Trending Useful Information on AI systems You Should Know

AI Roadmap Workbook for Non-Technical Business Leaders

A straightforward, no-jargon workbook showing the real areas where AI adds value — and where it doesn’t.
The Dev Guys – Mumbai — Think deeply. Build simply. Ship fast.

Purpose of This Workbook

If you run a business today, you’re expected to “have an AI strategy”. All around, people are piloting, selling, or hyping AI solutions. But many non-technical leaders are caught between extremes:
• Agreeing to all AI suggestions blindly, expecting results.
• Saying “no” to everything because it feels risky or confusing.

It provides a third, smarter path — a clear, grounded way to find genuine AI opportunities.

Forget models and parameters — focus on how your business works. AI is only effective when built on your existing processes.

How to Use This Workbook

Either fill it solo or discuss it collaboratively. The purpose is reflection, not speed. By the end, you’ll have:
• A short list of meaningful AI opportunities tied to profit or efficiency.
• Understanding of where AI should not be used.
• A clear order of initiatives instead of scattered trials.

Think of it as a guide, not a form. Your AI plan should be simple enough to explain in one meeting.

AI strategy equals good business logic, simply expressed.

Step 1 — Business First

Begin with Results, Not Technology

Most AI discussions begin with tools and tech questions like “Can we use ChatGPT here?” — that’s backward. Instead, begin with clear results that matter to your company.

Ask:
• What top objectives are driving your business now?
• Where are teams overworked or error-prone?
• Where do poor data or slow insights hold back progress?

It should improve something tangible — speed, accuracy, or cost. If an idea doesn’t tie to these, it’s not a roadmap — it’s just an experiment.

Skipping this step leads to wasted tools; doing it right builds power.

Step 2 — See the Work

Understand the Flow Before Applying AI

Before deciding where AI fits, observe how work really flows — not how it’s described in meetings. Ask: “What happens from start to finish in this process?”.

Examples include:
• Lead comes in ? assigned ? follow-up ? quote ? revision ? close/lost.
• Customer issue logged ? categorised ? responded ? closed.
• Invoice issued ? tracked ? escalated ? payment confirmed.

Inputs, actions, outputs — that’s the simple structure. Ideal AI zones: messy inputs, repeatable steps, consistent outputs.

Rank and Select AI Use Cases

Evaluate Each Use Case for Business Value

Not every use case deserves action; prioritise by impact and feasibility.

Use a mental 2x2 chart — impact vs effort.
• Focus first on small, high-impact changes.
• Big strategic initiatives take time but deliver scale.
• Optional improvements with minimal value.
• High cost, low reward — skip them.

Add risk as a filter: where can AI act safely, and where must Gen AI consulting humans approve?.

Small wins set the foundation for larger bets.

Foundations & Humans

Data Quality Before AI Quality

AI projects fail more from poor data than bad models. Clarity first, automation later.

Design Human-in-the-Loop by Default

AI should draft, suggest, or monitor — not act blindly. Build confidence before full automation.

Common Traps

Steer Clear of Predictable Failures

01. The Demo Illusion — excitement without strategy.
02. The Pilot Problem — learning without impact.
03. The Full Automation Fantasy — imagining instant department replacement.

Choose disciplined execution over hype.

Partnering with Vendors and Developers

Frame problems, don’t build algorithms. State outcomes clearly — e.g., “reduce response time 40%”. Share messy data and edge cases so tech partners understand reality. Agree on success definitions and rollout phases.

Request real-world results, not sales pitches.

Evaluating AI Health

Indicators of a Balanced AI Plan

Your AI plan fits on one business slide.
Your focus remains on business, not tools.
Finance understands why these projects exist.

Quick AI Validation Guide

Before any project, confirm:
• Which business metric does this improve?
• Which workflow is involved, and can it be described simply?
• Do we have data and process clarity?
• Who owns the human oversight?
• What is the 3-month metric?
• If it fails, what valuable lesson remains?

Final Thought

AI should make your business calmer, clearer, and more controlled — not noisier or chaotic. A real roadmap is a disciplined sequence of high-value projects that strengthen your best people. When AI becomes part of your workflow quietly, it stops being hype — it becomes infrastructure.