AI Roadmap Identifies High-ROI Agents

At Navigator AI Advisory, we work with organisations that want to adopt AI in a way that is both practical and scalable. One of our clients in the clean energy sector needed a clear strategy to support their long-term vision as owners and operators of renewable storage assets.

Their leadership team knew that AI could play a key role, but the challenge was where to begin. Their priorities were clear: improve legal workflows, strengthen M&A screening, and create a plan for scalable AI adoption across the business.

Laying the Foundations

We started with a collaborative discovery process. Working closely with their team, we identified 28 pain points and mapped 18 potential AI use cases. This was not simply about listing ideas. It was about understanding what mattered most to the business and ensuring every recommendation aligned with their goals.

The outcome was a phased AI roadmap that provided immediate clarity on where to start, while also laying out a long-term adoption plan. This balance of quick wins and structured strategy gave the team confidence that AI could create value from the very first steps.

Prioritising the Right Solutions

From the opportunities uncovered, three agents were prioritised:

• Legal risk analysis agent to review contracts and surface potential risks sooner

• Commercial scenario modeller to evaluate decisions with greater accuracy

• M&A screening agent to speed up investment processes and ensure more consistent evaluations

By focusing on these solutions first, the client was able to capture high-value outcomes while also building the foundation for broader AI adoption.

Results That Matter

The roadmap was more than a list of opportunities. It gave the organisation a way to scale decisions rather than headcount, and a framework for responsible, practical AI adoption.

For us, the partnership reinforced the value of starting with strategy. Instead of chasing tools in isolation, the roadmap created clarity and direction for faster, smarter decision-making.

This case shows how AI can support industries like clean energy, where efficiency and responsibility both matter. By starting with a structured approach, our client is now positioned to capture value today while being ready for the opportunities of tomorrow.