STEP 1
Readiness assessment
Know where you stand.
Scores 6 areas with evidence. You leave with a scorecard, a product-fit map, 2 pilot charters and a 90-day roadmap.
See the ChatGPT & Codex readiness assessment →01 // ARCHITECTConsulting & Architecture
Know what ships first. Then what earns the next wave.
Your readiness scorecard shows where you stand. The roadmap decides what ChatGPT, Codex and the OpenAI API do first, what proves each step works, and what scales next, with owners, gates and a budget for every wave.
45 minutes. No pitch deck, no sales script.
- 01
Starts from your scorecard
Readiness findings become wave 0, not a separate report.
- 02
3 paths, 4 waves
ChatGPT, Codex and the API sequenced together, each wave ending at a gate.
- 03
Build-ready first wave
Charters and a backlog your team can start the next day.
Where this fits
Readiness shows where you stand. The roadmap decides what happens next.
The roadmap is the second step of one path. It picks up where the ChatGPT & Codex readiness assessment ends and turns its fix list and plan into a funded, sequenced program.
YOU ARE HERE
AI roadmap
Decide what happens next.
Extends the 90-day roadmap into 4 waves, scores the full use case portfolio on impact and effort, and writes the backlog for wave 1.
STEP 3
Build and launch
Ship what the plan says.
Mach Engineering & Development builds wave 1 and GTM Enablement & Launch takes it to market. Or your team runs it.
From a score to a plan you can fund and build.
Assessed with someone else? Bring the scorecard. No scorecard yet? We run a short baseline across the same 6 areas first.
The problem: the planning gap
A 90-day plan is not a program. The missing piece is sequence.
Readiness tells you what is in the way. Without a sequence, the most enthusiastic team goes first, the quick demo wins the budget and the next quarter disappears. 4 patterns that stall OpenAI programs after the assessment.
Pilots chosen by enthusiasm
The loudest team goes first. Nobody has compared use cases on value and effort.
Pilots with no exit rule
A pilot with no pass threshold cannot graduate. Nobody can say whether to scale, hold or stop.
ChatGPT, Codex and the API planned apart
Workspace access, repository permissions and API keys are set by different teams. Data exposure and spend belong to nobody.
Usage counted, impact not
Message counts and active seats rise. Nobody ties them to time saved, quality or cost per successful task.
From scorecard to roadmap
6 readiness areas become 6 workstreams. Nothing is scored and then dropped.
Every gap in your scorecard becomes a funded line in the roadmap, with an owner and a wave.
01Data readiness
Data and access
Company knowledge, connectors and API data paths scoped by role and sequenced by workflow.
02Use case clarity
Portfolio
Every use case tagged to 1 of 6 primitives, scored on impact and effort, and re-scored every quarter.
03Platform review
Platform
Workspace administration, Codex environments and API architecture sequenced so shared foundations are built once.
04Security and governance
Controls
Approvals, repository access, guardrails and human review set before the work that needs them.
05Evaluation maturity
Evidence
A baseline eval set, quality thresholds for each wave and cost per successful task tracked from wave 1.
06Team and skills
Enablement
Champions in each function, role playbooks and engineering standards, timed to rollout.
Where you start
Your score sets the starting wave.
The self-check on the readiness page is directional. The assessment scorecard replaces it with evidence.
Start in wave 0
Close the access, security and evaluation gaps first. One low-risk pilot runs beside them so the team keeps learning.
Start in wave 1
Run 2 scoped pilots behind eval gates while the foundations finish in parallel.
Start in wave 2
Extend what works: shared tools and repo standards, automation goals and a quarterly re-score.
The 5 layers
The same 5 layers. Now with an order.
A choice about product access affects data exposure, and a choice about agent autonomy affects review. The roadmap sequences all 5 layers together, so wave 1 does not depend on a decision nobody has made.
01
ChatGPT workspace
Workspace plansCompany knowledgeApps & connectorsIdentity & adminRole playbooks
First move
Role-based pilots in 2 functions, found by listing repetitive tasks, skill bottlenecks and ambiguous work.
Then
Wider rollout by function, with shared workflows for repeat tasks and a workflow map for each department.
02
Codex workflows
IDE & cloud workflowsRepository accessAgent instructionsApprovalsReview & test gates
First move
A permissions and approvals baseline, then 1 team on 1 repository with agent instructions and required tests.
Then
More repositories on shared standards, with review rules that keep pace with faster change.
