Data to AI Strategy Workshop

The Data to AI Strategy Workshop is a one-day strategic engagement designed to help organizations move beyond basic reporting and unlock the full potential of AI and machine learning. Through structured discovery sessions and tailored planning, this workshop accelerates your analytics journey, aligns business and IT stakeholders, and delivers a clear, ROI-focused roadmap for data transformation.

This workshop is ideal for:

• C-Suite leaders seeking to align data strategy with business goals
• VPs across business groups looking to identify high-impact analytics use cases
• Directors across business groups aiming to modernize operations and improve decision-making

How This Workshop Extends Microsoft Technologies:

• Microsoft Power BI: Identifies opportunities to evolve from descriptive to predictive analytics using Power BI’s advanced capabilities.
• Microsoft Azure Analytics: Aligns your data strategy with Azure Synapse, Data Lake, and other analytics services to support scalable, AI-ready architectures.
• Microsoft Fabric: Lays the foundation for piloting and scaling Microsoft Fabric across the enterprise, including governance and Center of Excellence planning.
• Dynamics 365 Customer Insights: Helps unify customer data and identify predictive use cases for segmentation, personalization, and journey optimization.
• Dynamics 365 Finance and Supply Chain Management: Surfaces AI opportunities in forecasting, demand planning, and operational efficiency through data modernization.
• Dynamics 365 Sales and Marketing: Enables predictive lead scoring, campaign optimization, and customer behavior modeling by aligning data initiatives with business outcomes.

High-Level Agenda

• Phase 1 Preparation (Pre-Workshop): Project kickoff, stakeholder alignment, logistics planning, and pre-work data gathering.
• Phase 2 Execution (Workshop Day): Discovery sessions with business and IT stakeholders to capture pain points, identify use cases, and envision future-state solutions.
• Phase 3 Follow-up (Post-Workshop): Analysis of findings and delivery of key outputs including a roadmap, architecture vision, ROI estimates, and executive briefing.

Key Deliverables:

• Summary of current analytics systems and business needs
• Top 5 advanced analytics opportunities for AI and ML
• Preliminary target state vision (Level 1 architecture diagram)
• Data unification journey roadmap (pilot, scale & manage plan)
• ROI alignment and benefit estimates
• Executive debrief slide presentation (8–10 slides)