ORBii.Academy

Module D6 · Strategic Blueprint · TOM & Dashboard · Executive Leaders Track · 2026

Module D6 · Half-day · Capstone Workshop · Executive Leaders Track

Strategic Blueprint,
TOM & CDO
Dashboard

From maturity to roadmap — from business case to executive dashboard

This module is the capstone workshop of the Executive Leaders Track. It transforms the 5 preceding modules into concrete decisions: where the organization stands (maturity), where it aims to be (TOM), in what timeframe (3-year roadmap), for what return on investment (business case), and how to steer day-to-day (CDO dashboard).

Executive objectives

01Position your organization on the 5-level maturity model

02Build the Data & Agentic AI Target Operating Model

03Structure a defensible ROI business case for the Board

04Implement the CDO / Executive Committee steering dashboard

Executive Committee CDO · CIO · CEO Capstone workshop — D1→D5 recommended

Pejman Gohari · CDO · Chief AI Officer · ORBii

25 years in the field · DataLab SG · Data Factory Bpifrance · BPCE SI · DUNOD Author · IESEG Professor

academy.orbii.tech

ORBii.Academy · D6 · Strategic Blueprint, TOM & Dashboard · Executive Leaders TrackConfidential · 202601

ORBii.Academy

D6 · TOM & Roadmap · 02

Section 1

The Target Operating Model — the Data & Agentic AI target organization

The Data & AI TOM is not an org chart — it is a description of how the organization will operate when data and AI are embedded in every process. It answers 4 structural questions.

Question 1 · Who decides?

The target governance structure

→Data & AI Committee at Executive Committee level — monthly cadence
→CDO/CAIO as Executive Committee member with direct CEO reporting
→Data Stewards appointed in every business unit
→AI Ethics Committee with high-risk deployment sign-off

Question 3 · What skills?

The target talent map

→Data Scientists & ML Engineers — core value to internalize
→Agent Product Owners — new critical role to create
→Data Literacy — 80% of staff trained at baseline level
→AI Supervisors — production oversight role for agentic systems

Question 2 · How do we work?

The target operating model

→Cross-functional Data & AI squads by business domain
→Shared data platforms — end of technical silos
→Continuous MLOps cycle — training, deployment, monitoring
→Human-agent orchestration documented for every critical process

Question 4 · On what infrastructure?

The sovereign target architecture

→Hybrid cloud — sovereign for critical data, hyperscaler for the rest
→Agentic AI platform with built-in governance
→Data Catalog and data lineage — EU AI Act compliance
→Production agent observability — logs, alerts, audit trail

3-year roadmap — strategic milestones

Investment and cumulative value curve — 3 years · financial sector orders of magnitude

Year 1 · Foundations

✓CDO/CAIO appointed and seated on the Executive Committee
✓EU AI Act audit and AI systems mapping
✓Shared Data Platform operational
✓3 AI use cases in production with measured ROI
✓Data Literacy training for 50% of managers

Year 2 · Acceleration

✓10+ AI use cases in production — 3 business domains
✓First AI agents deployed on low-risk processes
✓Full EU AI Act compliance
✓Data Literacy — 80% of staff trained
✓Digital sovereignty report to the Board

Year 3 · AI-Native

✓AI-native organization — AI in every key business process
✓Human-agent orchestration scaled across 5+ domains
✓Cumulative ROI measured and communicated to the market
✓Data & AI competitive advantage documented
✓Maturity level N4 achieved

ORBii.Academy · D6 · Strategic Blueprint, TOM & Dashboard · Executive Leaders TrackConfidential · 202602

Strategic Blueprint,TOM & CDODashboard

The Target Operating Model — the Data & Agentic AI target organization

Strategic Blueprint,
TOM & CDO
Dashboard