Use-case identification & prioritization
SHAPE’s use-case identification & prioritization service helps teams find high-impact AI opportunities by scoring candidate initiatives on value, feasibility, and risk—then turning the winners into a practical pilot and production plan.

Use-case identification & prioritization is how SHAPE helps teams stop guessing and start shipping the right AI initiatives—by finding high-impact AI opportunities that match your data reality, operating model, and business goals. We turn “we should use AI” into a ranked backlog of use cases with clear ROI, feasibility, and risk—so leaders can align stakeholders and move from idea to implementation with confidence.

Finding high-impact AI opportunities starts with clarity: define the decision, the workflow, the data, and the measurable business outcome.
Use-Case Identification & Prioritization: Finding High-Impact AI Opportunities
What SHAPE delivers: use-case identification & prioritization
SHAPE delivers use-case identification & prioritization as a practical strategy + product discovery engagement focused on one outcome: finding high-impact AI opportunities that your team can actually execute. Instead of a long list of ideas, you get a defensible ranking, clear assumptions, and an action plan for pilots and production delivery.
Typical deliverables
- AI opportunity map: a structured inventory of candidate use cases across functions (support, sales, operations, product, finance).
- Value model: estimated impact (time saved, revenue lift, risk reduction, cost efficiency) and how it will be measured.
- Feasibility assessment: data availability, integration complexity, latency constraints, and operational readiness.
- Risk profile: safety, privacy, compliance, brand risk, and failure tolerance (including human-in-the-loop needs).
- Prioritized backlog: scored and ranked list of opportunities with clear rationale.
- 90-day execution plan: pilot definition, evaluation plan, owners, and dependencies.
- Decision memo: alignment artifact leaders can use to fund, sequence, and govern work.
Rule: If a use case can’t be tied to a measurable outcome and a real workflow owner, it’s not a priority—no matter how impressive the demo looks.
Related services (internal links)
Finding high-impact AI opportunities works best when you can validate quickly and then productionize safely. Teams commonly pair use-case identification & prioritization with:
- LLM integration (OpenAI, Anthropic, etc.) to build real prototypes and move into production with guardrails.
- RAG systems (knowledge-based AI) when top opportunities depend on grounded answers from private docs and data.
- Custom GPTs & internal AI tools to operationalize prioritized use cases into team workflows.
- Data pipelines & analytics dashboards to measure ROI, capture outcomes, and make prioritization data-driven.
- AI pipelines & monitoring to keep production AI observable and reliable after launch.
Why use-case identification & prioritization matters for AI
Most AI roadmaps fail for a simple reason: teams start with technology and then search for a problem. Effective use-case identification & prioritization flips that. You begin with business bottlenecks and user workflows, then select the smallest AI approach that delivers measurable impact—i.e., finding high-impact AI opportunities that compound over time.
What changes when you prioritize correctly
- Faster time to value: you ship 1–2 high-leverage pilots instead of 10 low-impact experiments.
- Lower risk: you avoid high-stakes automation before you have governance and monitoring.
- Better stakeholder alignment: leaders agree on why a use case matters and how success is measured.
- Less data theater: you assess what data exists (and what’s missing) before committing to a build.
- Cleaner production path: the roadmap includes integration, evaluation, and ownership—not just “a model.”
AI opportunity is not scarcity. Execution capacity is. Use-case identification & prioritization protects capacity by focusing on the highest-impact work first.
A practical framework for finding high-impact AI opportunities
SHAPE uses a scoring approach that makes use-case identification & prioritization repeatable across teams. It’s designed to identify quick wins and surface long-term strategic bets without letting “cool demos” outrank business outcomes.
1) Value (what changes if this works?)
- Time saved: hours per week per team, cycle time reduction, fewer touches per case.
- Revenue impact: conversion lift, upsell success, faster sales cycles.
- Cost efficiency: reduced support load, fewer manual reviews, reduced errors.
- Risk reduction: fewer compliance misses, fewer incidents, better detection.
2) Feasibility (can we ship it in reality?)
- Data readiness: availability, quality, permissions, and refresh cadence.
- Integration effort: APIs, workflow tooling, and change management needed.
- Latency requirements: real-time vs batch vs human-in-the-loop.
- Operational readiness: monitoring, retraining, and support ownership.
3) Risk (what happens when it’s wrong?)
- Harm potential: money, eligibility, safety, brand trust.
- Security & privacy: PII, access control, data retention.
- Auditability: ability to trace sources, decisions, and changes.
4) Learning leverage (will it accelerate future use cases?)
- Reusable assets: evaluation sets, data pipelines, governance patterns, prompt/tool libraries.
- Platform foundations: monitoring, deployment/versioning, analytics instrumentation.

