Case Study 4

AI Strategy Roadmap for a Mauritian SME Leadership Team

From broad AI ambition to a board-ready roadmap with sequenced pilots, governance gates, and clear executive ownership.

6 weeks
SME Services and Operations
AI strategy roadmap, use-case portfolio, and executive alignment
Problem

The leadership team wanted to adopt AI but lacked a shared view of priorities, investment sequence, governance responsibilities, and realistic implementation capacity.

Intervention

Executive workshops, workflow review, use-case scoring, investment sequencing, risk gating, ownership mapping, and a 12-month AI strategy roadmap.

Outcome

The business left with a board-ready AI roadmap, clear ownership for the first pilots, and a practical sequence that avoided over-investing in low-readiness use cases.

Client details are anonymised to protect confidentiality. Sector, scale, problem pattern, deliverables, and advisory method are preserved so the case remains useful for evaluation.

Overview

The client had reached the point many Mauritian SMEs now face: leadership knew AI mattered, staff were experimenting informally, and vendors were making confident promises. What the business lacked was a disciplined strategy for deciding what to do first.

The engagement focused on turning AI ambition into a practical roadmap. The aim was not to produce a generic innovation deck. It was to help the leadership team make hard choices about priorities, budget, ownership, governance, and timing.

The challenge

Too many ideas, no execution sequence

The business had identified potential AI use cases across customer service, reporting, proposal drafting, knowledge management, and operational planning. Each idea sounded useful, but the team had no shared criteria for prioritising them.

Fragmented ambition

Different leaders backed different use cases, creating a long list of possible initiatives without a clear investment sequence.

Unclear ownership

No one had been assigned responsibility for AI governance, pilot performance, staff adoption, or vendor evaluation.

Readiness gaps

Some promising ideas depended on data and process maturity that the business did not yet have.

Board-level uncertainty

The leadership team needed a roadmap they could defend commercially, not a list of tools to trial.

Approach

Roadmap design before implementation

I structured the engagement around executive decision-making. We mapped the operating constraints, scored each use case, identified readiness dependencies, and defined governance checkpoints before any pilot could be approved.

1

Executive alignment workshops

We clarified what AI needed to support: growth, productivity, customer response, knowledge reuse, and better management visibility.

2

Use-case portfolio scoring

Each use case was scored against business value, readiness, risk, data availability, implementation effort, and staff capacity.

3

Governance gate design

We defined what had to be true before a use case could move from idea to pilot: owner, data boundary, human review, metrics, and risk classification.

4

12-month roadmap

The final roadmap sequenced foundation work, low-risk pilots, staff enablement, and higher-value workflow integration.

Deliverables

Board-ready strategy assets

Prioritised AI use-case portfolio

Clear ranking of what to start, what to defer, and what to avoid until foundations improved.

12-month AI strategy roadmap

A sequenced execution plan with dependencies, owners, and decision gates.

Governance and ownership map

Defined accountability for pilots, data usage, vendor decisions, and human review.

First-pilot brief

A practical starting brief for the first approved AI pilot, including metrics and scope boundaries.

Outcome

From AI ambition to executive discipline

The leadership team aligned around a single AI roadmap rather than competing departmental ideas.

Two attractive but low-readiness use cases were delayed before budget was committed.

The first pilot gained a named owner, success metric, data boundary, and review process.

The board gained a practical basis for evaluating vendor proposals and internal AI requests.

Why this matters

Strategy protects SMEs from expensive experimentation

For Mauritian SMEs, AI adoption has to be sequenced carefully. The value of a roadmap is not that it slows innovation down. It prevents the business from spending early money in the wrong places, while giving teams a disciplined route into adoption.

Buyer Questions

Questions this case study helps answer

Who is an AI strategy roadmap engagement for?

It is for leadership teams that know AI matters but need an executive-level roadmap that connects use cases, readiness, governance, ownership, and investment sequence.

What does the roadmap include?

The roadmap includes prioritised use cases, readiness dependencies, governance gates, pilot owners, success metrics, and a 6 to 12 month implementation sequence.

Is this different from an AI readiness assessment?

Yes. Readiness assessment diagnoses current capability. A strategy roadmap translates that diagnosis into decisions, sequencing, ownership, and execution priorities.

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