Your Clear AI Strategy in 2 Days

The AI Roadmap is a two-day workshop for executives and senior leaders and the structured starting point for your AI strategy. Develop your target vision, guardrails, and prioritized use cases — from organization and technology to data, regulation, and digital sovereignty. Incl. guidance on EU AI Act and GDPR.
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Our Promise

The Kickstart for Intelligent Decisions

AI touches strategy, technology, organization, data, economics, and regulation all at once. Too big for a side project, too important for unclear ownership. Meanwhile, PoCs end up shelved, never make it to production, and the expected efficiency gains fail to materialize.

This is exactly where the AI Roadmap comes in. It gives you:

  • Foresight: You know where the AI journey is heading, what topics are coming your way, and what decisions need to be made.
  • Confidence: You act informed and assured. Strategic AI options are visible and their consequences are clear.
  • Ability to act: AI stays complex but not paralyzing. You stay in control, even as technology and markets keep evolving.
  • Strategy framework: A proven methodology for AI strategies with clear guiding questions, scenarios, and experience from over 15 years of AI consulting.
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Workshop Agenda

Everything that matters. Nothing that distracts.

AI rarely fails because of ideas. It fails because of a missing starting point. This agenda lays the foundation on which your AI strategy can be built.
The Building Blocks of Your AI Roadmap

AI Fundamentals

How AI works, its capabilities, and realistic limitations

Strategic Foundations

Target vision and impact on business model and processes

Economics & Impact

Benefits, efficiency potential, economic levers, and measurability of AI

From Piloting to Scaling

Transitioning AI pilots into scalable, business-critical systems

Use Case Portfolio

Classification, prioritization, and interplay of existing AI initiatives

Platforms & Infrastructure

Technology foundations, architecture decisions, and dependencies

Organization & Enablement

Roles, responsibilities, competencies, and organizational enablement

Regulation & Governance

Guardrails from GDPR, EU AI Act, and internal governance mechanisms

Resilience & Sovereignty

Control over data, technologies, and strategic dependencies
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Result

Order in the topic. Peace of mind.

You're out of the PoC fog. Instead of gut feeling, you have structure, solid guardrails, and a shared course across management.

AI Strategy

  • Target vision for how AI transforms value creation, processes, and business model
  • Guidelines for which AI initiatives to pursue, prioritize, or discontinue
  • Rules that help make the right decisions in day-to-day project work

Operating Model

  • Setup for piloting, development, operations, evolution, and support
  • Clear roles, responsibilities, and decision paths in daily project work
  • Planning certainty for resources, capabilities, and partner strategy

Governance

  • Clear rules for accountability, risks, and approvals
  • Standards for documentation, traceability, and transparency
  • Defined monitoring of impact, quality, risks, and compliance
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Your Certificate

Prove competence. Meet obligations.

The EU AI Act makes AI competence a mandatory requirement. Article 4 obligates companies to ensure that employees and responsible persons have sufficient AI knowledge.

All participants receive a personal certificate as proof of their acquired AI competence. The AI Roadmap conveys in-depth, practical knowledge about how AI works, its applications, and its limitations in a business context.

The certificate serves as formal proof of sufficient AI knowledge for providers and operators of AI systems.

Certify AI Skills
Before & After

You have a plan. Not just intentions.

Before: intentions, discussions, and scattered initiatives. After: a plan that holds. Clearly prioritized, strategically positioned, and aligned across management.

Strategy

AI is a declared goal, but without a binding target vision and clear guardrails.
You have a clear strategy for how AI supports value creation, processes, and business model.

Governance

Unclear who is accountable and who assesses or approves risks.
Clear accountability, obligations, and structured risk management.

Operating Model

No clear answer to what happens after the first go-live.
Pilots are systematically transitioned into scalable, business-critical solutions.

Use Case Portfolio

Individual ideas and pilots, but no coherent overall picture.
A prioritized use case portfolio with clear relevance and value.

Resources

AI runs on the side, but nobody is truly allocated or enabled for it.
A realistic resource plan with internal roles and targeted partners.

Sovereignty

Decisions about cloud, platforms, and models are made ad hoc or historically.
Technological sovereignty as a strategic decision, not left to chance.
Switch to the After now
Trust

What Our Clients Say

“I really appreciated working with PLAN D. I find the team's ability to integrate the various hierarchies of our company into the project in an appreciative and effective manner.”

Andrea Jaite
Vertriebsleiterin und stellv. Geschäftsführerin
ADAC Hansa e.V.
ADAC Hansa e.V.

