How to Consolidate and Categorize Large Volumes of Business Data for a Structured Roadmap?

Hi everyone,

I’ve accumulated a significant amount of research and documentation while planning my 5-year business strategy and structuring my new company, which integrates AI into operations like marketing, supply chain, CRM, and more. This includes everything from an overview of my corporate structure and phased plan to detailed AI integration strategies and marketing roadmaps.

Right now, all this data exists in separate documents, making it overwhelming and difficult to process effectively. My goal is to consolidate this information into a unified structure, categorizing it by similar material to create a usable and actionable roadmap for achieving my goals.

I’m looking for advice on:

  1. Tools or methods to efficiently process and categorize large datasets.
  2. Strategies to visualize and structure this roadmap for easy navigation and execution.
  3. Examples of workflows or templates that might work for business planning and long-term strategy development.

I’m considering tools like Notion, Obsidian, or even AI-powered platforms for this task, but I’d love to hear your insights on where to start or how to approach this challenge.

Thank you in advance for any suggestions, tools, or workflows that could help streamline this process!