A roadmap that turned 40 AI ideas into 5 that paid.
Finance
A two‑week strategy sprint ranked every idea by return and risk.
Vantage Capital
Strategy
(01)
5
priority use cases
(02)
$1.2M
annual value
(03)
2 wk
to roadmap
(02) Challenge
Where the work was stuck.
Leadership had a long list of AI ideas from every department and no way to compare them.
(03) Approach
What we built.
We interviewed 28 people, mapped core processes and scored each idea on value, risk and data readiness — then built a 12‑month roadmap.
(04) Result
What changed.
Five priority use cases worth an estimated $1.2M a year, with the first live in six weeks.
For the first time, our AI plan fits on one page — and has numbers on it.
James Hart
CFO, Vantage Capital
Project
Live in production and reviewed monthly against the KPIs agreed before the build.
