AI Opportunity Canvas
Operating contract
Inputs
| Input |
Required |
Purpose |
| Domain evidence |
yes |
project or module scope, user jobs, current process metrics, available data, constraints, and decision owner |
Outputs
- Produce: ranked opportunity register, impact/effort/cost assumptions, risks, evidence gaps, and next-step recommendation.
Capability and permission boundaries
Default to read-only analysis. Read only scoped records; redact secrets and regulated data. Writes, execution, network calls, production configuration, customer communication, billing changes, and delegation require explicit authority and an identified owner. Never widen tenant, time-window, or system scope implicitly.
Degraded mode
When required telemetry, evidence, execution, network access, or write authority is unavailable, return a partial result with each unassessed item labelled, preserve the safest existing state, and state the evidence or approval needed to continue. Never convert missing evidence into a pass.
Decision rules
| Condition |
Action |
| Scope, owner, or threshold is missing |
Stop the affected decision and request it |
| Evidence is incomplete but read-only analysis is safe |
Produce a qualified partial result and gap list |
| A mutation exceeds authority or tenant boundary |
Block it and route for approval |
| Evidence meets the stated threshold |
Issue the output with provenance and owner |
Anti-Patterns
- Treating absent evidence as success. Fix: mark the check unassessed and name the missing source.
- Expanding one tenant or workflow to all tenants. Fix: enforce supplied scope at every query and action.
- Performing a production write during analysis. Fix: emit a reviewed change plan until authority is explicit.
- Reporting a metric without population, window, or source. Fix: attach all three.
- Hiding a failed threshold inside an average. Fix: report failure slices and the remediation owner.
Acknowledgement: Shared by Peter Bamuhigire, techguypeter.com, +256 784 464178.
Use When
- Systematically discover and rank AI use cases for any software project or module. Produces a prioritised AI Opportunity Register with business impact, implementation effort, and cost estimates. Invoke after any project description or module...
Evidence Produced
| Category |
Artifact |
Format |
Example |
| Release evidence |
AI Opportunity Roadmap |
Prioritised Markdown roadmap covering ranked AI use cases per project or module |
docs/ai/opportunity-roadmap-2026-04-16.md |
References
- Use the
references/ directory for deep detail after reading the core workflow below.
Purpose
Identify every realistic place AI adds measurable value to a client's system. Output is an AI Opportunity Register — a ranked list of AI features with business case, effort estimate, and cost tier, ready for client presentation.
Invoke this skill: After project/module description, before HLD or feature planning.
The 10 Universal AI Opportunity Patterns
For each pattern, assess whether it applies to the current project module.
| # |
Pattern |
Business Value |
Typical Token Cost Tier |
| 1 |
Smart Summarisation |
Compress reports, meeting notes, transactions into executive summaries |
Low |
| 2 |
Predictive Alerts |
Forecast stock-outs, overdue payments, exam failures, crop risks |
Medium |
| 3 |
Intelligent Search |
Semantic search across records (find "all unpaid invoices from March") |
Medium |
| 4 |
Auto-Classification |
Categorise expenses, tickets, documents, leads automatically |
Low |
| 5 |
Decision Support |
"Should I approve this loan?" with supporting evidence |
Medium |
| 6 |
Natural Language Reports |
Generate narrative reports from raw data in plain English/Luganda |
Medium |
| 7 |
Anomaly Detection |
Flag unusual transactions, attendance patterns, sensor readings |
Low |
| 8 |
Recommendation Engine |
Suggest products, courses, treatments, suppliers based on history |
Medium |
| 9 |
Conversational Assistant |
In-app chat bot for staff help, policy lookup, FAQs |
Medium-High |
| 10 |
Document Intelligence |
Extract data from uploaded receipts, invoices, forms, ID cards |
Medium |
Discovery Protocol
Run through these questions for every major module in the system:
Step 1 — Module Scan
For each module, ask:
- What decisions does a user make daily in this module?
- What data does this module accumulate over time?
- What manual work in this module is repetitive but requires judgement?
- What questions do users ask supervisors that could be answered by data?
- What early warnings would save this user money or time?
Step 2 — Pattern Matching
For each "yes" answer above, map it to one or more of the 10 patterns.
