AI Strategy & Adoption

Find where AI pays off.
Then get everyone using it.

We find where AI moves your numbers, set the baseline and get every team using it. Then we map the path from there to agents, with a person opening every gate.

Where this fitsThe 4-phase transformationSee the model →
  1. 01Human-led innovation
  2. 02Skill codification
  3. 03Agent-led workflows
  4. 04Agentic departments

What’s not working

Everyone has the tools.
No one has the plan.

Everyone has a license. I couldn’t tell you what changed.

Licenses without a plan

Seats get bought before anyone decides which work they’re for. Usage spikes, then fades.

We know it’s helping. We just can’t put a number on it.

Value that never reaches the P&L

When people glue the steps together by hand, the gains stay anecdotal.

Wait, finance built that too?

No one knows what’s been built

Skills and agents pop up team by team, with no record of who built what or who approved it.

What a mature AI strategy looks like

Four phases, three human gates,
three layers.

What it is
Gate to get here
Needs from below

Phase 01

Human-led innovation

Built by a person or team for their own work.

e.g. a month-end close checklist

Register the idea

The overlap check runs against the record.

Data access and the builder’s own context

Phase 02

Skill codification

Published to the firm. Everyone gets the latest version automatically.

e.g. a shared CRM query skill

Gate 1Publish

  • Passes evaluation, sources cited
  • A non-builder signs off
  • An owner is named

Department context written down, an entry in the shared record

Phase 03

Agent-led workflows

Runs on a schedule or trigger. A person approves at set points.

e.g. a contract extraction agent

Gate 2Operationalize

  • Usage and return justify it
  • Hardened: code, cost, security
  • Own identity, least access

Governed data access through its own identity, every run logged

Phase 04

Agentic departments

One person directs many agents and owns the outcome.

e.g. marketing run as a hybrid team

Gate 3Hand over the function

  • Track record of supervised runs
  • Department head owns the outcome
  • A person confirms every handoff

Context across departments: see in, don’t touch

GovernanceSets the gates

Coordinate what’s built and who said yes · Audit every run in Agent Mission Control · Certify skills and builders

ContextWhat we mean

Company, department, CRM and customer context, written and approved by the domain owner

DataWhat we know

CRM, ERP and finance, data warehouse, documents: queryable, cited, trusted

Needs lessThe higher the phase, the more it needs from each layer →

Gates tighten with risk:Internal to a departmentAnother team depends on itClient-facing or regulated

How it works

From connected data
to agentic departments.

Connect the data, train your people, build the catalog, then hand whole workflows to agents.

  1. Step 01

    Connect to data

    Set up Claude or Microsoft Copilot with access to the systems your teams work in: approved connectors, permissions and a shared company context.

  2. Step 02

    Skills training

    Your first builders go through Agentic Skills Training and build their first agentic skills on real work, with a Cay instructor alongside.

  3. Step 03

    Prioritize & build the catalog

    We set up the catalog and run the first ranking with your leadership. One team’s win becomes the next team’s starting point, and no two teams build the same thing.

  4. Step 04

    Agentic departments

    The top-ranked workflows move to agents one gate at a time, starting with the one your people already trust.

The flywheel: train your people, build a skill, catalog the library, deploy across the company; it compounds every cycle TRAIN BUILD CATALOG DEPLOY COMPOUNDSEVERY CYCLE

How it is vs. how it’ll be

Enablement vs. strategy.

“We bought licenses” AI Strategy & Adoption
Where value lands Individual tasks Company workflows
What you get Licenses, and hope A ranked roadmap with owners
Who uses it A few enthusiasts Every team, trained on its own work
How it’s measured Anecdotes A 12-month ROI plan against a baseline
How it’s governed No one knows who built what Every use case registered, gated and audited
Where it goes next It stays a chat assistant A path to agent-led workflows, with a person at every gate
Time to a plan Months, often never Six weeks
~200 hrs/moA multinational manufacturer got this back within two weeks: the baseline we measure ROI against.

Why it matters

What we commit to,
on every engagement.

A metric on everything

Nothing ships without a number attached to it and an owner accountable for it.

Your baseline

We don’t hand you our number; we measure yours, on your own work.

A gate at every step

So the first agent you run is one your people already trust.

Ready to act on

Sequenced, owned and measurable, so the first project starts the week the roadmap lands.

Claude Partner Network member and Microsoft partner. We work with whatever stack you’re already on.