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AI Strategy

AI Strategy is about deciding where AI can truly move the needle in your and your customers' business—and where it’s just noise.

We help you connect AI opportunities directly to growth, efficiency, and differentiation, so you invest in fewer, higher-impact initiatives instead of chasing every new trend.

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AI Innovation Accelerator

Our AI Innovation Accelerator is designed to surface, shape, and test the AI use cases that matter most to your business. We concentrate on grounded, real-world applications—places where AI can clearly boost revenue, reduce cost, speed up work, or enhance customer experiences—rather than abstract experiments. Through short, intensive sprints, we take you from raw ideas to tested prototypes, creating a realistic pipeline of AI initiatives aligned with your capabilities, data, and risk tolerance.

AI Strategy Problem Design

Successful AI starts with sharp problem definition, not with choosing a model or platform. We collaborate with your leadership team to crisply articulate AI-ready problems: which decisions need improvement, which workflows need redesign, and what data is required to support them. By tying each AI initiative to concrete business outcomes, constraints, and ethical boundaries from day one, we ensure your investments are focused, measurable, and strategically consistent with where you want the company to go.

AI Challenges

For many B2B SMBs, AI feels both urgent and unclear. Leaders know they “should be doing something with AI,” but struggle to connect that impulse to a clear, value-driven strategy for their own business. Internally, they face questions about where to start, how to prioritize use cases, whether their data is good enough, how to manage change and skills, and how to avoid compliance, privacy, and ethical pitfalls.​

On the product and service side, the challenge is different but related. Teams want to embed AI into their offerings to stay competitive, yet worry about over-promising, under-delivering, or building features that customers don’t actually use. They must navigate questions around pricing, positioning, integration into existing workflows, and long-term maintenance of AI-enabled features—often without a clear framework or prior experience.

 

What to Expect — Our Process

  1. Clarify Strategic Intent - We begin by understanding your overall business strategy: where you’re trying to grow, defend, or differentiate. From there, we define what AI is for in your context (e.g., sales efficiency, product stickiness, margin improvement), so every subsequent decision ladders up to that intent.

  2. Map Opportunities & Problems - Next, we run structured sessions with key stakeholders to identify high-potential AI use cases across internal operations and your product/service portfolio. We frame these as precise “problem statements” tied to specific decisions, workflows, and customer journeys—avoiding vague, un-actionable ideas.

  3. Prioritize and Design Use Cases - We assess each opportunity on impact, feasibility, data readiness, and risk, then narrow down to a short list of priority use cases. For each, we shape a clear mini-concept: what changes, who benefits, how it works in practice, and what data and capabilities are required.

  4. Prototype & Test - Using lean experimentation, we move from concept to prototype—often starting with simple, low-fidelity or “human-in-the-loop” versions. We test with real users or internal teams to validate value, usability, and risks before committing to a full-scale build-out.

  5. Define the AI Operating Model - As we validate use cases, we help you design the governance, processes, and roles needed to run AI safely and sustainably. This includes oversight of data and models, risk and compliance considerations, and lightweight metrics to track adoption and impact.

  6. Build the Roadmap & Investment Case - Finally, we consolidate the work into a practical, staged AI roadmap, including timelines, resource requirements, and expected business outcomes. This gives you a straightforward narrative for your board, investors, and teams: what you’re doing, why, and how you’ll measure success.

The Outcome — What You Get

By the end of an AI Strategy engagement, you can expect:

  • Clear AI purpose: A concise articulation of how AI supports your overall strategy, not a standalone science project.

  • Prioritized portfolio of AI use cases: A short, well-argued list of internal and product-facing AI initiatives, ranked by impact and feasibility.

  • Validated concepts & prototypes: Early evidence that your top AI ideas create value for users and the business before you scale investment.

  • AI problem framing library: A set of well-structured problem statements your teams can reuse and extend as new opportunities emerge.

  • AI governance & operating guidelines: Practical guardrails for data, ethics, risk, and decision-making rights to ensure AI is managed responsibly.

  • Actionable roadmap & business case: A phased plan with milestones, resource needs, and outcome targets that you can confidently socialize and execute.

In short, you leave with AI that serves your strategy, not the other way around.

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ClerPath

Contact Info

647.499.2824

​Office Address: 

5000 Yonge St., Suite 1902

Toronto, ON M2N 7G8

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