Case Studies
Building Team-Wide AI Fluency and a Playbook for Org-Wide Adoption
Sector: Associations
Capabilities: Strategy, Training
Customer Overview:
- Internal change management team within scientific association
- Team is tasked with identifying and driving change around new ways of working for 400-person division
Approach:
- Designed a custom training and adoption program for the team to use Microsoft Copilot in "AI-ifying" their day-to-day work through prompt engineering and using Copilot in Microsoft apps
- Supported the team in building a framework for identifying use cases and building an adoption plans for other teams in the division
Results:
- ~80% increase in team members using generative AI tools on a weekly basis
- ~20-30% reduction in time spent developing deliverables and communications where Copilot was used
Tools Used:
Building Leadership's AI-First Mindset & Identifying Advanced Integration Opportunities
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Sector: Software
Capabilities: Implementation, Training
Customer Overview:
- 800-person software company focused on expense management and reimbursement
Approach:
- Designed a custom training and adoption program for the senior leadership team to use ChatGPT across their work
- Follow-on support will include partnering with IT team to identify, select, and implement tooling required to support advanced integration opportunities, such as chat experiences integrated with proprietary datasets and knowledge stores
Results:
- Improved AI integration maturity across leadership team (measured by Dual Logic maturity model)
- Enabled the executive and senior leadership teams to build AI adoption plans for their respective teams and functions
Tools Used:



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