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Strategic Advisory

Turn AI ambition into a program your board will fund.

AI strategy, prioritised use-case backlog and a costed Microsoft-native roadmap — Copilot, Agent 365, Azure AI Foundry — for Australian executives accountable for AI outcomes.

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See what's in the engagement

Why Now
Boards are asking for an AI plan, not a pilot. M365 E7 GA, Copilot and Agent 365 expansion and the AU Voluntary AI Safety Standard mean executives need a costed, sequenced AI program — not another proof of concept.

Diagnose → Advise → Sustain

3

Microsoft AI platforms in scope — Copilot, Agent 365, Foundry

12-24

Month costed roadmap with board-ready business case

4-6 Wks

From AI ambition to a portfolio your CFO will sign

Sept 2024

AU Voluntary AI Safety Standard — the policy backdrop

An AI engagement rhythm boards, CFOs and tech leaders all recognise.

A three-phase advisory model — distinct from delivery — so your board, your CFO and your CIO see the same use-case portfolio, the same numbers and the same plan.

01. AI Opportunity & Readiness Discovery

Where AI moves the needle — and whether you are ready to capture it.

Discovery sprint · 2–3 wks

Use-case discovery across functions and personas

Value modelling — productivity, revenue, risk reduction

Data, identity and skills readiness assessment

Industry and competitor AI benchmarking

02. AI Strategy & Roadmap

Vision, portfolio, operating model and a board-ready business case.

Fixed-fee engagement

AI vision, principles and measurable outcomes

Prioritised portfolio — Copilot, Agent 365, Foundry custom AI

AI operating model, sponsor map and funding overlay

12–24 month roadmap and board-ready business case

03. AI Strategy Council

Keep the strategy honest as the AI stack and the business evolve.

Quarterly retainer

Quarterly portfolio and value-realisation review

New use-case intake, sizing and prioritisation

KPI tracking and board reporting

Hand-off to AI Governance & Risk for control work

What you walk away with

Eight artefacts your board, CFO and CIO will accept.

Every output is designed to land cleanly in board papers, investment committee reviews and CIO planning cycles — not collect dust in a SharePoint folder.

01.

AI Vision & Principles

A short, defensible articulation of why your organisation is using AI, what it will and won't do, and the outcomes you will measure.

02.

Use-Case Portfolio

A scored, prioritised backlog across Copilot, Agent 365 and Foundry custom AI — value, feasibility, risk and readiness on every line.

03.

Value Model

Productivity, revenue and risk-reduction benefits quantified per use case — finance-grade assumptions your CFO can defend.

04.

Readiness Heatmap

Data, identity, security and skills readiness scored against the portfolio — so you know what to fix before you scale.

05.

AI Operating Model

Sponsors, accountabilities, intake, governance hand-offs and the funding overlay — how AI actually gets done across the business.

06.

12–24 Month Roadmap

A sequenced delivery plan tied to Copilot, Agent 365 and Foundry waves — wired into your Trusted Pathway delivery.

07.

Board-Ready Business Case

Investment, benefits, risk and phasing in the language your board already uses — ready for the next investment committee.

08.

KPI & Reporting Pack

The handful of measures that prove AI is paying back — set up so the AI Strategy Council can report them every quarter.

Why SecureNative

AI strategy from a security-native lens — not slideware.

Security-native by default

AI strategy designed by people who understand identity, data and risk — so the program lands without tripping legal, privacy or APRA the moment it scales.

Board-grade business case

Finance-grade value modelling, investment phasing and KPIs — built to survive investment committee, audit and the next CFO conversation.

Microsoft-deep, vendor-honest

We know exactly where Copilot, Agent 365 and Foundry deliver — and where they don't. No platform overreach, no rip-and-replace bias.

Anchored to Trusted Pathways

The roadmap sequences directly into Secure Copilot Adoption, Data Security & Purview AI Readiness, and feeds the AI Governance & Risk offer for downstream delivery.

Frequently asked

What buyers ask before they commit.

How is this different from another Copilot pilot?

A pilot proves the technology works. This engagement proves AI is worth funding — across functions, with a business case the board can sign. We treat Copilot as one platform in a portfolio that also includes Agent 365 and Azure AI Foundry, sequenced for value, not novelty.

Do we need to be "AI ready" before you start?

No. The Diagnose phase scores your data, identity, security and skills readiness against the portfolio — readiness gaps become explicit work packages in the roadmap, not blockers. You finish the engagement knowing exactly what to fix before each wave.

How does the AU Voluntary AI Safety Standard affect the strategy?

The Standard (Sept 2024) and the mandatory guardrails consultation in flight shape the operating model and the use-case prioritisation. We bake the ten guardrails into the AI Strategy Council so the program stays defensible as policy moves from voluntary to mandatory.

Will the business case actually get funded?

It is written in the language your investment committee already uses — productivity, revenue, risk reduction, phased capex / opex, and clear value-realisation milestones. We pressure-test it against your CFO and sponsors before it ever lands on a board agenda.

How does this connect to the other advisory offers?

It feeds directly into AI Governance & Risk for the control framework, and sequences into the Secure Copilot Adoption, Advanced Identity and Data Security & Purview AI Readiness Trusted Pathways for delivery. Strategy → governance → delivery, in that order.

Next Step

Book an AI strategy workshop.

Ninety minutes with a SecureNative advisor, your CEO, CFO or CIO. We’ll stress-test your current AI ambition, surface the use cases worth funding — and tell you, in writing, what a credible program looks like.