AI Strategy for a global AEC software company
A $300M global AEC software publisher engaged us to identify and prioritize AI initiatives to improve productivity, customer satisfaction, and revenue growth.
Category
AI Strategy
Industry
SaaS
Get In Touch
Contact us to explore how Optera Advisors can help turn your strategy into results.
Context
A global publisher and reseller of AEC (Architecture, Engineering & Construction) software, operating in Europe and North America with ~$300M in revenue, engaged us to identify how AI could improve productivity, customer satisfaction, and revenue growth.
Approach
Phase 1 – Diagnostic and Prioritization (3 months)
During the initial diagnostic phase, we worked closely with eight functional teams to identify and prioritize high-impact AI initiatives. This phase combined executive interviews, cross-functional workshops, and market research.
For each initiative, we:
Defined a clear and detailed project scope
Articulated expected business benefits
Estimated required investment and projected ROI
At the conclusion of this phase, the client’s Executive Committee approved:
A prioritized shortlist of AI initiatives
A high-level AI roadmap
An associated AI budget
Phase 2 – Delivery and Change Management (4 months)
The second phase focused on execution and adoption. We supported multiple project teams throughout the full delivery lifecycle, including:
Functional and technical specifications
Proofs of concept (POCs)
Vendor selection and contract negotiation
Budget tracking and financial governance
Training, communication, and change management
The Results
A long-term AI vision, roadmap, and budget formally approved by the Executive Committee
5 strategic AI programs and 20+ tactical initiatives launched
A centralized AI governance structure implemented
Clear ROI metrics and KPIs defined and actively tracked
Step into a more focused, aligned, and scalable future
We help you uncover opportunities, strengthen operations, and turn strategic ambition into measurable progress.
Step into a more focused, aligned, and scalable future
We help you uncover opportunities, strengthen operations, and turn strategic ambition into measurable progress.
Category
AI Strategy
Industry
SaaS
Get In Touch
Contact us to explore how Optera Advisors can help turn your strategy into results.
Context
A global publisher and reseller of AEC (Architecture, Engineering & Construction) software, operating in Europe and North America with ~$300M in revenue, engaged us to identify how AI could improve productivity, customer satisfaction, and revenue growth.
Approach
Phase 1 – Diagnostic and Prioritization (3 months)
During the initial diagnostic phase, we worked closely with eight functional teams to identify and prioritize high-impact AI initiatives. This phase combined executive interviews, cross-functional workshops, and market research.
For each initiative, we:
Defined a clear and detailed project scope
Articulated expected business benefits
Estimated required investment and projected ROI
At the conclusion of this phase, the client’s Executive Committee approved:
A prioritized shortlist of AI initiatives
A high-level AI roadmap
An associated AI budget
Phase 2 – Delivery and Change Management (4 months)
The second phase focused on execution and adoption. We supported multiple project teams throughout the full delivery lifecycle, including:
Functional and technical specifications
Proofs of concept (POCs)
Vendor selection and contract negotiation
Budget tracking and financial governance
Training, communication, and change management
The Results
A long-term AI vision, roadmap, and budget formally approved by the Executive Committee
5 strategic AI programs and 20+ tactical initiatives launched
A centralized AI governance structure implemented
Clear ROI metrics and KPIs defined and actively tracked