DOCUMENTED RESULTS

Six engagements. Six industries.

Measured by whether the business moved.

These results come from documented engagements with structured before-and-after assessments.

ENTERPRISE — CONSUMER PRODUCT GOODS

4,000 Agents

built in 4 months across global business units

Consumer Goods R&D Lab - Generative AI Transformation

Direct coaching converted the skeptics that enterprise programs couldn't reach.

The Enterprise AI Hub reached 16,000+ employees through mandatory AI literacy training. Despite a broad reach, skepticism remained high and adoption was uneven across functions. Direct coaching was delivered to 24 professionals across 8 global business units, each with distinct operational contexts and resistance profiles.

WHAT CHANGED

Two-thirds of resistant participants converted. 80% of neutral participants moved to active daily use — above BCG's best-case benchmark of 55%. The coached population outperformed enterprise program averages on every adoption metric.

Program-level communications moved people who were willing. Direct coaching moved those who were resistant. The difference was interventions matched to specific barriers in specific roles.

PAYMENTS & RETAIL

Acquired

3 months post-engagement by PE firm with $1B+ committed equity

Group of six older adults sitting around a conference table in a well-lit room with large windows, some using laptops and tablets, overlaid with a digital graphic of white and orange circle nodes connected by lines.

AI strategy cited as a contributing factor to the PE acquisition three months after the engagement closed.

A mid-market payment solutions provider serving 27,000 retailers had experienced failed acquisition attempts. Marketing was underperforming — no customer insight, segmentation, or sales alignment. Acquisition discussions were stalled.

WHAT CHANGED

Marketing team confidence increased 60–133% across six measured capabilities. Sales qualification response time dropped from 30+ days to one day. A data hygiene initiative revealed 25% data inaccuracy and previously invisible customer segments.

AI readiness work connected to business performance changes. The diagnostic surfaced gaps that had been invisible on the dashboard.

PRIVATE EQUITY

94%

reduction in campaign planning cycle across 11 CMOs

People working and collaborating in a vibrant, modern office with a colorful abstract mural on the wall.

Campaign planning cycles cut 94%. Agency spend down 30% per company.

Private Equity Partners brought together 11 CMOs from portfolio companies with aggregate revenues of $150M. CMOs were managing marketing with limited internal resources, dependence on external agencies, and no systematic approach to customer insight or campaign testing.

WHAT CHANGED

Campaign planning dropped from 3.5 weeks to 2 days across all 11 companies. Agency spend reduced 30% per company while content volume and quality increased.

Content shifted to 8–12 targeted segments per company without adding headcount. All 11 participants rated the engagement Excellent (the only unanimous top score at their Annual Growth Conference).

Capabilities that previously required external vendors have been moved in-house. Marketing output increased in volume and precision without adding headcount.

NONPROFIT TECHNOLOGY

$200K+

grant opportunities identified in two workshops

Executive alignment resolved across 16 leaders in two workshops.

A national $6.3M nonprofit, had been operating with multiple strategic visions across its board and executive team. It was invisible to individual leaders until surfaced through facilitated sessions. A potentially costly strategic misdirection was underway.

WHAT CHANGED

More progress in AI than years of prior off-site retreats. Four publication-ready vision statements developed. $200K+ in grant opportunities identified, including AWS Imagine, Microsoft Elevate, and Google AI Opportunity Fund pathways.

A $6.3M organization paused a costly strategic direction before committing resources. A single grant application returned multiples of the engagement cost.

PROFESSIONAL SERVICES

27

practitioners engaged

A woman working on AI training at a computer in a modern office, with multiple monitors and large windows.

27-person firm built living AI policy to maintain agency and professional trust, not mandate.

Harmonic Design, a human-centered service design firm, wasn't afraid of AI. They were protective of what made their work valuable: human judgment, interpretive depth, and direct client relationships. Introducing AI carelessly risked undermining the firm's core methodology.

WHAT CHANGED

One AI policy built from scratch, establishing clear boundaries between AI-appropriate tasks and human-essential interactions. A practitioner accountability model built into the framework — researchers retained full ownership with AI as a tool under their professional judgment. Pilot programs expanded after the engagement, driven by practitioner confidence.

Adoption stuck because it was built on professional trust. The AI policy gave practitioners explicit agency by defining where AI belonged and where it did not.

CONSTRUCTION LEADERSHIP

10x

documented AI opportunities generated across two markets

A large glass window in an AI business office with pink and orange transparent circles and handwritten notes and graphs layered over the glass.

19 leaders across two markets left with documented, role-specific AI applications after a single day.

Two construction firms — Houston and Atlanta — brought leadership teams together for single-day AI workshops. Construction sits among the lowest AI adoption sectors nationally. The challenge was translating AI capability into the operational language of job site scheduling, safety compliance, HR, and field communications.

WHAT CHANGED

19 leaders across 2 markets, multiple holding companies, and multiple management layers engaged in a single-day format. 10x documented AI opportunity ideas generated, each mapped to a specific leader's operational context. Applications addressed scheduling, safety, HR, and communications were tailored to individual roles in real time.

Meaningful AI capability building does not require extended programs. Every idea was tied to a specific operational challenge a leader in the room already owned.

AI Readiness is a score, not a feeling.

The specific gaps costing you revenue and time, and a 30-day action plan.