AI-Assisted Advisory Services

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Analyst-grade deliverables, at AI speed.

AI-Assisted Advisory combines Infotech's research, frameworks, and analyst expertise with AI to produce board-ready outputs tailored to your organization. In alignment with Infotech best practices, AI does the drafting, an analyst reviews and recrafts the final product, and you walk away with an artifact you'd sign your name to.

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Included with Service Desk Analytics and Application Discovery.
Connect your ITSM tool to unlock AI-Assisted Advisory Services.

Rapidly get to a finished deliverable
...in one guided process.

Infotech research, AI assistance, and analyst expertise, combined.

Step 1

Choose your deliverable

Browse the catalog and pick the artifact you need most right now.

Step 2

Share your context

Meet with an Infotech analyst to share your priorities, organizational context, and any existing materials you want included.

Step 3

Refine your draft

Your analyst works alongside both you and a trained AI model to shape the first draft.

Step 4

Receive your finished deliverable

Your analyst validates and delivers the final artifact, ready for your board, your team, or your auditors.

Explore the Catalog:
The deliverables IT leaders need most.

Ten deliverables across strategy, security, service desk, and AI. The catalog grows with every release.

1 of 10 / Service Desk

Service Desk Strategy

Build strategic direction faster with AI-assisted workflows

An add-on to the Service Desk Analytics capability, Service Desk Strategy will build a complete maturity model for the organization using metrics and survey questions. The output deck provides a multi-stage plan to achieve service-desk maturity.

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2 of 10 / Service Desk

Service Desk Standard Operating Procedures

Standardize operational procedures with less administrative effort

A guided builder that turns answers about your service desk into a complete, editable Incident Management & Service Desk SOP, covering roles, RACI, SLAs, escalation, communication, and reporting.

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3 of 10 / Service Desk

Service Desk Process Workflows

Streamline operational execution across service management activities

The ITSM Workflow Designer turns a short questionnaire about how your support team handles incidents — both day-to-day and during major outages — into customized, fully editable swimlane diagrams of your end-to-end incident and critical incident management workflows, tailored to your tiers, tools, and escalation paths.

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4 of 10 / AI

AI Use Case Library

Transform strategic priorities into visual operational alignment

The AI Use Case Library gives your organizations a clear, comprehensive picture of where AI can create value across your operations. By documenting opportunities in a consistent structure that spans departments, use case types, and complexity tiers, it transforms ad hoc ideas into a curated, strategic asset that informs planning, prioritizes investment conversations, and ensures AI adoption is driven by organizational need rather than vendor noise.

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5 of 10 / AI

AI Use Case Prioritization

Identify practical opportunities for AI across the organization

The AI Use Case Prioritization companion eliminates the guesswork from AI prioritization. By scoring potential use cases across both organizational value and implementation readiness, it surfaces the opportunities with the highest likelihood of success and helps your team build a compelling, evidence-based case for where to invest first.

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6 of 10 / AI

AI Maturity Assessment

Accurate, guided coordination and operational response

The AI Maturity Assessment companion allows your organization to quickly assess your current capabilities and helps you define your ideal target state to deliver AI value across your organization. It helps identify mission critical initiatives that will allow you to traverse capability gaps that are critical for reducing time to value on your AI initiatives and use cases.

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7 of 10 / Strategy

IT Strategy Visualization

Centralize vendor visibility and relationship management

A board-ready presentation built from your existing IT strategy — content extracted, gaps identified, and structure shaped by Infotech's strategy methodology.

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8 of 10 / Security

Security Incident Response and Management - Ransomware

Build the workflow and runbook for your most critical Security Incidents

Sophisticated ransomware attacks are increasing and evolving quickly. Leverage Infotech's proven methodology, analyst expertise and AI to build a workflow and runbook that will help you improve ransomware resilience.

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9 of 10 / Strategy

Project Backlog Rationalization

Operationalize AI governance and accountability

Project Backlog Rationalization helps organizations evaluate initiatives against strategic priorities, business value, complexity, and delivery risk. It creates a clearer path for execution by reducing backlog noise and focusing teams on high-impact work.

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10 of 10 / Strategy

Custom Vendor Landscapes

Bring clarity and prioritization to complex project portfolios

The Custom Vendor Landscape skill turns a short conversation about your software selection needs into a polished, analyst-grade vendor research deck — complete with market context, a vendor quadrant, and a one-page profile for each solution.

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More deliverables are in development. If you need something we haven't built yet, tell us.

Three outcomes that generic AI and internal effort alone cannot produce.

Quality you'd put your name on

Every deliverable is reviewed by an Infotech analyst, drawing on the research and frameworks our members rely on. The AI accelerates the work; the analyst owns the quality.

Days, not weeks

A board-ready deliverable in hand within days* of your discovery session. Your team stays focused on the work that needs them.

*Some deliverables requiring more input may take longer.

Tailored to your organization

Every deliverable is shaped by your specific inputs, priorities, existing materials, and additional guided intake. The output is yours from day one, not a generic template you adapt.

The best IT leaders will not start their next deliverable from scratch

AI-Assisted Advisory gives you Infotech research, AI-accelerated drafting, and analyst-finished delivery, combining what we've built with members over decades with what AI now makes possible.

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