Umpaka GmbH

Strategic Intelligence & AI Integration

PREPARED FOR

NovaTech AG

Attn: Executive Leadership Team
Zürich, Switzerland

Executive Summary

In the current competitive landscape, AI is no longer a luxury but a fundamental driver of operational efficiency. This proposal outlines a high-impact, 2-day strategic engagement designed to identify immediate AI opportunities within NovaTech AG, mitigate integration risks, and define a clear implementation roadmap.

Scope of Engagement

1. AI Readiness Audit

Evaluation of existing data infrastructure, technical stack, and organizational readiness for LLM integration.

2. Use Case Prioritization

Identification of top 3 high-ROI AI use cases specifically tailored to NovaTech's R&D and Customer Success departments.

3. Strategy Workshop

An intensive session with key stakeholders to align on AI ethics, governance, and tool selection (Build vs. Buy).

4. Implementation Roadmap

A detailed 6-month execution plan including resource requirements and milestone definitions.

Timeline & Deliverables

Phase Activity Duration
Day 1: Discovery Stakeholder interviews, infrastructure review, and current workflow mapping. 8 Hours
Day 2: Strategy Collaborative workshop, prioritization matrix, and final roadmap presentation. 8 Hours

Investment

Service Description Amount
AI Strategic Consulting (Flat Fee) EUR 3,800.00
Total Investment (Excl. VAT) EUR 3,800.00

* Expenses for travel and accommodation (if required) will be billed at cost.

Next Steps

  1. Proposal acceptance via signature below.
  2. Initial discovery call to schedule the 2-day intensive.
  3. Delivery of pre-workshop data requirements.

Umpaka GmbH Representative

NovaTech AG Representative