£150K AI programme approved by the board in a single meeting.
A Series-B B2B SaaS business used a two-week readiness audit to move from a scattered set of opinions to a costed, governed programme their board could approve in one sitting.
- Sector
- B2B SaaS
- Stage
- Series B
- Engagement
- AI Readiness Audit
- Duration
- 3 weeks
The company had strong engineering, decent data hygiene and a leadership team that broadly agreed AI mattered. What they didn't have was a shared, costed view of where AI actually belonged in the roadmap versus where it was fashionable to talk about.
The board had already deferred the AI conversation twice. A third deferral wasn't going to look good, but neither was walking in with a slide deck full of adjectives.
Three weeks of structured interviews across product, engineering, customer success and operations produced a candidate list of use cases. Each was documented in the same one-page format: problem, evidence, effort, cost, risk, dependency, expected outcome.
Twelve use cases made it through basic viability screening. Four were flagged as quick wins — meaningful, buildable within a quarter, low integration risk. The rest were sequenced into a phased roadmap with explicit 'not yet' criteria.
Governance was drafted alongside the roadmap: model use policy, data handling, review cadence and the small internal group that would own decisions between board meetings.
- 01£150K programme approved by the board in a single meeting
- 0212 use cases with individual costed business cases
- 034 quick wins sequenced to ship inside one quarter
- 04One-page governance framework covering data, review and escalation
- 05Board-ready roadmap with 'do now', 'not yet' and 'leave alone' clearly separated
The reason the board approved was not the slide count — it was the docket. Every recommendation had a cost, a risk and a named owner before it entered the room. 'Interesting idea' had already been filtered out during week two.
The team asked for a leaner audit template for the next round. That's fair; the second time is always shorter because the language is already agreed.
- Do now
- Four quick wins, sequenced across one quarter.
- Not yet
- Eight use cases with named unlock conditions.
- Leave alone
- Everything vendor-led with no clear operational owner.
Ready to cut through the noise?
Sixty minutes. One clear answer. Book a paid strategy call and leave with a costed, honest next step.