Phase 1

Phase I – Business Understanding

🧭 AI Strategy Starts Here

Before any data is touched or models are built, your organization must first answer a critical question:

What business problem are we solving, and why should we solve it with AI?

That’s the core of Phase I – Business Understanding, the starting point of the CPMAI methodology.

🎯 Common Challenges We Address

• Uncertainty about where AI fits within your organization
• Lack of stakeholder alignment or executive sponsorship
• Unclear ROI or business value from AI investments
• An overload of ideas with no clear prioritization

🛠 Our Service: AI Strategy & Readiness Workshop

Duration: 2 weeks (fixed-scope)

 Format: Remote or hybrid sessions with key stakeholders

We guide your team through:

• Aligning strategic goals with AI opportunities
• Prioritizing use cases by impact, feasibility, and risk
• Defining clear success criteria (KPIs, ROI, outcomes)
• Mapping internal champions and implementation roles

📈 What You'll Receive

• A tailored AI Opportunity Brief (2-page summary)
• A Use Case Prioritization Matrix (Effort vs. Impact)
• A Stakeholder Alignment Summary
• Next-step recommendations for Phase II (Data Understanding)

📚 Built on Proven Methodology

This workshop combines the CPMAI framework with:

• CSCA® principles for strategic alignment
• PMP® and PMI-ACP® standards for clear scope and engagement
• Over 20 years of experience in healthcare finance, ERP, and project leadership

✅ Is This for You?

You’ll benefit from this service if you:

• Want to start with the right AI use case, not just any
• Have multiple ideas but need a business-first prioritization
• Need internal alignment and buy-in before moving forward

📅 Ready to Begin?

Lay the right foundation for AI success.

 Schedule a discovery call or book your Phase I Workshop today.

👉 No data required. No tech build. Just strategy, alignment, and clear next steps.