ibizai.ai · Service methodology
AI Adoption
Service canon of ibizai.ai. This document defines the reusable methodology that ibizai.ai offers to organisations of any size and sector, from the small company to the corporate group: phases, weekly and monthly cadence, deliverables catalogue, metrics, governance and data rules. It contains no data from any client. Each client receives an instance that applies this canon to its own reality.
This is the working canon of the service: the reusable method applied in every engagement. It is a design position and a way of working, measured client by client. It is not a research-validated framework, and it promises no figures.
On film
The method in under three minutes
One-page summary
What it is. A practical 90-day programme, with a 6-to-12-month horizon, that integrates five workstreams which most organisations handle separately:
| Workstream | Question it answers | Visible result at 90 days |
|---|---|---|
| A. AI capabilities | Does the team know how to use AI with judgement, and how do we measure it? How ready is the organisation? | Baseline per person (their AI readiness assessment in Skaills) and the organisation’s readiness measured in eight dimensions with ibizai.ai’s in-depth assessment (§21), learning experiences under way, progress measured with evidence from real work |
| B. Adoption in daily work | Where does AI save time or reduce errors in this work? | Use cases in production on email, documents, files and recurring processes, with signed data rules |
| C. Coordination and visibility | Who does what, where is each thing and how does management know? | A single register, a commitments calendar, written processes and a weekly meeting that is never cancelled |
| D. Process maturity | Which processes are written, which are done in one single way, which steps are already done by tools and where does AI contribute? Each process climbs the ladder document, standardise, automate and “add intelligence” (a CEMI working term: adding intelligence, AI assistance or in-house agents, to the steps that require judgement or language, always with a named person who signs) | Process catalogue with the level of each one; the critical processes documented, the first ones standardised and, on top of these, the first automations with an owner |
| E. Platforms and integration | Which platform is the source of each piece of data, which API does each one have and how are they connected to one another without retyping by hand what is already in another system? Workstream D decides when a process is ready (rung 2 or higher); workstream E provides the means: platforms, APIs, integrations and their governance (§19) | Platform map with one source of record per type of data, each platform’s API verified or marked “to be validated”, an integrations register with owner and monitoring, and a phased integration roadmap; if management prioritises it, a first high-impact integration in pilot within the 90 days |
Who it is for. Organisations of any size: small and mid-size companies, large businesses run by small teams, and large corporations or groups. The method is the same and each organisation receives its own instance; what changes is the scale, the entry point and the governance. It also arrives tuned for the sectors where CEMI already has projects and knowledge: financial services, education, technology, professional services, legal, media, arts and culture, and social impact (§27).
The goal that unites the five workstreams: the company’s Business Intelligence. At the close of the 90 days, the company has its own Business Intelligence created, configured and being tuned: its data, its shared folders, its mail and its meetings, connected with reviewed permissions, so that any authorised person can ask about an account, an opportunity, a commitment or a document and receive an answer with its source, and so that management reads the business on a dashboard and receives timely alerts. It is not a sixth workstream or a product that is bought: it is what the five workstreams build together (§22; D78, D79).
How the work is done. Week by week. Each of the 12 weeks has deliverables, an owner role, a milestone and a win of the week: something anyone in the company can see, not a report that someone claims to have written.
What is not done. The ERP is not replaced, no CRM is bought in the first 90 days, no process is automated or integrated that is not yet standardised, and no intelligence is added to one that is not written. First the current work flows with the tools that already exist; new tools are evaluated afterwards, with written processes in hand.
Phases.
| Stretch | Weeks / months | Purpose |
|---|---|---|
| Phase 1 · Secure and enable | Weeks 1–4 | Data rules, baseline, approved tool, first uses in email and follow-up |
| Phase 2 · Organise and adopt | Weeks 5–8 | Single archive, written processes, use cases in documents and proposals |
| Phase 3 · Measure and consolidate | Weeks 9–12 | Commitments calendar, indicator dashboard, prompt library, Business Intelligence in operation (D78), 6–12-month plan |
| Horizon · Scale | Months 4–6 | Evaluate tools with written processes, second wave of use cases, onboarding of new people |
| Horizon · Integrate | Months 7–9 | Connect tools to one another, automate the repetitive parts of the processes already standardised |
| Horizon · Autonomy | Months 10–12 | The internal team runs the programme; ibizai.ai moves to a quarterly review |
How it is measured. With indicators defined in week 1, a baseline in week 2 and a reading every Friday or every month depending on the indicator. The targets each instance sets are targets, not promised results.
1. Principles
- Process first, tool second. A process that is not written is neither automated nor “improved with AI”: it is written down. AI helps to write it. Then it is standardised, and only then is what is rule automated and intelligence added to what is judgement (process maturity ladder, below).
- Do not replace what works. The work is done on the tools the company already pays for and uses. Changing systems is a decision for the horizon, not for the first 90 days. When the company’s office suite already offers an integrated AI assistant that meets the conditions of the approved tool (§4.2), that assistant is adopted first, inside the applications where the work happens; it is not an obligation for companies that use another suite, and the licensing decision and its cost always belong to the client.
- A single source of truth per piece of data. Each important piece of data (an opportunity, a cost, a due date) lives in one place with one owner. Everything else is a copy.
- AI does not invent the numbers. Prices, costs, margins and contractual dates come from the system that calculates them (ERP, cost sheet, manufacturer’s configurator). AI drafts, summarises, compares and reviews; it does not calculate the price.
- A person answers for what goes out. Everything sent to a client with the aid of AI is reviewed and signed by a person.
- Data rules before the first use. Nobody pastes a client’s information into an AI tool before there are rules signed by management.
- Visible or it does not count. Each week ends with something that can be seen: a document in its folder, an email sent, an indicator on screen.
- Learning by doing the real work. The learning experiences use the company’s own documents, emails and processes (with protected data), not generic exercises.
- Bounded load. The programme cannot compete with operations. Each instance sets a limit of hours per person per week.
- Quick wins first. This is the service’s default sequence. People adopt AI when they see it serve them in their own work, and that happens in days, not at the end of a diagnosis. That is why the first 30 days begin with quick wins and bounded pilots: a one-page minimum rule that management signs on days 1 and 2 (the traffic light of §4.1, work accounts only, nothing “red” and a person who reviews everything that goes out to a client), which satisfies principle 6 while the full rules are signed in week 2; the approved tool in the hands of everyone who already has a licence from week 1, with a short session and ready-made prompts per role; more efficient day-to-day communication in week 2 (summarised threads, drafted replies, minutes with agreements, follow-up templates); and a few pilots with an owner, on real work. It is measured from week 2 with simple readings (people who use AI every week, one win of the week per person, declared hours freed and response time to clients), which are adoption readings and not a measured return. The structural work (process mapping, platforms, CRM) is not dropped: it runs in parallel with or behind the wins, with the same deliverables, and the week-8 gate decides whether to keep, adjust or drop each pilot. Those who work in the field and without the licence receive a simpler path on the company phone. Principle 1 does not change: quick wins are people using AI in their task, with human review (rule 4 of the ladder), not processes automated ahead of time.
