Strategy question

A Fortune 500 customer asks Scale to build a GenAI copilot on proprietary data, but the executive sponsor is split between sales enablement, advisor workflow, and business intelligence. In your first 2-3 weeks, how would you identify the highest-value wedge, quantify the opportunity, and turn that into a product strategy and phased roadmap both the customer and Scale can commit to?

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What this question tests

Tests identifying the highest-value wedge among three plausible use cases under executive disagreement, and converting that into a phased roadmap both sides can commit to quickly.

How to approach it

  1. In week one, interview the three stakeholder groups, sales enablement, advisor workflow, and business intelligence leads, to map each use case's frequency, current pain, and how directly it ties to revenue or cost.
  2. Quantify the opportunity for each: for sales enablement, time saved per rep per week; for advisor workflow, faster case resolution; for business intelligence, decision-making speed or accuracy improvement, using rough but defensible estimates.
  3. Assess feasibility with the available proprietary data for each use case, since a copilot is only as good as the data it can access, and one use case may have much cleaner data than another.
  4. Pick the wedge with the best combination of quantified value, data feasibility, and executive-sponsor enthusiasm, likely sales enablement if it has the clearest data and fastest measurable ROI.
  5. Propose a phased roadmap: a narrow pilot on the chosen wedge in the first month, with the other two use cases explicitly sequenced as phase two and three, not abandoned.
  6. Present the roadmap with the quantified opportunity sizing to get executive sponsor buy-in, framing deferred use cases as next, not no.

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