Multi-Department Automation Roadmaps: A 90-Day Pattern
Overview
Ninety days is enough to prove value and learn integration reality—if scope is disciplined. This roadmap pattern sequences audit, pilot, hardening, and expansion.
Quick definition
A 90-day automation roadmap sequences dependencies (data quality before AI), aligns owners per workstream, and defines measurable exit criteria per milestone—not a feature wishlist.
Definition
A 90-day roadmap aligns stakeholders on one measurable outcome per month, with explicit dependencies (CRM readiness, API access, training).
Why it matters
Boiling-the-ocean roadmaps fail quietly. Time-boxed phases create accountability.
Core framework
Step-by-step model as TypeScript interfaces (machine-readable checkpoints).
Days 1–30
/**
* Days 1–30
* Discovery, baselines, and pilot scope locked; integrations proven in sandbox.
*/
export interface CoreFrameworkStep1Days130 {
/** Order in the core framework (0-based) */
readonly stepIndex: 0;
/** Display title for this step */
readonly title: "Days 1–30";
/** Narrative checkpoints as published in the guide */
readonly narrative: readonly string[];
}
export const CoreFrameworkStep1Days130_NARRATIVE: readonly string[] = [
"Discovery, baselines, and pilot scope locked; integrations proven in sandbox."
] as const;Days 31–60
/**
* Days 31–60
* Pilot live with monitoring; weekly iteration; exception playbooks.
*/
export interface CoreFrameworkStep2Days3160 {
/** Order in the core framework (0-based) */
readonly stepIndex: 1;
/** Display title for this step */
readonly title: "Days 31–60";
/** Narrative checkpoints as published in the guide */
readonly narrative: readonly string[];
}
export const CoreFrameworkStep2Days3160_NARRATIVE: readonly string[] = [
"Pilot live with monitoring; weekly iteration; exception playbooks."
] as const;Days 61–90
/**
* Days 61–90
* Hardening, adjacent step expansion, documentation and handover.
*/
export interface CoreFrameworkStep3Days6190 {
/** Order in the core framework (0-based) */
readonly stepIndex: 2;
/** Display title for this step */
readonly title: "Days 61–90";
/** Narrative checkpoints as published in the guide */
readonly narrative: readonly string[];
}
export const CoreFrameworkStep3Days6190_NARRATIVE: readonly string[] = [
"Hardening, adjacent step expansion, documentation and handover."
] as const;Detailed breakdown
Logic sections encoded as Python functions with structured narrative payloads.
Cross-functional steering
def logic_block_1_cross_functional_steering(context: dict) -> dict:
"""Operational logic: Cross-functional steering"""
# Narrative steps from the guide (logic section)
paragraphs = ["Weekly checkpoint with RevOps, IT, and process owners."]
return {
"heading": "Cross-functional steering",
"paragraphs": paragraphs,
"context_keys": tuple(sorted(context.keys())),
}Technical patterns
Wave planning
- Wave 0: observability + identity; Wave 1: high-ROI rules; Wave 2: ML.
- Critical path on shared platform work (events, CRM contract).
Code examples
Milestone dependency check
Simple DAG guard for status reporting.
export function canStartMilestone(done, required) {
return required.every((id) => done.has(id));
}System architecture
[Discovery intake]
→ [Portfolio: value × feasibility]
→ [Sequenced waves with owners]
→ [Weekly telemetry review]
→ [Adjust scope by learnings]Real-world example
A services company shipped lead response in 30 days, scheduling by 60, and AR handoff tasks by 90—each funding the next.
Common mistakes
- Parallel projects without integration dependencies mapped.
- No owner after go-live—automation orphan.
Related topics
PrimeAxiom delivers phased roadmaps with clear metrics—book a 90-day planning session.