Client Overview
- Industry: Professional Services
- Size: 100+ employees
- Location: Midwest, United States
- Engagement Model: Flat-Fee, Facilitated, Time-Boxed Sprint
🧩 The Challenge
The leadership team had begun experimenting with tools like ChatGPT—but their efforts stalled. They lacked structure, governance, and a clear understanding of where AI could actually deliver impact. The executive team needed to move fast—but without losing credibility or inviting risk.
🚀 The Approach: FCG’s 90-Day Strategy Sprint
Using our AI Strategy Mosaic Model, we guided the client through a focused three-phase journey:
Phase 1: Vision & Governance
- Aligned an enterprise AI Strategy with operations, client delivery, and compliance needs
- Delivered a Governance Starter Kit: Acceptable Use Policy, AI Vendor Checklist, Staff Guidelines
Phase 2: Use-Case Roadmap and Pilot Design
- Facilitated workshops to prioritize use cases based on business value and readiness
- Scoped two practical pilots:
- AI-assisted drafting of financial memos
- AI-based document classification for audit prep
- AI-assisted drafting of financial memos
- Built custom evaluation scorecards and a pilot tracking workbook
Phase 3: Talent & Change Enablement
- Ran staff briefings and hands-on AI onboarding sessions
- Equipped junior associates with training and ethical guardrails
- Coached senior leadership through vendor decisions and change dynamics
📈 Outcomes
- Saved over 100+ hours of executive time by condensing six months of internal debate into a focused, 3-month roadmap
- Delivered a ready-to-use governance playbook, avoiding ~$20K in external policy drafting or compliance consulting
- Accelerated pilot approvals by providing clear evaluation criteria and data readiness guides
- Shifted from exploratory AI “noise” to board-level confidence and traction on tangible projects
🔄 Before / After Snapshot
| ❌ Before: 16+ scattered AI ideas, no alignment, stalled pilot attempts | ✅ After: 3 prioritized use-cases, 2 pilot successes, formal governance in place, roadmap ready for board approval, stakeholder scorecard, communication plan |
💬 Client Feedback
“We’d spent over half a year in meetings trying to ‘figure out our AI approach.’ Within weeks, FCG helped us define what matters, avoid what doesn’t, and formalize a path we can trust. This saved us months of drift and thousands in decision-making inefficiency.”
“We went from fuzzy AI ideas to funded pilots in a matter of weeks—this got our executive team on the same page fast.”
🧠 Why It Worked
- Clear structure without drag – the Mosaic Model added discipline without slowing progress
- Right-sized tools – practical checklists and templates accelerated buy-in and decisions
- Leadership engagement – active participation from execs ensured traction, not shelfware
📞 Ready for Your Own Sprint?
Start with a conversation:
Schedule a Discovery Call
Fletter Consulting Group – Practical AI Strategy for the Real World
