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.

Workshop board mapping candidate AI initiatives into a scored backlog for use-case identification and prioritization

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:

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.

AI use case scoring matrix comparing value, feasibility, and risk for finding high-impact AI opportunities

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.

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.

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.

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.

  1. Step 1: Define the business outcomes (not “AI goals”)
  2. Step 2: Inventory workflows where decisions repeat
  3. Step 3: Translate workflows into candidate AI use cases
  4. Step 4: Score each use case on value, feasibility, and risk
  5. Step 5: Identify quick wins vs strategic bets
  6. Step 6: Pick 1–2 pilots and define success criteria
  7. Step 7: Design the production path (integration + monitoring)
  8. Step 8: Instrument outcomes and build the feedback loop
  9. 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). */
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