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Strategic Direction for Agentic AI

Before diving into pilots or technology choices, consider clarity on your strategic intent. Are you creating something entirely new? Enhancing existing operations? Replacing outdated systems? Each direction may require different approaches, metrics, and success criteria.

Choose Your Strategic Direction

Click on a strategy to explore how it shapes your AI implementation

Innovative

CREATE NEW

Build something that didn't exist before. Pioneer new capabilities or markets.

Uber (ridesharing) ChatGPT (AI chat) Airbnb (home sharing)
Evolutionary

ENHANCE EXISTING

Improve current operations with AI. Make what you do better, faster, smarter.

Netflix recommendations Gmail Smart Compose Amazon logistics
Disruptive

REPLACE

Substitute existing solutions entirely. Offer a fundamentally better alternative.

Zoom vs conference calls Stripe vs merchant accounts Canva vs Photoshop
Connective

BRIDGE

Connect disconnected systems or stakeholders. Create value through integration.

Zapier (app connector) Plaid (banking API) IFTTT (automation)
Focused

UNBUNDLE

Break apart monolithic solutions. Excel at one thing instead of being okay at many.

Slack from email Calendly from CRM Notion from Office

👆 Select a strategic direction above to see how it influences your AI implementation

CREATE NEW: Pioneer Uncharted Territory

This strategy is about true innovation - creating capabilities, products, or markets that don't exist today.

Use Case Design

Target problems where human constraints (speed, scale, availability) create real pain. Example: Uber solved "can't get a cab at 2am" not "taxis are inefficient."

Success Metrics

Week 1 retention >40%, daily active use >20%, organic referral rate >15%. Ignore efficiency metrics until product-market fit.

Risk Profile

High risk, high reward. Budget for 3-5 pivots. 70% of initial hypotheses will be wrong. Success requires venture-scale returns.

AI Approach

Leverage AI's superhuman abilities: process millions of data points instantly, never sleep, perfect memory, infinite patience.

ENHANCE EXISTING: Amplify What Works

This strategy focuses on making your current operations significantly better through AI augmentation.

Use Case Design

Find tasks taking 30+ minutes daily or requiring 3+ handoffs. AI excels at: pattern matching, 24/7 availability, perfect recall, parallel processing.

Success Metrics

50%+ time reduction, <2% error rate, ROI positive within 6 months. Track: tasks automated, decisions accelerated, exceptions reduced.

Risk Profile

Lower risk with predictable ROI. Main challenge: change management. 40% of gains come from process redesign, not just AI addition.

AI Approach

AI as co-pilot: handles routine decisions, flags anomalies, suggests options. Humans retain control of high-stakes choices.

REPLACE: Redefine the Game

This strategy involves completely substituting existing solutions with AI-powered alternatives.

Use Case Design

Current solution must have 3+ fundamental flaws users grudgingly accept. Example: Stripe replaced week-long merchant applications with 7-minute integration.

Success Metrics

Migration rate >20% in year 1, NPS 50+ points higher than incumbent, support tickets 80% lower. Track switching velocity.

Risk Profile

Need 10x improvement on primary metric (cost, speed, or capability). Budget 2x expected timeline for market education.

AI Approach

Full automation of core process. Human oversight only for edge cases (<5%). AI handles 95%+ of decisions autonomously.

BRIDGE: Connect the Disconnected

This strategy creates value by intelligently connecting previously disconnected systems, data, or stakeholders.

Use Case Design

Map where 3+ systems don't talk, causing duplicate work or missed insights. Example: Plaid connected 11,000+ banks that had no common API.

Success Metrics

Integration time from weeks to hours, data accuracy >99%, API uptime >99.9%. Network value = (number of connections)².

Risk Profile

Chicken-egg problem: need both sides to start. Solution: focus on one side's immediate value first (Uber started with black cars).

AI Approach

AI as universal translator: auto-maps data schemas, learns integration patterns, self-heals when APIs change.

UNBUNDLE: Master One Thing

This strategy involves extracting and perfecting a specific capability from larger, complex solutions.

Use Case Design

Find features users love in bloated products they hate. Example: Calendly extracted scheduling from CRM systems no one wanted to log into.

Success Metrics

Time-to-value <2 minutes, feature depth 10x incumbent, viral coefficient >1.0. Measure: "would you be upset if this disappeared?"

Risk Profile

Low risk if niche is validated. Risk: incumbent copies you. Defense: be 10x better at one thing vs 2x better at five things.

AI Approach

Hyper-specialized AI trained only on your use case. Depth over breadth - knows every edge case in your specific domain.

Build Your AI Strategy Pattern

Combine strategic choices to create your unique implementation approach

1. How will you build it?

2. How will AI be involved?

3. What value will you provide?

4. How will you charge?

Success Patterns in Action

Real-world examples of strategic patterns that work

Midjourney: CREATE + GENERATE + AUTONOMOUS + ACCESS

Created an entirely new way to generate art, making professional-quality imagery accessible to everyone

Strategic Direction Create new AI art category
Creation Method AI generates on-demand
AI Role Fully autonomous creation
Value Prop Access to pro-quality art
Revenue Model Subscription tiers
Key Success Factor Community + quality

Stripe: REPLACE + BUILD + AUTOMATED + EFFICIENCY

Replaced complex merchant account setups with simple API calls, automating payment infrastructure

Strategic Direction Replace merchant accounts
Creation Method Built new infrastructure
AI Role Automated fraud detection
Value Prop Efficiency: instant setup
Revenue Model Transaction percentage
Key Success Factor Developer experience

Advanced Strategic Frameworks

Deep strategic thinking tools for agentic transformation

Asset Transmutation Analysis

Many organizations possess hidden infrastructure value within their existing assets. This framework helps identify and unlock that value.

1. Surface Asset Inventory

  • What you sell (products, services)
  • What you measure (metrics, KPIs)
  • What you optimize for (efficiency, accuracy)

2. Deep Asset Discovery

  • Data Patterns: What behavioral patterns do you observe that customers don't?
  • Process Knowledge: What workflows have you implicitly codified?
  • Trust Infrastructure: What verification or quality systems have you built?
  • Domain Expertise: What industry-specific knowledge is embedded in your systems?

3. Value Ladder Analysis

  • Level 1 - Feature Value: What you do ("We translate text")
  • Level 2 - Functional Value: What you enable ("We enable communication")
  • Level 3 - Outcome Value: What you achieve ("We ensure understanding")
  • Level 4 - Infrastructure Value: What you fundamentally provide ("We are communication infrastructure")
  • Level 5 - Transformation Value: What you make possible (Define based on your vision)

The Agent Canvas

Traditional product canvases are insufficient for AI agents. Consider the following to enhance them.

🎯 Autonomy Proposition

What decisions can this agent make independently?

  • • What decisions are we delegating?
  • • What level of autonomy is appropriate?
  • • How do we bound the decision space?

🌐 Decision Domains

Where can this agent act autonomously?

  • • Which processes are in scope?
  • • What are the clear boundaries?
  • • Where are the no-go zones?

🔗 Integration Ecosystem

How does it interface with other systems?

  • • What agents does it collaborate with?
  • • Which systems does it need to access?
  • • What protocols does it speak?

🛡️ Trust Mechanisms

How do we ensure reliable behavior?

  • • Hard limits (never exceed)
  • • Soft limits (alert on approach)
  • • Override mechanisms

💰 Value Streams

How does this create value?

  • • Efficiency gains
  • • Capability expansion
  • • Strategic advantage

📈 Evolution Path

How does this agent grow?

  • • Initial: Limited autonomy
  • • Expanding: Growing scope
  • • Mature: Full domain autonomy