AI Strategy & Roadmap
A clear, executive-approved plan that ties AI investment to business goals, with priorities, sequencing, and success metrics.
- Vision and objectives workshops
- Prioritized use-case portfolio
- 12–24 month implementation roadmap
Lean6 AI Solutions helps organizations of every size plan, build, govern, and scale AI with enterprise-grade discipline. We pair proven implementation methods with hands-on building so your team gets real outcomes and the capability to sustain them.
Technology is the easy part. We start from the business result you need and work backward to the right use cases, tools, and operating model.
Launch new AI-enabled products, services, and earned-revenue streams, and sell more effectively to the customers you have.
Automate administrative work and give people hours back each week to spend on the work only they can do.
Deliver faster, more personal service, and give customers and clients better resources, guidance, and visibility.
Turn scattered data into dashboards and insights leaders actually use, so decisions rest on evidence rather than instinct.
Every organization starts from a different place. Choose a single service, or combine them into a program that runs from first assessment to scaled, governed adoption.
A clear, executive-approved plan that ties AI investment to business goals, with priorities, sequencing, and success metrics.
An objective look at your people, processes, data, and technology, so you know where you stand and what to fix first.
We find where AI will pay off, quantify the value, and build the business case your leadership or board needs to approve.
Practical guardrails that let your teams move quickly and safely: policies, risk controls, and oversight sized to your organization.
Custom AI agents, copilots, and automations that take on intake, scheduling, reporting, drafting, and other repetitive work.
We design, build, and launch focused pilots that prove value in weeks, then decide with you whether to scale, adjust, or stop.
Clean, connected data and dashboards that make AI work and give leaders a reliable view of performance.
Role-based training that takes staff from skeptical or self-taught to confident, responsible everyday users of AI.
Structured change management so new tools are adopted and kept in use, including by people who were hesitant at first.
Every service is grounded in Lean Six Sigma. We streamline the process before we automate it, so AI accelerates good work instead of scaling waste.
A proven six-phase method adapted from enterprise implementation and Lean Six Sigma practice. Two decision gates keep investment tied to evidence.
Learn the vision and current state.
Readiness assessment · opportunity inventoryChoose priorities and make the case.
AI strategy · business case · metricsGate 1 · Leadership approvalPlan how it will work, safely.
Governance · pilot plans · change planBuild and test the pilots.
Working pilots · trained championsLaunch and prove the value.
Launch · adoption · results vs. targetsGate 2 · Scale or stopScale, sustain, and improve.
Scale plan · sustainment · continuous improvementStart where it makes sense for your budget and pace. Many clients begin with a fixed-scope strategy module, then move to fractional leadership once priorities are approved.
Fixed-scope modules with defined deliverables and acceptance criteria. Select only the modules you need, in the order that fits.
Best for: a defined initiative, a first AI strategy, or a specific pilot.
An experienced leader embedded with your team on a monthly retainer, scaled to the hours and seniority you need.
Owns AI vision, strategy, and governance at the executive table and with your board.
Runs your AI program day to day: roadmap, pilots, vendors, champions, and reporting.
Sets up the PMO, governance cadence, and portfolio tracking your team will run.
Best for: ongoing transformation, multiple initiatives, or building internal capability.
Pilots are chosen during Define and tailored to each client. These examples show the shape of the work.
Turn your expertise into an earned-revenue stream with AI-assisted course development on a platform you own.
Measured by enrollments, revenue, completion rate, and time to build each new course.
Practical, hands-on AI classes for your customers, members, or community, packaged so you can deliver them again and again.
Measured by attendance, completed work products, participant confidence, and demand.
Give staff time back with copilots and agents that handle intake, routing, scheduling, and first drafts.
Measured by hours saved per week, response time, and output per person.
The same rigor large enterprises rely on, scaled to fit your team, budget, and timeline.
Portfolio governance, PMO integration, and scaled adoption across business units.
Targeted use cases with fast payback, plus fractional leadership to run the program.
Agents and automation that help you grow without adding headcount.
Mission-first AI that expands impact, frees staff capacity, and satisfies funders and boards.
Founder & Principal Consultant
Lean6 AI Solutions was founded by Topaz Montague, a senior implementation and PMO leader who has spent more than 20 years turning strategy into results at enterprise scale. Clients get one accountable leader who can set the strategy, run the program, and build the solution.
20+ years creating PMOs, training programs, and enterprise implementations across healthcare and operations.
Founder and CEO who grew a retail brand to three locations, including two brick-and-mortar stores and e-commerce.
Designs and ships working AI agents, learning portals, and automated certification programs, not just slide decks.
Don't see your question? Ask it on a discovery call.
Most clients begin with a readiness assessment and strategy module. In about 90 days you have a prioritized set of use cases, a business case, a governance policy, and your first pilots selected.
No. We bring enterprise-grade methods to organizations of every size, from small businesses and nonprofits to mid-market companies and enterprise teams. Scope and pace are tailored to you.
We are vendor-neutral and work with what you already own where possible, including Microsoft 365 Copilot and Copilot Studio, leading generative AI models, low-code automation platforms, and learning management systems.
Governance runs through every phase. We set acceptable-use and data policies, review privacy and security risk before anything is built, and keep a human in the loop for consequential decisions.
A Fractional Chief AI Officer works at the executive and board level on vision, strategy, and governance. A Fractional AI Lead runs the AI program day to day. Many clients start with one and adjust as their program matures.
Project work is priced as fixed-fee modules with defined deliverables. Fractional roles are a monthly retainer based on hours and seniority. Nonprofit and founding-client pricing is available.
That's common, and we plan for it. Structured change management, champion networks, and role-based training help hesitant staff see what AI can do for their own work.
Tell us where you want to go. In 30 minutes we'll talk through your goals and constraints, and suggest a practical first step.