AI in context.
Knowledge work.
Automate the repetitive work; keep client decisions with people.
Expertise is the product. Time is what it needs more of.
Opportunity map
Where we would start.
Opportunity assessment
Find the right place to begin.
Illustrative positions, not measured results.
Value to targetPut effort into the right workflow.
Compare value and feasibility before committing.
Measure: baseline effort and validated gainsWhere to start
Three starting points.
01
Relationship data
Surface next actions; people choose.
02
Research and drafting
First drafts done; experts own the result.
03
Delivery and handover
Coordinated from lead to handover.
Signature workflow
Lead to first meeting.
Workflow redesign
Same work. A different way through.
Today
The current sequence.
- Signal
- Research
- Qualify
- Outreach
- Meeting
- Follow-up
With AI
AI where it helps. People where it matters.
- SignalAI assisted
- ResearchAI assisted
- QualifyAI assisted
- OutreachHuman approval
- MeetingWorkflow step
- Follow-upAI assisted
- AI assisted
- Human authority
People stay accountable for the outcome.
Value to targetReturn time to work that needs judgement.
4 of 6 proposed steps use AI assistance.
Measure: hands-on minutes per task, including reviewEstimate time savings for this workflowUse your own volume and times
Include review, exceptions and corrections in the assisted time.
Weekly time difference = tasks × (minutes today − minutes with assistance) ÷ 60.
Work in knowledge work.
Sector requirements
What has to be true first.
01
Client-facing decisions stay with people
A named owner on what clients see.
02
Expertise is captured, not replaced
Co-designed with the experts.
03
Client data stays governed
Confidentiality enforced per client.