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/automation-roadmap

Purpose​

Generate a phased AI automation implementation roadmap that:

  • Prioritizes by AI applicability score (highest first)
  • Sequences dependencies appropriately
  • Allocates budget across phases
  • Sets realistic milestones and KPIs
  • Identifies risks and mitigations

Syntax​

/automation-roadmap <scope> <target> [--budget <amount>] [--timeline <duration>] [--headcount <number>]

Parameters​

ParameterTypeRequiredDefaultDescription
scopestringYes-Analysis scope: occupation, department, industry, organization
targetstringYes-Target name
--budgetnumberNo-Total transformation budget
--timelinestringNo24 monthsOverall timeline
--headcountintegerNo100Affected headcount for ROI
--risk-tolerancestringNomoderateRisk level: conservative, moderate, aggressive
--outputstringNostdoutOutput file path

Examples​

Department Roadmap​

# Customer Service department transformation
/automation-roadmap department "Customer Service" --budget 500000 --headcount 50 --timeline "18 months"

# Finance department with conservative approach
/automation-roadmap department "Finance" --budget 1000000 --headcount 100 --risk-tolerance conservative

Industry Roadmap​

# Banking industry transformation guide
/automation-roadmap industry "Banking" --timeline "36 months"

# Retail with budget constraint
/automation-roadmap industry "Retail" --budget 2000000

Occupation Roadmap​

# Single occupation
/automation-roadmap occupation "Customer Service Representative" --headcount 200

Output​

Standard Roadmap​

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
AI AUTOMATION ROADMAP: Customer Service Department
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

SCOPE & CONTEXT
────────────────────────────────────────────────────────────────
Headcount: 50 FTEs
AI Applicability Score: 0.408
Total Budget: $500,000
Timeline: 18 months
Risk Tolerance: Moderate

PHASE OVERVIEW
────────────────────────────────────────────────────────────────
┌───────────────────────────────────────────────────────────────┐
│ Month  1   3   6   9   12  15  18                            │
│        │   │   │   │   │   │   │                             │
│        └───┴───┴───┴───┴───┴───┘                             │
│        Phase 1   Phase 2     Phase 3                          │
│        Quick     Scale       Advanced                         │
│        Wins      Core        Optimize                         │
│        $150K     $225K       $125K                            │
│        ROI:4x    ROI:3x      ROI:2x                           │
└───────────────────────────────────────────────────────────────┘

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PHASE 1: QUICK WINS (Months 1-6)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Budget: $150,000 (30%)
Focus: Tier 1 activities (90%+ AI completion)
Expected ROI: 4x

INITIATIVES
────────────────────────────────────────────────────────────────
1. Customer Inquiry AI (IWA 4.1.1)
   • Deploy AI for FAQ and standard inquiries
   • AI Completion Rate: 92%
   • Expected Volume: 60% of tier-1 tickets
   • Investment: $50,000
   • Timeline: Month 1-3
   ✓ Milestone: 50% of tier-1 tickets handled by AI

2. Policy Explanation Bot (IWA 4.1.4)
   • Automate policy/procedure explanations
   • AI Completion Rate: 89%
   • Investment: $40,000
   • Timeline: Month 2-4
   ✓ Milestone: 80% policy queries automated

3. Information Retrieval Assistant (IWA 1.1.1)
   • AI-powered knowledge base search
   • AI Completion Rate: 90%
   • Investment: $30,000
   • Timeline: Month 3-5
   ✓ Milestone: Agent lookup time reduced 60%

4. Change Management & Training
   • Agent training on AI collaboration
   • Investment: $30,000
   • Timeline: Month 1-6
   ✓ Milestone: 100% team certified

PHASE 1 KPIs
────────────────────────────────────────────────────────────────
• Tickets handled by AI: Target 40%
• CSAT maintained: >4.2/5
• Agent productivity: +30%
• Cost savings: $180,000 (ROI: 1.2x by Month 6)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PHASE 2: SCALE CORE (Months 7-12)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Budget: $225,000 (45%)
Focus: Tier 2 activities (75-90% AI completion)
Expected ROI: 3x (cumulative)

INITIATIVES
────────────────────────────────────────────────────────────────
5. Complaint Triage System (IWA 2.4.1)
   • AI categorization and routing
   • AI Completion Rate: 78%
   • Investment: $75,000
   • Timeline: Month 7-9
   ✓ Milestone: 70% complaints auto-triaged

6. Proactive Outreach AI (IWA 4.2.1)
   • Automated customer communications
   • AI Completion Rate: 87%
   • Investment: $50,000
   • Timeline: Month 8-10
   ✓ Milestone: 10K proactive messages/month

