UNLOCK AI POTENTIAL WITH A STRATEGIC APPROACH
Artificial Intelligence (AI) is transforming industries, but without a clear roadmap, companies risk wasted investment and missed opportunities. Our expert-led Accelerated AI Journey ensures you rapidly identify, prioritize, and validate AI opportunities in Salesforce.
Don’t fall behind. Get started with your Accelerated AI Journey today and achieve the following in four weeks or less!
AI & INTELLIGENT AUTOMATION USE CASE INVENTORY
Stakeholder Interviews & Discovery
We meet with your key business and IT leaders to understand pain points, business goals, and AI readiness. Identifying existing processes, automation, inefficiencies, and AI aspirations is crucial. By assessing these factors, we can better tailor our approach to meet the unique needs of each organization.
Technology Landscape Review
Assessing current systems, data availability, and AI capabilities is a critical step in your Accelerated AI Journey. By thoroughly identifying potential AI and automation opportunities based on existing infrastructure, we can ensure that our approach is tailored to meet the unique needs and readiness of each organization.
Industry & AI Market Research
We start by analyzing industry-specific AI applications, identifying successful implementations in the client’s sector such as AI-powered chatbots in financial services, predictive maintenance in manufacturing, or AI-driven risk analysis in insurance. This step is crucial in understanding how AI can be leveraged within your particular industry.
Next, we benchmark against industry leaders, reviewing how leading organizations in the client’s vertical are using AI to drive efficiency, revenue, and compliance. This comparison helps to set realistic expectations and goals for AI initiatives.
Furthermore, we evaluate top AI solutions that align with the client’s industry-specific needs. Recommendations may include Salesforce Einstein for predictive analytics, Azure OpenAI for natural language processing, or UiPath for process automation. Each solution is chosen based on its potential to address the client’s unique challenges and objectives.
Lastly, we identify regulatory and compliance factors to ensure that the AI solutions align with industry standards and legal requirements. Considerations might involve adherence to GDPR, HIPAA, or SOC 2 regulations, ensuring that any AI implementation is both effective and compliant.
Use Case Identification & Documentation
We develop an inventory of AI-driven Salesforce opportunities categorized by business function, such as customer service, finance, operations, and sales. These opportunities are aligned with strategic business goals, including cost savings, revenue generation, and risk mitigation. Insights from industry AI best practices and existing capabilities are incorporated to validate the feasibility and return on investment (ROI) of proposed AI initiatives. This comprehensive approach ensures that each opportunity is thoroughly analyzed and tailored to the specific needs and objectives of the organization.
“Not only is the Sikich team knowledgeable, their team members are great to work with and feel like an extension of our firm. No matter the task, they are dependable, responsive, accurate, and always up for the challenge in helping us come up with creative solutions. … We’re so glad to have teamed up with Sikich and we look forward to a long-lasting relationship.”
March Capital
PRIORITIZATION MATRIX & FEASIBILITY ANALYSIS
Impact vs. Complexity Evaluation
Our team assesses each AI use case for business impact and technical feasibility, then categorizes initiatives into different strategies: Quick Wins, Big Bets, and Long-Term Strategic Investments.
ROI & Business Case Development
We estimate potential cost savings, efficiency gains, and revenue opportunities that AI can offer. Additionally, we identify potential risks, compliance considerations, and required resources to ensure successful implementation.
AI Tool & Platform Recommendations
Our evaluation process involves assessing AI technologies such as Salesforce Einstein, Azure AI, and OpenAI to ensure they align with the business needs of our clients. We then provide a high-level architecture for integrating AI within the existing ecosystem, ensuring seamless implementation and optimal performance.
AI ROADMAP & IMPLEMENTATION STRATEGY
Step-by-Step AI Deployment Plan
To effectively implement AI within an organization, it is essential to define project phases, timelines, and dependencies. Our team will outline key milestones and deliverables for AI adoption and identify the required skill sets, training needs, and change management strategies. By doing so, your organization can ensure a structured approach to AI deployment, maximizing the chances of success and integration with existing systems.
Governance & Risk Considerations
Our team addresses security, compliance, and ethical AI concerns by defining robust data governance policies and implementing comprehensive AI model monitoring strategies. In this phase of the process, we ensure that our AI solutions are not only effective but also adhere to all required standards and regulations.
Executive Presentation & Roadmap Review
Our team will deliver findings and recommendations in an executive-ready presentation. We align the roadmap with leadership priorities and budget considerations by comprehensively reviewing each aspect. Our detailed analysis and strategic insights will ensure that the AI deployment plan is not only feasible but also aligned with your organization’s goals.
PROOF OF CONCEPT
Selection of a High-Impact, Low-Effort AI Use Case
To begin, our team will work with you to identify a “quick win” use case from your prioritization matrix that promises immediate business value.
Data Readiness Assessment
We will conduct a thorough data readiness assessment to validate the availability and quality of the data necessary for AI modeling.
Prototype Development in a Sandbox Environment
We will develop a prototype in a sandbox environment, implementing a small-scale AI solution such as a chatbot, predictive analytics tool, or document automation system. This prototype will demonstrate real-world business benefits and performance metrics, providing tangible evidence of AI’s potential within your organization.
Stakeholder Review & Next Steps
Once the prototype is completed, our team will present the findings and user feedback from the proof of concept to stakeholders. This review will help define the follow-up actions required to scale AI solutions within your organization, ensuring a seamless transition from prototype to full implementation.