Design position: the Impact Arc
This service’s way of intervening follows the Impact Arc (Engage → Enable → Inspire → Empower → Connect), created by Carlos Miranda Levy as his personal motto, “NEVER HELP: Engage, Enable, Inspire, Empower and Connect”, and adopted by CEMI as a group. It is an organisational philosophy and a design position, not a framework validated by research, and it is used here only as such:
| Stage | How it translates into this service |
|---|---|
| Engage | The team maps its own processes and chooses its use cases; nobody diagnoses on its behalf. |
| Enable | Rules, templates, prompts and guided practice are delivered; not closed solutions that only ibizai.ai understands. |
| Inspire | The “win of the week” shows what is possible with the team’s own work, not with other people’s demonstrations. |
| Empower | The procedures, the prompt library and the dashboard belong to the team; ibizai.ai withdraws in a planned way. |
| Connect | The team is linked to communities of practice and to other companies on the same path, so that it does not depend on one single person or one single vendor. |
Working method: the process maturity ladder
Each of the company’s processes is worked rung by rung, in this order. It is a practical working method and a design position of ibizai.ai, not a framework validated by research: it serves to decide what is done first with each process and to make progress visible.
| Rung | What it means | Evidence that it was reached |
|---|---|---|
| 0 · From memory | The process is done empirically: nobody has written it down, or it exists only as a general map | — |
| 1 · Document | The process is written as it is done today: owner, trigger, steps, inputs and outputs, systems and handovers between people. It is written from recordings or from walkthroughs with the person who carries it out | The procedure is in the shared library and its owner confirms that it describes what is done |
| 2 · Standardise | There is one single agreed way of doing it: templates, checklists, naming convention, fixed sections, definition of done and controls. The owner approves the procedure | A person who did not write it follows it without asking and the result passes its controls |
| 3 · Automate | The rule-based steps, those that require no judgement, are done by tools: alerts, reminders, routing, transfer of data between systems, recurring reports. Each automation has an owner and can be switched off | The automation is in the register (D25) and runs without intervention for one full cycle of the process |
| 4 · Add intelligence | Intelligence is added where there is judgement or language: AI assistance and in-house agents that work on the standardised material, and decision support. Always with a named person who signs and within the data rules (§4) | The step has its approved prompt (D19) or its agent (D22), written into the procedure, and a named signatory |
Rules of the ladder:
- One rung at a time. What is not standardised is not automated, and no intelligence is added to what is not documented. If a process has no rule-based steps worth automating, rung 3 is considered met with that decision written in the process catalogue (D23).
- Process by process. The level is tracked per process in the catalogue (D23). For a company to have processes on different rungs at the same time is normal.
- Using AI to climb a rung is not adding intelligence. AI helps to document (a procedure drafted from a recording) and to standardise (a procedure reviewed against the template); that is the work of rungs 1 and 2. A process has had intelligence added when AI works inside the standardised procedure, in a step of judgement or language, with its signatory.
- People can go ahead of the process. Someone can use AI in their task (workstream B) before their process is standardised, with human review. That counts on the per-person usage scale (§9), not on the level of the process.
- Automation with an owner. Each automation is in the register (D25) with its owner, what it does and what it does not do, the account it runs under and how it is switched off. It does not run on personal accounts.
- Evidence, not declaration. As on the usage scale, each rung is accredited with evidence.
2. Programme roles
Roles are named by function. In a small team, one person may hold more than one; in a large organisation, each role may be a team or an existing committee (§27).
| Role | Responsibility in the programme |
|---|---|
| General Management | Sponsors the programme, signs the data rules, decides on tools and priorities, chairs the monthly review. |
| Commercial Management (or the main business area) | Owner of the commercial use cases: follow-up, negotiation, reports, sales forecast. |
| Operations Coordination (proposals, orders, deliveries) | Owner of the written processes, of the process catalogue and its maturity level, of the single archive and of the commitments calendar. Usually the internal AI Lead. |
| IT Support (internal or external) | Enables the approved AI tool, accounts, permissions, shared mailboxes and the shared archive. Custodian of the technical data rules and of the permissions and accounts of the automations. |
| Finance | Owner of the invoicing and collection data, and of the programme’s financial indicators. |
| Human Resources (or whoever looks after people) | Owner of institutional onboarding (§18): kit, welcome session, acknowledgements, onboarding buddies, alignment pulse and periodic re-alignment; follow-up of people in the baseline and in the academy. |
| AI Lead (one person on the team) | Maintains the prompt library, collects questions, presents the win of the week. This is the role that inherits the programme in month 10. |
| ibizai.ai support team | Designs and facilitates the programme, reviews deliverables, conducts the diagnosis and the measurement. Acts as Learning Facilitator in the learning experiences. |
How Management leads: open the way, ask, and raise the bar
Sponsoring the programme is not signing and waiting. Adoption advances at the pace of three gestures by General Management, which no other role can make on its behalf. It is a design position of the service, not a framework validated by research.
| Gesture | What Management does | Where it shows |
|---|---|---|
| Open the way | Removes the friction of the first use: the approved tool and the one-page minimum rule are in the hands of the whole team from week 1, and nobody asks permission to try things within the “green” of the traffic light (§4.1) | Principle 10; D07 and the minimum rule signed on days 1 and 2 |
| Ask | Asks every week about use and about what was learned. What Management asks about is what the team understands to count; what it stops asking about stops being done | The five questions of the AI block (§3); the win of the week |
| Raise the bar | Does not settle for one person using AI well: asks that every use that works become the team’s way of working, and recognises whoever documents it and teaches it | Levels 3 and 4 of the scale (§9); prompt library (D19); decision gates (§3); I66 |
3. Governance and cadence
| Ritual | When | Duration | Who | What is reviewed | Output |
|---|---|---|---|---|---|
| Weekly operations meeting | Friday | 30 min | Management, owner areas | Single register, orders and deliveries, collections, blockers; on screen, the business dashboard and the progress of the execution plans, with what is overdue (I61) | Each pending item with owner and date; each overdue item with a new date, an owner or closure |
| AI block within the weekly meeting | Friday, at the end | 10 min | Same group + AI Lead | Win of the week, Management’s five questions (below), one question, one rule | Win recorded in the log; what the questions leave pending, with owner and date |
| Monthly review | First working day of the month | 60 min | Full committee + ibizai.ai | Indicators against baseline, progress of each plan with its owner, simulation of business scenarios against the revenue target, milestone of the month, risks, decisions | Minutes with decisions and adjustments |
| Quarterly review | Every 3 months | Half a day | Full committee | Strategy, tools, workload, plan for the following quarter | Approved quarterly plan |
| Decision gate | Weeks 4, 8 and 12 | Within the weekly meeting | Management | Continue, adjust or stop each line of work | Written decision |
Governance rules:
- The weekly meeting is never cancelled; if someone is missing, it is held with whoever is there.
- A “blocked” pending item is a call to Management the same day, not a note for Friday.
- Every agreement is written in the programme’s tracking tool, not in a chat.
Management’s five questions
The Friday AI block has a script. General Management asks these five questions, always the same ones and in this order; each one points to a deliverable or an indicator that already exists, so that the answer leaves a trace and not an impression. There is no need to answer all five every week: it is enough that none goes unanswered two weeks in a row.
| # | Question | What it looks for | Where the answer goes |
|---|---|---|---|
| 1 | Which piece of this week’s work came out better or sooner with AI, and where is it? | Evidence, not opinion (principle 7) | Log of the win of the week; I05, I06 |
| 2 | What did we learn that deserves to be written down for everyone? | That what one person learned passes to the team | A new or improved prompt in the library (D19); I66 |
| 3 | What came out fast and still needs a more careful review, and who signs it? | That speed does not eat into quality (principle 5) | The signatory named in the procedure; a new rule if needed |
| 4 | Which use by one person can already be the team’s way of working? | Climbing a rung of the ladder (§1) | The process catalogue (D23): the process moves to standardise |
| 5 | Which work is still not written down well enough to support it with AI? | Recognising rungs 0 and 1 before spending effort on them | The list of processes to document (D23); the context folder (D77) |
4. Data rules for using AI (template)
Each instance adapts this template to its sector and its contracts, and General Management signs it before the first use. In regulated sectors (banking, health, public sector) the company’s legal counsel also reviews it.
4.1 Information traffic light
| Level | What it includes (examples) | Rule |
|---|---|---|
| Red — only where the policy allows it | Passwords, keys, credentials, encryption keys, card data, personal data of end customers, a client’s security or network configurations, any information that a contract prohibits sharing with third parties | Only in the tools the policy names as safe for this level (§4.3). Passwords, keys, credentials and encryption keys, and whatever a contract or a law prohibits, go into none. |
| Amber — only in the approved tool | Client names, proposals, prices, costs, contracts, tender documents and requirements, emails with clients | Only in the approved tool with an enterprise licence, with the company account. It is anonymised when the case allows. |
| Green — free use | Public product information, templates without data, anonymised texts, internal material without client data | May be used in any approved tool. |
4.2 Rules of use
- Approved tool. Only the AI tool that Management approves is used, with an enterprise licence and a contractual guarantee that the vendor does not train models on the company’s data. Personal or free accounts are not used for work, not even when the consumer version of an assistant carries the same name as the enterprise version.
