[Enterprise AI](/ai-integration-for-enterprises) Roadmap: A 90-Day Plan from Pilot to Production
Executive summary
Enterprises don't need sprawling, multi-year AI programs to create value. With tight scope and disciplined execution, you can ship a production-grade AI capability in 90 days—measured, compliant, and aligned to business outcomes. This roadmap provides a pragmatic plan for CIOs and COOs to move from ideas to an operating pilot, then to a controlled production rollout. The emphasis is on measurable ROI, security-by-design, and change management so adoption sticks.Why 90 days works
- Focus forces prioritization. Constraining to 90 days eliminates nice-to-have features that dilute value. - Momentum reduces risk. Shipping a small, well-governed pilot surfaces real-world constraints early. - Confidence enables funding. Clear outcomes and baselines establish credibility for the next tranche of investment.Guiding principles
- Business-outcome first: Tie every requirement to a KPI that a business owner cares about. - Security and compliance by default: Bake in controls on day one. Don't retrofit. - Human-in-the-loop where it matters: Achieve speed without ceding oversight. - Measure before and after: Establish baselines up front to prove impact. - Keep the surface area small: Prioritize one or two high-leverage use cases. - Plan for handover: Document runbooks, train users, and set clear ownership.Day 0 prerequisites
Before Day 1, confirm: - Executive sponsor and business owner: A VP/Director accountable for the outcome and adoption. - Cross-functional team staffed: Product, engineering, data/ML, security, legal/privacy, and operations. - Budget and access: Environment access, sandbox datasets, procurement guardrails, and a contingency reserve. - Risk and compliance alignment: Initial policy decisions on data residency, retention, and acceptable use. - Success criteria defined: Target metrics, measurement methods, and decision thresholds for go/no-go.Phase 1 (Days 1–30): Discover and de-risk
Goal: Select high-ROI use cases, confirm data readiness, design the solution and guardrails, and build a thin proof of viability.1) Pick 1–2 high-impact use cases
Use a quick scoring model across value, feasibility, and risk: - Customer support deflection: Automated answers with agent assist; measured by deflection rate and handle time. - Contract review triage: Clause extraction and risk flags; measured by review throughput and variance in cycle time. - Sales enablement: Drafting emails and summarizing calls; measured by cycle time and pipeline velocity. - Document processing: Invoice/PDF extraction; measured by straight-through processing (STP) and exception rate.Selection criteria: - Clear owner and process fit - Contained data scope with manageable sensitivity - Achievable latency, accuracy, and cost targets - Integration path that avoids re-architecture
Deliverable: Use case one-pagers with success metrics, scope, and stakeholders.
2) Establish baselines and target outcomes
Define how you'll prove value: - Operational: AHT, deflection, cycle time, first contact resolution - Quality: Accuracy, recall/precision on key fields, user satisfaction - Financial: Cost per ticket/document, savings per transaction, time saved per FTE - Risk: Error severity distribution, override rates, exception volumeDeliverable: Baseline report and target thresholds (e.g., "Reduce invoice processing time from 36h to 8h with ≤2% critical errors, achieve $0.18 marginal cost per document").
3) Data readiness and access
- Inventory and classify data: Sources, PII, sensitivity, ownership - Create a governed sandbox: Mask PII as appropriate, log access - Sampling and annotation: Build small, representative datasets with ground truth labels and rubrics - Retention and residency decisions: Define what is stored, for how long, and whereDeliverable: Data readiness memo, sampling plan, glossary, and quality rubrics.
4) Architecture and vendor fit
Make decisions early to avoid churn: - Model strategy: General-purpose LLM vs domain-tuned; open vs hosted; fallback models for resilience - Retrieval (if needed): Choose vector store and ingestion approach; define chunking/indexing rules - Inference placement: Edge vs region vs on-prem based on latency, privacy, and cost - Integration patterns: Event-driven vs synchronous; how to log, monitor, and route exceptions - Procurement: Shortlist vendors; align on SLAs, pricing, and data handlingDeliverable: High-level architecture diagram, vendor shortlist, and cost model with unit economics.
5) Guardrails and governance design
- Security: Secret management, network boundaries, dependency scanning - Privacy: Data minimization, prompt/response redaction, DLP - Safety: Prompt injection defenses, allowed sources, response filters - Accountability: Human-in-the-loop thresholds, review queues, override and escalation paths - Auditability: Event and inference logging, correlation IDs, immutable audit trailsDeliverable: AI policy addendum, risk register, and control checklist.