"PLAN D ist eine Unternehmensberatung, die uns nicht nur am bestehenden System berät, sondern vielmehr mit unserem System arbeitet. Von der strategischen Beratung der Geschäftsleitung bis hin zur gemeinsamen, kontinuierlichen Weiterentwicklung der Systeme entwickeln wir uns mit Hilfe von PLAN D zu einem datengetriebenen Dienstleister. Dieser ganzheitliche Beratungsansatz schafft die notwendige nachhaltige Wirksamkeit für unsere digitale Transformation."

Carsten Maiwald
Geschäftsführer
carexpert KFZ-Sachverständigen GmbH
carexpert KFZ-Sachverständigen GmbH

"Our employees are very engaged — but also keen to discuss. The PLAN D team managed, in a likeable yet professional way, to leave enough room for discourse while guiding the project with discipline. We feel well prepared for the next steps toward a digital dena."

Daniela Lück
Bereichsleiterin der Verwaltung
Deutsche Energie-Agentur GmbH
Deutsche Energie-Agentur GmbH
Your Team

Strategically clear. Legally sound.

The AI Roadmap brings strategy and regulation together. In partnership with Taylor Wessing, we combine a management perspective with law firm expertise.
Sebastian Bluhm
Geschäftsführender Gesellschafter

Informatiker, Experte für KI-Technologien und Strategien

Sebastian Bluhm hat jahrelange Erfahrung in der Leitung und Umsetzung komplexer Technologieprojekte  – in mittelständischen Unternehmen wie in multinationalen Konzernen.  Seine Arbeitsschwerpunkte zielen insbesondere auf die nachhaltige Entwicklung und Implementierung von KI-Produkten, IT-Architekturen und neuen Technologien.

  • Mitglied des KI Bundesverbandes
  • Certified Data Scientist Specialized in Deep Learning
  • Best of Consulting Mittelstand 2021 Digitalisierung & KI, WirtschaftsWoche
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Fritz-Ulli Pieper, LL.M.
Salary Partner

Fachanwalt für IT-Recht

Fritz-Ulli Pieper berät nationale und internationale Mandant:innen im IT-, Telekommunikations- und Datenschutzrecht. Er verfügt über besondere Erfahrung zu Rechtsfragen der Digitalisierung und Künstlicher Intelligenz. Zudem berät er die öffentliche Hand bei großvolumigen IT- und Infrastrukturvorhaben.

  • TOP Anwalt für IT-Recht, WirtschaftsWoche 2021, 2022
  • Führender Anwalt im Datenschutzrecht, Kanzleimonitor (diruj) 2019-2022
  • Hervorgehoben als Kernanwalt für Informationstechnologie und Digitalisierung, Legal 500 Germany 2021
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Dirk Schmachtenberg
Geschäftsführender Gesellschafter
Mehr erfahren
Til Loose
New Business Manager
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Meet the team

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Questions & Answers

The AI Roadmap is designed for companies that want to deploy AI deliberately, strategically, and with control. For C-suite executives, board members, and senior leaders who need to clarify what role AI should play in the organization going forward — regardless of whether initial initiatives already exist or the company is just getting started.

It is made for decision-makers who want to set clear guardrails without getting lost in operational details — and who want to position AI so that it is economically sound, organizationally viable, and legally robust.

The AI Roadmap is designed as a two-day format. We recommend scheduling the days back-to-back to maintain focus, depth, and momentum within the management circle.

Between the two days, there is typically a joint dinner or fireside conversation. This setting allows for deepening open points, aligning perspectives, and discussing topics beyond the formal agenda.

Alternatively, the two days can be scheduled as separate sessions with time in between — for instance, to allow space for reflection or internal coordination. This keeps the AI Roadmap strong in content and flexible in organization.

An AI Roadmap makes sense as soon as AI is seriously on the table as a strategic topic. It doesn't require a specific level of technical maturity or existing AI projects.

The typical moment is when management realizes:

AI doesn't just affect individual use cases — it touches strategy, organization, technology, economics, and responsibility all at once. That's when the need for structure, guardrails, and shared decisions arises.

The AI Roadmap is therefore suited for companies that are just getting started, as well as organizations with existing initiatives or pilots that are looking for orientation, order, and direction.

Participants should be those who hold strategic responsibility or prepare key directional decisions. Typically, this includes the C-suite or division heads, as well as leaders from strategy, IT, data, digitalization, or operations. Depending on the focus, legal, compliance, or data privacy representatives can also be included.

What matters is not technical AI knowledge. What matters is that participants bring perspectives, evaluate dependencies, and can support decisions. The AI Roadmap thrives on a shared view across departments and management alignment — not on technical depth.

