Implementation Roadmap
A phased approach to realizing $1.2M in annual value.
Phase 1: Quick Wins
Months 1-2
High impact, low effort initiatives to build momentum.
In Progress
Personalized Sales Outreach Generator
High
Meeting Notes Extractor
Medium
Phase 2: Core Optimization
Months 3-6
Transforming key operational bottlenecks.
Planned
Customer Support Triage Bot
High
Automated Invoice Processing
Medium
Phase 3: Deep Transformation
Months 6-12
Complex, high-value custom agent workflows.
Planned
AI Document Review Assistant
Very High
Regulatory Change Monitor
High