Business portfolio
Identification of uses for member services, development, real estate and support functions.
Customer case · Financial centre · Morocco
A 12-month trajectory, linking productivity, data, tools and executive committee decisions.

Define how AI can improve member services and team work, taking into account the existing environment and privacy requirements.
Identification of uses for member services, development, real estate and support functions.
Positioning of cases according to impact and feasibility to select the first projects.
Choice of tools, connection between local and cloud data, protection of sensitive information.
A phased trajectory with deliverables and decisions to pursue at each milestone.
Concrete applications for business teams.
Prepare responses to recurring requests based on reference information.
Enrich prospect files and prepare prospecting files.
Synthesize reports and produce materials conforming to internal formats.
Organise the monitoring of deadlines and prepare recovery actions.
A framework file including the portfolio, the target architecture and a four-phase roadmap. It is used to decide on investments and launch conditions.
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