The Challenge
The AI organization within a major financial services company faced a challenge in clearly communicating their strategy and value proposition to leadership, leading to an inaccurate perception of the maturity of data science and analytics practices. While their capabilities support key business use cases, they needed more effective presentation materials to highlight their strategic impact.
Project Description
Further Advisory developed presentation materials, messaging, and a prioritized roadmap to effectively communicate the alignment of AI objectives with enterprise strategies, highlighting the AI value proposition and strategic impact. These efforts were designed to enhance executive understanding and secure continued buy-in for maintaining $10M in Generative AI funding.
Outcomes Delivered
- Historical Context and Key Results: A clearly articulated historical context that demonstrated a track record of delivering enterprise value, enhancing operations, and achieving cost efficiencies while progressing toward the strategic integration of Classical and Generative AI capabilities.
- AI as a Strategic Differentiator: Highlighted the role of the AI organization in driving transformation by aligning AI initiatives with business value, managing a balanced portfolio of models producing measurable impact, and directing ongoing R&D efforts toward the most impactful business opportunities.
- Target State Operating Model: Illustrated the value of the organization’s target-state operating model designed to navigate AI complexities through standardization, reusable configuration patterns, cloud technology, and built-in guardrails.
- 3-year Prioritized Roadmap: Crafted a prioritized roadmap intended to drive strategic transformation by facilitating AI adoption across a broader set of business partners, ensuring a portfolio of models optimized for business value, and scaling and maturing the AI operating model.
