Workshop
AI Strategy Workshop
Turn AI ambition into a prioritized, funded action plan
Most leadership teams have competing opinions on AI priorities. phData’s AI Strategy Workshop produces alignment and a concrete roadmap in two to three weeks, before your competitors act on theirs.
1–2 day working session
In-person or virtual
One time
What you walk out with
A prioritized, funded intelligence roadmap your leadership team can execute. The kind of output that normally takes a six-week strategy engagement is produced in a single working session.
We can do that in a day for one reason: we don’t start from a blank whiteboard. Before we’re in the room, we’ve already built a use case library specific to your business. Drawn from your filings, your market, your competitors’ moves, and patterns from firms who’ve solved the same problems. You spend the day deciding, not brainstorming.
By the end of the session, you’ll have:
- A ranked portfolio of intelligence use cases, each tied to a specific business decision, a P&L estimate, and what it would take to build, so you’re comparing bets on economics rather than enthusiasm
- A clear read on where intelligence actually creates advantage in your business — and, just as important, where it doesn’t yet
- The sequence: what to fund first, what compounds off it, and what to leave for later
- What a well-structured Intelligence Platform looks like across its three layers: Foundation (data, compute, orchestration), Knowledge (semantics, ontology, metadata), and Intelligence (decisions, autonomy, development)
- A shared picture across your leadership team, the CFO, the CIO, and the operators leave the room agreeing on the same three priorities, which is usually the hardest part to manufacture
Who should be in the room
This is a decision-making session, which means it only works with the right people around the table at the same time. The prioritization you’ll leave with requires three kinds of authority, and it’s only as good as the seats you fill:
- The P&L owners (CEO, COO, business unit leads, and the finance, operations, or product executives who own the outcomes at stake): because every use case gets ranked against real economics, and only they can say what a decision is actually worth
- The platform owners (CIO, CTO, VP of Data or Engineering): because a roadmap you can’t build is a wish list, and they’re the reality check on what’s feasible and in what order
- The AI agenda owners (whoever drives AI strategy, use case selection, or the intelligence roadmap today): because they carry the context on what’s been tried, what’s in flight, and what’s already been promised
The output is a single prioritized roadmap your leadership team agrees on and alignment made in the room is the part that’s almost impossible to manufacture afterward.
Workshop logistics
Length
1–2 day working session
(2–3 weeks total, including pre-work and artifact delivery)
Delivery
In-person or virtual
Team Size
Designed for leadership groups up to 20
Environment
Standalone or paired with Advisory engagement
Why phData
phData has spent more than a decade building and delivering enterprise-scale AI programs that produce measurable, ROI-positive outcomes across complex organizations. This workshop is built on that delivery record. We know what works, what doesn’t, and what leadership teams consistently get wrong when they skip the strategy step.
What makes the approach different is what happens before we’re in the room. phData uses proprietary tooling to analyze your filings, market signals, and competitor moves and build a draft use case library specific to your business before the session begins. You’re not starting from zero. You’re starting from a structured set of candidates grounded in your actual market context, and spending your time deciding rather than generating.
Every concept in this workshop has been applied on actual implementations. The agenda is tailored to your organization before we show up.
- Snowflake Elite Services Partner (7× Partner of the Year)
- AWS Premier Partner (2025 Design Partner of the Year)
- Anthropic Preferred Partner
- dbt Visionary Partner (3× Partner of the Year, 2023–2025)
Frequently asked questions
What is an AI strategy workshop?
An AI strategy workshop is a structured, facilitated engagement where business and technology leaders align on where intelligence creates competitive advantage and build a prioritized roadmap for how to act on that advantage. phData’s AI Strategy Workshop runs two to three weeks and produces three concrete deliverables: an AI Vision Statement, a Use Case Prioritization Matrix, and a Phased Roadmap Draft.
How long does phData’s AI strategy workshop take?
The working session itself runs one to two days. The full engagement — including pre-work, use case library development, and post-session artifact delivery — takes two to three weeks. You leave with a funded action plan.
How do you prioritize AI use cases during the workshop?
phData uses a decision-first framework: every use case is mapped to a specific business decision, estimated for P&L impact, and ranked against implementation effort. What makes this possible in a single session is the pre-work: before the workshop begins, phData’s team builds a use case library specific to your business using proprietary tooling that analyzes your filings, market signals, and competitor patterns. You spend the day ranking real candidates on economics, not generating a list from scratch. The output is a Use Case Prioritization Matrix that separates quick wins from strategic initiatives and maps each to required intelligence platform capabilities.
What is an intelligence platform, and why does it matter for AI strategy?
An intelligence platform continuously turns a company’s data, knowledge, and processes into prescriptive, actionable decisions by both humans and AI agents. It spans three layers: Foundation (data, compute, orchestration), Knowledge (semantics, ontology, metadata), and Intelligence (decisions, autonomy, development). A strategy without a platform roadmap produces isolated wins that don’t compound. The workshop connects your use case priorities to the platform capabilities required to deliver them.
Who should attend the AI Strategy Workshop?
The workshop is designed for business and technology leaders who need alignment before building: CIOs, CTOs, CDOs, and executive use-case owners. phData facilitates structured sessions that bridge business priorities and technical architecture, so both groups leave with the same shared thesis.
What makes phData’s approach different from traditional AI strategy consulting?
Most strategy engagements start from a blank whiteboard and spend the first several weeks generating options. phData’s approach inverts that. Using proprietary tooling, phData’s team analyzes your filings, competitive signals, and market patterns before the session begins, so you arrive with a draft use case library already built for your business. You spend your time deciding, not brainstorming. That pre-work, combined with phData’s track record of delivering ROI-positive AI programs at enterprise scale and direct connection to phData Forge™ for execution, is what produces a funded roadmap in a single working session rather than a six-week engagement.
Request a workshop
Turn AI ambition into a funded action plan.
Most teams spend months debating priorities. This workshop produces leadership alignment and a concrete roadmap before your window closes.