Every AI investment decision should start with quantified projections. The Value Advisor methodology turns your operational and financial data into a prioritized AI roadmap with risk-adjusted EBITDA impact, ready for the investment committee, not generic “AI value.”
The Value Advisor methodology is delivered as part of mPlan, our assessment and roadmap engagement. In 4-6 weeks, your team gets an AI Value Report with prioritized improvement activities, implementation timelines, and a path to ongoing optimization.
The Challenge
AI is no longer optional, yet most enterprises face analysis paralysis: hundreds of vendors, unclear ROI, integration complexity, and limited internal expertise. The result is missed opportunities and stalled programs.
Three-Phase Methodology
1. Discovery & Assessment (2-3 weeks)
Secure VDR-based data collection. AI-assisted analysis with experienced consultants. Industry-specific benchmarking. Collaborative working sessions with your leadership team.
2. Value Roadmap Delivery (1-2 weeks)
Comprehensive AI Value Report with 3-5 prioritized improvement activities. Executive summary deck. One-page investment memo. Implementation roadmap with milestones.
3. Refinement & Commitment (1 week)
Review sessions. Assumption validation. Transition to execution with a charter and governance framework.
Quantifiable Outcomes
| Timeframe | Conservative | Base Case |
|---|---|---|
| 12-Month | 5-10% EBITDA | 10-18% EBITDA |
| 24-Month | 12-20% EBITDA | 20-35% EBITDA |
Key Deliverables
- AI Value Report (30-50 pages, quantified)
- Executive Summary Deck (12-18 slides)
- One-Page Investment Memo
- Implementation Roadmap
Every Value Advisor engagement feeds into our Decision Value Loops methodology. The prioritized opportunities become the first loops we design.