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Hexagon works with leadership, product, data, operations, and technical teams for 90 days to prioritize active AI initiatives, resolve delivery decisions, establish governance, define evaluation, review architecture and vendors, and create a repeatable operating rhythm for AI execution.
This is an advisory and delivery-oversight program for organizations that already have AI opportunities, pilots, vendors, or internal initiatives requiring structure and accountable decisions.
90 Days
Structured advisory period
Bi-Weekly
Working and decision sessions
One Portfolio
Prioritized AI initiatives and owners
Clear Artifacts
Decision log, KPI plan, risk register, and next-step roadmap
Several AI ideas, pilots, vendors, or internal projects need prioritization and governance.
Leadership needs a repeatable decision cadence without hiring a full-time AI executive.
Product, data, security, operations, and engineering teams need alignment.
Active initiatives require KPI, evaluation, architecture, risk, or adoption review.
The organization wants structured guidance while its own teams or vendors execute work.
The organization has not identified any workflows, data, or business problems for AI review.
The immediate need is a short opportunity assessment and roadmap.
The requirement is a full production application build with a dedicated delivery team.
The expectation is guaranteed ROI, legal certification, or unlimited implementation capacity.
Organizations may have executive interest, pilot tools, vendor proposals, internal experiments, and growing AI demand—but no shared method for deciding what should move forward, what evidence is required, who owns risk, or when an initiative is ready to scale.
The 90-day program creates a working operating model around the active AI portfolio. It combines recurring decision sessions, initiative review, KPI and evaluation planning, architecture guidance, governance, documentation, and executive visibility.
A structured list of active and proposed initiatives with business owner, users, workflow, value hypothesis, dependencies, risk, evidence, status, and next decision.
Agreed criteria for business value, feasibility, data, integration, risk, adoption, cost, and evidence—plus a documented decision log.
Definitions for task success, quality, human review, adoption, operational impact, cost, latency, reliability, and other approved measures.
Documented risks, data considerations, human oversight, security, model or vendor dependencies, escalation, review frequency, and ownership.
Guidance on build, buy, integrate, data flow, model or vendor selection, system boundaries, observability, and technical dependencies.
A final summary of decisions, initiative status, unresolved dependencies, recommended next actions, and the operating cadence required after the program.
Several AI ideas, pilots, vendors, or internal projects need prioritization and governance.
Establish prioritization criteria, decision rights, meeting cadence, risk register, KPI definitions, and initial initiative portfolio.
Select the first initiatives requiring working-session review.
Run bi-weekly working sessions around use case, workflow, data, architecture, vendor, evaluation, governance, and adoption decisions.
Record decisions, owners, evidence, blockers, dependencies, and next actions.
Refine KPI, evaluation, monitoring, and rollout expectations.
Review progress and unresolved risks across the portfolio.
Confirm which initiatives should continue, pause, redesign, integrate, or move into a build phase.
Deliver the final 90-day summary, next-step roadmap, ownership model, and recommended ongoing cadence.
Confirm portfolio, participants, decisions, risks, measures, and the first 30-day plan.
Review one or more initiatives, examine evidence, resolve decisions, assign owners, and update the portfolio and risk register.
Use the agreed communication channel for questions, document review, and decision preparation within the response expectations defined in the agreement.
Review portfolio status, major risks, decisions, evidence, resource needs, and next-stage recommendations.
Confirm completed artifacts, unresolved items, ownership, next actions, and whether the organization needs assessment, continued advisory, integration, or a custom AI build.
Hexagon advises and may oversee delivery. Production implementation is included only where it is explicitly scoped.
Facilitate the cadence
Prepare and review artifacts
Challenge assumptions
Provide technical and delivery guidance
Document decisions
Surface risks and dependencies
Recommend next actions
Coordinate information and meetings
Maintain access to teams and documents
Track actions
Confirm status
Support adoption and communication
Provide technical evidence
Estimate work
Implement approved tasks
Report blockers
Support evaluation
Maintain documentation
Initiative · Business owner · Users · Workflow · Value hypothesis · Current stage · Data readiness · Integration readiness · Risk level · Evaluation status · Adoption status · Cost or usage signal · Next decision · Owner · Due date
The dashboard gives leadership a current view of what is being explored, tested, built, reviewed, paused, or scaled. It tracks evidence and decisions without presenting uncertain forecasts as guaranteed ROI.
The dashboard may be delivered as an agreed spreadsheet, project workspace, BI view, or existing portfolio tool. Do not promise a custom software dashboard unless it is included in scope.
Program kickoff and baseline
Agreed recurring working sessions
Initiative portfolio and decision log
KPI and evaluation planning
Governance and risk register
Architecture, integration, model, and vendor review
Document and artifact review within the agreed program
Executive checkpoint and final roadmap
Full production AI application development
Large-scale data remediation or data-platform implementation
Model, cloud, vendor, licensing, or usage fees
Legal, regulatory, privacy, or compliance certification
Penetration testing or formal independent assurance
Managed operations after the 90-day period
Guaranteed ROI, model accuracy, adoption, or business outcomes
Use when the organization needs to identify and prioritize AI opportunities before creating an active portfolio.
Use when active initiatives require recurring decisions, governance, evaluation, architecture guidance, and delivery oversight.
Use when an approved opportunity is ready for dedicated design, development, integration, evaluation, deployment, and improvement.
It is a structured advisory and delivery-oversight engagement that helps leadership and technical teams prioritize AI initiatives, resolve decisions, establish governance, define evaluation, review architecture and vendors, and create a repeatable execution cadence.
Typical participants include an executive sponsor, program owner, business owners, product, operations, data, security, legal or compliance representatives where required, and internal or external technical teams.
The sessions review initiative evidence, workflows, data, architecture, vendors, risks, evaluation, blockers, decisions, owners, and next actions. The exact agenda is based on the active portfolio.
No. The program helps define value hypotheses, KPIs, evaluation, evidence, cost, risk, and decision criteria. Business outcomes depend on the use case, data, implementation, users, controls, and operating environment.
Daks leads business discovery and solution planning for CRM, custom software, integrations, automation, and digital-transformation projects.
Certified and trusted across leading cloud, CRM, security, and enterprise technology ecosystems.
Share the active AI ideas, pilots, vendors, internal teams, business owners, current blockers, and decisions that need to be made. Hexagon will review whether the 90-day consulting program is the right fit or recommend a different starting point.
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