Step 3 — Score Each Opportunity
Score on three dimensions (1–5 each):
| Dimension |
1 |
3 |
5 |
| Business Impact |
Nice-to-have |
Saves hours/week |
Core competitive advantage |
| Data Availability |
No data exists |
Partial data |
Rich historical data |
| Implementation Effort |
Custom ML needed |
Standard LLM call |
Single prompt |
Priority Score = Impact × Data × (6 − Effort)
Rank opportunities by priority score descending.
Step 4 — Gate Assessment
For each opportunity, state:
- Is this a candidate for the paid AI module (yes/no)?
- Recommended pricing tier: Starter / Growth / Enterprise AI add-on
AI Opportunity Register Template
## AI Opportunity Register — [Project Name] — [Date]
### Module: [Module Name]
| ID | Opportunity | Pattern | Impact | Data | Effort | Score | AI Module Tier |
|----|-------------|---------|--------|------|--------|-------|----------------|
| AI-001 | [name] | [pattern #] | /5 | /5 | /5 | [calc] | [Starter/Growth/Enterprise] |
**Business Case:** [One sentence: who benefits, what they save/gain]
**Data Required:** [What data the AI needs to function]
**Cost Tier:** [Low / Medium / High — detail in ai-cost-modeling]
**Dependencies:** [Any data quality or integration prerequisites]
**Gate Default:** OFF — activated per tenant when AI module is purchased
Domain Quick-Reference: Common Opportunities
School Management (Academia Pro, similar)
- Predict students at risk of failing before end-of-term → Decision Support
- Summarise teacher remarks into report card narrative → Summarisation
- Auto-classify fee payment exceptions for bursar review → Auto-Classification
- Answer parent queries via in-app assistant → Conversational Assistant
POS / Retail (Maduuka, Longhorn)
- Predict stock-outs 7 days in advance → Predictive Alert
- Flag transactions that deviate from user's normal patterns → Anomaly Detection
- Recommend reorder quantities by SKU → Recommendation Engine
- Generate daily sales narrative for owner → Natural Language Reports
Healthcare (Medic8)
- Flag patients overdue for follow-up → Predictive Alert
- Summarise patient history for attending clinician → Summarisation
- Extract structured data from uploaded lab reports → Document Intelligence
- Suggest drug interaction warnings → Decision Support
Farm Management (Kulima)
- Predict harvest yield from weather + soil data → Predictive Alert
- Classify crop disease from uploaded photo description → Auto-Classification
- Recommend fertiliser application by field zone → Recommendation Engine
- Generate farm performance report for cooperative → Natural Language Reports
ERP / Finance (Longhorn, BIRDC)
- Detect duplicate or anomalous payments → Anomaly Detection
- Classify GL accounts for uploaded receipts → Auto-Classification
- Summarise monthly P&L into board narrative → Summarisation
- Flag budget overruns before period close → Predictive Alert
Output Format
Deliver the AI Opportunity Register as a markdown table (above template) followed by:
- Top 3 Quick Wins — highest score, lowest effort, implement first
- Top 1 Strategic Bet — highest business impact, even if effort is high
- Cost Overview — reference
ai-cost-modeling for token estimates
- Recommended AI Module Tier — which opportunities bundle into Starter vs Growth vs Enterprise
What NOT to Include
- Do not propose building custom ML models — only LLM API integrations.
- Do not propose AI for features where a simple rule/filter suffices (e.g., "flag invoices > $10,000" does not need AI).
- Do not include opportunities where data does not yet exist and cannot be collected within 6 months.
