AI Strategy & Transformation Roadmap — The 5 Phases (+ Optional Pilot Phase)

Designed for Microsoft, Snowflake, and Databricks Modern Data Platforms

1. Data & Business Landscape Assessment & Strategic Alignment

We assess your current data estate across Microsoft, Snowflake, and Databricks to understand readiness, gaps, and where AI can deliver measurable value.

Steps:

  • Evaluate Azure/Fabric, Snowflake, and Databricks data maturity
  • Review Power BI, Synapse, Purview, Unity Catalog, and governance layers
  • Identify business processes suited for AI augmentation
  • Interview stakeholders across business and IT
  • Define AI objectives aligned to your modern data platform

2. Modern AI‑Ready Architecture & Operating Model Design

We design an AI‑ready architecture that leverages the strengths of Microsoft, Snowflake, and Databricks—ensuring scalability, governance, and responsible AI adoption.

Steps:

  • Define AI architecture using Azure OpenAI, Snowflake Cortex, or Databricks Mosaic AI
  • Establish governance with Purview, Unity Catalog, or Snowflake governance tools
  • Create standards for data access, lineage, and quality
  • Identify required roles, skills, and operating rhythms
  • Document the enterprise AI blueprint aligned to platform best practices

3. Use Case Discovery, Prioritization & Value Modeling

We identify and prioritize AI use cases that align with your platform—leveraging Azure OpenAI, Snowflake ML, Databricks MLflow, or Copilot extensibility.

Steps:

  • Facilitate AI use‑case discovery workshops
  • Score use cases across value, feasibility, and data readiness
  • Model ROI using platform‑native AI and automation capabilities
  • Prioritize quick wins vs. strategic enterprise initiatives
  • Build a balanced, achievable AI use‑case portfolio

4. AI Roadmap Development & Implementation Planning

We translate strategy into a clear roadmap that sequences AI initiatives across Microsoft, Snowflake, and Databricks.

Steps:

  • Define phased implementation timelines
  • Map dependencies across Azure, Fabric, Snowflake, and Databricks
  • Identify required tools, services, and platform capabilities
  • Build a multi‑year roadmap aligned to business and platform goals
  • Provide executive‑ready recommendations and investment guidance

5. Governance, Risk Management & Responsible AI Frameworks

We implement responsible AI frameworks using Microsoft, Snowflake, and Databricks governance capabilities to ensure safe, secure AI adoption.

Steps:

  • Define Responsible AI guardrails using Microsoft and industry frameworks
  • Establish model monitoring, validation, and auditability
  • Implement governance with Purview, Unity Catalog, or Snowflake governance
  • Create lifecycle processes for model deployment and oversight
  • Provide training and enablement for responsible AI adoption

6. (Optional) AI Pilot Execution & Value Realization

We help you launch targeted pilots using Azure OpenAI, Snowflake Cortex, Databricks Mosaic AI, or SLM‑based prototypes to validate value and build momentum.

Steps:

  • Select pilot use cases aligned to your platform
  • Build proof‑of‑concept models or copilots using Azure, Snowflake, or Databricks
  • Validate performance, accuracy, and business impact
  • Measure ROI using Fabric, Snowflake, or Databricks analytics
  • Recommend next‑step scaling and enterprise rollout