Four references,at different stages.
Each case shows the entry point, what we did and what changed. We only list results we can evidence. Client names are withheld.
- Delivered
Global life sciences company
From underused licenses to an enterprise fluency programFull program with hub, agent and cockpit in production.
- Delivering
US member-owned cooperative
An executive program as the entry pointFour executive sessions with individual pre-meets, in delivery now.
- Delivering
Electric and gas utility
Workforce fluency that becomes the enablement layer for every AI programA front door, a learning agent and hackathons, now extending to the client's other AI programs.
- Pursuit, in shaping
Global energy technology company
Connecting fluency to an agentic processScope being agreed. No outcomes to report yet.
From underused licenses to an enterprise fluency program
Entry point: Integrated program with the full product suite
Situation
The company had invested in Copilot, but usage was uneven. Leadership wanted a way to turn the licenses into everyday capability and to see what was changing.
What we did
WhatWhat people learned
- AI fundamentals for every employee
- Persona-based advanced learning paths
- Learning-by-doing playbooks on real work tasks
WhoWho made it stick
- Executive sessions, shifted toward one-to-one discovery and tailored upskilling
- A manager toolkit for coaching teams on AI
- Early adopters and champions, with train-the-trainer material
HowHow it keeps going
- Engagement Hub, Learning Agent and Value & Adoption Cockpit, deployed in stages
- Challenges, leaderboards and gamification
- Badges and a certification framework
- A communications toolkit
What changed
- ~15,000employees in scope for foundational learning
- 150+subject matter experts engaged, including the full executive team
- 100early adopters in advanced Copilot training
- 4,033learners assigned AI fundamentals, to complete within three months
- 1,781learners completed level 1 in month 2
- 1,018learners completed level 2 in month 2
- 74Net Promoter Score for the learning
- Hub, Agent and Cockpit live in production
- Measurement covers literacy, adoption and estimated productivity. Attribution to business outcomes is still in progress.
- The entire C-suite trained in AI fundamentals
What we learned
- Leaders got more from one-to-one work on their own agenda than from group sessions.
- Persona analysis took more effort than scoped. It needs a named owner and an explicit depth.
- The hub, the agent and the cockpit are real engineering work, with their own testing, deployment and documentation.
An executive program as the entry point
Entry point: Executive-led entry
Situation
The leadership team wanted a shared understanding of where AI creates value for members before deciding on a broader rollout.
What we did
Before
Individual pre-meets
One-to-one conversations with each leader on personal AI use, team norms, culture and risks. The four executive sessions were shaped around what we heard.
- 1Session 1Use cases and valueAI Foundations
- 2Session 2ArchitectureBuilding the Blocks
- 3Session 3DataMaking your data ready for AI
- 4Session 4Human-AI chemistryHuman-AI Chemistry
What comes out of it
A roadmap the leaders keep
The final session ties AI to the cooperative's purpose and member value: what to do now, what is new and what comes next.
A packaged methodology we reuse
The sessions and the pre-meet approach, ready for the next leadership team.
What changed
- The executive program is being delivered now.
- Continuation formats and a broader workforce program are being shaped. Neither is in delivery yet.
What we learned
- Pre-meets let us build each session around the leaders' own agenda and language.
- A clear executive entry point gives the organization a low-risk first step before an enterprise program.
Workforce fluency that becomes the enablement layer for every AI program
Entry point: Workforce fluency program
Situation
AI and data tools were spread across business units, and engagement varied widely. Each AI program ran its own enablement. The client wanted one coherent way for employees to find, learn and use AI.
What we did
- AI program 1
- AI program 2
- AI program 3
- AI program 4
The client's other AI programs
One enablement layer for every AI program
Front doorHow
One entry point for AI tools, training and support
Learning agentHow
Routes each employee by persona and fluency stage
Persona pathwaysWhat
Role-based learning built from persona research
HackathonsWhat
Hands-on agent builds with technology partners
Champion networkWho
Peer champions now, with a manager toolkit next
Value cockpitHow
Literacy, adoption and value tracked in one view
What changed
- 424employees trained across five hands-on sessions, May to September 2026
- 127hackathon participants across four events
- 18working agents built in the hackathons
- 415employees used the learning passport at an AI expo
- 80%of surveyed hackathon participants felt more confident using AI
- The front door and a shared KPI framework are being extended to four other AI programs
- The front door, the learning agent, persona pathways and hackathons are running.
- The client is extending the front door and a shared KPI framework to its other AI programs. This is in progress.
What we learned
- Run fluency as one layer across AI programs, so each new launch lands on a trained workforce with shared measurement.
- Enablement was siloed per program at the start. Joining it up takes deliberate work and a shared KPI framework.
Connecting fluency to an agentic process
Entry point: Agentic use-case track
Situation
The company is building AI agents into a specific business process. The people who run that process need to understand how their work and decisions will change.
What we did
- Scope in shaping: a change impact assessment for the selected use case
- A change strategy and a high-level human-AI operating model
- Recommendations for deployment and scaling
What changed
- Scope is still being agreed. There are no outcomes to report yet.
What we learned
- Fluency and agentic process redesign are separate scope decisions, and clients may buy one without the other.
- Production deployment, learning-content creation and change execution need to be named explicitly as in or out of scope.
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