Readiness Playbook

Client:

Role:

The Challenge

The client wanted to launch AI pilots (Copilot and automation) but lacked a foundation. Different teams had inconsistent taxonomies, knowledge flows, and data structures. Without structure, there was risk of “cool demo, no adoption.”

The Approach

Audited existing content structures across SharePoint, Teams, and Line-of-Business apps.

Designed an “IA-first” framework to align metadata, taxonomies, and document life cycles.

Built a playbook for pilots, including guardrails, measurement plans, and adoption tactics.

Facilitated workshops with leadership and employees to validate feasibility.

The Solution

Ensured AI pilots shipped with clear boundaries and measurable outcomes.

Improved findability and retrieval quality across pilot datasets.

Playbook became a repeatable model used by three other business units.

The Outcome

Client Quote