SERVICE
Rethink How You Compete in the AI Age
Transform your organization with AI
AI Strategy sets priorities and enables meaningful change
Our AI Strategy Consulting enables you to fulfill the technology’s promise, at scale. We are independent of IT companies and pursue only one agenda – yours. Our work has four main thrusts: 1) identify the big strategic opportunities where AI can remake your business 2) set priorities among your areas of AI opportunity 3) demonstrate a replicable way for you to remake work in priority areas and 4) create mechanisms for you to scale AI adoption within your workforce.
Chart Your AI Strategy
AI Strategy Consulting helps businesses transform, not just incrementally improve. It helps you avoid pitfalls many have run into: unfocused investment that brings confusion and distraction while achieving too little. Our work enables you to set both bold direction and clear focus.
Our work is based on experience across dozens of organizations, multiple articles in respected journals, and our bestselling book AI and the Octopus Organization. We have written detailed case studies of real AI transformation from healthcare (Mass General Brigham) to banking (BBVA) to technology (HelloFresh).
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
How AI Can Make Costovation Happen
The paper highlights three ways AI fundamentally strengthens Costovation:
Enabling a breakthrough perspective by surfacing hidden assumptions, unmet Jobs to Be Done, and new cost structures through large-scale data analysis
Driving relentless focus by identifying which customers, Jobs, processes, and features truly matter—and stripping away everything else
Blurring value-chain boundaries by redesigning how products and services are produced, delivered, and sold through AI-enabled partnerships and platforms
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
How AI Can Make Costovation Happen
The paper highlights three ways AI fundamentally strengthens Costovation:
Enabling a breakthrough perspective by surfacing hidden assumptions, unmet Jobs to Be Done, and new cost structures through large-scale data analysis
Driving relentless focus by identifying which customers, Jobs, processes, and features truly matter—and stripping away everything else
Blurring value-chain boundaries by redesigning how products and services are produced, delivered, and sold through AI-enabled partnerships and platforms
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
How AI Can Make Costovation Happen
The paper highlights three ways AI fundamentally strengthens Costovation:
Enabling a breakthrough perspective by surfacing hidden assumptions, unmet Jobs to Be Done, and new cost structures through large-scale data analysis
Driving relentless focus by identifying which customers, Jobs, processes, and features truly matter—and stripping away everything else
Blurring value-chain boundaries by redesigning how products and services are produced, delivered, and sold through AI-enabled partnerships and platforms
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
How AI Can Make Costovation Happen
The paper highlights three ways AI fundamentally strengthens Costovation:
Enabling a breakthrough perspective by surfacing hidden assumptions, unmet Jobs to Be Done, and new cost structures through large-scale data analysis
Driving relentless focus by identifying which customers, Jobs, processes, and features truly matter—and stripping away everything else
Blurring value-chain boundaries by redesigning how products and services are produced, delivered, and sold through AI-enabled partnerships and platforms
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
working paper
Beyond the Chatbot
Here’s how this framework helps leaders move from experimenting with AI to truly transforming their business:
Revealing ten types of AI innovation, from reimagining value chains to creating entirely new revenue models, that expand what’s possible
Guiding companies to align AI strategy with real customer needs, not just technical capabilities
Offering a disciplined, customer-centered process to prioritize opportunities, test rapidly, and scale with confidence
WORKING PAPER
Costovation and AI
This guide shows leaders how to use AI to turn constraints into catalysts for smart, scalable innovation:
Challenging industry assumptions to uncover new ways to reduce costs while elevating customer experience
Using AI to focus on what truly matters to customers and strip away complexity that adds cost but not value
Redefining value chains and partnerships to create leaner, faster, and more adaptive business models
Working paper
Three Routes for Embracing AI
The Three Routes framework helps organizations lead in the AI Age by:
Applying AI to existing operations to drive measurable productivity gains while staying centered on customer Jobs and system design
Building experimentation muscle—using structured hypotheses, rapid testing, and strong governance to learn fast and scale what works
Creating the future through strategic foresight, scenario planning, and portfolio thinking to turn uncertainty into long-term growth
What Makes AI Strategy Consulting Successful
For leading organizations, AI is already creating distance from the laggards. It is transforming customer experience, increasing the bandwidth and capability of Product organizations, creating new strategic advantages, and generating major efficiencies. Yet many organizations remain stuck in pilot mode, focusing on tools rather than strategy, and they risk being outpaced by more forward-looking competitors. The real threat lies not in missing a tool but in failing to think big and prioritize strategically.
