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SME leadership team reviewing their data and AI roadmap

Turn Your Data Vision into a Clear AI-Ready Roadmap

From strategic insight to action, our Data & AI Strategy service helps SMEs design practical, scalable plans to unlock value from their data and prepare for intelligent automation. 


Explore our full Data & AI Strategy Guide → 

Book a call to discuss your data and ai strategy

OVERVIEW: FROM STRATEGY TO EXECUTION

Many SMEs now recognise that data is an asset, but few have a clear plan to make it work for them. Our Data & AI Strategy service transforms that awareness into a tangible roadmap for action.  


We work hands-on with your leadership and operational teams to build a strategy that connects data, technology, people, and outcomes, that is ready to implement. 

What we will deliver

Discovery & Alignment

Architecture & Governance Blueprint

Discovery & Alignment

 We identify business objectives, current data maturity, and leadership priorities, ensuring your strategy supports measurable commercial outcomes. 

Opportunity Mapping

Architecture & Governance Blueprint

Discovery & Alignment

 We highlight where automation, analytics, or predictive modelling can deliver real value, not just future potential. 

Architecture & Governance Blueprint

Architecture & Governance Blueprint

Architecture & Governance Blueprint

 We define the structure your data needs, including systems, flows, and governance, to support secure and scalable use. 

Roadmap & Enablement

Architecture & Governance Blueprint

Architecture & Governance Blueprint

 You receive a clear 6–12 month action plan with quick wins, investment priorities, and the support structure to deliver it. 

 Learn how this approach connects with our SME Dashboard Development Guide. 

OUTCOMES & BENEFITS

Team discussing insights from SME data dashboards and strategy outputs.

Strategic clarity: A shared vision of how your business will use data and AI.
 

A Prioritised roadmap: A step-by-step plan focused on high-value, achievable goals.
 

Stronger governance: Clear standards for data quality, ownership, and accountability.
 

AI readiness: The structure and mindset needed to adopt predictive and automation tools confidently.
 

Faster decision-making: Empowered teams with better visibility and actionable insight.

EXAMPLE USE CASES

We apply this approach across SME sectors where measurable, data-led change creates rapid ROI.

E-commerce & Retail

Dentists & Health Services

E-commerce & Retail

A shopping trolley icon to represent e-commerce and retail sectors using data and AI

 Combine sales and marketing data to personalise campaigns and drive repeat business. 

Education

Dentists & Health Services

E-commerce & Retail

A book and mortar board icon to represent the education sector using data and AI

 Integrate enrolment, attendance, and finance data to improve forecasting. 

Dentists & Health Services

Dentists & Health Services

Dentists & Health Services

A heart and hands image to represent the healthcare sector using data and AI

 Use predictive analytics to plan patient scheduling and optimise staff utilisation. 

Professional Services

Security & Facilities Management

Dentists & Health Services

A briefcase icon to represent the professional services sector using data and AI

 Identify automation opportunities in reporting, billing, and client analytics. 

Security & Facilities Management

Security & Facilities Management

Security & Facilities Management

A shield and padlock icon to represent the security and facilities services sector using data and AI

 Use workforce and contract data to plan staffing and improve profitability. 

project structure and timelines

Our strategy engagements are designed for flexibility and speed:  


 - 4 Week Data & AI Strategy Sprint:  a focused engagement to assess data maturity and define key priorities  


- 8 to 12 weeks:  deeper multi-department strategy with defined business cases  


- Custom partnership: ongoing advisory support to guide execution and measurement  


Each engagement delivers:  

- A Strategy & Roadmap document  

 - A presentation-ready summary for leadership teams  

- Optional platform delivery plan with estimated costs and timelines 

Combine your data and AI strategy with our Data Platform Development service  for a seamless move from planning to delivery. 

Let’s design your roadmap to intelligent decision-making.

bbok a call to discuss your data and ai strategyExplore our Data & AI Strategy Guide

Frequently Asked Questions

Please email us at info@illumifiadvisory.co.uk if you cannot find an answer to your question.

It’s designed for UK SMEs, typically teams of 10–500+, who want practical steps to use data more effectively and prepare for AI adoption. 


No. The sprint works whether you’re reporting from spreadsheets or already have BI tools. We’ll clarify your starting point and outline the right next steps. 


You’ll receive a Strategy & Roadmap document, a presentation-ready summary for leadership, and an optional platform delivery plan with estimated costs and timelines. 


A focused 4-week Strategy Sprint is standard. For multi-department programmes, expect 8–12 weeks. We also offer ongoing advisory for execution and measurement. 


We typically recommend AWS for scalable infrastructure, Snowflake for secure warehousing, and Amazon QuickSight for dashboards, aligned to SME needs and budgets. 


We define success metrics up front, e.g., reduced manual reporting time, faster decisions, improved forecast accuracy, or cost-to-serve reductions, and track them against your roadmap milestones. 


The strategy defines  what to build and why. Our Data Platform Development service delivers the how, integrating your data and launching dashboards so your roadmap turns into results. 


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