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Case 02 · B2B SaaS

£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
Context

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.

Approach

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.

Outcomes
  • 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
Reflections

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.

Decision docket
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.

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