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    Healthcare / AI adoption case study

    30 leaders.
    One shared
    language for AI.

    How a $75M health tech company brought executives, managers, and analysts together to put AI into practice in three weeks.

    Map your team’s next stepSee how we did it

    01 / The challenge

    The technology was there.
    The alignment wasn’t.

    The company was growing quickly, but its teams had different understandings of what AI could do. Executives needed clarity. Analysts needed direction. Departments needed a common way to move forward.

    We brought 30 key team members into one private program, with a clear goal: build the shared understanding and practical skills to lead adoption together.

    • Siloed knowledge across departments
    • Fear and hype slowing executive buy-in
    • No shared framework or KPIs for adoption

    02 / What we delivered

    Learn together.
    Apply it to the work.

    A private program connected AI fundamentals to department workflows, a company playbook, and continued support.

    1. Get leaders on the same page.

      Level-set managers and the executive team on AI fundamentals. Build practical skills in data configuration, prompting, reviewing outputs, and validating the result.

      The focus: a shared language for decisions about AI.

    2. Connect AI to everyday work.

      Design department workflows around the tasks teams already do, connecting AI strategy to operational needs and real KPIs.

      Explore the department workflows
      Sales & Marketing
      Lead scoring, content generation, campaign optimization
      Operations
      Process automation, documentation, quality assurance
      Customer Success
      Response templates, sentiment analysis, churn prediction
      HR & People
      Recruiting workflows, onboarding, policy Q&A
      Finance
      Report generation, forecasting, expense analysis
      Product & R&D
      User research synthesis, feature ideation, competitive analysis

    3. Give the team a way to keep going.

      A company-specific AI-First Playbook captures the policies, prompts, and validation practices. Ongoing AI Mastermind sessions give leaders a place to work through implementation decisions, review tools, and improve workflows.

      Inside the AI-First Playbook
      • AI usage policies and governance
      • Department-specific prompt libraries
      • Tool selection and integration guides
      • Quality and validation checklists
      • ROI tracking and success metrics
      • Security and compliance guidelines

    03 / What changed

    An aligned team.
    A practical path forward.

    Thirty leaders came through the three-week program with a common foundation for AI adoption, from the executive team to the analysts doing the work.

    The team’s starting point and the foundation built through the program
    Where they startedWhat they built
    Different understandings of AIA shared language, from executives to analysts
    Unclear connections to daily workDepartment workflows tied to practical applications
    No common framework for adoptionA company playbook and ongoing implementation support

    Your team’s next step

    Give your team a
    shared starting point.

    If your teams are experimenting with AI but struggling to move together, bring one recurring workflow to a strategy call. We’ll help you choose a useful starting point and map the next three steps.

    Book a strategy call

    Free 30-minute conversation. A practical plan, whether or not we work together.