The data on AI’s struggles is compelling. BCG, for instance, states that 74% of companies struggle to derive significant value from AI. The problem is not the technology, which is improving exponentially. Rather, the issue lies in how organizations adopt it.
The rise of artificial intelligence is transforming industries at an unprecedented pace, disrupting business models, roles, and competitive dynamics. Yet many organizations remain stuck in pilot mode, focusing on tools rather than strategy, and risk being outpaced by more forward-looking competitors. The real threat lies not in missing a tool but in failing to redefine how you compete.
Successful AI initiatives require a strategic lens: identifying where AI creates customer delight, enables disruption, and drives cost innovation (Costovation). Without that clarity, investments often yield little measurable value and many projects stall or fail.
The urgency for a clear AI strategy is underscored by hard data:
These findings reveal three critical failure points for organizations:
Lack of strategic alignment: Many AI efforts are not connected to customer-centric goals or competitive positioning.
Lack of strategic alignment: Many AI efforts are not connected to customer-centric goals or competitive positioning.
Overemphasis on technology vs. value: Organizations invest heavily in tools without clearly defining what value the AI system is meant to unlock, and how it should redefine work rather than simply layer AI on top of pre-existing norms.
Overemphasis on technology vs. value: Organizations invest heavily in tools without clearly defining what value the AI system is meant to unlock, and how it should redefine work rather than simply layer AI on top of pre-existing norms.
Gaps in organizational rediness: Data strategy, governance, workforce skills, and culture often lag behind ambition.
Gaps in organizational rediness: Data strategy, governance, workforce skills, and culture often lag behind ambition.
By focusing on where AI can deliver customer delight, industry disruption, and cost innovation, organizations position themselves to lead rather than follow.
Our Approach to AI Strategy Consulting
At New Markets Advisors, our AI strategy consulting service begins with understanding the Jobs to be Done (what customers or employees are truly trying to achieve) and then shapes how artificial intelligence can unlock three major opportunity zones: customer delight, disruption, and cost innovation (Costovation).
From there, we guide your organization through workflow and structural transformation, prioritize strategic initiatives, and build robust governance models for responsible, scalable AI deployment. Our role is tool-neutral: we chart how your company should evolve and compete through AI enablement, and we are not affiliated with particular tech vendors seeking to push their solutions.
Our approach is built on four distinct but interconnected lenses:
At New Markets Advisors, our AI strategy consulting service begins with understanding the Jobs to be Done (what customers or employees are truly trying to achieve) and then shapes how artificial intelligence can unlock three major opportunity zones: customer delight, disruption, and cost innovation (Costovation).
From there, we guide your organization through workflow and structural transformation, prioritize strategic initiatives, and build robust governance models for responsible, scalable AI deployment. Our role is tool-neutral: we chart how your company should evolve and compete through AI enablement, and we are not affiliated with particular tech vendors seeking to push their solutions.
Our approach is built on four distinct but interconnected lenses:
Jobs to be Done
Jobs to be Done
We identify the root drivers of customer demand and how AI can transform your value proposition in ways that customers will deeply value. We also look at the fundamental units of work to be accomplished – the internal Jobs to be Done in your organization – focusing on how work can be remade without rooting in today’s job descriptions. By focusing here, we set a clear compass heading and avoid technology-led thrusts that don’t resonate or scale.
We identify the root drivers of customer demand and how AI can transform your value proposition in ways that customers will deeply value. We also look at the fundamental units of work to be accomplished – the internal Jobs to be Done in your organization – focusing on how work can be remade without rooting in today’s job descriptions. By focusing here, we set a clear compass heading and avoid technology-led thrusts that don’t resonate or scale.
Opportunity Triad: Delight · Disruption · Cost Innovation
Opportunity Triad: Delight · Disruption · Cost Innovation
Delight: How can AI create new value for customers, new experiences, personalization, or new service models?
b. Disruption: Where can AI enable radical shifts in your business model, addressable market, or competitive positioning?
c. Cost Innovation (Costovation): How can AI create a step-change in your cost base, simplify internal complexity, and create margin-generating efficiency?
This triad ensures we don’t just optimize today; we help you compete differently tomorrow.
Delight: How can AI create new value for customers, new experiences, personalization, or new service models?
b. Disruption: Where can AI enable radical shifts in your business model, addressable market, or competitive positioning?
c. Cost Innovation (Costovation): How can AI create a step-change in your cost base, simplify internal complexity, and create margin-generating efficiency?
This triad ensures we don’t just optimize today; we help you compete differently tomorrow.