- Check the contract before the tool. Some tender documents and contracts prohibit or limit the use of third parties to process their information. If the document prohibits it, it does not go in, even if the tool is approved.
- Anonymise by default. When the task does not need the client’s name, it is replaced (“Client A”).
- The numbers come from the system. No price, cost, margin or contractual deadline figure is generated with AI; it is copied from the source system and verified.
- Mandatory human review. Every text that goes out to a client or a supplier is read and approved by a named person.
- Recordings with consent. A meeting is recorded or transcribed only if all the participants know and accept it.
- Messaging chats stay out. Conversations in messaging groups with clients are not exported to AI tools.
- Incident log. If someone pastes red information by mistake, they report it that day to IT Support; it is recorded and corrected without punishment. Hiding it is the offence.
- Quarterly review. The rules are reviewed every quarter with the accumulated incidents and questions.
4.3 The organisation’s IT and AI policies
The programme writes, or reviews and updates, the organisation’s IT and AI policies. ibizai.ai’s recommendation is not a restrictive one: it starts from the organisation’s real context and the tools it already has, and says clearly what can be done, where and how. A policy that only prohibits pushes use towards personal accounts, where nobody sees it.
- Sensitive and private material: when, where and how. Using sensitive information about clients or about the organisation itself with AI is not prohibited on principle: it depends on the tool. The policy carries a tools-and-data matrix: for each tool the organisation has or is evaluating, which traffic-light levels it admits, with which account, under which conditions, and who verified it. A tool is safe for a level when the data stays in the organisation’s environment or under a contract that guarantees it does not go to third parties or train models, when it respects each person’s permissions, and when IT Support can grant and withdraw access.
- What stays out of every AI tool. Passwords, keys, credentials and encryption keys, and whatever a contract or a law prohibits. Until the matrix is signed, the minimum rule applies: red information goes into no tool.
- The tools that are not safe, by name. The policy also names consumer versions, personal accounts and services without a contract, and says what they are good for: green information.
- Naming convention and order of files. One short format for naming files and folders, where each document lives and how it is versioned (D11).
- Accounts, access and devices; recordings, messaging and incidents. The work account, who grants and withdraws access, what is done from a personal device, and rules 6, 7 and 8.
- How it is done. It starts from what the organisation already has in writing; if there is nothing, it is drafted. IT Support verifies what each tool really does under the organisation’s configuration, not what its advertising says. General Management signs them (D02); in regulated sectors legal counsel reviews them; each person confirms having read them (I01); they are reviewed every quarter. They go into the learning experiences: each person knows which tool to use for what.
This is a design position of ibizai.ai, not legal advice.
5. 90-day plan — weekly template
Each week declares deliverables, owner role, milestone and win of the week. Each client’s instance replaces the generic ones with its own. Recommended load limit: two hours per person in weeks 1 and 2, and up to four hours per person from week 3 onwards, in addition to the weekly meeting.
Quick wins first (principle 10). By default, each instance places before this template a section with its first 30 days: the one-page minimum rule (days 1 and 2), the approved tool for everyone with a licence and the first learning experience in week 1, efficient communication in week 2 and the bounded pilots of weeks 2 to 4. Where a piece of the template starts later (D07 in week 3, D09 and D10 in week 4), the instance brings it forward in a small version and keeps its full version in the week indicated.
| Wk. | Theme | Deliverables (codes from §7) | Owner role | Milestone | Win of the week |
|---|---|---|---|---|---|
| 1 | Kick-off and rules | D01 kick-off charter · D02 data rules v0 · D03 tool inventory | General Management | Committee constituted and first weekly meeting held | The first weekly meeting takes place and leaves its minutes |
| 2 | Baseline | D04 capabilities baseline · D05 map of the main process · D06 indicator dashboard with baseline · D23 process catalogue v0 with the starting level | Operations Coordination | Starting point measured | The process map is published in the shared folder, with an owner per step |
| 3 | Tool and first experience | D07 approved tool enabled · D08 academy created · first learning experience open | IT Support | Everyone with access to the approved tool | First piece of real work done with AI and reviewed by a person |
| 4 | Email and follow-up | D09 shared mailbox and classification rules · D10 follow-up templates | Commercial area | Close of month 1 and decision gate | No open matter without activity within the agreed time |
| 5 | Single archive | D81 file platform that fits · D11 folder structure and naming convention · D82 reorganisation of the shared archive · D83 map of sites, teams and pages · transfer of personal files | Operations Coordination | One single shared archive | A complete case file lives in its standard folder |
| 6 | Written processes | D12 procedures drafted with AI from recordings or interviews · D24 procedure template and definition of done | Operations Coordination | First procedures approved | Someone who did not write the procedure uses it without asking |
| 7 | Client documents | D13 proposal template · D14 library of approved texts | Operations Coordination | Standard proposal in use | A client document goes out with the new template |
| 8 | Consistency of numbers | D15 consistency checklist · cost template with an owner · D25 automations register and rules | Commercial area | Close of month 2 and decision gate | A document passes the check without figure errors |
| 9 | Commitments | D16 commitments calendar with alerts · D26 first automation on a standardised process | Operations Coordination | No due date without an owner | The first advance alerts are assigned |
| 10 | Visibility | D06 dashboard in use · D17 assisted weekly summary | General Management | Management decides with the dashboard | The Friday summary is prepared from the register, not from memory |
| 11 | Cases per role | D18 one use case per role in production | AI Lead | Each role with its case | Internal demonstration: each role shows its case |
| 12 | Close and plan | D19 prompt library v1 · D20 90-day report · D21 6–12-month plan · D23 process catalogue v1 · D27 intelligence map · D78 Business Intelligence in operation | General Management | Close of the core and decision gate | The month’s forecast is presented with data from the register |
6. Monthly plan — 12-month template
| Month | Milestone | Success criterion | Main indicators |
|---|---|---|---|
| 1 | Rules signed, baseline measured, tool in use | Rules signed before the first use; baseline complete; weekly meeting held every week | I01, I02, I05, I09 |
| 2 | Single archive and first processes written and standardised | Critical processes written and used by someone other than their author | I03, I04, I06, I10, I16 |
| 3 | Dashboard in use, commitments calendar active, first automations with an owner | Management reviews the month with the dashboard; no due date without an owner | I07, I08, I11, I12, I17 |
| 4 | Evaluation of tools with written processes | Documented decision on each candidate tool | I06, I13 |
| 5 | Second wave of use cases | New cases chosen by the team, not by ibizai.ai | I05, I06 |
| 6 | Onboarding of people with the academy | A new person completes their onboarding with the written procedures | I02, I14 |
| 7 | First integration between tools, on standardised processes | One repetitive manual handover eliminated | I13, I03, I17 |
| 8 | Reports for clients and partners | A recurring report is produced from data, not by hand | I08, I13 |
| 9 | Second measurement of capabilities | Improvement measured against the month-1 baseline | I02, I05 |
| 10 | Handover of the programme to the AI Lead | The AI Lead runs the weekly AI block without ibizai.ai | I09, I15 |
| 11 | Review of rules and risks | Rules v2 signed with the year’s incidents | I11 |
| 12 | Plan for the following year, with the process catalogue updated | Plan written by the team; ibizai.ai in quarterly review | All |
7. Deliverables catalogue
| Code | Deliverable | Description | Typical owner |
|---|---|---|---|
| D01 | Kick-off charter | Objectives, scope, roles, calendar, load limit, list of facts to validate; template in §26 | General Management |
| D02 | IT and AI policies | Traffic light and rules of §4, tools-and-data matrix and file naming convention (§4.3), adapted and signed | General Management + IT Support |
| D03 | Inventory of tools and access | Which system exists, what it is used for, who owns it, which accounts are personal | IT Support |
| D04 | Capabilities baseline | Individual measurement of AI readiness and competencies (Skaills) | ibizai.ai support team |
| D05 | Map of the main process | Steps, owner per step, systems and documents that go in and out | Operations Coordination |
| D06 | Indicator dashboard | Indicators from §8 with baseline, target and periodic reading | General Management |
