Skip to main content
NEW GUIDEFour ways to make a regulated firm AI-nativeGet the deck
Softblues

Phase 1 · 2 to 3 weeks

AI Strategy and Roadmap for Claude Enterprise rollouts

A 2 to 3 week engagement that produces an executive presentation, a 25 to 40 page strategy document, a 12-month migration map, a role-by-role training curriculum and a build catalogue. We run six of our own departments on Claude, so the plan comes from people who have done the rollout, not just advised on it. The strategy is yours to act on, with us or with your own team.

  • OpenAI Select Partner
  • Google Cloud Services partner
  • Anthropic Partner Network member
  • Member of the Microsoft AI Cloud Partner Program

Why a strategy first

Why start with strategy, not deployment?

The companies that get AI right start with a plan. The ones that stall skip it. Three reasons Phase 1 comes first.

  • A plan is what gets AI into production.

    Most AI projects stall before they reach production, and the ones that make it started with a clear plan: the use cases, the platform, the budget and who owns it. Phase 1 produces that plan.

  • The wrong platform is expensive to undo.

    Choosing Claude, Gemini or Copilot without a structured assessment can cost months of remediation later. The strategy gets that decision right before any rollout begins.

  • Shadow AI is already happening.

    In most companies, people are already using personal ChatGPT and free Claude on confidential data. The strategy surfaces it and turns informal use into deliberate, governed adoption.

What you take away

What you take away

Five deliverables, grouped into three outcomes. Each one is useful on its own, whether or not you continue with us.

Leadership materials

  • Executive presentation

    15 to 20 slides for leadership and the board: vision, current state, the recommendation, the 12-month roadmap and the ask.

  • Strategy document

    25 to 40 pages: current state, target state, use-case inventory, platform decisions, governance and adoption.

Rollout plan

12-month migration map and build catalogue

A sequenced rollout across months 1 to 3, 4 to 6 and 7 to 12, with dependencies and review checkpoints. Paired with a full catalogue of every custom agent, MCP server, Skill and integration we would recommend, each with an effort estimate. Use it to scope work with us or any vendor.

The three stages of the map

Months 1 to 3
Quick wins
Months 4 to 6
Scale across teams
Months 7 to 12
Embed and govern

People and adoption

  • Training curriculum

    Role-specific paths for leadership, managers, individual contributors and engineers. A champion programme and adoption tracking.

At a glance

AI Strategy and Roadmap at a glance

Softblues is a London-based AI practice specialising in Claude Enterprise strategy. The AI Strategy and Roadmap engagement combines leadership workshops, departmental interviews, a technical and compliance review and a shadow AI audit. The output is a board-ready plan you can act on with Softblues, your own team or any vendor.

2 to 3 weeks, kick-off to readout
Fixed scope, fixed timeline. No consulting drift, no surprise scope. From the kickoff workshop to the final leadership readout.
5 deliverables
Executive presentation, strategy document, 12-month migration map, training curriculum, build catalogue. All yours to keep.
6 to 15 stakeholder interviews
Leadership, department heads, IT and compliance leads. We surface the real workflows, not survey data.
3 to 5 90-day quick wins identified
Actions your team can start before deployment begins, with use-case prioritisation and effort estimates.

Next phases: Phase 2: Deployment and Activation and Phase 3: Continuous Partnership.

Common questions about the AI Strategy and Roadmap engagement

How much does the engagement cost?

It is a fixed fee, scoped to your company size and complexity. We share a tailored quote on a 30-minute discovery call. Phase 1 is a low-commitment entry: the deliverables stand on their own, so the engagement earns its cost even if you do not continue to deployment.

Do we have to continue to Phase 2 with Softblues?

No. Phase 1 produces a strategy you can run with your own team, brief other vendors against, or bring back to us for delivery. Most clients continue with us because the build catalogue shows exactly what we would deliver, but there is no obligation.

Who do you interview during discovery?

Usually the leadership team, the heads of the functions relevant to the rollout (sales, marketing, finance, HR, operations, knowledge management, legal and compliance), and your IT or technology lead. Focused engagements run 6 to 8 interviews; company-wide rollouts run 10 to 15. We design the list with you at kickoff.

How long is the strategy document?

Usually 25 to 40 pages. It reads end to end for leadership, with appendices and detailed sections for the people who own implementation.

What if our strategy needs Gemini or Copilot, not Claude?

Softblues is a Google Cloud Partner with hands-on experience across Microsoft 365, Azure, AWS, Claude, Gemini, GPT and Copilot. If the discovery shows your stack and use cases fit Gemini or Copilot better, the strategy will say so. We will not recommend Claude where it does not fit. For most of the mid-market companies we work with, Claude is the right answer, and the strategy explains why.

How is Phase 1 different from a free discovery call?

The discovery call is free and runs 30 minutes, enough for both sides to see if there is a fit. Phase 1 is a structured 2 to 3 week engagement that produces five real deliverables. The call helps you decide whether Phase 1 is worth doing.

Ready when you are

How can you start?

  • Book a discovery call

    A no-pitch conversation about where Claude could fit in your business. A Softblues team member will be on the call.

    Book a call
  • Take the Claude Readiness Score

    Score your company’s readiness for Claude Enterprise and get a plan back.

    Start the assessment
  • Get the Implementation Guide

    A reference on platform choice, governance, costs, rollout timing and the questions to ask any vendor.

    Download the guide

Before a call, you can work out what AI gives your whole firm in five questions.

Last updated: 25 June 2026