AI Use-Case Workshop: Evaluate Projects Like Your CFO Does
A practical framework to measure AI use-case progress through governance, value, and productivity metrics that your finance and operations teams will actually accept
The Challenge: Which AI Projects Deserve Investment?
Not all AI use-cases are created equal, and not all should scale. Without a systematic way to measure business value, governance health, and productivity impact, every decision becomes a messy inquiry instead of a clean evaluation. Building this assessment capability is a critical component of brand AI readiness.
The Solution: A Framework Your Finance Team Can Respect
This workshop builds a customized assessment system through three collaborative phases:
Phase 1: Define Success Criteria - Identify which governance, business value, and productivity variables matter (and are obtainable) for your use-case type.
Phase 2: Customize the Gauge - Customize the AI Use-Case Gauge to your unique situation by weighting variables and organizing for available data flows.
Phase 3: Analyze and Decide - Apply the framework to your current use-case, visualize strengths and weaknesses, and create a repeatable process.
“Content and exercises were relevant; we walked away with learning that could be applied immediately.”
What You Get: A Repeatable Assessment System
Customized Assessment Tool - The AI Use-Case Gauge configured for your priorities, with documentation for future use.
Visual Diagnostic for Your Current Project - Clear analysis showing which variables are out of balance and need additional support.
Repeatable Evaluation Capability - Your team can assess future AI projects independently.
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The AI Use-Case Gauge is our proprietary scoring tool used in the workshop. It is comprised of variables across three axes—Governance, Productivity, and Magnitude of Value—to create a holistic and measurable view of any AI project.
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The workshop is for the key stakeholders of the AI use-case. This typically includes the project’s business owner, the executive sponsor, and representatives from functions providing key data, such as IT, finance, legal, and marketing.
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No, this is a strategic business workshop. The focus is on determinations of operational data, governance, and the potential value of the AI use-case, not the underlying code or AI tech.
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This is a hands-on engagement where we build and transfer a capability to your organization, not just present a report. The multi-phase approach ensures the framework is customized to how you work and that your team can confidently apply it to all future AI use-cases.