See also:
references/analytics-patterns.md — Extended analytics opportunity patterns (A1–A10) with domain maps for school, healthcare, POS, farm, and ERP — use for analytics-heavy modules
ai-feature-spec — Design any opportunity from this register into a full feature blueprint
ai-cost-modeling — Token cost estimates per opportunity
ai-metering-billing — How to gate and charge for AI features
ai-integration-section — Add AI section to SRS/PRD/HLD documents
ai-analytics-strategy — Analytics maturity assessment before selecting opportunities
1---2name: ai-opportunity-canvas3description: Use when discovering and ranking AI use cases for a project or module and producing an opportunity register with impact, effort, cost, risk, and evidence gaps.4---56# AI Opportunity Canvas78## Operating contract910## Inputs1112| Input | Required | Purpose |13|---|---|---|14| Domain evidence | yes | project or module scope, user jobs, current process metrics, available data, constraints, and decision owner |1516## Outputs1718- Produce: ranked opportunity register, impact/effort/cost assumptions, risks, evidence gaps, and next-step recommendation.1920## Capability and permission boundaries2122Default to read-only analysis. Read only scoped records; redact secrets and regulated data. Writes, execution, network calls, production configuration, customer communication, billing changes, and delegation require explicit authority and an identified owner. Never widen tenant, time-window, or system scope implicitly.2324## Degraded mode2526When required telemetry, evidence, execution, network access, or write authority is unavailable, return a partial result with each unassessed item labelled, preserve the safest existing state, and state the evidence or approval needed to continue. Never convert missing evidence into a pass.2728## Decision rules2930| Condition | Action |31|---|---|32| Scope, owner, or threshold is missing | Stop the affected decision and request it |33| Evidence is incomplete but read-only analysis is safe | Produce a qualified partial result and gap list |34| A mutation exceeds authority or tenant boundary | Block it and route for approval |35| Evidence meets the stated threshold | Issue the output with provenance and owner |3637## Anti-Patterns3839- Treating absent evidence as success. Fix: mark the check unassessed and name the missing source.40- Expanding one tenant or workflow to all tenants. Fix: enforce supplied scope at every query and action.41- Performing a production write during analysis. Fix: emit a reviewed change plan until authority is explicit.42- Reporting a metric without population, window, or source. Fix: attach all three.43- Hiding a failed threshold inside an average. Fix: report failure slices and the remediation owner.4445Acknowledgement: Shared by Peter Bamuhigire, techguypeter.com, +256 784 464178.4647<!-- dual-compat-start -->48## Use When4950- Systematically discover and rank AI use cases for any software project or module. Produces a prioritised AI Opportunity Register with business impact, implementation effort, and cost estimates. Invoke after any project description or module...5152## Evidence Produced5354| Category | Artifact | Format | Example |55|----------|----------|--------|---------|56| Release evidence | AI Opportunity Roadmap | Prioritised Markdown roadmap covering ranked AI use cases per project or module | `docs/ai/opportunity-roadmap-2026-04-16.md` |5758## References5960- Use the `references/` directory for deep detail after reading the core workflow below.61<!-- dual-compat-end -->62## Purpose6364Identify every realistic place AI adds measurable value to a client's system. Output is an **AI Opportunity Register** — a ranked list of AI features with business case, effort estimate, and cost tier, ready for client presentation.6566**Invoke this skill:** After project/module description, before HLD or feature planning.6768---6970## The 10 Universal AI Opportunity Patterns7172For each pattern, assess whether it applies to the current project module.7374| # | Pattern | Business Value | Typical Token Cost Tier |75|---|---------|---------------|------------------------|76| 1 | **Smart Summarisation** | Compress reports, meeting notes, transactions into executive summaries | Low |77| 2 | **Predictive Alerts** | Forecast stock-outs, overdue payments, exam failures, crop risks | Medium |78| 3 | **Intelligent Search** | Semantic search across records (find "all unpaid invoices from March") | Medium |79| 4 | **Auto-Classification** | Categorise expenses, tickets, documents, leads automatically | Low |80| 5 | **Decision Support** | "Should I approve this loan?" with supporting evidence | Medium |81| 6 | **Natural Language Reports** | Generate narrative reports from raw data in plain English/Luganda | Medium |82| 7 | **Anomaly Detection** | Flag unusual transactions, attendance patterns, sensor readings | Low |83| 8 | **Recommendation Engine** | Suggest products, courses, treatments, suppliers based on history | Medium |84| 9 | **Conversational Assistant** | In-app chat bot for staff help, policy lookup, FAQs | Medium-High |85| 10 | **Document Intelligence** | Extract