AI Strategy

Realistic and actionable strategies to incorporate AI into business processes.

We design and execute AI enablement programs that drive operational efficiency, reduce friction, and accelerate value creation across the enterprise.

Business process mapping, data quality assessment, security & compliance constraints, team skills gaps, automation potential by department.

Output: AI Readiness Scorecard

Identify shadow AI usage, review licenses, vendors, and data exposure, assess fragmentation and redundancy, evaluate compliance risk

Output: Tool Rationalization Plan

Identify high-ROI automation use cases, Department-by-department roadmap, Governance & acceptable-use policies, Cost, licensing, and change management plan

Output: 90-day AI Execution Plan

Secure AI environment setup, Identity & access controls, Data isolation & redaction, Prompt governance & logging, Compliance controls (SOC2, HIPAA where applicable)

Output: Production-Ready AI Sandbox

Finance automation (forecasting, reporting, variance analysis), HR automation (job descriptions, onboarding, policy bots), Marketing automation (content, campaigns, SEO), IT automation (support, documentation, DevOps workflows)

Output: Department-Level Automation Playbooks

Leadership enablement, Manager workflow training, End-user education, AI risk & security training

Output: Adoption Playbook + Training Library

Adoption tracking, output quality review, security monitoring, prompt and workflow optimization, ROI Benchmarking

Output: Quarterly AI Performance Review

Enterprise licensing strategy, advanced workflow automation, cross-department organization, M&A integration enablement

Output: Enterprise AI Scale Blueprint

Confidence in M&A and Strategy leads to effective business results.

BTA partners with investors and operators to assess technology risk, execute AI-driven value creation, and provide hands-on technology leadership through critical stages of growth and M&A. Contact us today to learn more.