Organizational & Workflow Transformation
Organizational & Workflow Transformation
Strategy alone is insufficient. We help define how your teams, roles, workflows, and data infrastructure must change. From skill gaps to mindset shifts to process redesign, this is how AI becomes embedded and transformative, not an add-on. We can also demonstrate how to do this and create a replicable process for your staff to take forward across your organization. Furthermore, we help you create internal mechanisms to drive top-down AI priorities across functions, laterally share learnings, and generate bottom-up pull for AI solutions.
Strategy alone is insufficient. We help define how your teams, roles, workflows, and data infrastructure must change. From skill gaps to mindset shifts to process redesign, this is how AI becomes embedded and transformative, not an add-on. We can also demonstrate how to do this and create a replicable process for your staff to take forward across your organization. Furthermore, we help you create internal mechanisms to drive top-down AI priorities across functions, laterally share learnings, and generate bottom-up pull for AI solutions.
Strategic Roadmap & Prioritization
Strategic Roadmap & Prioritization
Critically, we help you build a prioritized roadmap. Which initiatives go first? Which pilots should be focused on? How do you determine what to scale? We then link these choices to near-term action.
Critically, we help you build a prioritized roadmap. Which initiatives go first? Which pilots should be focused on? How do you determine what to scale? We then link these choices to near-term action.
At New Markets Advisors, our AI strategy consulting service begins with understanding the Jobs to be Done (what customers or employees are truly trying to achieve) and then shapes how artificial intelligence can unlock three major opportunity zones: customer delight, disruption, and cost innovation (Costovation).
From there, we guide your organization through workflow and structural transformation, prioritize strategic initiatives, and build robust governance models for responsible, scalable AI deployment. Our role is tool-neutral: we chart how your company should evolve and compete through AI enablement, and we are not affiliated with particular tech vendors seeking to push their solutions.
Our approach is built on four distinct but interconnected lenses:
Jobs to be Done
We identify the root drivers of customer demand and how AI can transform your value proposition in ways that customers will deeply value. We also look at the fundamental units of work to be accomplished – the internal Jobs to be Done in your organization – focusing on how work can be remade without rooting in today’s job descriptions? By focusing here, we set a clear compass heading and avoid technology-led thrusts that don’t resonate or scale.
Opportunity Triad: Delight · Disruption · Cost Innovation
Delight: How can AI create new value for customers, new experiences, personalization, or new service models?
b. Disruption: Where can AI enable radical shifts in your business model, addressable market, or competitive positioning?
c. Cost Innovation (Costovation): How can AI create a step-change in your cost base, simplify internal complexity, and create margin-generating efficiency?
This triad ensures we don’t just optimize today; we help you compete differently tomorrow.
Organizational & Workflow Transformation
Strategy alone is insufficient. We help define how your teams, roles, workflows, and data infrastructure must change. From skill gaps to mindset shifts to process redesign, this is how AI becomes embedded and transformative, not an add-on. We can also demonstrate how to do this and create a replicable process for your staff to take forward across your organization. Furthermore, we help you create internal mechanisms to drive top-down AI priorities across functions, laterally share learnings, and generate bottom-up pull for AI solutions.
Strategic Roadmap & Prioritization
Critically, we help you build a prioritized roadmap. Which initiatives go first? Which pilots should be focused on? How do you determine what to scale? We then link these choices to near-term action.
At New Markets Advisors, our AI strategy consulting service begins with understanding the Jobs to be Done (what customers or employees are truly trying to achieve) and then shapes how artificial intelligence can unlock three major opportunity zones: customer delight, disruption, and cost innovation (Costovation).
From there, we guide your organization through workflow and structural transformation, prioritize strategic initiatives, and build robust governance models for responsible, scalable AI deployment. Our role is tool-neutral: we chart how your company should evolve and compete through AI enablement, and we are not affiliated with particular tech vendors seeking to push their solutions.
Our approach is built on four distinct but interconnected lenses:
Jobs to be Done
We identify the root drivers of customer demand and how AI can transform your value proposition in ways that customers will deeply value. We also look at the fundamental units of work to be accomplished – the internal Jobs to be Done in your organization – focusing on how work can be remade without rooting in today’s job descriptions? By focusing here, we set a clear compass heading and avoid technology-led thrusts that don’t resonate or scale.
Opportunity Triad: Delight · Disruption · Cost Innovation
Delight: How can AI create new value for customers, new experiences, personalization, or new service models?
b. Disruption: Where can AI enable radical shifts in your business model, addressable market, or competitive positioning?
c. Cost Innovation (Costovation): How can AI create a step-change in your cost base, simplify internal complexity, and create margin-generating efficiency?