| D07 | Approved AI tool | Enterprise licence, company accounts, privacy configuration | IT Support |
| D08 | Academy and learning path | The company’s own academy in Smoother Experiences with learning experiences per role | ibizai.ai support team |
| D09 | Shared mailbox and classification | Common mailbox for commercial matters, with reading and reply rules | IT Support |
| D10 | Follow-up templates | Model emails for each moment of the process, with AI prompts to adapt them | Commercial area |
| D11 | Single archive | Folder structure per case file, naming convention and permissions | Operations Coordination |
| D12 | Written procedures | Step-by-step of the critical processes, drafted with AI from recordings and reviewed by their owner | Operations Coordination |
| D13 | Client document template | Fixed sections; the numbers are taken from the source systems | Operations Coordination |
| D14 | Library of approved texts | Reusable product and service descriptions, terms and annexes | Commercial area |
| D15 | Consistency check | AI-assisted checklist that compares figures between systems and document | Commercial area |
| D16 | Commitments calendar | Due dates, renewals, maintenance and warranties, with advance alerts | Operations Coordination |
| D17 | Assisted weekly summary | Summary of the register prepared with AI for the Friday meeting | Commercial area |
| D18 | Use cases in production | At least one case per role, with its prompt, its data rule and its evidence | AI Lead |
| D19 | Prompt library | Tested AI prompts, with owner, version and example | AI Lead |
| D20 | 90-day report | Indicators against baseline, lessons learned, risks, pending decisions | ibizai.ai support team |
| D21 | 6–12-month plan | Monthly milestones, indicators and people responsible for the horizon | General Management |
| D22 | Agent catalogue and rules | When the team creates its own AI agents: who builds them and who publishes them, authorised data sources, owner, users and review date of each agent. It is done after the data rules, the single archive and the prompt library, never before | AI Lead + General Management |
| D23 | Process catalogue with maturity level | Each critical process with its owner, its current rung on the ladder (§1) with the evidence that accredits it, its target at 3 and at 12 months and the next step. Initial version in week 2; updated at each monthly review | Operations Coordination |
| D24 | Procedure template and definition of done | Fixed sections for every procedure (purpose, owner, trigger, inputs, steps, outputs, systems, handovers, controls, exceptions, version) and the criterion for when a process is standardised | Operations Coordination |
| D25 | Automations register and rules | For each automation: the process and step it covers, owner, trigger, what it does and what it does not do, the account it runs under, how it is switched off and review date. Includes the list of candidate rule-based steps of the processes already standardised | IT Support + Operations Coordination |
| D26 | First automations | Two or three automations of rule-based steps (alerts, reminders, recurring reports) on processes already standardised, with the tools the company already has and recorded in D25 | Operations Coordination + IT Support |
| D27 | Intelligence map | The steps of judgement or language in each standardised process where AI contributes, with their prompt (D19) or their agent (D22), their signatory and their planned date | AI Lead |
| D28 | Project playbook | For companies that carry out projects for their clients: templates for the project charter, the register of risks, assumptions, issues and dependencies (RAID), status report, change request with impact summary, acceptance test plan, per-site rollout checklist, acceptance and handover certificate, and lessons learned (§15) | Project management |
| D29 | Project management prompt library | AI prompts tested in a pilot project for each document of the playbook, with owner and example; it is integrated into D19 | Project management + AI Lead |
| D30 | Project portfolio view | All active projects with their declared traffic light, upcoming milestones, high risks, pending changes and decisions requested, reviewed every month | General Management |
| D31 | Capture protocol per channel | What is captured (whatever creates a commitment), within what time, where and with which labels, for meetings, calls, messaging, email and visits (§16) | Operations Coordination |
| D32 | Classification taxonomy and priority rule | Types, account, division or area, urgency, impact, owner and date; an explicit and reviewable priority rule; filters and views for daily use | Operations Coordination + General Management |
| D33 | Plan for client conversations by messaging | Inventory of groups and chats with clients, company numbers, at least two administrators per group, response discipline, continuity when someone leaves and capture rule | Commercial area + IT Support |
| D34 | Prioritised brief | Specification, pilot and launch of a daily brief per person and a weekly one for management, calculated from a single inbox and the plans | General Management |
| D35 | Capture configured in the office suite | Transcription and summary of meetings according to the licence and the policy, a capture mailbox if the platform supports it, and control of external assistants in meetings | IT Support |
| D36 | Cleaned-up opportunities register and hygiene rule | Each open opportunity with owner, next step, next-contact date and estimated closing date; definition of an opportunity at risk; closure with a reason; weekly review (§17) | Commercial area |
| D37 | Account plan | Owner and backup for each account, contact and visit cadence per account tier, visit calendar and stakeholder map of the main accounts (§17) | Commercial area |
| D38 | Due-date and escalation rule | Alerts before each due date, escalation to management of what is overdue, weekly review, and tender and renewal deadlines in the commitments calendar (§17) | Operations Coordination + General Management |
| D39 | Institutional onboarding kit | Short documents, one per Learning Unit of the onboarding: who we are; vision, mission and values (marked as a proposal until management validates them) and the perspectives of the plan; the service standard; the tools, where each piece of data lives and the data rules; the process map and who does what; the first 100 days and whom to turn to (§18) | Human Resources + General Management |
| D40 | Welcome and re-alignment session | Script, who presents what, recording and alignment pulse; the same script, shortened, serves the periodic re-alignment of all staff (§18) | Human Resources; presented by General Management |
| D41 | Acknowledgements register | Acknowledgement of the values, of the data rules and of the rules for messaging with clients, per person and with its date; for new people, before touching client information (§18) | Human Resources |
| D42 | First-100-days plan with onboarding buddy | Plan template, first-week checklist, buddy’s guide and guide to the 30-, 60- and 90-day conversations (§18) | Human Resources + IT Support |
| D43 | Map of platforms and systems of record | Each platform with its purpose, its owner, what it records, its API and its decision; each type of data with one single source of record (§19) | IT Support; approved by General Management |
| D44 | API and integration records | Per platform: whether it has an API, what it covers, how it authenticates, which plan or licence it requires, its limits and its documentation, with source and date, or “no API” (§19) | IT Support |
| D45 | Integrations register and credential rules | For each integration: systems and direction, data, process and rung, trigger, owner, service account, where its credential is, monitoring, how it is switched off and review; with the rules for service accounts, secrets store, rotation and least privilege. Follows the format of the D25 register (§19) | IT Support |
| D46 | Integrations map and phased roadmap | Prioritised integrations, with their phase (one-way exports and uploads; scheduled synchronisations; API integrations) and their build-or-buy criterion (§19) | IT Support + Operations Coordination |
| D47 | Technical specification of the first phase | Per integration: direction, data, trigger, authentication, where the code lives, error handling and monitoring (§19) | Whoever builds, with IT Support |
| D48 | First-phase integrations in production | With their entry in the D45 register and their monitoring (§19) | IT Support |
| D49 | First priority integration | When management prioritises a high-impact integration (for example, AI email monitoring that creates tasks, alerts and notices), its configuration, permissions, consents, rules, pilot and general rollout within the 90 days (§19) | IT Support + Operations Coordination |
| D50 | Map of work per role and AI opportunities | Process mapping: individual interview with each person in the programme (without their direct manager in the room), notes per activity (frequency, hours, tools and data, what hurts, AI potential, use case), validated synthesis per role, consolidated map and prioritised backlog of use cases per role (§20) | ibizai.ai support team + Human Resources |
| D51 | The organisation’s shared site | Office-suite site with a base structure, permissions per role, area folders and naming rule; the team’s files live there and are synchronised, never in personal folders (§11) | IT Support + Operations Coordination |