data from uploaded receipts, invoices, forms, ID cards | Medium |8687---8889## Discovery Protocol9091Run through these questions for every major module in the system:9293### Step 1 — Module Scan9495For each module, ask:96971. What decisions does a user make daily in this module?982. What data does this module accumulate over time?993. What manual work in this module is repetitive but requires judgement?1004. What questions do users ask supervisors that could be answered by data?1015. What early warnings would save this user money or time?102103### Step 2 — Pattern Matching104105For each "yes" answer above, map it to one or more of the 10 patterns.106107### Step 3 — Score Each Opportunity108109Score on three dimensions (1–5 each):110111| Dimension | 1 | 3 | 5 |112|-----------|---|---|---|113| **Business Impact** | Nice-to-have | Saves hours/week | Core competitive advantage |114| **Data Availability** | No data exists | Partial data | Rich historical data |115| **Implementation Effort** | Custom ML needed | Standard LLM call | Single prompt |116117**Priority Score** = Impact × Data × (6 − Effort)118119Rank opportunities by priority score descending.120121### Step 4 — Gate Assessment122123For each opportunity, state:124- Is this a candidate for the **paid AI module** (yes/no)?125- Recommended pricing tier: Starter / Growth / Enterprise AI add-on126127---128129## AI Opportunity Register Template130131```132## AI Opportunity Register — [Project Name] — [Date]133134### Module: [Module Name]135136| ID | Opportunity | Pattern | Impact | Data | Effort | Score | AI Module Tier |137|----|-------------|---------|--------|------|--------|-------|----------------|138| AI-001 | [name] | [pattern #] | /5 | /5 | /5 | [calc] | [Starter/Growth/Enterprise] |139140**Business Case:** [One sentence: who benefits, what they save/gain]141**Data Required:** [What data the AI needs to function]142**Cost Tier:** [Low / Medium / High — detail in ai-cost-modeling]143**Dependencies:** [Any data quality or integration prerequisites]144**Gate Default:** OFF — activated per tenant when AI module is purchased145```146147---148149## Domain Quick-Reference: Common Opportunities150151### School Management (Academia Pro, similar)152- Predict students at risk of failing before end-of-term → Decision Support153- Summarise teacher remarks into report card narrative → Summarisation154- Auto-classify fee payment exceptions for bursar review → Auto-Classification155- Answer parent queries via in-app assistant → Conversational Assistant156157### POS / Retail (Maduuka, Longhorn)158- Predict stock-outs 7 days in advance → Predictive Alert159- Flag transactions that deviate from user's normal patterns → Anomaly Detection160- Recommend reorder quantities by SKU → Recommendation Engine161- Generate daily sales narrative for owner → Natural Language Reports162163### Healthcare (Medic8)164- Flag patients overdue for follow-up → Predictive Alert165- Summarise patient history for attending clinician → Summarisation166- Extract structured data from uploaded lab reports → Document Intelligence167- Suggest drug interaction warnings → Decision Support168169### Farm Management (Kulima)170- Predict harvest yield from weather + soil data → Predictive Alert171- Classify crop disease from uploaded photo description → Auto-Classification172- Recommend fertiliser application by field zone → Recommendation Engine173- Generate farm performance report for cooperative → Natural Language Reports174175### ERP / Finance (Longhorn, BIRDC)176- Detect duplicate or anomalous payments → Anomaly Detection177- Classify GL accounts for uploaded receipts → Auto-Classification178- Summarise monthly P&L into board narrative → Summarisation179- Flag budget overruns before period close → Predictive Alert180181---182183## Output Format184185Deliver the AI Opportunity Register as a markdown table (above template) followed by:1861871. **Top 3 Quick Wins** — highest score, lowest effort, implement first1882. **Top 1 Strategic Bet** — highest business impact, even if effort is high1893. **Cost Overview** — reference `ai-cost-modeling` for token estimates1904. **Recommended AI Module Tier** — which opportunities bundle into Starter vs Growth vs Enterprise191192---193194## What NOT to Include195196- Do not propose building custom ML models — only LLM API integrations.197- Do not propose AI for features where a simple rule/filter suffices (e.g., "flag invoices > $10,000" does not need AI).198- Do not include opportunities where data does not yet exist and cannot be collected within 6 months.199200---201202**See also:**203- `references/analytics-patterns.md` — Extended analytics opportunity patterns (A1–A10) with domain maps for school, healthcare, POS, farm, and ERP — use for analytics-heavy modules204- `ai-feature-spec` — Design any opportunity from this register into a full feature blueprint205- `ai-cost-modeling` — Token cost estimates per opportunity206- `ai-metering-billing` — How to gate and charge for AI features207- `ai-integration-section` — Add AI section to SRS/PRD/HLD documents208- `ai-analytics-strategy` — Analytics maturity assessment before selecting opportunities