This triad ensures we don’t just optimize today; we help you compete differently tomorrow.
Organizational & Workflow Transformation
Strategy alone is insufficient. We help define how your teams, roles, workflows, and data infrastructure must change. From skill gaps to mindset shifts to process redesign, this is how AI becomes embedded and transformative, not an add-on. We can also demonstrate how to do this and create a replicable process for your staff to take forward across your organization. Furthermore, we help you create internal mechanisms to drive top-down AI priorities across functions, laterally share learnings, and generate bottom-up pull for AI solutions.
Strategic Roadmap & Prioritization
Critically, we help you build a prioritized roadmap. Which initiatives go first? Which pilots should be focused on? How do you determine what to scale? We then link these choices to near-term action.
What to Expect from Our AI Strategy Consulting Services
What to Expect from Our AI Strategy Consulting Services
When you partner with us, you can expect a set of tangible, decision-ready deliverables:
AI Strategy Roadmap: Prioritized initiatives for customer delight, competitive disruption, and cost innovation.
Use-Case Prioritization & Pilot Plan: A sequence for experimentation and scaling.
Organizational Readiness Assessment: Analysis of current skills, data maturity, and workflows that are prime candidates for AI, and governance needs.
Change-Management & Capability Toolkit: Frameworks, training, and organizational approaches to embed AI thinking across teams.
Each output connects directly to measurable business priorities, ensuring your organization can act decisively, scale efficiently, and lead confidently in an AI-driven market.
How We Compare
Most AI consulting firms focus on technology: counting use cases, selecting vendors, or automating existing workflows. At New Markets Advisors, we focus on transformation. Our AI Strategy Consulting begins by clarifying why your organization should pursue AI initiatives, not just how to deploy them. We uncover where AI can create customer delight, spark market disruption, and drive cost innovation (Costovation). Because we are technology-neutral, we have no financial motivation to sell or implement systems. Our goal is to help you craft a strategy that redefines how you compete, ensuring every investment in AI delivers long-term strategic value.
Here’s what sets us apart from traditional consulting approaches:
Clarify why before how: Every recommendation starts with your strategic purpose and customer value.
Prioritize value, not volume: We focus on a few high-impact AI opportunities, not endless pilot lists.
Build capability, not dependency: We transfer knowledge so your teams can innovate independently.
Stay neutral on technology: We evaluate AI options through your strategic lens—not vendor incentives.
Our independence and deep experience in this field since 2012 make us trusted advisors for executives who want clarity, confidence, and competitive advantage in an AI-driven world.
Most AI consulting firms focus on technology: counting use cases, selecting vendors, or automating existing workflows. At New Markets Advisors, we focus on transformation. Our AI Strategy Consulting begins by clarifying why your organization should pursue AI initiatives, not just how to deploy them. We uncover where AI can create customer delight, spark market disruption, and drive cost innovation (Costovation). Because we are technology-neutral, we have no interest in selling or implementing systems. Our goal is to help you craft a strategy that redefines how you compete, ensuring every investment in AI delivers long-term strategic value.
Here’s what sets us apart from traditional consulting approaches:
Clarify why before how: Every recommendation starts with your strategic purpose and customer value.
Prioritize value, not volume: We focus on a few high-impact AI opportunities, not endless pilot lists.
Build capability, not dependency: We transfer knowledge so your teams can innovate independently.
Stay neutral on technology: We evaluate AI options through your strategic lens—not vendor incentives.
Our independence and deep experience since 2012 make us trusted advisors for executives who want clarity, confidence, and competitive advantage in an AI-driven world.
Our Thinking on AI Strategy Consulting
New Markets Advisors helps companies move beyond incremental AI enhancements and instead reshape how their businesses operate and compete. We are experts in AI strategy, having recently published, AI and the Octopus Organization: Building the Superintelligent Firm, along with more than two dozen articles on AI strategy and innovation.
Sample perspectives include:
In 5 Ways To Factor Generative AI Into Tech Product Strategy, first published in Forbes, we examine how Jobs to Be Done can reveal new opportunities for AI to elevate the customer experience. As AI capabilities advance rapidly, the five approaches in the article provide a valuable foundation for product strategy.
Generative AI is also beginning to influence industries that are traditionally resistant to change. In What Is The Potential Of Generative AI In Healthcare?, first published in Forbes, we present five steps for healthcare companies to identify near-term areas AI can make a difference in their firms.