| D52 | Checklist library | One checklist per workflow and per process in the catalogue: steps, owner per step, inputs and outputs, definition of done, controls and where the evidence is filed; it gathers the ones that already exist instead of duplicating them; it counts when its owner approves it and it has been used in real work (§1) | Operations Coordination + owner of each process |
| D53 | Guide to the organisation assessment | ibizai.ai’s in-depth organisation assessment (24 statements across eight dimensions: strategy, data, infrastructure, talent, culture, processes, governance and return on investment), who answers, how it is answered and how the report is delivered, the consolidation template and the evidence guide per dimension (§21) | ibizai.ai support team + General Management |
| D54 | Organisation readiness report | Per dimension, ibizai.ai’s consolidated score (mean, lowest and highest) and its level, checked against the evidence (the evidence sets the ceiling), the main gap and the workstream and deliverable that address it, with the aggregate of individual readiness; baseline in month 1, re-measurement in month 3 and in month 9 (§21) | General Management + ibizai.ai support team |
| D55 | Rules for the use of individual results and aggregate view | Purpose (development, not sanction), who sees what, minimum group size for the aggregates, retention and notice to each person; aggregate view by area and role group (§21) | Human Resources |
| D56 | Catalogue of business AI agents and advisors | Each agent or advisor (executive, commercial intelligence, full view of the client, operations and service level agreements, meetings, proposals, processes and checklists, onboarding, projects, email monitoring and conversational advisors) with what it does, where it runs, authorised sources, process and rung, owner, when it comes in and review; extends D22 (§22) | AI Lead + General Management |
| D57 | Enterprise search and connectors | Written review of permissions before extending the search of the suite’s assistant, and connector plan with its build-or-buy criterion; a connector that does not respect the source permissions is not connected (§22) | IT Support |
| D58 | CRM decision matrix | Market options, the ERP module and continuing with the current register, compared with criteria and weights set before scoring: integration with the suite, total cost, local support, fit with the sales cycle, API, migration, lock-in and exit, data and adoption. It is prepared within the 90 days; the decision, in the horizon (§22) | Commercial area + IT Support; General Management decides |
| D59 | Data governance in a single view | Gathers on one page, without rewriting them, the classification, the owner of each type of data, the permissions, the approved tools, retention, quality, processing and enrichment, the registers and the incidents (§22) | IT Support + Operations Coordination |
| D60 | Method for measuring impact and return | Hours freed per case in production times the loaded hourly cost of the role, opportunities recovered, compliance with service agreements, response times and programme costs, with a baseline in the first weeks (§22) | ibizai.ai support team + Finance |
| D61 | Impact and return report | What was measured against the baseline, with what was measured and what was not; at the close of the 90 days, in month 6 and in month 12 (§22) | ibizai.ai support team + Finance |
| D62 | Full view of the client | Per account: stakeholders, opportunities, history of interactions from all captured channels, open commitments and a relationship risk signal confirmed by the account owner (§22) | Commercial area |
| D63 | Market and competitor intelligence | Competitors, market trends and new accounts and verticals, with their source, reviewed every quarter (§22) | Commercial area |
| D64 | Strategic diagnosis | PESTEL, Porter’s forces, 7S, VRIO and SWOT in the strategic register, reviewed by management at the first decision gate (§23) | General Management |
| D65 | Strategic vision and business model | Business Model Canvas, Lean Canvas, one value proposition canvas per segment, Balanced Scorecard with indicators from §8 and ERRC grid (§23) | General Management + commercial area |
| D66 | Updated commercial strategy | Value proposition per sector and per product, strategies per sector and for marketing, and roadmap with its target (§23) | Commercial area |
| D67 | Calibrated scenarios and simulator | The company’s own revenue sources and values, read against the revenue target and reviewed every month (§23) | Commercial area + Finance |
| D68 | Prospecting and sales processes in the commercial register | Stages of the sales process adjusted to how clients buy, prospecting flow and objections with their answer (§23) | Commercial area |
| D69 | Library of communication templates | Follow-ups per stage, email, call, messaging, meeting preparation, letters and answers to objections, approved by their owner (§23) | Commercial area |
| D70 | Measurement of client satisfaction | A short question at the close of each service or project, on a sample, and a periodic survey per account, recorded in the commercial register; by division or line of business (§24) | Commercial area + person responsible for the service |
| D71 | Analysis of growth options | One record for each of management’s growth ideas (for example, the blue-ocean ones): what it would be, for which segment, what it needs, what evidence is missing and how it would be tested; input for the month-4 evaluation, with no investment commitment (§24) | General Management + commercial area |
| D72 | Regulatory watch | A regulation or regulatory change that management flags: what it requires, of whom and from when, with its primary source and the date consulted, and what it means for the business; reviewed every quarter (§24) | Commercial area + General Management |
| D73 | Strategic Analysis Document | The diagnosis, the strategic vision and the business model with its canvases in a document generated from the strategic register (PDF with searchable text, Word and Markdown), with an annex of the key questions and management’s answers; a new edition after each decision gate and every quarter (§23) | General Management; generated by the support team |
| D74 | Business case with financial baseline | The instance’s table of value levers (§22 of this canon, “value levers”: earns more, spends less, risks less), each lever with its mechanism, formula, baseline (source, owner, week) and indicators, and the baseline taken by Finance from the accounting records: loaded hourly cost per role, average ticket and win rate per line, value of renewals, accounts receivable, penalties in force and licence cost. No figure is promised; the scenarios are calculated in StrategAI with their assumptions. Weeks 1 to 3; read together with D61 | Finance, with the support team; management approves |
| D77 | Company context folder | What a new person and an AI assistant need to read so as not to produce generic work: what the company sells and to whom, its vocabulary and its acronyms, the tone of its communications, the quality criteria for each type of document, approved examples and what is not said or promised. One single folder in the shared archive, with owner and version, made only with “green” information from the traffic light (§4.1). It is opened in week 2 with what already exists and is complete in week 8. It is used by the prompt library (D19), the agents (D22, D56) and the onboarding kit (D39) | AI Lead + Operations Coordination |
| D78 | Business Intelligence in operation | The company’s Business Intelligence created and configured (§22): the connected sources (commercial registry, mail and calendar, shared folders and common archive, meetings, read access to the management systems), each with its owner and its permissions reviewed; the assistant grounded in that data; the agents and advisors by function; the business dashboard and the prioritised brief. A one-page record says which sources it reads, who can ask what, which questions it answers and what it does not do | General Management + AI Lead, with IT Support |
| D79 | Business Intelligence tuning log | The record it is tuned with: questions it could not answer, answers corrected by a person, sources that are missing or superfluous, permissions and prompts adjusted and agents withdrawn. Reviewed every month; it feeds the prompt library (D19) and the context folder (D77) | AI Lead |
| D80 | Sector comparison | Per dimension, the organisation’s reading against published references for its sector, each with its source, date and scope; the dimensions with no verifiable reference, stated as such; and what changes in the plan’s priorities. Part of the accompanied assessment (§21) | ibizai.ai support team + General Management |
| D81 | File platform that fits | The decision written on one page (§28.1): options considered, criteria and score, platform chosen as the system of record for documents, what is retired and when. It is short when the organisation already works in an ecosystem | IT Support + General Management |
| D82 | Reorganisation of the shared archive | Inventory, plan approved by management, records of each change (rename, move, delete), link index, verification against the inventory and notice to the team (§28.2) | Operations Coordination + IT Support |
| D83 | Map of sites, teams and pages | Home site, teams or spaces by area and by workflow, channels, owners and permissions, the design of each one’s home page and what is put within reach of those who work in the field or with a more limited licence (§28.3) | IT Support + General Management |
8. Indicators catalogue
Each instance chooses its own, sets its baseline in week 2 and its targets in week 3. Targets are targets: they are reviewed at each monthly review and the changes are recorded.
