An AI strategy decides which business problems AI should solve first, what it will take, and in what order.
TOGAF certified architects · Salesforce and OpenAI Select Partner · 15+ years of team experience
AI strategy and roadmap for leaders deciding where AI should pay off first.
We find and rank your AI use cases with the people who own them, check what each one needs, and give you a business case and a roadmap you can fund.
See how we rank use cases
- 15+Years of team experience
- 20+Enterprise implementations
- 60 minFree AI strategy review, with a written plan
- 5.0/5Client satisfaction (CSAT)
Proven Success With
5.0/5 CSAT
New to an AI strategy?
What is an AI strategy?
It rests on a ranked list of use cases, each with an owner, the data it needs and an estimate of value and effort.
The result is a roadmap and a business case leadership can fund, plus the operating model to deliver them.
Where you are starting from
Where is your organization on AI?
Most organizations sit at one of four stages. The strategy starts from yours.
Exploring
Interest from leadership and a few people trying public tools.
Start with policy basics and a use-case list.
Experimenting
Several pilots and no shared way to judge or fund them.
Rank the pilots and stop those without a case.
Operating
One or two use cases live, each built its own way.
Set shared platforms, governance and an intake.
Scaling
AI in several teams, with a portfolio to manage.
Measure value and reset the roadmap each quarter.
What you get
What does an AI strategy engagement deliver?
Eight deliverables your team keeps and updates after we leave.
Discovery workshops
Ideas from every team, with owners and data noted.
You keepUse-case long listPrioritization
Value and feasibility scored with each owner.
You keepScored shortlistReadiness assessment
Data, skills, platforms and governance checked.
You keepReadiness reportBusiness case
Costs and benefits, use case by use case.
You keepBusiness case modelAI roadmap
Stages, foundations and owners in one view.
You keepRoadmap deckOperating model
Who owns, approves, builds and supports AI.
You keepOperating model and decision rightsGovernance starter
The first rules, sized to grow.
You keepAI policy draft and risk tiersPlatform choice
Build, buy or configure, per use case.
You keepTarget AI architecture
How it runs
How does an AI strategy engagement run?
Every idea gets a fair look, and the list narrows to a funded shortlist and a roadmap.
- 01Listen
Interviews with leaders and the teams doing the work.
- 02Collect
Every idea written up with its owner, data and users.
- 03Screen
Ideas with no data, owner or clear benefit set aside.
- 04Score
Value and feasibility rated with the owners.
- 05Plan
The shortlist sequenced, costed and put on a roadmap.
Prioritization
How do you prioritize AI use cases?
Each use case is placed on business value and feasibility. Its quadrant decides what happens next.
Business valueFeasibility
P
Prepare
Fix the foundations first
Worth doing, but the data, access or skills are not ready yet.
D
Do now
Fund a pilot
Clear value and the data to support it. These open the roadmap.
X
Set aside
Record and park
Little value and hard to build. Kept on file until the facts change.
Q
Quick win
Use what you own
Easy and modest. Often covered by AI features in tools you already license.
Readiness
What does an AI readiness assessment check?
Three areas, checked against the use cases on your shortlist.
Data
- Where the data for each use case lives
- Quality, ownership and access rules
- Whether AI may use it under your policies and contracts
- How AI will read and write it
Skills and people
- Who will own each use case
- Skills to build and support AI
- Training staff will need
- Impact on the teams affected
Governance and platforms
- AI policy and acceptable use
- Risk tier for each use case
- Approved models and vendors
- Security, logging and monitoring
Business case
What should an AI business case include?
Model fees and build cost are what most estimates show. The business case counts the rest.
On the invoiceOff the invoice
- Model and license feesUsage charges or per-user licenses. (on the invoice)
- BuildDesign, development and integration. (on the invoice)
- Data preparationCleaning, access and permission work before AI can use the data. (not on the invoice)
- EvaluationTest sets and grading on every change. (not on the invoice)
- Change and trainingHelping teams change how they work. (not on the invoice)
- Running and monitoringHosting, support, tuning and incident handling. (not on the invoice)
- Total cost of ownershipWhat rationalization measures
Operating model
What AI operating model fits your organization?
Four parts, set up together, so the second and third use cases are faster than the first.
People
Who owns, builds and supports AI.
- Executive sponsor
- Use-case owners
- Builders and support
Intake
How ideas enter and get approved.
- Request form
- Triage and risk tier
- Funding decision
Platforms
What teams build on.
- Approved models
- Shared integrations
- Evaluation tooling
Governance
How AI is checked.
- AI policy
- Human oversight
- Value reviews
Your AI program
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your AI strategy setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
Healthcare & Life SciencesLive Call Transcription That Drafts a 16-Field Emergency Form While the Operator ListensProduction AI for an emergency medical consultation line in Japan: live Japanese transcription with speaker separation, a 16-field form drafted during the call, operator review, end-of-call summaries and regional vocabulary engineering.Custom AI · Speech-to-text · Speaker separation · Large language modelsRead the story 
Consumer Goods & RetailGoverned Agentforce From Sandbox to Production for a Consumer Products BrandAgentforce for an Australian consumer products brand: agent configuration and testing, AI actions on business records, permission design, sandbox fixes and a controlled production deployment.Agentforce · Einstein · Salesforce Platform · Permission SetsRead the story 
Financial ServicesAI Deal Matching That Screens Companies Against Every Investor MandateSales Cloud, Agentforce, Data 360 and Prompt Builder for a US private equity advisory firm: mandates, AI first-pass ranking, deep scoring with rationale, and deals created from approved matches.Sales Cloud · Agentforce · Data 360 · Prompt BuilderRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
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“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
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Jack BennettConsumer Goods & Retail · United States
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
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“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
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Frequently asked questions
AI strategy, answered.
Straight answers about roadmaps, prioritization, readiness, vendors and pricing.
Help deciding where AI should be used first: finding and ranking use cases, checking readiness, writing the business case and roadmap, and setting up the operating model to deliver it.
Ranked use cases in stages, the data, platform and governance work each needs, owners, costs and the measures that show whether each one worked.
Each use case is scored with its owner on business value and on feasibility: data, access, skills and risk. Those high on both go first.
A check of your data, skills, platforms and governance against the use cases you want, showing what must be fixed before each one can start.
Not a long one. A short ranked list and a named owner are enough to start one pilot well. The full roadmap can follow.
We are a Salesforce Select Partner and an OpenAI Select Partner, and we also work with Anthropic Claude, Google Gemini and open-weight models. We recommend per use case.
Yes. If the work lives in Salesforce, the roadmap can include our Agentforce Readiness (3 days) and Roadmap (5 days) programs.
As a fixed-scope project with milestones, agreed in a written proposal before anything starts. The plans are on our pricing page.
TOGAF is a registered trademark of The Open Group. Salesforce and Agentforce are trademarks of Salesforce, Inc. OpenAI is a trademark of OpenAI. Claude and Anthropic are trademarks of Anthropic, PBC. Gemini is a trademark of Google LLC. SynconAI is an independent consulting firm; apart from its Salesforce and OpenAI partner status, it is not affiliated with or endorsed by these companies.
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