03
API and agent architecture
Responses APITool accessFile searchStructured outputsEvaluations
First move
1 workflow as a single agent, with evals first, built on the most capable model and then tested on smaller ones.
Then
Shared tool definitions and layered guardrails. More than 1 agent only if a single agent fails on complex logic or overlapping tools.
04
Platform and commercial choices
Access designData requirementsModel selectionBudgets & logging
First move
Decision records for identity, data requirements, environment design and model choice before the build.
Then
Budgets and unit cost per successful task from real usage in wave 2.
05
Governance and people
Data handlingHuman reviewTraining & championsSuccess measures
First move
Named owners, policy and human review for high-risk actions.
Then
Experts and champions in each function in wave 2, and a quarterly governance review from wave 3.
The roadmap
4 waves. Each one earns the next.
Waves overlap. Each one ends at a gate with 3 possible decisions: go, hold or redesign. The horizon is sized to your organization and the whole plan is re-scored every quarter.
WAVE 0Starts in Q1
Foundations
Make it safe to start.
- Workspace administration, identity and knowledge access scope
- Codex permissions and approvals baseline
- API data requirements, logging and retention decisions
- Baseline eval set for the first use cases
Owners Security lead, platform lead, program owner
Gate
Access and data decisions signed off. Eval baseline recorded. Every use case has a named owner.
WAVE 1Q1 to Q2
Prove
Earn the right to scale.
- 2 pilots, each with an owner, a baseline and an exit rule
- ChatGPT role pilots in 2 functions, led by the people closest to the process
- Codex on 1 repository with agent instructions and required tests
- 1 API workflow as a single agent, with human intervention triggers for failure limits and high-risk actions
Owners Use case owners, engineering lead, function champions
Gate
Quality thresholds met. Cost per successful task known. Use beyond the first team. Go, hold or redesign.
WAVE 2Q2 to Q4
Scale
Repeat what worked.
- Department workflow mapping: multi-step work split into the 6 primitives
- More repositories on shared standards and review gates
- Shared tools and layered guardrails across API workflows
- Model choice tuned for cost and latency once evals pass
Owners Platform lead, function leads, finance partner
Gate
Regression checks pass on every change. Spend inside budget. Impact measured by outcome, not seats.
WAVE 3Q3 to Q4
Compound
Automate more. Re-score every quarter.
- Bold automation goals for routine work, set function by function
- Customization or fine-tuning only where evals show a gain
- AI embedded in products where it improves the customer experience
- Impact and effort re-scored every quarter
Owners Program owner, governance board
Gate
Quarterly refresh signed off and funded.
The graphic above is illustrative. Timing is sized to your organization and the whole plan is re-scored every quarter.
Built on public guidance
The plan follows what OpenAI publishes.
We plan against OpenAI's public guides on enterprise adoption, use case prioritization and building agents, and we link each source so your team can read it. Mach is an independent firm. Linking to these documents is not an endorsement.
Start with evals
Wave 0 records a baseline before any rollout, and every gate is an eval threshold.
SourceAI in the Enterprise ↗
Prioritize on impact and effort
Use cases are tagged to the 6 primitives and scored on value and effort, then re-scored every quarter as effort falls.
Put AI in the hands of experts
Pilots are led by the people closest to the process, with legal, compliance and security in the room from wave 0.
SourceAI in the Enterprise ↗
Unblock your developers
Developer capacity is the usual bottleneck, so the roadmap plans Codex use and a shared platform layer together.
SourceAI in the Enterprise ↗
Single agent first, guardrails in layers
Wave 1 builds 1 agent before any multi-agent design. Guardrails are layered, and humans stay in the loop for high-risk actions.
Start now and set bold automation goals
Wave 3 sets automation goals for routine work, because early learning compounds.
SourceAI in the Enterprise ↗
Deliverables
What you walk away with.
Everything is yours to keep, whether you build with us or on your own.
01PDF
Roadmap on a page
4 waves with owners, gates, costs and success measures, one page per wave.
02Sheet
Scored use case portfolio
Every use case tagged to 1 of 6 primitives and ranked on impact and effort, with an owner and a baseline.
03Diagram
Target-state architecture
Workspaces, repositories and API paths, with identity and data boundaries drawn in.
04Plan
Eval plan and stage gates
The baseline eval tasks, quality thresholds and the go, hold or redesign rule for each wave.
05Checklist
Codex and governance model
Approvals, agent instructions, review and test gates, guardrail layers and human intervention triggers, each with an owner.
