Sample Deliverable
What you walk away with.
A real engagement produces four artifacts. Here's what they look like.
Deliverable 01
Discovery Assessment
Delivered at end of week 2
Merivant AI Strategy Engagement
Discovery Assessment
Prepared for [Client Name] · [Date]
Strategic Anchor
| Core Bottleneck | Speed vs. Accuracy vs. Capacity assessment |
| Cost of Inaction | Quantified impact of maintaining status quo |
| AI Hypothesis | Why AI is the solution vs. better tooling or staffing |
| Data Readiness | Knowledge inventory, accessibility, governance layers |
Architectural Intent
| Scope Definition | Tool (Copilot) vs. Agentic (Outcome-Owner) |
| Model Classification | Core (Proprietary Data) vs. Orbit (Generic API) |
| Success Metric | Primary KPI with 6-month measurable target |
Deliverable 02
Platform Decision Matrix
Delivered at end of week 3
Merivant AI Strategy Engagement
Platform Decision Matrix
Prepared for [Client Name] · [Date]
Strategic Filter
Rules vs. Reasoning
Deterministic logic → Standard automation. Adaptive reasoning → Agentic AI.
Adopt vs. Create
Standard business need → SaaS-native. Proprietary workflow → Custom orchestration.
Weighted Scoring
| Criteria | Weight | Option A | Option B | Option C |
|---|---|---|---|---|
| Governance & Auditability | 20% | 8.5 | 7.2 | 9.1 |
| Security & Privacy | 20% | 9.0 | 6.8 | 8.4 |
| Scalability | 15% | 7.8 | 8.9 | 7.5 |
| Integration Depth | 15% | 8.2 | 9.1 | 6.9 |
| Cost / ROI | 10% | 7.0 | 8.5 | 7.8 |
Deliverable 03
Architecture Blueprint
Delivered at end of week 3
Merivant AI Strategy Engagement
Architecture Blueprint
Prepared for [Client Name] · [Date]
System Architecture
Integration Points
Defined interfaces for each existing system. API specifications, data flow diagrams, authentication requirements, and failover protocols. Your implementation team gets everything they need to build without guessing.
Deliverable 04
Strategic Roadmap
Delivered at end of week 4
Merivant AI Strategy Engagement
Strategic Roadmap
Prepared for [Client Name] · [Date]
Phased Execution Plan
Phase 1: Quick Wins
Weeks 1-6
Low-risk, high-visibility implementations that build organizational confidence and fund subsequent phases.
Phase 2: Core Build
Weeks 7-18
Primary platform deployment with governance architecture. The foundation for scaled operations.
Phase 3: Scale
Weeks 19-30
Cross-department expansion. Measured against Phase 1 baselines with go/no-go gates at each stage.
Capability Maturity Map
| Capability | Current | Phase 1 | Phase 2 | Phase 3 |
|---|---|---|---|---|
| Data Integration | Manual | Automated | Governed | Self-healing |
| Decision Support | Spreadsheets | Dashboards | AI-assisted | Agentic |
| Governance | Ad hoc | Policy-based | Architectural | Autonomic |
| Human-AI Roles | Separate | Co-pilot | Collaborative | Orchestrated |
Budget Framework
Cost estimates per phase with decision points. Each phase is independently fundable. No all-or-nothing commitments. Your CFO sees exactly where the money goes and what it produces.
This is what 30 days produces. Four documents. A plan defensible by leadership, executable by your team, and still recognizable to you six months in.
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