Explore and Plan your transformation

AI Roadmap

Turn your vision into a clear and well-structured plan to deploy AI according to YOUR business’s priorities, capacities, and budget ✅

AI-development-objectives

Goals

An AI Roadmap transforms your ideas into tangible business outcomes with a step-by-step action plan. Whether you’d like to plan for AI policies, for tool implementation, or for full-scale automation within your business, our Roadmap services are here to help you define the “how-to”, based on industry best practices. It truly is a powerful tool to align your teams and map out your AI investments for the next 6 to 12 months.

Methodology

How it works

Discovery: Gather information & Insights

We start with a discovery phase that includes quantitative surveys, roundtables, and one-on-one interviews with your key stakeholders. Auditing your AI needs helps us ensure that we identify the most relevant opportunities for your business value according to your specific context.

Scoring: Assess your needs & Organizational goals

Then, our team analyzes the data to score opportunities, prioritizing specific machine learning use cases where every milestone is tied to real potential Return on Investment (ROI) to build a 6-to-12-month plan with a full budget breakdown.

Solution: Present the Roadmap for your AI strategy

We finish by presenting the detailed AI Roadmap for your business strategy and by validating the proposed outline and timeline with you, ensuring you launch your AI transformation on solid foundations.

What will you get?

  • A comprehensive AI audit of your processes, tools, environment security, and current data management
  • A clear evaluation of opportunities, prioritized by ROI (Scoring)
  • A detailed action plan and timeline (spanning 6 to 12 months) for a scalable AI infrastructure
  • Budget planning for all selected initiatives
  • The final roadmap presentation deck
Livrables clés d'un consultant Copilot.
For who ?

An AI Roadmap tool is ideal for you if ...

You have ideas to integrate AI into your business but need a structured plan to execute them.
You want to align leadership and teams on shared AI priorities in order to ensure successful adoption.
You need to secure investment for future AI initiatives by defining a clear budget and timeline for your goals and objectives.
Pricing

Starting at : $8,900 (CAD)

Duration : 6 weeks

Frequently Asked Questions (FAQ)

A business AI Roadmap is an actionable AI adoption plan spanning 6 to 12 months, built on a rigorous data audit and ROI-based prioritization of use cases for AI at scale. It relies on an audit of your operations, key processes, and data environment, followed by information gathering from teams (interviews, surveys), opportunity scoring, and ROI modeling for each identified AI use case.

Having and using an AI Roadmap for your business objectifies decision-making through financial modeling of gains (ROI) and a technical feasibility audit, preventing you from “flying blind.” It is particularly useful if you need to secure an AI investment budget with a quantified and de-risked execution plan. It is also essential for organizations ready to invest in AI that need to structure their digital transformation to guide (and justify) budget allocation. In short, an AI roadmap tells you what to do first, what it’s worth, if it’s feasible, and how to execute.

Yes, in order for the planning audit to be relevant to your AI Roadmap, we need to access some of your data that has an impact on your workflows (like structure and process flows). Doing so helps us assess your data readiness and the feasibility of your project. That being said, our team of Montreal-based AI specialists adheres strictly to a Non-Disclosure Agreement (NDA).

TL;DR 👉 We do not need access to any of our clients’ sensitive or personal data—only to data related to structure and process flows.

After delivering the AI Roadmap to your team, our experts leave you with a turnkey action plan for the next 6 to 12 months. You are free to execute it internally, with another partner, or to continue with Genia for the Pilot Project phase to develop the first identified solutions.

Yes, our experts include the budget to deploy an AI solution in the Roadmap they create for their clients. The main goal of this service is to help you secure your investment. To do so, we deliver a quantified estimate of compute / development costs (CAPEX) and recurring costs (OPEX), put into perspective with the expected ROI to guide your decisions.

Your AI Roadmap is created by a dedicated team of specialists combining strategic vision with academic rigor:

  • Alexandre Corbasson: Co-Founder & Strategist
  • Maxime Cohen: Director of AI & Scale AI Research Chairholder at McGill University
  • Victor Saisse: AI Engineer (Technical Lead)
  • Margaux de Lamarzelle: AI Project Manager

We also collaborate with your leadership, operational, and technical teams to gather insights and validate the strategy.

