Development of an AI Roadmap to Prioritize, Optimize, and Align.

iA Financial Group needed to clarify its AI direction in an environment where data and initiatives were spread across several departments. Videns, powered by COFOMO, supported the teams through maturity assessments, cross-department workshops, and a comprehensive SWOT analysis, resulting in a roadmap of more than 280 initiatives. This work helped align investments, strengthen strategic coherence, and establish the foundations of a structured AI program. 

Context - Challenges

In a data-rich environment spread across multiple departments and systems, it is challenging to select and prioritize AI projects that offer the best return on investment. Establishing a clear direction for integrating AI to maximize data value is also difficult.

The main objective for iA Financial Group was to develop a two-year roadmap that would provide a logical, beneficial, and strategically aligned course of action for the company. Videns, powered by COFOMO was tasked with supporting the individual sector of its subsidiary, Industrial Alliance, in developing a strategic roadmap tailored to the sector and aligning it with corporate ambitions.

Solution

A structured, prioritized AI roadmap.

Through interactive workshops and individual meetings, data valuation maturity assessments, and an in-depth SWOT analysis, we developed and deployed a detailed roadmap comprising over 280 initiatives. This roadmap included timelines, effort/expectations, responsibilities, tasks, as well as dependencies and constraints. The various use cases were prioritized based on business value, internal value, and various feasibility criteria.

As part of the various workshops, Videns interacted with different leadership groups such as risk selection, actuarial, marketing, sales, and product development. Coordinating teams and individuals from multiple sectors of the organization was a significant challenge.