The Approach, in full

The AI Playbook

AI succeeds from the ground up: sound processes, the right opportunities, real adoption, and a culture that keeps finding what's next.

The playbook expands on The Approach: AI is operational strategy shaped around how your company actually runs.

01
Core

Operational Assessment

Problem Adding AI to inconsistent processes is the most common and expensive reason new tools fail.

Solution A structured review of your internal processes that establishes a baseline, identifies the gaps, and sets a clear path to prioritize AI use cases.

What I examine

  • Executive vision
  • Strategic priorities
  • Products
  • Business units
  • Services
  • Deliverables
  • Processes
  • Activities & Tasks
  • Data
  • Tech stack
  • Org Charts
  • Owners
  • Edge cases
  • Escalations
  • Security & Legal
  • Compliances
  • Approvals Infrastructure
  • Documentation
  • MOS
02
Core

Find your AI opportunities

Problem Top-down leadership directives are often guesswork that creates motion, but not results.

Solution AI priorities should be agnostically assessed by speed, cost, bandwidth, and impact, and those closest to the work know where the opportunities are.

What I look at

  • Needs Assessment
  • Persona & Use Case Development
  • Feasibility Assessment
  • Automation vs. AI
  • Process Journey & Sequencing
  • Handoff, Queue, & Bottleneck Identification
  • Cost & Benefit Analysis
  • Prioritization Matrices (Ranking by Speed, Cost, Bandwidth, & Impact)
  • Strategy & Roadmap Development
  • Solution Design
03
Opt

Implementation

Problem The tech isn't impressive if no one uses it.

Solution An AI solution isn't successful until it's fully integrated into the company's day-to-day.

What it takes

  • Stakeholder Engagement & Alignment
  • Project Management
  • Collecting Requirements
  • Pilot Test Management
  • Workflow Redesigns
  • Change Management
  • Training strategies
  • Communications plan
  • Tech stack integration
  • Documentation
  • QA Strategies & Schedules
  • Success Metrics
  • Feedback Loops
04
Opt

Establishing an AI culture

Problem Your AI potential is limited to a small tech-savvy group.

Solution A continuous company-wide innovation pipeline always keeps you ahead of the curve.

What it takes

  • Continuous Team-Based Innovation Pipeline
  • Idea Qualification
  • AI Fluency Assessment & Continuous Training
  • Hiring & Onboarding Processes
  • Project Management Training

Ready to find your first opportunity?

Let's talk →