Quick win
Route customer service emails
A precise problem, accessible data, and a measurable outcome. Decision: launch a limited pilot.
PLANAXION · QUICK-WIN AI WORKSHOP · 4 WEEKS
Decide which AI initiatives to fund. And which to reject.
In four weeks, five participants qualify ideas, verify the data, and deliver a roadmap leadership can defend.
PLANAXIONAI WORKSHOP
4 WKS
FACT4 WEEKS · 5 PARTICIPANTS
HYPOTHESISENOUGH DATA?
DECISIONFUND · PAUSE · REJECT
The workshop
Four weeks to produce a defensible decision
Before the workshop — Ideas proposed by several teams, no shared criteria, data assumed to be available, and no one knows what to fund first.
After four weeks — A ranked portfolio, documented assumptions, visible technical dependencies, and a clear decision for every initiative.
EXEMPLE DE LIVRABLECAS 03 · RÉV. A
DÉCISION PROVISOIREPRÉPARER
PROBLÈMEVALIDÉ
VALEURÀ CHIFFRER
DONNÉESINCOMPLÈTES
EFFORTSOUTENABLE
PROCHAINE DÉCISION
Confirmer les sources de données
The deliverable
A document leadership can approve — or reject
✓
Executive summary ready for your leadership committee
✓
Portfolio of AI use cases evaluated and ranked using a shared scorecard
✓
Architecture and data considerations
✓
Implementation plan executable by your teams, PlanAxion, or a partner of your choice
The investment depends on the scope, the teams involved, and the level of technical validation required. The budget is confirmed after a short scoping call.
Does the workshop depend on a specific tool or vendor?
The workshop remains independent of tools and vendors. Solutions are assessed after prioritization, based on existing systems, security requirements, and the level of integration required.
FUNDING OPTIONS TO VALIDATE
ESSOR · Services Québec · Scale AI. Eligibility is confirmed during scoping based on the mandate, eligible expenses, and deadlines.
CHECK APPLICABLE CONDITIONS →The process
Five controls before authorizing an AI initiative
01
Prepare
Pre-workshop questionnaire and an AI 101 refresher: everyone starts from the same point.
FACTSCOPE NAMED
HYPOTHESISPARTICIPANTS AVAILABLE?
DECISIONSCOPE
02
Identify
Ideation anchored in your operational friction, not in trends.
FACTFRICTIONS LISTED
HYPOTHESISMEASURABLE GAIN?
DECISIONQUALIFY
03
Prioritize
Every idea goes through the filter: problem, value, data, effort.
FACTVALUE COMPARED
HYPOTHESISSUSTAINABLE EFFORT?
DECISIONRANK
04
Validate the data
Diagnostic of the required data: available, reliable, usable or not.
FACTSOURCES IDENTIFIED
HYPOTHESISENOUGH QUALITY?
DECISIONAUTHORIZE / PAUSE
05
Decide and deliver
A prioritized roadmap, presented and defended in front of leadership.
FACTPRIORITIES SELECTED
HYPOTHESISCAPACITY CONFIRMED?
DECISIONFUND / REJECT
Why four weeks instead of a single day?
One day is enough to generate ideas. Four weeks allows time to prepare participants, verify data and systems, compare options, and deliver a recommendation leadership can actually evaluate.
The right filter
Four criteria settle every idea
The selected cases fall into quick wins, efficiency levers and strategic bets. The rest is deferred, not discarded.
ENTRÉES À VÉRIFIER4 CRITÈRES
01PROBLÈME
Est-il réel, précis et vécu?
02VALEUR
Peut-on mesurer le gain?
03DONNÉES
Sont-elles accessibles et fiables?
04EFFORT
Le test est-il proportionné au gain attendu?
ISSUELANCER · PRÉPARER · RECADRER · REPORTER
Expected outcome
A sound decision may be not to launch
The workshop reduces uncertainty before an investment. Based on the facts gathered, the right conclusion may be to launch a pilot, prepare the data, narrow the use case, or defer an idea whose value has not yet been demonstrated.
Launch
The problem, value, data and effort support a limited pilot.
Prepare
The value is clear, but a data or process dependency must be addressed.
Reframe
The idea is too broad. The use case, user and measure of success need to be defined.
Defer
The value or feasibility does not yet justify the investment.
Illustrative example
Three ideas. Three different decisions.
This fictional scenario shows how three ideas can lead to different decisions. The filter is not designed to make every idea win. It helps decide what to launch, prepare, or postpone.
Prepare first
Forecast demand by product
High potential value, but an incomplete data history. Decision: improve the data before the pilot.
Reframe
Deploy an AI assistant everywhere
The problem is too vague and success cannot be measured. Decision: postpone it and define a specific use.
Fictional scenario created only to illustrate the method. It does not represent a client engagement or actual results.
