can be overwhelming, raising the risk of buying or building products that ultimately have a negative impact on organizational outcomes. We've surveyed the market to find those most likely to benefit your organization, and by quickly establishing underlying AI strategic principles, CIOs can focus exclusively on use cases that will support organizational priorities.
Our research offers multiphase guidance, templates, and tools to methodically design a rock-solid foundation for your organization’s AI approach. Use this comprehensive blueprint to build an AI strategy that embraces AI in a way that maximizes its value to your organization while effectively managing its risks.
- Establish the scope of your AI strategy to develop a vision statement, strategic principles, and organization-aligned goals.
- Assess AI maturity and identify use cases to draw up a candidate AI vendor list and identify challenges and risks for individual use cases.
- Detail and prioritize AI use cases and align them with organizational goals and capabilities.
- Develop your AI roadmap, prepare your communication approach, and present your strategy to senior management and stakeholders.
Blueprint Contents
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Build Your AI Strategy and Roadmap – Phases 1-4
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AI Use Case Selection Tool
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AI Initiatives Prioritization and Roadmap Planning Tool
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AI Maturity Assessment Tool
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VP AI Job Description Template
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AI Strategy and Roadmap Presentation Template
Member Testimonials
After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.
9.4/10
Overall Impact
$65,094
Average $ Saved
28
Average Days Saved
| Client | AC Ocean Walk, LLC dba Ocean Casino Resort |
|---|---|
| Experience | Workshop |
| Impact | 9/10 |
| $ Saved | $68,000 |
| Days Saved | 16 |
| Testimonial |
| Client | Workers' Compensation Insurance Rating Bureau |
|---|---|
| Experience | Guided Implementation |
| Impact | 9/10 |
| $ Saved | N/A |
| Days Saved | 2 |
| Testimonial |
| Client | Queensland Treasury |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $9,000 |
| Days Saved | 5 |
| Testimonial |
| Client | Shepard Exposition Services, LLC |
|---|---|
| Experience | Guided Implementation |
| Impact | 9/10 |
| $ Saved | $13,600 |
| Days Saved | 5 |
| Testimonial |
| Client | Oregon Higher Education Coordinating Commission |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $9,000 |
| Days Saved | 9 |
| Testimonial |
| Client | Pittsburgh Water |
|---|---|
| Experience | Guided Implementation |
| Impact | 9/10 |
| $ Saved | N/A |
| Days Saved | N/A |
| Testimonial |
| Client | University of Wyoming |
|---|---|
| Experience | Workshop |
| Impact | 10/10 |
| $ Saved | $136K |
| Days Saved | 50 |
| Testimonial |
100% amazing experience Denis took a group that had never done any formal use cases, prioritization or governance at this level and built the bicyc...
100% amazing experience Denis took a group that had never done any formal use cases, prioritization or governance at this level and built the bicycle and taught us how to ride it. We had a huge task ahead of us that we were unsure how we would get done, and we're well over 2/3 of the way done in 4 days.
|
| Client | PGA TOUR Superstore |
|---|---|
| Experience | Workshop |
| Impact | 9/10 |
| $ Saved | $29,920 |
| Days Saved | 5 |
| Testimonial |
| Client | University of Maribor |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $3,179 |
| Days Saved | 5 |
| Testimonial |
| Client | Osage Casinos |
|---|---|
| Experience | Workshop |
| Impact | 10/10 |
| $ Saved | $47,600 |
| Days Saved | 32 |
| Testimonial |
The four-day AI Strategic Workshop delivered exceptional value to our organization. Manish Jain our workshop facilitator, did far more than educate...
The four-day AI Strategic Workshop delivered exceptional value to our organization. Manish Jain our workshop facilitator, did far more than educate, he challenged our thinking, corrected misconceptions, and kept our executive team focused on strategic application rather than hype.
What stood out most was the ability to level-set a diverse leadership group (CEO, CFO, COO, CHRO, Gaming Ops, F&B, Hotel, IT) around what AI is, what it is not, and where it truly creates enterprise value. They clearly differentiated LLMs versus Agents and guided us toward high-impact, governance-aligned use cases instead of scattered experimentation.
The use cases we identified are 100% aligned with our broader digital strategy and reinforce our commitment to building a cohesive digital ecosystem across gaming, hospitality, and corporate operations. The workshop did not feel theoretical, it resulted in a practical roadmap including governance structure, AI Center of Excellence direction, literacy planning, and prioritized initiatives.