06Backlog
Wave 1 charters and backlog
2 pilot charters and build-ready epics your team or ours can start the next day.
How it works
4 steps, one team.
Senior operators work alongside your team, so every wave is backed by evidence, not opinion.
STEP 01
Anchor
Start from your readiness scorecard and fix list. No scorecard yet? We run a short baseline across the same 6 areas first.
STEP 02
Prioritize
Collect use cases from every function, tag them to the 6 primitives and score them on impact and effort.
STEP 03
Sequence
Build the 4 waves with dependencies, owners, costs and gates, and write the eval plan that each gate uses.
STEP 04
Hand off
Run the executive session, then turn wave 1 into charters and a backlog your team can start on.
Why Mach Advisory™
The roadmap and the build come from one team.
OpenAI adoption is 3 decisions that share one budget: how people work in ChatGPT, how engineers ship with Codex and what you build on the API. A roadmap that plans them apart plans the same data access and spend 3 times.
Mach carries one plan from assessment through architecture, build and launch, so wave 1 is a backlog and not a recommendation. You can take the roadmap and build it yourself, or use us for some waves and your own engineers for others.
What ships first, what proves it, and what has to be true before it scales?
The question this roadmap answers
Powered by our platform CloudTeams™
Context stays on one record, not in a deck
The ChatGPT and Codex roadmap runs on the CloudTeams™ Platform, the AI-powered platform we built for firms that sell expertise. Mach is its first customer.
- Contacts, notes and tasks from discovery stay on one record
- A read-only AI assistant answers questions across it, so nothing is re-explained
- One team carries the work from readout to roadmap
FAQ
Questions before the roadmap
Straight answers. Still curious? Ask us on a free call.
How is the roadmap different from the readiness assessment?
The assessment scores 6 areas and shows what is in the way. The roadmap decides what to do about it: which use cases go first, in what order, with which owners, gates and budget. The assessment ends with a 90-day roadmap. The roadmap extends it into 4 waves and a build-ready backlog.
Do we need the readiness assessment first?
No, but it makes the roadmap faster and better grounded. If you have a scorecard, we start from it. If you do not, we run a short baseline across the same 6 areas before we sequence anything.
Which parts of OpenAI does the roadmap cover?
ChatGPT workspaces, Codex, and API and agent architecture, plus the identity, data and commercial decisions around them. Each wave names which path serves which use case.
Do we need all 3 paths?
No. Many organizations start with 1. The roadmap still names the other 2, so access, data and spend decisions do not collide later.
Is this a vendor evaluation?
No. We plan from your organization, data and platforms to what your OpenAI plans require. The roadmap does not compare vendors. If you also use Claude, there is a matching roadmap for it, and the two can share one portfolio and one set of gates.
Where do the recommendations come from?
From your evidence and from OpenAI's public guides on enterprise adoption, use case prioritization and building agents, which we link on this page. Mach is an independent firm, and linking to those documents is not an endorsement by OpenAI.
How long does it take?
It depends on the number of teams, systems and use cases in scope. We confirm the timeline on the first call. Wave 1 is always defined in enough detail to start building.
How often should the roadmap change?
Review it every quarter. Use cases that are high effort today get easier as models and tools improve, so the order should move. Each wave ends at a gate where you decide to go, hold or redesign.
Can Mach build wave 1?
Yes. Our Engineering & Development practice can build it and our GTM practice can launch it, with the same team. You can also take the backlog to your own engineers or another partner.
Who owns what you produce?
You do. Everything is yours to keep, whether you build with us or on your own.
OpenAI, ChatGPT and Codex are trademarks of OpenAI. The OpenAI logo is a trademark of OpenAI. Mach Advisory™ is an independent firm. Guidance cited on this page comes from OpenAI's public documents, and linking to it does not imply endorsement. Product capabilities and availability change frequently, so we confirm current details with you at scoping. The roadmap shown is illustrative and is not client data.
Project inquiry
Tell us about your project.
Tell us where you are and what you need. We will tell you honestly whether a ChatGPT and Codex roadmap is the right next step.
- 01Tell us where you are headedA two-minute form. Share the outcome you want and any constraints.
- 0245-minute discovery callWe listen first. No pitch deck, no sales script.
- 03Your readout within one weekWhere the gaps are and which practice will move the needle fastest.
First conversation freeSenior team, not a sales repMutual NDA on request
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