Decision point
Ready to decide where AI deserves investment?
A short scoping call is enough to validate the scope, participants, and available data. If the workshop is not the right next step, we will say so.
Check whether the workshop fitsBook a scoping callWhy PlanAxion
An independent recommendation, precise enough to be challenged.
The credibility of the engagement comes from an explicit method and a combined business, data, architecture, security and adoption perspective: known criteria, documented assumptions, traceable decisions and deliverables your teams can use after the workshop.
01
Independent advice
Recommendations follow your business priorities, with no specific software to push or predetermined solutions.
02
Business and IT vision
Each idea is evaluated based on its value, available data, integration, security, and adoption.
03
Defensible decisions
The use cases are evaluated, ranked, and documented to support budget allocation decisions with leadership.
04
Moving to execution
PlanAxion can then oversee the pilot, architecture, and implementation of the selected use cases.
What the method makes verifiable
A problem and a measure of success
Each use case is tied to a specific operational issue, an owner and an observable outcome.
Assumptions separated from facts
Available data, unknowns and required validations are distinguished before any recommendation.
An explained decision
Each idea receives a clear decision: launch, prepare, reframe or defer, with the reasoning behind it.
An assignable next step
Dependencies, the owner, the next validation and the implementation order are documented in the roadmap.
The expertise brought into the workshop
The engagement combines several decision perspectives so each use case is operationally relevant and technologically realistic.
Processes and operations
Pain points, repetitive tasks, responsibilities, control points and expected gains.
Data and feasibility
Availability, quality, access, confidentiality and required human validation.
Architecture and integration
Compatibility with existing systems, information flows and technical dependencies.
Governance and adoption
Risks, usage rules, roles, security and implementation conditions.
AI use cases
How do you identify and prioritize AI use cases?
Identifying and prioritizing AI use cases means starting from the company's real operational friction, running every idea through a four-criteria filter (the problem to solve, the expected value, the data available, the effort required), then sorting the surviving cases into quick wins, efficiency levers and strategic bets. Ideas that fail the filter are deferred, not discarded.
At PlanAxion, this takes the form of a 4-week workshop in five steps: Prepare, Identify, Prioritize, Validate the data, Decide and deliver. About five participants are enough, provided three roles are covered: someone who can decide, someone who knows the floor, someone who can validate the systems. One business unit at a time, not the whole company.
The deliverable: a prioritized roadmap with an executive summary, a portfolio of AI use cases evaluated and ranked against a shared framework, and the data and architecture considerations required to move into execution.
What criteria should be used to prioritize an AI use case?
Four criteria settle it: is the problem real and named, is the expected value measurable, does the required data already exist, and is the effort proportionate to the gain. A use case strong on all four becomes a quick win. A case strong on value but weak on data becomes a strategic bet: prepare the data before launching.
How long does it take to build an AI roadmap?
Four weeks, when the exercise is properly framed. The first AI use case should be specific enough to test, measure and adopt. A useful roadmap gets built without launching a heavy transformation.
Who should be involved in identifying AI use cases?
About five people covering three roles: someone who can decide, someone who knows the day-to-day work and can explain it, someone who can validate the systems and the data. Without those three roles at the table, prioritization stays theoretical.
How much does a corporate AI workshop cost?
The budget depends on the scope, the teams involved, and the level of technical validation required. It is confirmed after a short scoping call once the business unit, participants, and data to examine are clearly defined.
What is the difference between an AI workshop and AI training?
AI training teaches you how to use tools. The PlanAxion workshop is a strategic mandate: it helps leadership, business teams, and IT managers decide where to invest, what to test, and what to postpone.
What deliverables do you receive at the end of the workshop?
You receive an executive summary, a portfolio of evaluated and ranked AI use cases, key data and architecture considerations, and a clear roadmap for the first initiatives.
What happens after the AI workshop?
Your organization can launch the selected quick wins with its own teams or ask PlanAxion to oversee the pilot, architecture, integration, and scaling.
When is the AI workshop not a good fit?
The workshop is less suitable for organizations seeking only tool training, those that have not yet selected a business unit to examine, or those unable to involve a decision-maker, a business lead, and someone who can validate the data. In those situations, an awareness session or a preliminary assessment is often a better first step.
Explore PlanAxion’s AI consulting and implementation services.
Scoping call
In 30 minutes, we will tell you whether the workshop is the right next step.
We will confirm the business unit, the people to involve, and the level of data readiness.
Duration
About 30 minutes
Participants
One person from leadership, operations or IT
To prepare
Your main objective, process or operational pain point
Next
A clear recommendation on the next step
Designed for one business unit able to involve a decision-maker, a business lead, and someone from IT or data.
Briefly describe your situation
These details will help prepare a useful conversation from the first call.
Thank you. Your request has been received. A PlanAxion team member will contact you to validate the context and next step.
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