AI is moving at lighting speed, and companies are struggling to keep up. In Is Your Firm Wondering How It Should Move Forward with AI? we outline strategies for enabling internal teams to use AI not just as a productivity tool within their divisions, but as a technology capable of reshaping their customer experience, business model, and industry.
Our Thinking on AI Strategy Consulting
New Markets Advisors helps companies move beyond incremental AI enhancements and instead reshape how their businesses operate and compete. We identify where AI can create new solutions that better fulfill customers’ Jobs to be Done and where AI enables radical improvements in cost position, internal operations, and business model design. We are experts in AI strategy, having recently published, AI and The Octopus Organization: Building the Superintelligent Firm, along with more than two dozen articles on AI strategy and innovation.
Sample perspectives include:
In 5 Ways To Factor Generative AI Into Tech Product Strategy, first published in Forbes, we examine how Jobs to Be Done can reveal new opportunities for AI to elevate the customer experience. As AI capabilities advance rapidly, the five approaches in the article provide a valuable foundation for product strategy.
Generative AI is also beginning to influence industries that are traditionally resistant to change. In What Is The Potential Of Generative AI In Healthcare?, first published in Forbes, we present five steps for healthcare companies to identify near-term areas AI can make a difference in their firms.
AI is moving at lighting speed, and companies are struggling to keep up. In Is Your Firm Wondering How It Should Move Forward with AI? we outline strategies for enabling internal teams to use AI not just as a productivity tool within their divisions, but as a technology capable of reshaping their customer experience, business model, and industry.
Frequently Asked Questions
What is AI strategy consulting?
AI strategy consulting helps organizations set AI investment and adoption priorities, often including an approach to using AI to achieve real business transformation. We identify where AI can deliver customer delight, enable competitive disruption, and drive cost innovation, building an actionable roadmap.
How does AI strategy differ from AI implementation?
What is the value of Jobs to be Done in AI strategy?
How long does an AI strategy consultancy engagement take?
Which industries benefit most from AI strategy consulting?
How is your consultancy independent and technology-neutral?
What is AI strategy consulting?
AI strategy consulting helps organizations set AI investment and adoption priorities, often including an approach to using AI to achieve real business transformation. We identify where AI can deliver customer delight, enable competitive disruption, and drive cost innovation, building an actionable roadmap.
How does AI strategy differ from AI implementation?
What is the value of Jobs to be Done in AI strategy?
4. What are the three routes for embracing AI (AI-ify the Present, Become Great at Experimentation, Create the Future)?
Which industries benefit most from AI strategy consulting?
How is your consultancy independent and technology-neutral?
Connect With Us
Let's Embrace AI Together
Fill out the form below to start the conversation about working with New Markets Advisors
Connect With Us
Let's Embrace AI Together
Fill out the form below to start the conversation about working with New Markets Advisors
Becoming AI native requires more than technology
Our AI Strategy Consulting identifies where artificial intelligence creates genuine strategic value for your business. We explore three opportunity areas. First, customer delight: new experiences and personalization that deliver compelling value propositions. Second, disruptive innovation: where AI enables leaps in cost position, accessibility, or business models that upend your industry's competitive order. Third, costovation: radical improvements to your internal cost structure. Drawing on insights from our latest book, AI and The Octopus: Building the Superintelligent Firm, we help you build an AI-native organization positioned to thrive in the intelligent age.
Our Offices
50 Franklin St
2nd Floor
Boston, MA 02110
USA
151 San Francisco St
Suite 200
San Juan, PR 00901 Puerto Rico
Rua Antónia Andrade 4
3 Direito
1170-025 Lisboa
Portugal
Our Offices
50 Franklin St
2nd Floor
Boston, MA 02110
USA
151 San Francisco St
Suite 200
San Juan, PR 00901 Puerto Rico
Rua Antónia Andrade 4
3 Direito
1170-025 Lisboa
Portugal
Our Offices
50 Franklin St
2nd Floor
Boston, MA 02110
USA
151 San Francisco St
Suite 200
San Juan, PR 00901 Puerto Rico
Rua Antónia Andrade 4
3 Direito
1170-025 Lisboa
Portugal
Our Offices
50 Franklin St
2nd Floor
Boston, MA 02110 USA
151 San Francisco St
Suite 200
San Juan, PR 00901 Puerto Rico
Rua Antónia Andrade 4
3 Direito
1170-025 Lisboa
Portugal
Get In Touch
+1 617 936 4035
info@newmarketsadvisors.com