You don’t need to start with a chatbot, an expensive platform, or a large transformation project.

Start by understanding the problems you need to solve.

The Trusted AI Roadmap helps organizations answer questions such as:

• Where can AI create meaningful value?
• Which opportunities should we prioritize?
• Where should AI not be used?
• What should we build, buy, configure, or integrate?
• What foundational work needs to happen first?
• What governance and accessibility considerations apply?
• How should AI support our mission and digital strategy?
• What can we pilot safely?
• How will we measure success?

Rather than chasing trends, your organization receives a practical roadmap focused on measurable outcomes, responsible implementation, and long-term sustainability.

The Trusted AI Roadmap combines organizational assessment, opportunity discovery, technology guidance, accessibility, governance, and implementation planning into one strategic engagement.

AI Readiness Assessment

Evaluate your organization’s ability to adopt and sustain AI across areas such as:

• Strategy
• Content
• Technology
• Data
• Workflows
• Governance
• Accessibility
• Team readiness

The resulting AI Readiness Scorecard helps identify strengths, gaps, dependencies, and foundational work that should happen before implementation.

Existing AI Initiative Review

Understand how AI is already being used across the organization.

We review:

• Current tools
• Formal and informal experiments
• Affected teams and workflows
• Data-handling practices
• Existing ownership
• Human-review expectations
• Current measurements
• Known risks

This creates a shared view of what is already happening before new investments are recommended.

Opportunity Identification

Identify and evaluate opportunities such as:

• AI-powered website search
• Internal knowledge assistants
• Content operations
• Accessibility workflows
• Workflow automation
• Document processing
• Staff productivity tools
• Constituent self-service
• Marketing and communications support
• AI visibility improvement
• Governance and review processes

Each opportunity is evaluated for:

• Mission and organizational value
• Audience impact
• Feasibility
• Risk
• Accessibility and inclusion
• Time to value
• Strategic alignment
• Measurement potential

Build vs. Buy Advisory

Not every opportunity requires a custom application. Not every problem requires AI.

For priority opportunities, Kanopi evaluates whether your organization should:

• Buy an existing product
• Build a custom solution
• Configure or integrate an existing platform
• Use a traditional, non-AI solution
• Defer the opportunity
• Avoid AI for that use case

Recommendations consider:

• Organizational needs
• Accessibility
• Data readiness
• Privacy and security
• Governance
• Integration requirements
• Maintainability
• Vendor risk
• Time to value
• Long-term ownership

Accessibility and Governance Review

Accessibility and governance are integrated into the Roadmap from the beginning.

We evaluate:

• Accessibility impacts
• Privacy and security considerations
• Human-review requirements
• Accuracy and content-quality risks
• Vendor and tool concerns
• Governance gaps
• Policy needs
• Public-facing risk
• Escalation requirements

Responsible AI should expand access and organizational capacity without creating new barriers or undermining trust.

Phased Executive Roadmap

Receive a sequenced strategy organized into practical stages.

Foundation

Prepare the organization through governance, training, content readiness, data preparation, accessibility standards, and measurement.

Quick Wins

Pursue lower-risk opportunities that can demonstrate value quickly.

Priority Pilots

Test focused initiatives before making broader investments.

Strategic Initiatives

Plan larger efforts that require deeper integration, governance, or organizational change.

Ongoing Measurement and Support

Define how each initiative will be monitored, reviewed, and improved after launch.

1. Understand the Current State

Meet with stakeholders and review the organization’s goals, systems, content, workflows, policies, risks, and existing AI activity.

2. Identify Opportunities

Develop an inventory of potential AI initiatives connected to real organizational needs.

3. Evaluate the Options

Assess each opportunity for value, feasibility, risk, accessibility, time to value, and strategic alignment.

4. Recommend the Delivery Path

Determine which opportunities should be built, bought, configured, integrated, addressed traditionally, deferred, or avoided.

5. Build the Roadmap

Organize the recommendations into a phased plan with priorities, owners, dependencies, measurement approaches, and recommended next steps.

6. Align Leadership

Present the findings and roadmap so leadership can make informed investment and implementation decisions.

The Trusted AI Roadmap may include:

• Executive Summary
• AI Readiness Scorecard
• Existing AI Initiative Inventory
• Opportunity Inventory
• Prioritization Matrix
• Build vs. Buy Recommendations
• Accessibility and Governance Considerations
• Risk and Dependency Summary
• Phased AI Roadmap
• TAVI and AI Visibility Summary, when applicable
• Recommended Next Engagement
• Executive Presentation

The final deliverables are tailored to the organization’s scope, goals, stakeholders, and digital ecosystem.

Choose the AI Visibility Assessment when your primary questions are:

• What is our TAVI score?
• How visible are we in AI-powered search?
• Do AI platforms understand our organization?
• Are competitors being recommended instead of us?
• How should our content and authority strategy evolve?
• How do we track AI visibility over time?

Choose the Trusted AI Roadmap when your primary questions are:

• Where should we invest in AI?
• Which opportunities should we prioritize?
• What should we build, buy, configure, or integrate?
• What governance do we need?
• What can we pilot safely?
• How should AI fit into our organization?
• What should the next 3, 6, and 12 months look like?

Some organizations complete both engagements to connect external AI visibility with internal AI strategy and implementation.

Kanopi combines AI expertise with deep experience in Drupal, WordPress, accessibility, content strategy, governance, and long-term digital support.

Rather than beginning with technology, we begin with organizational outcomes.

Our recommendations are:

• Practical
• Technology-agnostic
• Accessibility-aware
• Grounded in evidence
• Aligned with organizational capacity
• Designed for long-term sustainability

We understand the needs of higher education institutions, healthcare organizations, nonprofits, and cultural organizations where trust and public service are central to the mission.

The goal isn’t to implement AI everywhere.

It’s to identify the right opportunities and pursue them responsibly.

Do we need technical staff to participate?

No.

The Roadmap is a collaborative strategy engagement involving the people who understand your goals, audiences, workflows, risks, and systems.

Technical stakeholders can provide valuable context, but the engagement is not designed only for technical teams.

Do we need to know which AI platform we want to use?

No.

The engagement is technology-agnostic and begins with organizational needs rather than a predetermined product.

Do we need to be using AI already?

No.

The Roadmap can help organizations beginning their first exploration as well as organizations coordinating existing experiments and tools.

Will you tell us when not to use AI?

Yes.

Some problems are better addressed through content improvements, traditional search, rules-based automation, forms, or workflow changes.

Avoiding unnecessary AI is an important Roadmap outcome.

Does the Roadmap include accessibility and governance?

Yes.

Accessibility, governance, privacy, security, content quality, and human oversight are integrated throughout the engagement.

Does the Roadmap include a TAVI score?

Not automatically.

TAVI is produced through the AI Visibility Assessment, which uses a distinct methodology to evaluate external AI visibility.

If you have already completed that assessment, its findings can be incorporated into your Roadmap.

Can the Roadmap lead directly into implementation?

Yes.

Many organizations continue into a focused pilot, adoption program, governance engagement, solution accelerator, or custom implementation after completing the Roadmap.

How will we measure success?

The Roadmap defines appropriate measurements for each recommended initiative.

Depending on the opportunity, these may include adoption, time savings, service outcomes, content quality, accessibility, audience engagement, risk reduction, or TAVI movement.