Use-case identification & prioritization turns AI ambiguity into a scored backlog that leaders can fund and teams can ship.
Use case explanations (high-impact AI opportunities)
Below are common categories of AI opportunities we prioritize in real organizations. Each example is framed the way SHAPE runs use-case identification & prioritization: workflow → outcome → feasibility → risk.
1) Support deflection + agent assist (knowledge + actions)
Finding high-impact AI opportunities often starts in support because the workflow is measurable and high-volume. We prioritize cases where the assistant can either (a) answer from approved sources or (b) prepare actions for an agent to approve.
- Typical KPIs: resolution time, deflection rate, CSAT, escalation rate
- Common approach: RAG systems (knowledge-based AI) + tool calling
2) Operations intake, routing, and approvals
One of the fastest ROI paths in use-case identification & prioritization is automating structured intake: collecting required fields, validating rules, and routing work to the right queue. It’s a reliable way of finding high-impact AI opportunities without over-automating judgment.
- Typical KPIs: cycle time, backlog size, SLA breaches, rework rate
- Common approach: LLM-assisted forms + Custom internal tools & dashboards
3) Document processing and structured extraction
Extracting structured fields from PDFs, emails, and forms is a classic high-impact opportunity—especially when you can validate outputs and route exceptions. This category frequently ranks high in finding high-impact AI opportunities because it reduces repetitive work.
- Typical KPIs: manual touches per document, error rate, processing time
- Common approach: LLM extraction + sampling QA + feedback loops
4) Personalization and recommendations (next best action)
When you have enough behavioral signals, personalization can drive measurable lift. In use-case identification & prioritization, we prioritize personalization only where it can be measured with holdouts and A/B tests.
- Typical KPIs: conversion, activation, retention, AOV
- Common approach: Personalization engines + analytics instrumentation
5) Engineering and analytics co-pilots (internal productivity)
Internal co-pilots can be high-impact when they reduce time spent searching docs, writing boilerplate, or creating reports. The key to finding high-impact AI opportunities here is selecting workflows with clear quality constraints and measurable throughput.
- Typical KPIs: cycle time, time-to-answer, adoption by team
- Common approach: Custom GPTs & internal AI tools grounded in approved sources
Step-by-step tutorial: run use-case identification & prioritization
This playbook mirrors how SHAPE runs use-case identification & prioritization to consistently find high-impact AI opportunities—then convert them into a buildable plan.
- Step 1: Define the business outcomes (not “AI goals”)
- Step 2: Inventory workflows where decisions repeat
- Step 3: Translate workflows into candidate AI use cases
- Step 4: Score each use case on value, feasibility, and risk
- Step 5: Identify quick wins vs strategic bets
- Step 6: Pick 1–2 pilots and define success criteria
- Step 7: Design the production path (integration + monitoring)
- Step 8: Instrument outcomes and build the feedback loop
- Step 9: Review monthly and reprioritize
Step 1: Define the business outcomes (not “AI goals”)
Choose 3–5 outcomes that matter: reduce cycle time, increase conversion, reduce risk, lower support load. Write how you’ll measure each outcome and who owns the metric.
Step 2: Inventory workflows where decisions repeat
List workflows with high volume, clear steps, and visible pain: intake, triage, drafting, searching, summarizing, routing, QA. These are the best starting points for finding high-impact AI opportunities.
Step 3: Translate workflows into candidate AI use cases
For each workflow, write a one-sentence use case: “Assist X role to do Y task by Z method, measured by W KPI.” Keep it specific enough to score.
Step 4: Score each use case on value, feasibility, and risk
Use a consistent scoring rubric. Include data readiness, integration effort, latency needs, and what happens when the system is wrong. This is the core of use-case identification & prioritization.
Step 5: Identify quick wins vs strategic bets
Separate quick wins (high value, low risk, feasible) from strategic bets (high value, higher complexity). Both can be correct—if sequenced intentionally.
Step 6: Pick 1–2 pilots and define success criteria
Choose the smallest pilot that proves value. Define acceptance thresholds and evaluation methods. If the pilot requires grounding, plan for RAG systems (knowledge-based AI).
Step 7: Design the production path (integration + monitoring)
Decide how the pilot becomes a reliable feature: tool integrations, logging, evaluation gates, and monitoring. For production readiness, connect to AI pipelines & monitoring.
Step 8: Instrument outcomes and build the feedback loop
Capture the data required to measure success and improve quality. Where possible, route metrics into Data pipelines & analytics dashboards so ROI is visible and repeatable.
Step 9: Review monthly and reprioritize
AI roadmaps change as data improves and workflows evolve. Re-run the scoring, promote what works, and retire what doesn’t. This keeps finding high-impact AI opportunities compounding over time.
Practical tip: The best AI programs don’t start with “15 opportunities.” They start with 2 that ship, 1 that scales, and a scoring system that makes the next choice obvious.
/* Internal note: prioritize use cases that create reusable foundations (evaluation sets, monitoring, data capture). */Who are we?
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