| Code | Indicator | How it is measured | Frequency |
|---|---|---|---|
| I01 | Data rules signed and known | Management’s signature; read confirmation per person | Once + quarterly |
| I02 | People with a capabilities baseline | Completed assessments / people in the programme | Monthly |
| I03 | Cycle time of the main process | Working days from the entry of the order to the exit of the document | Per case |
| I04 | Critical processes written | Approved procedures / critical processes identified | Monthly |
| I05 | Level of AI use per person | Scale of §9, assessed with work evidence | Monthly |
| I06 | Use cases in production | Cases with prompt, data rule and evidence of use in the last 4 weeks | Monthly |
| I07 | Open matters without activity | Records with no movement beyond the agreed time | Weekly |
| I08 | Commitments without an owner or overdue and unmanaged | Count in the commitments calendar | Weekly |
| I09 | Rituals held | Weekly and monthly meetings held / scheduled | Monthly |
| I10 | Documents in the single archive | Active case files in the standard structure / active case files | Monthly |
| I11 | Data incidents | Incidents recorded and closed | Monthly |
| I12 | Forecast accuracy | Actual closings against the month’s forecast | Monthly |
| I13 | Manual handovers eliminated | Copy-and-paste steps between systems that ceased to exist | Quarterly |
| I14 | Onboarding time | Days until a new person completes their first cycle without assistance | Per person |
| I15 | Programme autonomy | Rituals run by the team without ibizai.ai / total rituals | Monthly |
| I16 | Processes by maturity level | Processes in the catalogue (D23) on each rung, with evidence | Monthly |
| I17 | Automations with an owner and a current review | Automations recorded in D25 with owner, account and review / automations in production | Monthly |
| I18 | Steps with intelligence added and a signatory | Steps with a prompt or agent written into their procedure and with a named signatory / steps with intelligence added | Monthly |
| I19 | Project status reports on time | Reports sent and signed on the agreed day / reports due | Weekly |
| I20 | Open risks and issues with an owner | Open entries in the RAID register with owner and review date / open entries | Weekly |
| I21 | Change requests assessed on time | Requests with impact summary and written decision within the agreed time / requests received | Monthly |
| I22 | Client information captured on time | Meetings, calls and messages that create a commitment with their item in the inbox within the agreed time / sample per channel | Weekly |
| I23 | Inbox classified on time | Items classified within the agreed time / items captured | Weekly |
| I24 | Captured commitments overdue and unmanaged | Commitments in the inbox with the date passed and not converted, closed or rescheduled | Weekly |
| I25 | Brief in use | People who review their brief at the agreed frequency, and management reviews / due | Weekly |
| I26 | Messaging groups with clients that have two company administrators | Groups with two or more company administrators / groups with clients | Monthly |
| I27 | Client conversations on company numbers | Groups and chats with clients on company numbers / groups and chats with clients | Monthly |
| I28 | Complete open opportunities | Open opportunities with owner, next step, next-contact date and estimated closing date / open opportunities | Weekly |
| I29 | Accounts within their contact cadence | Accounts with a recorded contact within the days of their tier / accounts with a cadence | Weekly |
| I30 | Visits made to the main accounts | In-person visits made and recorded / planned visits | Monthly |
| I31 | Overdue and unmanaged commitments | Commitments with the date passed, neither closed nor rescheduled, from all sources (inbox, plans, tasks, commitments calendar) | Weekly |
| I32 | Commitments closed on time | Commitments closed on or before their date / commitments that fell due in the period | Monthly |
| I33 | Current staff with institutional onboarding completed | Current staff members who completed institutional onboarding / current staff | Weekly during the programme; monthly afterwards |
| I34 | New people who complete onboarding within their time | New people who completed institutional onboarding within the agreed time (proposal: 30 days) / new people who reached that time | Per person; monthly |
| I35 | Institutional acknowledgements up to date | People with their acknowledgements recorded (values, data rules, messaging rules) / people who must have them | Monthly |
| I36 | Alignment pulse | Average of a short pulse, with the same questions each time, and participation; it is a reading, not a validated instrument | At the start, at 8 weeks and every quarter |
| I37 | Types of data with one single source of record | Types of data in the D43 map with an approved source of record and no second version maintained by hand / types of data in the map | Monthly |
| I38 | Integrations with owner, service account and monitoring | Integrations in production in the D45 register with owner, service account, protected credential, monitoring and a way to switch it off / integrations in production | Monthly |
| I39 | Integration failures handled on time | Failures flagged by monitoring and handled within the agreed time / failures flagged | Monthly |
| I40 | Platforms with their API validated | Platforms in the map with their API record closed / platforms in the map | Monthly |
| I41 | Commitment-creating emails converted into items on time | Monitored emails confirmed as a commitment with their item, task or alert created within the agreed time / emails confirmed as a commitment | Weekly |
| I42 | Alerts handled within their time | Alerts acknowledged by their owner within the time for their type / alerts created; the proportion dismissed as unnecessary is recorded separately | Weekly |
| I43 | Process-mapping interviews completed | People interviewed / people on the programme’s validated list | Weekly until closed |
| I44 | Roles with a validated map of work | Roles with their synthesis validated / roles on the list | Once; quarterly |
| I45 | Team files in personal folders | Area working folders or files outside the shared site | Monthly |
| I46 | Processes with a checklist approved and used | Processes in the catalogue with a checklist approved and used in real work / processes in the catalogue | Monthly |
| I47 | Use of the checklists in real work | Finished pieces of work with their checklist completed / finished pieces of work in processes with a checklist | Monthly |
| I48 | Organisation readiness per dimension | Score from 0 to 100 and ibizai.ai level for each of the eight dimensions, consolidated and checked against evidence (D54); participation of those who must answer | Month 1, month 3 and month 9 |
| I49 | Growth plans connected to the assessment | People with a growth plan and path adjusted to their readiness result / people with a baseline | Monthly |
| I50 | Re-measurement of individual readiness | People re-measured / people on the list; variation of the aggregate average per role group | Month 3 and month 9 |
| I51 | Individual results used outside their purpose | Cases in which an individual result was used in performance, compensation, promotion or sanction, or was seen by someone other than the person and Human Resources | Monthly |
| I52 | Cases in production with their saving measured | Cases with the hours measured before and after using the D60 method / cases in production | Month 3, month 6 and month 12 |
| I53 | Opportunities recovered | Opportunities that became at risk and, after the action, advanced or were won / opportunities that became at risk | Monthly |
| I54 | Time to find information | Minutes to find the latest version of a working document, in a sample of real searches | At the start, month 3 and month 6 |
| I55 | Relationship risk signals handled | Signals confirmed by the account owner with action and date within the agreed time / confirmed signals | Weekly |
| I56 | Agents and advisors with an owner and a standardised process | Agents and advisors in use registered in D56 with owner, authorised sources, process on rung 2 or higher and a current review / agents and advisors in use | Monthly |
| I57 | First response to clients on time | Client requests with acknowledgement and response within the agreed times / requests in the sample | Monthly |
| I58 | Market intelligence up to date | Competitors and trends reviewed in the quarter / recorded | Quarterly |
| I59 | Diagnosis and strategy complete and reviewed | Pieces of the diagnosis, of the strategic vision and of the canvases with content reviewed by their owner / planned pieces | At the decision gates; quarterly afterwards |
| I60 | Communications that start from an approved template | Follow-ups, letters and answers to objections in a sample that start from the D69 library / communications in the sample | Monthly |
| I61 | Review with the dashboards | Weekly meetings in which the business dashboard and the progress of the execution plans were reviewed on screen / weekly meetings; and items overdue for more than two weeks without a new date, an owner or closure | Weekly |
| I62 | Client satisfaction | Average rating and participation, by division or line of business, with the D70 instrument | Monthly (closings) and half-yearly (accounts) |
| I63 | Projects implemented within the agreed time | Client projects closed on the agreed date or on the date renegotiated in writing before it fell due / projects closed | Monthly |
| I64 | Opportunities won and projects implemented | Opportunities won and win rate (won / decided); projects implemented in the period; read on the dashboard, not on hand-kept sheets | Monthly |
| I65 | Time to first draft | Time from when a recurring document is requested until a first reviewable draft exists, in two types of document chosen by the instance (for example, a proposal and a report), against the week-2 baseline. It measures the start, not the finished document: the review and the signature still belong to a person | Monthly |
| I66 | Shared prompts | Prompts in the library (D19) used by more than one person in the last 4 weeks / prompts in the library; and people with at least one prompt of their own in the library / people in the programme | Monthly |
| I67 | Business questions answered with their source | In a monthly sample of real business questions (an account, an opportunity, a commitment, a document), answers that are correct and carry their source / questions in the sample; the incorrect ones go to the D79 log | Monthly |
| I68 | Use of the Business Intelligence | People who consulted it in the last 4 weeks / people with access; and decisions of the monthly review that cite the dashboard or one of its answers | Monthly |
| I69 | Sector comparison per dimension | Dimensions with a cited sector reference / eight dimensions; and, in each, the organisation’s position against the reference (below, in line, above) (D80) | Month 1 and month 9 |
| I70 | Archive in its place | Files of the shared archive in the approved structure and with a compliant name / files in the inventory; and, in a sample, working files that live outside it (personal folders, email attachments) (D82) | Monthly |
| I71 | Spaces in use | Sites and teams with activity in the last 4 weeks / sites and teams created; and people who worked in their team’s library / people in the programme (D83) | Monthly |
9. Scale of AI use per person
What this scale measures is judicious use: that a person knows what to ask AI for and with what context, how to read what it returns, check it against the source, integrate it into their work and recognise when it is better not to use it. Using AI a lot is not moving up a level; using it well, and letting others use it well, is.