Manish struck the perfect balance of structure and flexibility. He challenged assumptions, kept us grounded in risk and compliance considerations, and ensured executive-level strategic thinking throughout.
This engagement accelerated our AI maturity significantly and positioned us to move forward confidently and responsibly.
|
| Client | Seneca Gaming Corporation |
|---|---|
| Experience | Workshop |
| Impact | 10/10 |
| $ Saved | $272K |
| Days Saved | 80 |
| Testimonial |
Already submitted. Best part is get easy win/easy implementation prior to setting up governance. Excellent workshop
Already submitted. Best part is get easy win/easy implementation prior to setting up governance. Excellent workshop
|
| Client | Kentucky Public Pensions Authority |
|---|---|
| Experience | Workshop |
| Impact | 9/10 |
| $ Saved | N/A |
| Days Saved | 5 |
| Testimonial |
| Client | Seminole Hard Rock Support Services |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $74,800 |
| Days Saved | 50 |
| Testimonial |
| Client | Industrial Commission of Ohio |
|---|---|
| Experience | Guided Implementation |
| Impact | 9/10 |
| $ Saved | $2,720 |
| Days Saved | 2 |
| Testimonial |
| Client | University Of North Dakota |
|---|---|
| Experience | Guided Implementation |
| Impact | 9/10 |
| $ Saved | $2,720 |
| Days Saved | 2 |
| Testimonial |
| Client | Oregon Higher Education Coordinating Commission |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $23,500 |
| Days Saved | 5 |
| Testimonial |
Abbas was great to work with. He always provided a summary of our conversation afterwards, and took time to develop additional documentation over a...
Abbas was great to work with. He always provided a summary of our conversation afterwards, and took time to develop additional documentation over and above of the blueprints.
|
| Client | Plannera |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $40,000 |
| Days Saved | 20 |
| Testimonial |
| Client | University of Southern Indiana |
|---|---|
| Experience | Workshop |
| Impact | 10/10 |
| $ Saved | $13,600 |
| Days Saved | 5 |
| Testimonial |
Increased collaboration between our areas was very beneficial in getting ideas developed. Additionally, creating the direction for maturation of th...
Increased collaboration between our areas was very beneficial in getting ideas developed. Additionally, creating the direction for maturation of the AI Governance function was highly important as part of this engagement. We now have an established process through which to onboard and evaluate new AI initiatives.
|
| Client | Minto Corporate Services Inc. |
|---|---|
| Experience | Guided Implementation |
| Impact | 5/10 |
| $ Saved | $2,000 |
| Days Saved | 2 |
| Testimonial |
| Client | Guide Dogs for the Blind Inc. |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $29,920 |
| Days Saved | 10 |
| Testimonial |
Tailoring the blueprints to my organization's needs will help streamline our process.
Tailoring the blueprints to my organization's needs will help streamline our process.
|
| Client | Oregon Water Resources Department |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | N/A |
| Days Saved | N/A |
| Testimonial |
Altaz did an executive presentation on AI in 30 min with a demo and high-level presentation. They were all impressed, and I could see their interes...
Altaz did an executive presentation on AI in 30 min with a demo and high-level presentation. They were all impressed, and I could see their interest arise. Will be taking more of Altaz's help.
Thanks Altaz
|
| Client | Courageous Business Culture Inc |
|---|---|
| Experience | Guided Implementation |
| Impact | 9/10 |
| $ Saved | $1,800 |
| Days Saved | 6 |
| Testimonial |
The best is the range of your experience.
The best is the range of your experience.
|
| Client | Covius Services, LLC |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $34,000 |
| Days Saved | 20 |
| Testimonial |
Best - Altaz's presentation and the information shared was excellent.
Worst - Certain Covius attendees had not read a word of the previously sha...
Best - Altaz's presentation and the information shared was excellent.
Worst - Certain Covius attendees had not read a word of the previously shared information and asked irrelevant questions.
|
| Client | City of Wetaskiwin |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $40,000 |
| Days Saved | 20 |
| Testimonial |
| Client | Pittsburgh Pirates |
|---|---|
| Experience | Workshop |
| Impact | 9/10 |
| $ Saved | $13,600 |
| Days Saved | 10 |
| Testimonial |
Areez had a well laid out plan and moved quickly through the process, but covered the topics well.
