Audit-Tech Platform AI Advisory Sprint
The product had strong domain value but needed enterprise-grade readiness: data strategy, security posture, and an AI roadmap tied to real user workflows. The company was preparing for enterprise pilots with strict requirements on auditability and privacy.
Client Type
High-Growth Audit-Tech Company
Region
India / Middle East
Engagement Type
AI Advisory + AI Platform Enablement
Duration
10–14 weeks (advisory sprint) + follow-on support
Role
AI advisory lead for roadmap, platform readiness, and enterprise guardrails
What We Delivered
- AI roadmap aligned to top 5 audit workflows (test of details, evidence review, anomaly detection, customer support, summaries)
- Reference architecture for AI enablement (data pipeline, retrieval, model services, governance)
- Security and privacy checklist for enterprise onboarding (roles, logging, retention)
- MVP backlog for 'next-gen AI features' with acceptance criteria and measurable outcomes
- Pilot readiness pack: demo scripts, KPI definitions, and rollout plan
How We Delivered
- Ran discovery workshops with auditors, product, and engineering to map workflows
- Defined data contracts and minimum metadata standards for audit evidence
- Created 'AI feature gates' to prevent unsafe outputs and enforce traceability
- Established evaluation protocol (precision/recall where applicable, human review steps)
- Built a delivery plan that separates MVP, pilot hardening, and production controls
What Made It Hard
- Balancing speed (timelines) with enterprise requirements (controls, traceability)
- Limited labelled data; required practical evaluation approach and human-in-the-loop design
- Avoiding over-automation in high-stakes audit decisions; required clear decision boundaries
Results and Impact
Strategic Roadmap
Reduced ambiguity in roadmap: 12 AI epics prioritized with effort and dependency mapping. Created measurable KPIs for pilots.
Compressed Timeline
Pilot timeline compressed by ~4–6 weeks due to clarified scope and acceptance criteria.
Enterprise Readiness
Improved enterprise readiness: defined roles, logging, and data retention controls for audits.