A practical scale for reading individual progress. Each level is accredited with evidence from real work (an email sent, a document, a prompt in the library), not with a self-assessment.
| Level | Description | Typical evidence |
|---|---|---|
| 0 · No use | Does not use AI at work, or uses it outside the rules | — |
| 1 · Guided use | Uses prompts from the library in simple tasks, within the rules | An email or summary produced with a prompt from the library |
| 2 · Habitual use | Uses AI every week in at least one step of their process and reviews what comes out | Two or more pieces of evidence in different weeks |
| 3 · Design | Creates or improves prompts that other people use, and leaves in writing when not to use them | A prompt of theirs in the library, used by another person, with its note on what it is for and what it is not for |
| 4 · Lead | Supports colleagues, detects new cases and proposes rules | A new use case proposed and put into production |
10. Capabilities: how learning is developed and measured
Workstream A relies on products of the CEMI group; they are not rebuilt.
- Skaills (skaills.ai) measures the starting point and the progress: competency assessments per profile, the AI readiness assessment of its transformative layer (in active development; its availability is confirmed in each instance) and the personal growth plan. The company uses its organisation account.
- ibizai.ai (ibizai.ai/practice/ai-readiness) measures the AI readiness of the organisation with its in-depth organisation assessment (§21); it also offers individual assessments, quick and in-depth, which each person may use as a complement, without replacing the Skaills baseline.
- Smoother Experiences (experiences.ailearning.global) hosts the company’s own academy with its learning experiences, organised into Learning Units. The participants learn on their own work; the Learning Facilitator accompanies, and does not lecture.
Principles of workstream A:
- The subject is the person who learns and what they become able to do; the experience is designed from their daily work.
- Each Learning Unit ends in a real task done with AI, with data protected according to the rules.
- Progress is measured with the scale of §9 and with the evidence from workstream B, in addition to completion of the experiences.
- The experiences are ordered by role: everyone shares a foundation (rules, judgement, email and documents) and each role has its own path.
- Those who multiply are recognised. The person who documents a use, adapts it and accompanies another person in repeating it counts as much as the person who discovers it. Levels 3 and 4 of the scale are accredited only with another person’s use, and the win of the week names the person who shared, not only the person who found (I66).
Typical path:
| Learning experience | For whom | Practical result |
|---|---|---|
| AI with judgement: rules, risks and first uses | Everyone | Each participant applies the data traffic light and produces their first reviewed piece of work |
| Email, meetings and follow-up with AI | Everyone | Thread summaries, meeting minutes and follow-up emails |
| Documents and shared archive with AI | Everyone | Search and summary in the shared archive; document drafts |
| Written processes: from the recording to the procedure | Coordination, AI Lead | An approved procedure |
| Processes standardised and automated with the office suite | Coordination, IT Support, AI Lead | A procedure brought to the standard template and an automation of a rule-based step, recorded with its owner |
| Commercial path | Commercial area | Meeting preparation, analysis of tender documents, reports and forecast |
| Operations path | Coordination, Support, technicians | Proposals, consistency check, commitments calendar, technical reports |
| Management with data | General Management | Reading the dashboard, decisions and risk follow-up |
| Institutional onboarding | Everyone: first the current staff, then each new person | Each participant knows the organisation, its vision and its values, the service standard, the tools and who does what; they leave their “The Organisation and I” and their acknowledgements |
| Disciplined capture | Everyone | What creates a commitment in a meeting, a call or a chat reaches the inbox within the agreed time, classified; reading one’s own brief |
| Project management with AI | Those who coordinate or take part in projects for clients | On a real project: project charter, up-to-date risk register and signed status reports; depending on the project, user stories and test cases or per-site rollout checklists |
11. Coordination and visibility: the group's tools
Workstream C uses what the company already has and, where a piece is missing, CEMI group products that are already available:
| Piece | Tool | Role |
|---|---|---|
| Strategy and execution plans | StrategAI (estrategia.cemi.ai) | Register of opportunities and accounts, plans and execution cycles; business dashboard, analytics and simulation of business scenarios; list of plans with progress, owner, dates and overdue items, and a dashboard per plan with filters |
| Execution and daily work | tAIm | Tasks, recurring commitments and execution projects; receives the plans from StrategAI |
| Capabilities | Skaills | Baseline and tracking of competencies; also staff selection when the plan requires it |
| Organisation readiness | ibizai.ai | In-depth organisation assessment: eight dimensions, score from 0 to 100, action plan per dimension |
| Learning | Smoother Experiences | The company’s own academy and learning experiences |
| Office work | The suite the company already uses (email, documents, spreadsheets, cloud archive) | Where the work happens; AI is used inside it or alongside it. If the suite comes with an integrated assistant with an enterprise licence, it is the first option (principle 2); in-house agents come later, with the D22 catalogue |
| Business systems | ERP and manufacturer’s configurators | Single sources of numbers; they are not replaced in the first 90 days |
The team’s documents live in a shared site of the office suite, with permissions per role, and are synchronised with each device; never in personal folders, which are lost when someone leaves (D51, I45). The platform, the order of the archive and the design of the sites, in §28.
Golden rule of workstream C: each piece of data has one single home. Each instance’s tool map says, for each type of data, which is its single source and who is its owner.
12. Common risks and how they are addressed
| Risk | Early signal | Response |
|---|---|---|
| The programme competes with operations | Deliverables late two weeks in a row | Scope is cut, the working day is not lengthened; the load limit is respected |
| Leak of client information | Use of personal accounts; red data in the tool | Rules signed before the first use; enterprise tool; incident recorded the same day |
| AI invents a piece of data and it reaches the client | Figures or commitments that are not in the source system | Principle 4: the numbers come from the system; mandatory human review |
| Dependence on one single person | A process that only one person knows how to do | Procedures written and used by another person |
| New tools ahead of time | Proposals to buy software in month 1 | Tools are evaluated in month 4 with written processes |
| Apparent adoption | Many licences, little evidence | It is measured with the scale of §9 and with evidence, not with logins |
| The programme stays in ibizai.ai’s hands | The team waits for the support team in order to advance | Planned handover to the AI Lead in month 10 |
| Automating or adding AI ahead of time | Flows or agents on processes that change every week or that nobody wrote down | Maturity ladder (§1): one rung at a time; the D23 catalogue says which process is ready |
| Automations without an owner | Flows created with personal accounts that nobody knows how to switch off | D25 register; IT Support can see them and stop them |
| Two versions of the same piece of data | The same record edited in two systems; parallel sheets | One source of record per type of data (D43); the other systems read or link |
| Integrations that depend on one person | Connections that break when someone changes their password or leaves | Service accounts, credentials in a secrets store and D45 register |
| A return is presented that was not measured | Savings figures with no measurement behind them | The return is measured, not promised; only the D61 report gives figures, with what was measured and what was not |
| Search or an agent shows information to someone who should not see it | Results with documents from other areas or clients | Review of permissions before extending search and for each connector (D57) |
| Tool collecting | Every month a new tool is tried and no procedure changes | One single approved tool (D07); a use case counts when it has a prompt, a data rule and evidence (I06); new tools are evaluated in month 4 |
| Showcase demos | Something that impressed once and that four weeks later nobody uses | ”Visible or it does not count” is read over time: level 2 asks for evidence in different weeks (§9) and I06 counts only cases with use in the last 4 weeks |
| Pocketed prompts | One or two people advance a great deal and their prompts are not in the library | Levels 3 and 4 are accredited only with another person’s use; those who multiply are recognised (§10, principle 5); I66; Management’s question 2 (§3) |
The last three rows are traps with a name of their own: they make the company appear to advance without the work changing. Having a short name for each one makes it possible to say it in the Friday meeting without it sounding like a reproach.
