CASE STUDY

    How a $75M Health Tech Company Became AI-Firstin Just Weeks

    From fragmented understanding to unified AI adoption and lasting transformation.

    THE CHALLENGE

    A Fast-Scaling Company at a Critical Crossroads

    A fast-scaling health tech company with $75M in revenue needed to rapidly build AI literacy across its entire organization — from the CEO to data analysts.

    Despite their technical foundations, departments spoke different languages. Executives lacked clarity. Analysts lacked alignment. The risk? Missed opportunities, internal confusion, and stalled innovation.

    Symptoms They Faced:

    Siloed understanding of AI's capabilities
    Slow executive buy-in for change management
    Fear and hype replacing clarity and action
    No shared framework or KPIs to guide AI adoption

    The Mission

    Transform 30 key team members into an AI-literate, aligned, execution-ready cohort, fast.

    THE SOLUTION

    A Private, Custom-Built AI Adoption Program

    We delivered a private, custom-built AI adoption program designed for this company's unique needs:

    Executive Alignment

    Align managers through ELT on AI fundamentals

    Practical Skills

    Level-set on data configuration, prompting, outputs & validation

    Strategic Integration

    Connect AI strategy to real KPIs and operational workflows

    Leadership Buy-In

    Ensure executive buy-in to lead change confidently

    The result? One organization. One language. One mission.

    WHAT WE DELIVERED

    Practical AI Implementation Across Every Function

    Beyond training, we delivered hands-on systems and ongoing support to ensure AI became embedded in daily operations.

    Custom AI Workflows for Every Department

    We designed and implemented AI workflows tailored to save time and increase quality across all functions of the business.

    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

    AI-First Playbook

    A comprehensive, company-specific playbook that codifies AI best practices, policies, and implementation guidelines for lasting organizational change.

    AI usage policies and governance framework
    Department-specific prompt libraries
    Tool selection and integration guides
    Quality assurance and validation checklists
    ROI tracking and success metrics
    Security and compliance guidelines

    Ongoing Office Hours Support

    Continuous access to AI experts to stay ahead of the AI curve and the competition. No question too small, no challenge too complex.

    Weekly Live Sessions

    Real-time answers to implementation questions

    New Tool Reviews

    Stay current with AI advancements that matter

    Workflow Optimization

    Continuous improvement of AI processes

    Team Enablement

    Onboard new hires and expand AI adoption

    THE OUTCOMES

    Measurable Results, Fast

    30

    Leaders AI-aligned, from execs to analysts

    3 Weeks

    From fragmented to AI-first

    Faster Collaboration

    Smarter decisions and measurable momentum

    Leadership Ready

    Equipped to scale AI strategy with clarity and confidence

    YOUR TURN

    Ready to Equip Your Leaders With Real AI Literacy?

    Whether you're at $10M or $100M+, if you're not moving fast on AI adoption, you're falling behind. Let's design a private program that makes your team AI-ready, from the boardroom to the data team.