A sample of outcomes delivered with executive teams. Each story shows the problem, what we changed, and what was achieved.
Case Studies
AI Enablement for a Board Advisory & Executive Search Firm
Situation
A board-advisory & executive search firm serving senior leaders at major public companies aimed to scale GenAI benefits while tightly managing risk.
What we did
Prioritized use cases by assessing core consulting and search workflows.
Built a workflow-tied prompt program (all-hands + role-specific sessions).
Facilitated a leadership workshop to define where AI changes client work and the firm’s offerings.
Outcomes
Firm-wide adoption of approved AI tools with significant day-to-day usage growth (client-reported).
Reusable prompt & use-case library embedded in delivery processes.
Operational guardrails (confidentiality, validation, accountability) to protect client trust.
Leadership clarity on near-term priorities and where to invest next.
Path to Generative AI initial value
Situation
Mid-size organization felt concerned that it was falling behind the curve on AI adoption.
What we did
Board briefing: implications, high-value use cases, and governance stance.
Prompt training: foundations, patterns, task decomposition, output review—applied to live workflows; issued a starter prompt pack.
Lightweight guardrails: privacy, disclosure, validation.
Roadmap: refined the use-case set and published a 90-day roadmap
Outcomes
Successful pilot with 3 internal teams and 8 implemented use cases:
Board suppot for further AI investment.
Teams using approved tools in daily work; pilots launched in priority workflows.
Tailored prompt library and board reference embedded in operations.
Clear 90-day plan with accountable owners to scale safely.