AI Roadmap
Assessed the current state of data, analytics, and AI readiness within the organization to create 3 year roadmap for AI adoption within the organization


The client was a major mortgage financing company - which wanted to increase their efficiency by embracing more data for their day to day operations and become an analytics competitor in a phased manner. To start the journey, the company wanted to create a roadmap for transformation.


To help the client on its journey, we assessed their current state capabilities, processes, and data assets. We created a rating framework for measuring analytics maturity for various functions and departments like sales, risk, operations, etc.

For eah department/ functions, a 3 year roadmap was created to identify and track initiatives which corresponded with functional goals. Each initiative was broken down by requirements and we rated each initiative on the basis of ease of analysis and likely impact.

An organization wide prioritization was done to bring synergies between individual requirements and a final 3 year roadmap was published which was integrated with organization goals and focus.

We helped in creating a business plan with required investments for getting the roadmap implemented. The plan not only included the requirement for setting up the analytics capabilities, but also had inputs on creating analytics data assets.

Finally, we helped in designing the internal analytics Center of Excellence which will act as the custodian of the roadmap and as a link between various business and technology teams


The 3 year roadmap along with the investment requirement has been approved by the board of the clients and is being currently implemented.

We have helped create the internal analytics Center of Excellence by hiring the right leaders together with client and enabling the ACoE leadership with organizational focus.

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