Areez had a well laid out plan and moved quickly through the process, but covered the topics well.
|
| Client | BK GROUP PLC |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $40,800 |
| Days Saved | 90 |
| Testimonial |
| Client | Encore Electric |
|---|---|
| Experience | Workshop |
| Impact | 8/10 |
| $ Saved | $13,600 |
| Days Saved | 10 |
| Testimonial |
Areez was an excellent facilitator and Encore was left with a clear action plan to try out Generative AI on 5 important use cases.
Areez was an excellent facilitator and Encore was left with a clear action plan to try out Generative AI on 5 important use cases.
|
| Client | Wise Foods Inc |
|---|---|
| Experience | Workshop |
| Impact | 10/10 |
| $ Saved | $1.36M |
| Days Saved | 50 |
| Testimonial |
Best: Very good comments of the workshop.
Worst: Nothing really.
Best: Very good comments of the workshop.
Worst: Nothing really.
|
| Client | Garfield County IT |
|---|---|
| Experience | Guided Implementation |
| Impact | 10/10 |
| $ Saved | $2,584 |
| Days Saved | 5 |
| Testimonial |
Bill's presentation was informative and provided suggestions for moving forward with our AI strategy.
Bill's presentation was informative and provided suggestions for moving forward with our AI strategy.
|
| Client | UniSuper |
|---|---|
| Experience | Guided Implementation |
| Impact | 7/10 |
| $ Saved | $9,000 |
| Days Saved | 5 |
| Testimonial |
| Client | Experience | Impact | $ Saved | Days Saved | Testimonial |
|---|---|---|---|---|---|
| AC Ocean Walk, LLC dba Ocean Casino Resort | Workshop | 9/10 | $68,000 | 16 | |
| Workers' Compensation Insurance Rating Bureau | Guided Implementation | 9/10 | N/A | 2 | |
| Queensland Treasury | Guided Implementation | 10/10 | $9,000 | 5 | |
| Shepard Exposition Services, LLC | Guided Implementation | 9/10 | $13,600 | 5 | |
| Oregon Higher Education Coordinating Commission | Guided Implementation | 10/10 | $9,000 | 9 | |
| Pittsburgh Water | Guided Implementation | 9/10 | N/A | N/A | |
| University of Wyoming | Workshop | 10/10 | $136K | 50 |
100% amazing experience Denis took a group that had never done any formal use cases, prioritization or governance at this level and built the bicyc...
100% amazing experience Denis took a group that had never done any formal use cases, prioritization or governance at this level and built the bicycle and taught us how to ride it. We had a huge task ahead of us that we were unsure how we would get done, and we're well over 2/3 of the way done in 4 days.
|
| PGA TOUR Superstore | Workshop | 9/10 | $29,920 | 5 | |
| University of Maribor | Guided Implementation | 10/10 | $3,179 | 5 | |
| Osage Casinos | Workshop | 10/10 | $47,600 | 32 |
The four-day AI Strategic Workshop delivered exceptional value to our organization. Manish Jain our workshop facilitator, did far more than educate...
The four-day AI Strategic Workshop delivered exceptional value to our organization. Manish Jain our workshop facilitator, did far more than educate, he challenged our thinking, corrected misconceptions, and kept our executive team focused on strategic application rather than hype.
What stood out most was the ability to level-set a diverse leadership group (CEO, CFO, COO, CHRO, Gaming Ops, F&B, Hotel, IT) around what AI is, what it is not, and where it truly creates enterprise value. They clearly differentiated LLMs versus Agents and guided us toward high-impact, governance-aligned use cases instead of scattered experimentation.
The use cases we identified are 100% aligned with our broader digital strategy and reinforce our commitment to building a cohesive digital ecosystem across gaming, hospitality, and corporate operations. The workshop did not feel theoretical, it resulted in a practical roadmap including governance structure, AI Center of Excellence direction, literacy planning, and prioritized initiatives.
Manish struck the perfect balance of structure and flexibility. He challenged assumptions, kept us grounded in risk and compliance considerations, and ensured executive-level strategic thinking throughout.
