AI Strategy & Roadmaps
Stop guessing. Start with a simple AI plan that works in the real world.
Most businesses don’t need “big AI.” They need clear use cases, safe data handling, and a step-by-step plan that their team can actually execute.
AI Strategy & Roadmaps helps you identify the best opportunities for AI inside your business, prioritize them, and build a phased plan to implement without chaos.
What this solves
You’re asking questions like:
- “Where can AI save us time right now?”
- “What can we automate without breaking things?”
- “How do we use AI safely with our customer data?”
- “Which tools are worth it — and which are hype?”
- “How do we roll this out to our team without pushback?”
We turn those questions into a clear AI roadmap you can follow.
What you get
1) AI Opportunity Map (quick wins + big wins)
We identify and rank the highest-impact use cases for your business, such as:
- Customer support + email response drafting
- Sales follow-ups + proposal/quote generation
- Meeting notes + action-item automation
- Document processing (invoices, forms, PDFs)
- Knowledge search across internal docs
- HR onboarding + SOP creation
- Reporting + dashboard insights
- Compliance / policy drafting support
2) AI Readiness Snapshot
A plain-language view of what’s needed to succeed:
- Data sources and quality (what you have vs what you need)
- Security and access controls (who can use what)
- Risk flags (sensitive data, regulated data, customer contracts)
- Tooling fit (Microsoft, Google, CRMs, ticketing systems)
3) A Phased Implementation Roadmap
A simple 30/60/90-day plan with:
- Recommended use cases in order
- Required data + permissions
- Tool recommendations (lightweight, realistic)
- Ownership (who does what)
- Training and adoption plan
- Success metrics (time saved, error reduction, throughput)
4) “Start Monday” Playbook
You’ll leave with:
- A short action list for week 1
- Templates (prompt guide, SOP outline, basic AI usage policy)
- Optional pilot plan (1–2 workflows to test fast)
How it works
- Discovery call (your goals, pain points, and systems)
- Workflow walkthrough (where time is lost today)
- Use-case prioritization (ROI + feasibility)
- Roadmap delivery (clear plan + next steps)
- Optional support to help implement
Who this is for
Best fit for:
- Small to mid-sized businesses (1–500+ employees)
- Owners / CEOs / COOs / CFOs who want results, not buzzwords
- Teams already using Microsoft 365 or Google Workspace
- Companies with repeatable processes (sales, service, operations, admin)
What makes this different
- Business-first, not tool-first
- Focused on speed, simplicity, and measurable wins
- Built with security and responsible use in mind
- Designed for teams who need practical guidance, not a science project
Pricing
Our AI Strategy work is very affordable and we offer discounted packages for small businesses and first-time AI pilots.
We’ll recommend the smallest engagement that gets you clear outcomes.
Get started
Call/Text: 615-395-2960
Email: contact@elitesourcepartners.com
Subject/Message: “AI ROADMAP”
Tell us your industry and your biggest time-waster, and we’ll schedule a quick discovery call.
AI Assessments & Audits
If your team is already using AI, you need clarity — not guesswork.
Most small businesses adopt AI fast: staff uses ChatGPT, Copilot, or other tools to write emails, summarize docs, draft proposals, or analyze data. That’s fine — until:
- Sensitive information gets pasted into the wrong place
- Results are inconsistent or incorrect
- Nobody knows what tools are being used (or by whom)
- Customers ask, “How are you using AI with our data?”
- Leadership wants ROI, but can’t measure impact
Elite Source Partners delivers AI Assessments & Audits as a focused project that shows what’s happening, what’s risky, and what to do next.
What this solves
You get answers to questions like:
- “Where is AI being used in our business right now?”
- “Are employees using AI safely with company/customer data?”
- “What are our biggest exposure points (privacy, contracts, errors)?”
- “Which AI use cases are actually saving time vs creating rework?”
- “What policies and guardrails should we put in place — without slowing people down?”
What you get (deliverables)
1) AI Usage & Tool Inventory
- What AI tools are in use (approved + shadow use)
- Who’s using them and for what workflows
- Where data is coming from (docs, email, CRM, spreadsheets, customer data)
2) Risk & Controls Review (plain language)
We review practical areas that matter to a small business:
- Data sensitivity and “what should never be pasted into AI”
- Access controls and account security
- Vendor/tool terms and data handling assumptions
- Output quality risks (hallucinations, wrong decisions, brand tone)
- Basic compliance considerations (industry-specific where applicable)
3) AI Guardrails Package (simple, usable)
- AI Acceptable Use Policy (1–2 pages, not legalese)
- “Safe Prompting” guidelines for staff
- Recommended do’s/don’ts by department (sales, ops, finance, HR)
4) Priority Fix List + Roadmap
- Top risks to address first (quick wins)
- Recommended controls and process changes
- A lightweight 30/60/90-day plan to improve safety and ROI
5) Executive Summary
- What’s working
- What’s risky
- What to fix next
- What to standardize so results are consistent
How it works
- Kickoff call (goals, tools, departments involved)
- Short interviews (30–45 minutes each with key users)
- Evidence-based review (workflows, prompts, sample outputs, tool usage)
- Report + guardrails delivery (clear actions, not theory)
- Optional: help implementing the top fixes
Who this is for
Best fit for:
- 10–500 employee businesses
- Leadership teams who want AI benefits without unnecessary risk
- Companies using Microsoft 365 (Copilot) or ChatGPT in daily work
- Teams preparing for customer/vendor questions about AI and data handling
Why Elite Source Partners
- Business-first approach (reduce risk, reduce rework, improve outcomes)
- Practical policies people actually follow
- Clear deliverables and prioritized recommendations
- Designed for small businesses — no enterprise bureaucracy
Pricing
Our AI Assessments & Audits are very affordable and we offer discounted packages for small businesses and first-time reviews.
Scope is simple and transparent based on team size and number of workflows reviewed.
Get started
Call/Text: 615-395-2960
Email: contact@elitesourcepartners.com
Subject/Message: “AI AUDIT”
Tell us your employee count and which AI tools your team is using today (even if you’re not fully sure).