Dr. Lisa AI Strategy Agent

The Dr. Lisa AI Strategy Agent is a SaaS-based solution designed to help enterprise leaders create a high-impact, executable AI strategy—without hiring a full-time strategy team. Built on the proven Five Pillars of AI Success framework, this guided agent goes beyond prompt-response interactions. It actively leads users through a structured, modular process that reflects Dr. Lisa Palmer’s executive consulting engagements.

At the heart of the experience is the AI Strategy Designer—a digital twin of Dr. Lisa’s proven methodology. It empowers organizations to clarify objectives, align teams, and accelerate AI implementation with strategic rigor.

Key Phases and Capabilities:

1. Kickoff & Context Setting Captures strategic goals, target business functions, timeframes, and transformation appetite.

2. Document Upload & Parsing Ingests AI roadmaps, RFPs, board decks, and internal strategy documents to pre-populate relevant steps.

3. Modular Pillar Walkthroughs Each of the Five Pillars is handled through a smart interaction flow:

Value Creation: Maps AI use cases to cost reduction, revenue expansion, or risk mitigation. Customer-Centric Decision-Making: Prioritizes opportunities using the proprietary NCX Matrix. Skillful Collaborative Teams: Identifies skill gaps, recommends structures, and aligns roles. Culture of Iterative Learning: Promotes pilot-driven AI adoption and scalable experimentation. Data Readiness & Governance: Evaluates data quality, integration challenges, and compliance guardrails.

Designed for Executives, Enabled for Scale

The Dr. Lisa AI Strategy Agent is ideal for:

CIOs, CTOs, and CDOs leading digital transformation Business unit leaders focused on growth and innovation Enterprise sales teams creating AI Points of View and value stories for clients Consulting and services teams scaling AI guidance across accounts Subscription Includes:

Access to the full AI Strategy Agent (SaaS-based) All Five Pillars interactive modules + updates Intake and parsing of internal documents to accelerate setup Embedded expert support from the Dr. Lisa AI team Optional 1:1 advisory session with Dr. Lisa (based on tier) This offering is available through AWS Marketplace as an annual SaaS contract and is eligible for EDP credits. Pilot access is currently limited to a small number of qualified enterprise teams.