Our AI experts can build all kinds of roadmaps for businesses who’d like to integrate artificial intelligence into their daily operations. Since every organization is unique, the possibilities are nearly endless!

Here’s a list of concrete real-world examples of projects we have mapped out:

  • Marketing: Implementation of an automated “Content Factory” (AI Agents) for SEO writing and social media management
  • Customer Service: Deployment of an intelligent conversational assistant to automate repetitive requests and support customer service agents
  • Finance: Automation of document reconciliation and financial analysis processes
  • Human Resources: Optimization of recruitment processes (resume screening) and automated synthesis of employee feedback
  • Productivity: Deployment and adoption plan for Microsoft Copilot organization-wide to secure data and upskill teams
  • And way more!

Amongst the many use cases for AI Roadmaps in a business, there’s the scoping of an AI Agent (or Chatbot/Assistant), the planning of a scaled deployment of a future AI operating model (leveraging our Microsoft Copilot and ChatGPT experts), or even the establishment of AI Governance (Security, Access, Compliance) before an AI Pilot Project.

Here’s a few other examples of real use cases for an AI Roadmap in a business:

  • Internal HR Chatbot (insurance, time off, policies)
  • Customer Service Assistant (recurring questions, request triage)
  • Document Automation (invoices, forms, reconciliation)
  • Automated Synthesis (meetings, calls, files)
  • Assisted Internal Search (company docs, knowledge base)
  • Sales Prep Agent (pre-meeting brief, next actions)
  • Content Factory (SEO, social media, with validation)
  • And so much more!

Contact our AI experts to discuss your needs in a free first consultation.

To define the KPIs that we’ll use to measure the success of your AI Roadmap, our artificial intelligence experts start with your business objectives and key processes. We then translate each prioritized use case into measurable pre/post indicators (value, quality, adoption, and risk), with a baseline, a target, and a clear measurement cadence.

Far from being limited to these options, here are some examples of KPIs we might measure:

  • Financial: AI ROI per use case, Cost Avoidance, Cost per Operation
  • Operational: Hours/Time saved per process, Average Handle Time (AHT), Lead Time
  • Rates (%): Automation Rate, First Contact Resolution (FCR), Human Escalation Rate, Error and Accuracy Rate (e.g., extraction or classification errors), Adoption Rate (Active users, Usage frequency)
  • Surveys: Team satisfaction and needs
  • Risk & Compliance: Number of Incidents, Unauthorized access, Sensitive content detected/blocked

Performance tracking allows us to identify workflows to be boosted by AI-driven innovation while maintaining proper management of risks linked to this type of innovation, with a well-structured schedule and budget.

No, we are not; we are neutral on that matter. Since we are experts in a big variety of major AI environments (e.g., Microsoft Copilot, Azure, OpenAI ChatGPT, Google Gemini), our team truly recommends the AI tools that are most efficient and cost-effective for your specific technical reality and budget.

An AI Roadmap helps businesses plan for long-term observability by ensuring your AI systems remain reliable, accurate, and cost-effective long after the initial launch. It involves defining the specific tools and protocols needed to monitor performance drift, track API consumption costs, and detect potential errors in real-time.

For your business clients, an AI Roadmap that includes observability means planning for:

  • Accuracy Tracking: Is the AI still giving the right answers, or is it starting to “hallucinate” (make things up)?
  • Cost Monitoring: How much “fuel” (API tokens/compute power) is the AI consuming? Is the bill going to surprise you?
  • Bias & Compliance: Is the AI starting to give unfair answers or leaking data it shouldn’t?
  • Performance Drift: It tells you exactly when it’s time to retrain the model (AI models can get “stale” over time as data changes in real-time)

By including observability in your AI Roadmap, we help you accelerate your digital transformation with a clear budget allocation. You, then, prevent your business from “flying blind,” ensuring your AI remains a transparent, high-performing asset rather than a “black box” that creates technical or financial surprises.

RESSOURCES

L'IA, on en parle beaucoup

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