6) Thin proof of viability
Build a narrow spike to de-risk the riskiest element (e.g., retrieval quality or field extraction accuracy) using a handful of examples and a simple UI or CLI.Deliverable: Findings report with precision/recall and latency on the sampled dataset; decision to proceed to build.
Phase 2 (Days 31–60): Build and validate
Goal: Ship a minimal lovable pilot (MLP) to a controlled group, with end-to-end quality, safety, and observability.1) Implement the MLP
- Core capability: The smallest set of features that deliver end-to-end value (e.g., draft answer, show sources, one-click escalate) - UX that builds trust: Show citations, confidence indicators, and an easy path to correction - Feedback capture: In-line thumbs up/down with reason codes; capture agent edits as training signals2) Technical architecture
- Data ingestion: Deterministic pipelines with deduplication, PII handling, and content chunking - Retrieval (if applicable): Embedding choice, vector DB, hybrid search, and freshness strategy - Orchestration: Stateless server-side actions that call models; idempotent retries and timeouts - Observability: Tracing across UI/inference/integrations; structured logs with request IDs; dashboards for latency, cost, and quality - Caching and cost control: Response caching where safe, structured prompts, prompt compression, and model routing based on context3) Evaluation and red teaming
- Offline evaluation: Holdout set with labeled outcomes; measure precision, recall, and hallucination rate - Online evaluation: Shadow/live tests with small cohort; track task success, time saved, escalation rate - Red teaming: Prompt injection, jailbreak attempts, data exfiltration probes; adversarial content testing4) Security and compliance checkpoints
- DPIA/PIA as needed - Access controls: SSO, RBAC, least privilege; service-to-service auth - Data handling: Encryption at rest/in transit; explicit retention and deletion policies - Audit logs: Immutable storage for sensitive actions; reviewer identity attached to overrides5) Change management and enablement
- Training: Short task-based videos and scripts; clear do/don't list - Playbooks: When to trust AI, when to escalate; error taxonomy and remediation steps - Communication: Set expectations—AI assists, humans decide; publish metrics and wins to build momentum6) Pilot launch (limited cohort)
- Scope: One team or region; 10–50 users for 2–4 weeks - Support: Slack/Teams channel with rapid response; office hours; on-call rotation - Feedback cadence: Weekly review of metrics and user feedback; fast iteration on prompts and UXDeliverables by Day 60: - Pilot live with controlled cohort - Metrics dashboard and risk report - Runbook for support, incidents, and rollback - Updated financial model and go/no-go criteria for productionization
Phase 3 (Days 61–90): Productionize and scale
Goal: Harden the pilot for production, roll out safely, and prove business impact.1) Reliability, SLOs, and resilience
- SLOs: p95 latency, availability, and error budgets defined per capability - Resilience patterns: Fallback models/providers, timeouts and retries, circuit breakers, and graceful degradation - Kill switches: Feature flags to disable high-risk features instantly2) Cost governance and unit economics
- Per-capability unit cost: Tokens per request, cache hit rate, and expected volume - Controls: Token and request caps, auto-downgrade on budget breach, batch and streaming where applicable - Optimization levers: Prompt and response compression, selective retrieval, model routing by task complexity3) Performance and UX tuning
- Latency targets by step; prefetching and streaming partial responses where appropriate - A/B testing of UI patterns that influence trust and adoption (citations, confidence indicators, action layouts) - Accessibility and internationalization if rolling out globally4) Governance and lifecycle
- Model versioning: Semantic version tags, rollout plan, and rollback procedure - Data lifecycle: Retention policies enforced in code; automated redaction for logs - Compliance: Update policy docs and training; schedule periodic audits and red-team exercises5) Rollout and operations
- Canary strategy: 5% to 25% to 50% with gate checks at each stage - Regional considerations: Data residency, latency, and language support - Support readiness: Tier-1/Tier-2 playbooks, escalation paths, and on-call coverage - Vendor management: SLAs in place, usage alerts, and quarterly business reviews focused on cost and quality6) Prove value
- Executive readout: Before/after metrics, savings realized, risk outcomes, and user adoption - Decision: Graduate to "business-as-usual" with a funded roadmap, or iterate further with the pilot cohortDeliverables by Day 90: - Production rollout to 25–50% of target population with guardrails - Signed-off SLOs, runbooks, and governance docs - ROI report with baselines, deltas, and confidence intervals - Next-90-day roadmap with two to three additional capabilities