Implementation Roadmap Template
Phased Rollout for Agentic AI
Document ID: D3-ROADMAP | Version: 1.0 | Category: P4 - Business/Strategy
Executive Summary
This template provides a structured approach for implementing agentic AI from pilot to enterprise scale. The four-phase model ensures controlled rollout with measurable milestones.
Roadmap Overview
Four-Phase Model
Phase 1 Phase 2 Phase 3 Phase 4
DISCOVER PILOT SCALE OPTIMIZE
(4-6 weeks) (8-12 weeks) (12-16 weeks) (Ongoing)
│ │ │ │
▼ ▼ ▼ ▼
Assessment → Single Use Case → Multiple Teams → Enterprise
Prioritization Limited Users Expanded Scope Continuous
Strategy Validate ROI Proven ROI Improvement
Phase 1: Discover (4-6 Weeks)
Objectives
- Assess current state and opportunities
- Prioritize use cases by value and feasibility
- Define success criteria and governance
Key Activities
| Week | Activity | Deliverable |
|---|---|---|
| 1-2 | Current state assessment | Process inventory |
| 2-3 | Use case identification | Opportunity list |
| 3-4 | Prioritization workshop | Ranked use cases |
| 4-5 | Architecture planning | Technical design |
| 5-6 | Business case development | ROI model |
Exit Criteria
- Top 3 use cases identified and prioritized
- Executive sponsor confirmed
- Budget approved for pilot
- Success metrics defined
Phase 2: Pilot (8-12 Weeks)
Objectives
- Implement first use case
- Validate technical architecture
- Measure and prove ROI
Key Activities
| Week | Activity | Deliverable |
|---|---|---|
| 1-2 | Environment setup | Platform deployed |
| 3-4 | Integration development | Connected systems |
| 5-6 | Agent configuration | Working prototype |
| 7-8 | User acceptance testing | Test results |
| 9-10 | Pilot launch | Live deployment |
| 11-12 | Measurement and tuning | ROI validation |
Success Metrics
| Metric | Target | Measurement |
|---|---|---|
| User adoption | >80% of pilot users | Active usage |
| Task completion | >90% success rate | Agent metrics |
| Time savings | >50% reduction | Before/after comparison |
| User satisfaction | >4.0/5.0 | Survey |
Exit Criteria
- ROI validated (>100% projected)
- User satisfaction >4.0
- Technical stability confirmed
- Scale plan approved
Phase 3: Scale (12-16 Weeks)
Objectives
- Expand to additional use cases
- Broaden user base
- Establish operational excellence
Key Activities
| Week | Activity | Deliverable |
|---|---|---|
| 1-4 | Use case 2 implementation | Second deployment |
| 5-8 | Use case 3 implementation | Third deployment |
| 9-12 | User expansion | Broader rollout |
| 13-16 | Operations handover | Runbook, support model |
Governance Framework
| Component | Description | Owner |
|---|---|---|
| Steering committee | Strategic oversight | Executive sponsor |
| Technical review | Architecture decisions | Tech lead |
| Change management | User adoption | Change lead |
| Operations | Day-to-day management | Ops team |
Exit Criteria
- 3+ use cases in production
- 100+ active users
- Operations team trained
- Self-service capability enabled
Phase 4: Optimize (Ongoing)
Objectives
- Continuous improvement
- New use case pipeline
- Center of excellence
Key Activities
| Cadence | Activity | Outcome |
|---|---|---|
| Weekly | Performance review | Optimization actions |
| Monthly | Use case pipeline review | Prioritized backlog |
| Quarterly | Business review | Strategic alignment |
| Annual | Technology assessment | Roadmap refresh |
Risk Management
Common Risks
| Risk | Probability | Impact | Mitigation |
|---|---|---|---|
| User adoption | Medium | High | Change management |
| Integration delays | Medium | Medium | Agile approach |
| ROI shortfall | Low | High | Conservative targets |
| Executive support loss | Low | Critical | Regular communication |
Quick Reference
Timeline Summary
| Phase | Duration | Key Milestone |
|---|---|---|
| Discover | 4-6 weeks | Business case approved |
| Pilot | 8-12 weeks | ROI validated |
| Scale | 12-16 weeks | Enterprise deployment |
| Optimize | Ongoing | Continuous improvement |
Document maintained by CODITECT Delivery Team