This engagement accelerated our AI maturity significantly and positioned us to move forward confidently and responsibly.
|
| Seneca Gaming Corporation | Workshop | 10/10 | $272K | 80 |
Already submitted. Best part is get easy win/easy implementation prior to setting up governance. Excellent workshop
Already submitted. Best part is get easy win/easy implementation prior to setting up governance. Excellent workshop
|
| Kentucky Public Pensions Authority | Workshop | 9/10 | N/A | 5 | |
| Seminole Hard Rock Support Services | Guided Implementation | 10/10 | $74,800 | 50 | |
| Industrial Commission of Ohio | Guided Implementation | 9/10 | $2,720 | 2 | |
| University Of North Dakota | Guided Implementation | 9/10 | $2,720 | 2 | |
| Oregon Higher Education Coordinating Commission | Guided Implementation | 10/10 | $23,500 | 5 |
Abbas was great to work with. He always provided a summary of our conversation afterwards, and took time to develop additional documentation over a...
Abbas was great to work with. He always provided a summary of our conversation afterwards, and took time to develop additional documentation over and above of the blueprints.
|
| Plannera | Guided Implementation | 10/10 | $40,000 | 20 | |
| University of Southern Indiana | Workshop | 10/10 | $13,600 | 5 |
Increased collaboration between our areas was very beneficial in getting ideas developed. Additionally, creating the direction for maturation of th...
Increased collaboration between our areas was very beneficial in getting ideas developed. Additionally, creating the direction for maturation of the AI Governance function was highly important as part of this engagement. We now have an established process through which to onboard and evaluate new AI initiatives.
|
| Minto Corporate Services Inc. | Guided Implementation | 5/10 | $2,000 | 2 | |
| Guide Dogs for the Blind Inc. | Guided Implementation | 10/10 | $29,920 | 10 |
Tailoring the blueprints to my organization's needs will help streamline our process.
Tailoring the blueprints to my organization's needs will help streamline our process.
|
| Oregon Water Resources Department | Guided Implementation | 10/10 | N/A | N/A |
Altaz did an executive presentation on AI in 30 min with a demo and high-level presentation. They were all impressed, and I could see their interes...
Altaz did an executive presentation on AI in 30 min with a demo and high-level presentation. They were all impressed, and I could see their interest arise. Will be taking more of Altaz's help.
Thanks Altaz
|
| Courageous Business Culture Inc | Guided Implementation | 9/10 | $1,800 | 6 |
The best is the range of your experience.
The best is the range of your experience.
|
| Covius Services, LLC | Guided Implementation | 10/10 | $34,000 | 20 |
Best - Altaz's presentation and the information shared was excellent.
Worst - Certain Covius attendees had not read a word of the previously sha...
Best - Altaz's presentation and the information shared was excellent.
Worst - Certain Covius attendees had not read a word of the previously shared information and asked irrelevant questions.
|
| City of Wetaskiwin | Guided Implementation | 10/10 | $40,000 | 20 | |
| Pittsburgh Pirates | Workshop | 9/10 | $13,600 | 10 |
Areez had a well laid out plan and moved quickly through the process, but covered the topics well.
Areez had a well laid out plan and moved quickly through the process, but covered the topics well.
|
| BK GROUP PLC | Guided Implementation | 10/10 | $40,800 | 90 | |
| Encore Electric | Workshop | 8/10 | $13,600 | 10 |
Areez was an excellent facilitator and Encore was left with a clear action plan to try out Generative AI on 5 important use cases.
Areez was an excellent facilitator and Encore was left with a clear action plan to try out Generative AI on 5 important use cases.
|
| Wise Foods Inc | Workshop | 10/10 | $1.36M | 50 |
Best: Very good comments of the workshop.
Worst: Nothing really.
Best: Very good comments of the workshop.
Worst: Nothing really.
|
| Garfield County IT | Guided Implementation | 10/10 | $2,584 | 5 |
Bill's presentation was informative and provided suggestions for moving forward with our AI strategy.
Bill's presentation was informative and provided suggestions for moving forward with our AI strategy.
|
| UniSuper | Guided Implementation | 7/10 | $9,000 | 5 |
ITRG Provides Proven Results for IT Leaders
30,000+
ITRG members spanning the Global 2000
$400M+
Cut from IT costs with our pricing intelligence and advisory support
+8%
Increase in stakeholder satisfaction where IT leaders used Info-Tech services
9.5/10
Member-related value across +50,000 analyst calls, workshops and projects
About Info-Tech Research Group
Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.
We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
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