7. Quality Assurance Automation
   • AI call/chat analysis
   • Investment: $50,000
   • Timeline: Month 9-11
   ✓ Milestone: 100% interactions scored

8. Advanced Training & Process Redesign
   • Redefine roles for AI collaboration
   • Investment: $50,000
   • Timeline: Month 7-12
   ✓ Milestone: New job descriptions deployed

PHASE 2 KPIs
────────────────────────────────────────────────────────────────
• Total AI handling: Target 55%
• First-contact resolution: +25%
• Agent time on complex issues: +40%
• Cumulative savings: $480,000

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PHASE 3: ADVANCED OPTIMIZATION (Months 13-18)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Budget: $125,000 (25%)
Focus: Tier 3 activities + continuous improvement
Expected ROI: 2x (phase) / 4x (cumulative)

INITIATIVES
────────────────────────────────────────────────────────────────
9. Relationship Intelligence (IWA 5.2.1)
   • AI customer relationship insights
   • AI Completion Rate: 65%
   • Investment: $40,000
   • Timeline: Month 13-15
   ✓ Milestone: Churn prediction 80% accurate

10. Advanced Analytics Dashboard
    • Real-time AI performance monitoring
    • Investment: $35,000
    • Timeline: Month 14-16
    ✓ Milestone: Executive dashboard live

11. Continuous Learning System
    • AI model improvement pipeline
    • Investment: $30,000
    • Timeline: Month 15-17
    ✓ Milestone: Monthly model updates

12. Optimization & Scaling
    • Fine-tuning and horizontal scaling
    • Investment: $20,000
    • Timeline: Month 16-18
    ✓ Milestone: 3x capacity achieved

PHASE 3 KPIs
────────────────────────────────────────────────────────────────
• Total AI handling: Target 65%
• Customer effort score: -30%
• Team capacity: 2.5x original
• Total 18-month savings: $950,000

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
RISK MANAGEMENT
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

┌─────────────────────────────┬───────────┬─────────────────────┐
│ Risk                        │ Likelihood│ Mitigation          │
├─────────────────────────────┼───────────┼─────────────────────┤
│ AI accuracy below target    │ Medium    │ Pilot before scale  │
│ Agent resistance            │ Medium    │ Early involvement   │
│ Integration challenges      │ High      │ IT alignment early  │
│ CSAT degradation            │ Low       │ Human escalation    │
│ Budget overrun              │ Medium    │ Phase gates         │
└─────────────────────────────┴───────────┴─────────────────────┘

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
SUMMARY
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Total Investment:     $500,000
18-Month Savings:     $950,000
Net Benefit:          $450,000
ROI:                  1.9x (Year 1), 4x+ (Year 2+)
Payback Period:       9.5 months
Capacity Multiplier:  2.5x

NEXT STEPS
────────────────────────────────────────────────────────────────
1. Approve Phase 1 budget ($150K)
2. Select AI platform vendor
3. Identify Phase 1 pilot team (10 agents)
4. Schedule kickoff (Week 1)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Generated: 2026-01-23 | Source: O*NET 30.1, Microsoft Research
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

What Happens​

  1. Analyze Scope - Get AI applicability for target
  2. Identify Activities - Map to IWAs or PCF categories
  3. Tier Activities - Categorize by AI completion rate
  4. Sequence Phases - Order by quickest wins first
  5. Allocate Budget - Distribute across phases
  6. Set Milestones - Define measurable checkpoints
  7. Assess Risks - Identify and plan mitigations
  8. Generate Roadmap - Format comprehensive output

Success Output​

✅ COMMAND COMPLETE: /automation-roadmap

Roadmap Summary:
- [x] Scope: Customer Service Department
- [x] Phases: 3
- [x] Timeline: 18 months
- [x] Total Budget: $500,000
- [x] Projected ROI: 1.9x (Year 1)

Key Milestones:
- [x] Phase 1: 40% AI ticket handling (Month 6)
- [x] Phase 2: 55% AI handling (Month 12)
- [x] Phase 3: 65% AI handling (Month 18)

Failure Indicators​

  • ❌ AI score too low for meaningful automation
  • ❌ Budget insufficient for Phase 1
  • ❌ Timeline unrealistic for scope
  • ❌ Target not found in taxonomy
  • Skills: ai-occupation-applicability, ai-roi-calculator
  • Agents: workforce-transformation-advisor
  • Commands: /analyze-ai-applicability, /industry-ai-report

Generated by: CODITECT Command Generator Generated: 2026-01-23