Developing a data and AI roadmap for a global marketing agency

Written By Dien Curtis

We worked with our client for 12 weeks to clarify priorities, assess their current initiative backlog, and design a roadmap that aligned their teams and sharpened investor confidence.

Challenge

Our client faced increasing competition across its markets and wanted to use AI to enhance productivity and stand out from competitors.

Senior leaders were heavily involved in day-to-day delivery and needed space to step back and define a clear strategy.

There was uncertainty over where to focus effort and spend - whether to cut costs, grow revenues, or build intellectual property ahead of exit.

On top of this, the organisation’s mix of organic and inorganic growth meant culture and ways of working weren’t fully consistent across teams. Without a unifying approach, bold AI ideas risked remaining as concepts rather than scalable, production-ready solutions.

Solution

We created a structured 12-week delivery plan covering infrastructure, tooling, operating model, and cultural readiness. As part of this, we:

  • Engaged business area leads to understand their biggest challenges and opportunities for data and AI to have the greatest impact

  • Reviewed and prioritised the existing technology backlog, assessing which initiatives could benefit from AI capabilities and which could be capitalised as future investment

  • Developed a focused strategy paper to help communicate priorities clearly to employees and potential investors

  • Designed a delivery roadmap, initially for the top three initiatives, complete with resource requirements, timelines, and indicative costs

This approach balanced strategic clarity with practical execution. It gave the leadership team a framework to quickly build, test, and scale solutions while embedding cultural alignment and future-proofing the operating model. 

Results

  1. Enabled rapid delivery of AI and data products to employees and clients

  2. Provided internal teams with clarity on priorities and execution paths

  3. Strengthened investor confidence ahead of the next financial event

Dien Curtis

With over a decade of experience in AI consultancy, marketing, and business growth strategies, Dien helps businesses to unlock value by embedding data and AI into their growth strategies.

Dien’s background spans multiple sectors, from marketing to agritecture, higher education and commercial property, providing a broad perspective on how AI and data can drive competitive advantage.

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