Why Do You Need It?
You want to explore AI automation but don’t know where to begin.
Your teams test tools, start pilots, or brainstorm “AI ideas”. Yet, they struggle to make an impact.
Without a clear way to evaluate opportunities, projects stall before they show results.
Use Case Discovery brings you from exploration to clarity. It reveals where AI can deliver measurable ROI - whether by saving time, reducing manual work, or improving performance.
- Saving time
- Reducing manual work
- Improving performance
- Measurable ROI
The outcome is a clear roadmap of where to focus your first automation investments.
What Does It Look Like?
A focused 4-6-week process that combines workshops, process mapping, and ROI validation.
Step 1 - Preparation (Week 1)
Aligning with your key stakeholders (typically 3-5 representatives from finance, operations, IT, and legal) to define business goals and gather process information.
Each step is co-created with your internal teams. We bring AI expertise and structure, you bring process knowledge and operational insights.
Optional: Combine this service with AI Training to ensure participants share a consistent understanding of responsible and effective AI use before discovery begins.
Step 2 - Discovery Workshops (Weeks 2-3)
1-2 cross-functional sessions with your teams to identify repetitive, high-cost, or error-prone work that AI could improve.
Step 3 - ROI Validation (Weeks 4-5)
Each use case is evaluated using Datali’s ROI-First Framework, assessing impact, feasibility, and speed-to-value.
Step 4 - Delivery (Week 6)
You receive a prioritized portfolio of 2-3 AI opportunities ready for implementation or inclusion in your AI Strategy.
What Are the Expected Outcomes?
After 4-6 weeks, your organization gains:
- 2-3 validated AI projects ready for implementation
- Clear ROI estimates and feasibility scores for each initiative
- Alignment across business and technical teams
- A defined roadmap for scaling AI adoption safely
Typical results:
- 40-60% reduction in repetitive manual work
- ROI visibility within 3-6 months
- Faster, data-driven decision-making
Proven Impact: Var Capital, hedge fund, cut its financial analysis time by 83%, saving $120K annually across their analyst team using our framework
What Comes Next
Use Case Discovery is the foundation for your AI roadmap.
After this phase, you are ready to continue with:
- AI Development: building and testing the first pilot projects
- AI Strategy: designing a scalable operating model and governance structure for AI adoption
Our Principles
- Collaboration over isolation.
- Practice over theory.
- Prototypes over PowerPoints.
Ready to See It in Practice?
In six weeks, you’ll know exactly where AI creates measurable ROI - and where it doesn’t.
Show us your process. We’ll show you the ROI.