Enterprise AI Strategy & Prioritization for a Leading Identity Management Firm

Written By Data AI Board

Background:

A leading identity access management provider, aimed to enhance the effectiveness of its sales, marketing, customer service functions through the use of advanced analytics and AI. with limited internal AI adoption and nascent analytics programs, this company sought external expertise to understand how other SaaS and technology companies were leveraging AI, and to build a strategic plan for scalable implementation.

Solution:

Unify partnered with this company to craft a targeted AI strategy. We interviewed stakeholders across four business functions and synthesized insights from industry research and best practices. In a workshop with over 70 participants, we set the 3-year AI vision and identified and prioritized more than 100 AI and analytics use cases. The top opportunities were mapped into a multi-year roadmap, and Unify supported the launch of key AI capabilities, including churn modeling, customer insights, predictive chat, and next-best product recommendations. ​

Outcomes:

This company now has a clear, actionable strategy and roadmap to guide its AI investments across business units. The prioritized use cases have accelerated data foundation building, requirements gathering, design, and build phases for high-impact AI solutions. These initiatives are projected to drive measurable lift in customer engagement, revenue growth, and loyalty, transforming how they deliver value through data-driven decision-making. ​

Key Deliverables:

  • AI Vision: A vision for the company’s AI-enabled future state. ​

  • AI Strategy & Roadmap: A strategy and plan aligning technical capabilities with business goals. ​

  • Use Case Prioritization Framework: A structured model to evaluate and rank AI opportunities.​

  • AI-Enables Capabilities: Deployment of predictive models and targeting tools to enhance customer experience. ​

Data AI Board