PHASE 1 · STRUCTURED STRATEGY INTAKE

AI Strategy Canvas

Provide business facts, pain points, data context, action level, and materiality. On submit this becomes a written problem brief — a statement of the problem, not a proposed solution. Design options come later, in Phase 2.

Business context

What part of the bank is changing, and why?

Business area

Strategic objectives Select up to 3

None selected

Revenue growth Customer experience Operating efficiency Risk reduction Regulatory compliance Faster decision-making Employee productivity Data quality / trust Process scalability Cost reduction Control effectiveness

No options match that filter.

Business problem

Pain points

None selected

Manual data gathering Multiple system lookups Manual document review High processing time High exception volume Inconsistent decisions High false-positive rate Repetitive research Manual narrative generation Poor data discoverability Data quality issues Limited auditability High operational cost Customer delays Regulatory / control exposure Knowledge scattered across documents Manual reconciliation Complex policy interpretation

No options match that filter.

Information & process

What information is involved, and how far can the AI reach?

Data / information involved

None selected

Structured transactional data Data warehouse tables Customer / account data Documents / PDFs Policies / procedures Emails / communications External research Regulatory content Historical cases Metadata / data definitions Images / scanned documents Real-time events / alerts

No options match that filter.

System interaction required

None selected

Read information only Query structured data Search documents Call internal APIs Call external APIs Update system of record Create case / task Send communication Execute transaction / action Multi-system workflow

No options match that filter.

Human involvement

Risk & materiality

These choices should directly influence controls and roadmap sequencing.

Risk / materiality

Materiality flags

None selected

Customer-facing Financial impact Regulatory reporting Credit decision Fraud / AML decision PII involved Confidential data External communication

No options match that filter.

Strategy design

Choose manually to state a constraint, or select Auto-recommend to defer the decision to Phase 2.

AI pattern

None selected

Auto-recommend Knowledge & Research Data Investigation Document Intelligence Investigation / Case Management Controlled Content Generation Agentic Workflow

No options match that filter.

Required AI capabilities

None selected

Auto-recommend Enterprise search RAG Document extraction Summarization Classification Entity extraction Natural-language-to-SQL Analytical reasoning Variance analysis Content generation Tool calling Workflow orchestration Agent state management External research Recommendation generation Evidence / citation generation

No options match that filter.

Controls

None selected

Auto-recommend Approved-source restriction Role-based access Data masking PII controls Prompt filtering Output filtering Grounding / citations Confidence thresholds Human approval Read-only tool access Action limits Full audit logging Model evaluation Output validation Reconciliation to source data Escalation / kill switch

No options match that filter.

Outcomes & roadmap

Define how value will be measured and where the initiative belongs.

Success KPIs

None selected

Business

Cost reduction

Cycle-time reduction

Productivity gain

Revenue impact

Customer response time

Error reduction

AI

Accuracy

Groundedness

Hallucination rate

Retrieval precision

Latency

Cost per request

Risk

Human override rate

Unsupported output rate

Control violations

Escalation rate

No KPIs match that filter.

Transformation horizon Additional context / constraints Optional

Processing response Saving response Response saved

Strategy intake No selections yet