.svg){kind=logo}
A bounded advisory engagement that builds the business case and phased roadmap your transformation initiative needs to secure funding and executive commitment, with the options analysis, cost-benefit rationale, and sequencing needed to move from strategic intent to a fundable, board-ready plan.
![[interface] image of a computer showcasing educational software (for a edtech)](https://cdn.prod.website-files.com/695901426d15f81dacd94adc/6a22041a1c3cd7db37a6fbb7_ChatGPT%20Image%20Jun%204%2C%202026%2C%2007_02_20%20PM.png)
No Business Case Exists — Leadership knows change is needed, but there's no documented rationale, cost-benefit analysis, or funding justification to move forward.
Competing Investment Priorities — Multiple initiatives are vying for the same funding, and leadership needs a clear comparison of options and trade-offs.
No Phased Roadmap — The vision is clear, but there's no sequenced plan showing how to get from current state to future state.
Multi-Year or Multi-Phase Complexity — The initiative spans years or business units, and leadership needs a realistic phasing and dependency plan before committing.
Funding Approval Required — You need a credible, board-ready case to secure budget, executive sponsorship, or steering committee sign-off.
Unclear Value or ROI — The benefits of the transformation haven't been quantified, making it hard to justify the spend internally.
Stalled or Paused Initiative — A transformation has lost momentum and needs a refreshed case and roadmap to re-engage sponsors.
Board or Executive Scrutiny Expected — The initiative will face tough questions from a board, investment committee, or senior leadership, and the case needs to withstand that scrutiny with credible numbers and a defensible rationale.
Business Case Document — A clear articulation of the problem, strategic rationale, expected benefits, and the cost of inaction.
Cost-Benefit & ROI Summary — Quantified benefits, estimated investment, and payback timeline to support funding decisions.
Risk & Assumption Register — Key risks, assumptions, and mitigations that could affect cost, timeline, or outcomes.
Executive Summary & Recommendation — A concise, board-ready summary with a clear recommendation and next steps.
Options & Trade-off Analysis — Viable alternatives compared against cost, risk, timeline, and strategic fit, with a recommended path.
Phased Transformation Roadmap — A sequenced plan from current state to future state, with phases, milestones, and dependencies.
Stakeholder & Governance Map — Decision owners, sponsors, and the approval path needed to move the case forward.
CAD $2,950
3-5 business days
A quick assessment to validate the strategic rationale and identify major gaps before a full case is built.
Executive intake & brief
Problem & opportunity framing
High-level cost-benefit view
Diagnostic summary
CAD $8,500
1-2 weeks
Our most popular engagement to build a funding-ready business case and phased roadmap.
All Diagnostic inclusions
Options & trade-off analysis
Cost-benefit & ROI summary
Phased transformation roadmap
Executive summary & recommendation
CAD $15,900
3-4 weeks
Extended engagement for complex, multi-phase, or enterprise-scale transformation initiatives.
All Sprint inclusions
Deep stakeholder & governance mapping
Detailed risk & assumption register
Multi-year phasing with dependencies
Board-ready presentation materials
CAD $5,250
5-7 business days
An independent review of an existing business case or roadmap before it goes to funding approval.
Independent review of existing business case, roadmap, or benefits rationale
Validation of assumptions, cost-benefit logic, and ROI calculations
Gap and risk identification before funding submission
Assessment of phasing, sequencing, and dependency logic
Executive summary with findings and recommended revisions
This assessment focuses on AI-enabled delivery governance and readiness. The following are outside this engagement.
Full Business Case Execution or program management
Detailed financial modeling or capital budgeting analysis
Vendor or platform selection
Technical/Solution Architecture design
Change management and communications rollout
Open-ended or hourly advisory support
Senior, Hands-On Expertise — Engagements are led directly by experienced business architects and analysts, not delegated to junior staff.
Bounded, Fixed-Scope Engagements — Clear deliverables and timelines, with no uncontrolled hourly spend.
Built for Executive Scrutiny — Outputs are structured to withstand board, investment committee, and sponsor-level review.
AI-Enabled, Expert-Guided — Faster turnaround through AI-enabled methods, validated by experienced domain judgment at every step.
Independent and Objective — No vendor affiliations or product bias shaping the recommendation.
Proven Across Complex Sectors — Experience spanning insurance, public sector, retail, and large-scale transformation initiatives.