Services · 02 · Adopt
Help your team use AI with confidence.
Role based training with practice between sessions, one policy the firm owns, and one place that lists every workflow that goes live and who owns it.
Licenses bought and rarely used is the usual outcome of an AI rollout. The tool was never the problem. Nobody agreed the rules, and nobody practiced.
Adopt fixes both. Each team follows a track built for its work, practices between sessions, and reports out. The policy is adapted with you, and every workflow that results gets an owner and agreed limits.
2. Adopt
People trained, workflows governed.
Finance team, operations track
9 of 12 done, verifiedUnderwayAcceptable use policy
Adopted, 41 acknowledgedLiveInvoice preparation workflow
Draft level, owner namedApprovedWeek 3 report out
11 workflow ideas submittedPracticed
A track counts as complete when the practice happened, not when the session ended.
Turn licenses into habits.
A session counts when the practice happened, not when the calendar invite ended. Managers verify that the assignment was done on real work, and the report out surfaces the next workflow ideas.
Governance runs alongside. Every workflow is sorted by what it may do (read, draft, or act) and by how sensitive the data is, so the checks fit the risk instead of blocking everything.
Start with: Adoption kickoff: readiness check, foundations workshop, policy starter. Length and price set at scoping.
What Adopt looks like
Training, policy, and governance in one program.
Adopt is where the plan meets the people. It runs on the same workflow list the firm keeps afterwards, so nothing is lost when the program ends.
- Readiness check
- A short instrument for staff and one for managers, pooled by team, so we know who can move first.
- Foundations for everyone
- One baseline of safe, useful practice across the firm before any team goes deeper.
- Role tracks
- Sessions chosen for the work each team does, with practice assignments between them. The full menu is on the training page.
- Acceptable use policy
- A starter the firm adapts and adopts, with acknowledgements recorded.
- One list of every workflow
- Every AI workflow with its owner, what it is allowed to do, and who approved it.
- Report outs
- Teams show what they built and what they learned. Ideas go straight into the backlog.
You hold at the end
- Learning tracks completed by team, verified by managers
- An acceptable use policy adapted with you
- One list of every AI workflow, its owner, and who approved it
Pairs with, sold on its own
- AI readiness assessment. Where does each team stand today, and who is ready to move first?
- Change readiness pulse. Will our people carry the plan, and what do we say to them?
Your people do the work. We keep the training current.
Tools change monthly. The tracks are revised as they do, so a team trained in the spring is not practicing on last year's features by the fall.
What we see in one firm's report outs informs what we teach the next, with the specifics kept private.