AI-Workshops for SMEs

Workshop Objective

By the end of the workshop, you'll have more than just ideas - you'll leave with a prioritized AI backlog and a practical roadmap that your team can start implementing immediately.

Typical Participants

- Executive Management / Business Leaders (vision, strategy, and priorities)

- IT & Security (feasibility, architecture, and governance)

- Process Owners (Sales, Service, Finance, Purchasing, Operations)

- Key Users (practical insights, exceptions, and day-to-day challenges)

Format

Remote or on-site (St. Gallen or anywhere in Switzerland), professionally facilitated and highly interactive, with clearly defined deliverables and a strong focus on practical outcomes.

1) OptIn AI & Change Management – Getting Started & Roadmap

Objective: Provide clarity by identifying pain points, prioritizing AI opportunities and defining a practical roadmap and adoption plan.

Suitable for: Companies looking to launch AI initiatives - or bring structure to existing ones - and establish a solid decision-making foundation for management and IT.

Contents:

• Current State Assessment: Processes, systems and operational bottlenecks
• Opportunity Assessment: Quick wins and strategic AI opportunities
• Use Case Prioritization: Business value, effort, data availability, risks and compliance requirements
• AI Roadmap (1–3 Years): Phases, dependencies, priorities and responsibilities
• Change & Adoption: Roles, communication, training and governance fundamentals

Results / Deliverables:

• Management Summary: Key pain points, top AI opportunities, and strategic recommendations
• Prioritized AI Use Case Portfolio Quick wins and strategic initiatives, including business value and feasibility assessment
• AI Roadmap (1–3 Years): Clear priorities and next steps
• AI Adoption Plan (Light) Including governance recommendations and initial guidelines
• Pilot Recommendation: The most suitable use case for a first pilot project

Ideal as a starting point before developing an AI agent or launching a pilot project.

Consulting Package 1: CHF 1,900

2) Customized Agent Specification – Technical Blueprint

Objective: Define a specific AI agent and create a detailed implementation blueprint to ensure fast, manageable and scalable deployment.

Suitable for: Companies that have already identified and prioritized an AI use case (e.g., Order Agent, Visit Report Agent, Service Agent, Product Data Agent) and now require a detailed specification for implementation.

Contents:

• Agent Target Profile: Responsibilities, scope, limitations and human-in-the-loop requirements
• Process & Dialogue Logic: Inputs → validations → actions → exception handling
• Data Sources & Integrations (e.g. BC/D365/SharePoint/Shop)
• Validation Rules & Business Logic (Plausibility checks, master data validation, approval workflows)
• Security & Governance (Access rights, logging, auditability, and responsibilities)
• KPI Definition: Measurement criteria and expected business impact

Results / Deliverables:

Agent Blueprint Document (Blueprint) including:

• Scope of functionality and clearly defined boundaries
• Data fields, mappings and validation logic
• Integration points (APIs and connectors at a conceptual level)
• Exception handling and approval workflows
• Acceptance criteria and KPI framework

The result is a comprehensive implementation package that developers, solution architects and project teams can use immediately.

Consulting Package 2: CHF 3,900

3) Scoping Workshop – Define Scope, Effort & Pilot Readiness

Objective: Translate a use case into a clearly defined and feasible pilot scope by identifying requirements, responsibilities, data sources, risks, and dependencies—and creating a clear go/no-go decision framework.

Suitable for: Companies that want to move quickly into a proof of concept (PoC) or pilot project and need a transparent understanding of effort, risks, dependencies, and integration requirements before implementation begins.

Contents:

• Scope Definition: Must-have features, optional capabilities, process boundaries, and out-of-scope elements
• Roles & Responsibilities: Stakeholders, ownership, and RACI framework
• Data Assessment: Data availability, quality, access rights, and data protection requirements
• Risk & Dependency Analysis: Systems, business units, integrations, security, and governance aspects
• Pilot Planning: Test scenarios, success criteria, KPI definition, and rollout approach

Results / Deliverables

Pilot Scope Document including:

• Clearly defined scope and boundaries
• Identified risks and dependencies
• Roles and responsibilities
• KPI tracking and measurement framework
• Recommended next steps and go/no-go decision criteria

Ideal for organizations that require alignment between business, IT, and management before approving budgets and moving into implementation.

Consulting Package 3: CHF 3,900

A company has many AI ideas - chatbots, copilots, automation - but no clear understanding of where to start. During the workshop, it quickly becomes clear that:

• The greatest potential lies in the order-to-cash process (order entry, follow-up inquiries, and delivery date management).
• The required data is already available in Business Central, while supporting documents are received via email and PDF.
• An Order Agent pilot is realistic within a few weeks because the processes are well-defined and standardized.
• As a second step, an AI-powered shopping assistant could help reduce the workload of the support team while increasing online conversion rates.

Outcome: A clear starting point, measurable KPIs and a practical roadmap for turning AI from a standalone tool into a driver of business processes and operational efficiency.