The AI Roadmap is developed for your specific business reality. In the preparation phase, we conduct structured preliminary interviews with key stakeholders, capturing the business model, goals, current challenges, and existing strategic guidelines — such as corporate, IT, or data strategies, where they exist.

On this basis, we jointly develop an initial AI strategy in the workshop that fits your company, aligns with existing strategic direction, and is actionable for management.

Up to 12 people is ideal. This ensures all relevant perspectives are included without losing focus or decision-making ability.

The preparation effort on your side is intentionally minimal. Before the AI Roadmap workshop, we conduct brief preliminary interviews with selected key stakeholders to understand goals, context, and decision needs.

If available, you can share existing materials such as corporate goals, IT, data, or digitalization strategies. This is helpful but not a prerequisite. The AI Roadmap doesn't require perfect groundwork — it works with your actual starting point.

The AI Roadmap combines strategic and technological consulting from PLAN D with legal expertise from Taylor Wessing. In practice, this means: relevant legal questions are not reviewed after the fact, but integrated early into the strategic discussions.

In the workshop, Fritz-Ulli Pieper, Salary Partner at Taylor Wessing and expert in IT, data privacy, and AI law, contributes a clear law firm perspective. Topics such as liability questions, high-risk AI, critical infrastructure, or regulatory obligations are assessed from a legal standpoint and translated into clear input for management decisions.

For you, this means: you receive strategy consulting, technology consulting, and legal consulting in one integrated format. Management decisions, technical feasibility, and legal requirements are not treated separately, but developed and aligned together.

Digital sovereignty is a core component of the AI Roadmap. AI is becoming the backbone of processes, products, and business models. Decisions about cloud, platforms, models, and data hosting are therefore strategic turning points — not purely IT questions.

Within the AI Roadmap, we make visible where dependencies arise, what risks they carry, and what alternatives are realistic. Legal requirements, geopolitical factors, cost structures, and long-term ability to act are assessed together.

The result: you make deliberate decisions about where AI is operated, where control is necessary, and how digital value creation is built to remain sustainable in the long run.

After the AI Roadmap, a clear strategic foundation is in place. Target vision, guardrails, and priorities are defined — but not every detail is locked down to the last point. And that's by design.

We don't believe in a one-time AI strategy across 100 slides that remains unchanged. AI evolves too fast. Business models too. That's why the AI Roadmap is the starting point, not the end.

In our consulting format AI Strategy Team, we then accompany you long-term in the iterative evolution of your AI strategy:

  • we sharpen priorities,
  • contextualize new technological and regulatory developments,
  • adapt target vision, roadmap, and decisions,
  • and translate strategy step by step into concrete initiatives.

This keeps your AI strategy alive, manageable, and actionable.

PLAN D combines strategic thinking, technological execution capability, and regulatory context in an integrated approach. We don't think in isolated solutions, tools, or standalone projects, but in business impact.

What sets us apart:

  • Strategy with execution capability
    Our strategies are built to be implemented, operated, and evolved — not to end up in presentations.

  • Technology at management level
    We speak the language of C-suite and division leadership — without buzzwords and without jargon. Not because we avoid technology, but because we deeply understand it and translate it.

  • Legally considered
    Through the partnership with Taylor Wessing, regulatory questions are addressed early and flow directly into strategic decisions.

  • Experience from real projects
    We bring experience from numerous AI strategies, product developments, and operating models — from mid-market to enterprise.

One team, not a toolkit
You work with clearly identified contacts who take responsibility — in the workshop and beyond.

Ergo AGAscavoADACBVSKDeutsche BahnCARTVdenaastra VersicherungenbfsPharmLogsaturn PetcareNABUDorfnerVoglaueraufinitysanofidomusSearenergyTeslaUKSHVoglauerRationalR+V
Ergo AGAscavoADACBVSKDeutsche BahnCARTVdenaastra VersicherungenbfsPharmLogsaturn PetcareNABUDorfnerVoglaueraufinitysanofidomusSearenergyTeslaUKSHVoglauerRationalR+V
Ergo AGAscavoADACBVSKDeutsche BahnCARTVdenaastra VersicherungenbfsPharmLogsaturn PetcareNABUDorfnerVoglaueraufinitysanofidomusSearenergyTeslaUKSHVoglauerRationalR+V

Ready when you are

Zukunft beginnt, wenn menschliche Intelligenz künstliche Intelligenz entwickelt. Der erste Schritt ist nur ein Klick.

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Since 2017, we have been building AI systems that transform businesses. Let's talk about yours.