AI Strategy Advisor

Discovery

Awareness Building

AI Innovation Framework

Strategic Level

Tactical Level

Operational Level

Support & Sustainability

Meetings

A
Q

QA Test Client

Manual QA Engagement

  1. Technical deep-dive with IT team

    External7/21/2026, 2:00:00 PM

    Reviewed the ERP data model and confirmed there is no real-time vehicle tracking today. Agreed on a phased integration: start with a nightly CSV export of dispatch records, move to an API-based feed once the AI routing module is validated. Shared a dashboard mockup for early feedback.

    Transcript

    [IT Lead] Our ERP is on-prem, order data is solid but there's no live GPS feed from the trucks yet... [Advisor] For phase one we can work with a nightly CSV export — that's enough to prototype route optimization... [IT Lead] That works. Once you've validated the approach we can look at a real-time API. [Advisor] Here's a mockup of what the dispatcher dashboard could look like...

  2. Kickoff workshop with client leadership

    External7/15/2026, 10:00:00 AM

    Introduced the AI strategy engagement to the client's leadership team (operations director, IT lead). Walked through the current dispatch workflow across the three regional hubs and agreed on priorities: reduce manual dispatch errors and speed up route planning. Client is enthusiastic and has cleared calendar time for weekly check-ins.

    Transcript

    [Advisor] Thanks everyone for joining. Let's start with a quick round of introductions... [Operations Director] Sure — I oversee dispatch across our three regional hubs... [Advisor] Can you walk us through how a typical dispatch decision gets made today? [Operations Director] It's mostly manual — dispatchers use a whiteboard and phone calls... [IT Lead] Our ERP has the order data but no real-time vehicle tracking yet... [Advisor] Understood. Our first focus will be reducing dispatch errors and speeding up route planning...

  3. Internal strategy prep call

    Internal7/14/2026, 9:00:00 AM

    Team prep ahead of the client kickoff workshop. Aligned on talking points, agreed not to lead with pricing, and set pricing guardrails for the AI route-optimization proposal. Assigned Robert to facilitate and Anna to take notes.

    Transcript

    [Robert] Let's align before tomorrow's kickoff. I'll open with the engagement overview, then hand to you for the technical walkthrough... [Anna] Sounds good. I'll keep pricing out of the first conversation entirely... [Robert] Agreed — guardrail is we don't quote numbers until the proposal stage.