13. How an instance is built
- Sources. The client’s documents, interviews, plans under way. Every fact about the client is marked with its source or as “to be validated in week 1”.
- Confidentiality. If the instance is published, it does not include names of the client’s clients, amounts, sales figures, prices, names of people, emails or credentials. Roles are named by function.
- Adaptation. The generic deliverables are replaced with the client’s, indicators from §8 are chosen and targets are set, labelled as targets.
- Calendar. The date of week 1 is set and adjusted for the client’s public holidays and closures.
- Validation. The list of facts and assumptions to validate is resolved in week 1 and the instance is updated.
14. Relationship with ibizai.ai's services
This programme integrates into one single journey services that ibizai.ai also offers separately:
- AI readiness assessment — ibizai.ai’s in-depth organisation assessment is the reading of the organisation’s readiness (D53 to D55, §21); each person’s baseline is the Skaills one (D04).
- AI adoption and transformation — defines the framework of phases and the gap report.
- Workflow automation sprint — reserved for the horizon (months 7–9) and only on processes that the catalogue (D23) shows on rung 2 or higher.
- Learning programmes — delivered through the academy in Smoother Experiences.
ibizai.ai’s three phases (Diagnose, Transform, Scale) correspond to Phase 1, to Phases 2–3 and to the 6–12-month horizon of this canon.
15. Managing client projects with AI
Many organisations do not only sell: they carry out projects for their clients, such as software developments or rollouts of equipment and technology across several sites. When that is the case, the programme adds a line for those who coordinate and those who take part in those projects, within workstream B, without creating a project office or imposing a methodology.
- What AI does. It drafts and keeps up to date the documents that consume the most time: the project charter from the approved proposal, the work breakdown, the register of risks, assumptions, issues and dependencies, the minutes with actions, the status report to the client, the presentation to the project committee, the impact summary of a change request, the user stories with their acceptance criteria, the test cases, the release notes, the per-site rollout checklists, the lessons learned and the portfolio view for management.
- What it does not do. Dates, hours, budgets, prices and scope are set and signed by the person who manages the project (principle 4). Nothing that goes to the client leaves without their signature (principle 5). Network or security configurations, credentials and real data of end customers never go in, not even in rollout checklists or test cases (§4.1, red level).
- Where each thing lives. The documents, in the project folder with the playbook templates (D28). The plan and the tasks, in one single execution tool: tAIm, which receives each project from StrategAI with a view by phases, agile or by action lists, or the project tool that the company’s office suite already includes. The portfolio, in StrategAI (D30).
- How it is introduced. First a pilot on a real project for about five weeks of phase 2, with the minimum playbook (charter, risk register, status report); then, with the lessons from the pilot, the full playbook becomes standard for new projects in the horizon. It is measured with I19 to I21.
- Learning. A short programme on project management with AI that is followed at the same time as the pilot, in which each Learning Unit ends in the real project document (§10).
16. Information capture and prioritised brief
In many organisations, client information arrives through online meetings, calls and messaging, and stays in the memory or on the phone of whoever handled it. When that is the case, workstream C adds a line to turn it into actionable information, without buying new tools in the first 90 days.
- One single entry point. Everything that is captured reaches one single inbox, with its account, opportunity or project and its area or division. The rule for people fits on one line: if it creates a commitment, it is captured (a commitment, a request, a complaint, a condition mentioned, a decision or a risk), within an agreed time (proposal: 24 hours). AI proposes the classification and a person confirms it and turns it into work (D31, D32).
- One route per channel. First, what the company’s office suite already includes with an enterprise licence: meetings with transcription and summary inside the suite, with everyone’s consent (principle 2); a short note at the end of each call; the messages that create a commitment, forwarded to the inbox; email, summarised by the suite’s assistant or forwarded to a capture mailbox (D35). Third-party note-takers, recorders and messaging integrators are external tools: they are evaluated with the rules of §4, after a quarter of evidence.
- Classify and prioritise. A short taxonomy and an explicit priority rule (for example, urgency times impact, with extra points for disqualifying deadlines and affected services), which is presented as a rule of thumb and is reviewed against real cases. Filters by account, division, owner, type, priority, date and channel.
- The prioritised brief. A daily brief per person (their top priorities, what is falling due, what is new in their accounts, what they are waiting for from others) and a weekly one for management (the area’s priorities, what is overdue per owner, the decisions requested, the risks). It is piloted with what the group’s tools already show and is built afterwards, with an approved specification (D34). It is measured with I22 to I25.
- Client conversations by messaging. Company numbers, at least two company administrators per group, agreed response and escalation times, handover before someone leaves, and what is not done by chat (closing prices or sending final documents outside the formal channel) (D33, I26, I27).
- Learning. A nano learning experience for everyone on the discipline of capture, once the inbox is already in use, and the capture of agreements within the email and meetings experience (§10).
17. Commercial guarantees
When management asks that opportunities not be dropped, that contact with clients be regular and that commitments not lapse, workstream C turns it into three guarantees: working rules with an owner, a place in the register, a weekly review and an indicator. They add no meetings or tools: they are reviewed in the weekly meeting and in the monthly review, and they rely on capture and the brief (§16).
- No opportunity is dropped. Each open opportunity has four mandatory pieces of data: owner, next step, next-contact date and estimated closing date. None goes longer than an agreed time without activity (proposal: 10 working days). A list of opportunities at risk is reviewed every week and each one leaves with a decision; every loss is closed with its reason. It begins with a clean-up of the register in the first week (D36, I07, I28).
- Regular contact and visits. Each account has an owner and a cadence of contact and in-person visits according to its tier, proposed by the support team and confirmed by the commercial area; a visit calendar per quarter for the main accounts; each contact and each visit recorded within the capture time; and a stakeholder map for each main account (D37, I29, I30).
- No commitment or deadline lapses. Each commitment with owner and date; alerts before the due date in the brief; escalation to management of what is overdue beyond a short time; weekly review of what is falling due; and the tender and renewal deadlines in the commitments calendar with advance alerts (D38, D16, I31, I32).
- Honesty of the targets. The cadences and the targets are proposed targets and are adjusted with the evidence of the first month; if a cadence cannot be sustained by the team, the frequency is adjusted, recording does not stop.
18. Institutional onboarding
When an organisation grows, changes leadership or discovers that its work is not written down, staff alignment stops happening by itself. Workstream A then adds an institutional onboarding for all staff, not only for new people, with CEMI’s Smoother Onboarding method and its vocabulary (participants, Learning Units, Learning Facilitator).
- Two journeys, the same content. Current staff go through an Update in the first weeks of the programme (proposal: weeks 3 to 6), never presented as an exam or as a correction; each new person goes through the Institutional Orientation within a short time (proposal: 30 days), followed by the Role Induction of their path (§10).
- Six Learning Units. Who we are; where we are going (vision, mission, values and the perspectives of the plan, in plain language); how we serve clients; how we use technology; who does what; and each person’s place. Each one ends in a real task and links to the other programmes instead of repeating them (D39).
- What management presents is presented honestly. If the vision, the mission or the values are still a proposal, they are presented as a proposal and the welcome session gathers input from the team; never as something approved when it is not (D40).
- Acknowledgements before data. Values, data rules and rules for messaging with clients, per person; a new person does not touch client information before their acknowledgements (D41, I35).
- New people: 30, 60 and 90 days. Contact from the direct manager before the first day, an onboarding buddy who is not their manager, a first real contribution in the first two weeks, success criteria that are agreed and not imposed, a fresh-eyes review between days 30 and 45 and a first-100-days plan written with their manager and their buddy (D42, I34, I14).
- Periodic re-alignment. A short session for all staff every quarter and an Update when the organisation changes (values, leadership, rules, tools or position), with an alignment pulse (I36) that is a reading, not a validated instrument.
- Design position. Smoother Onboarding orders the journey with the five stages of the Impact Arc; like the Arc, it is a design position, not a framework validated by research.
19. Workstream E — Platforms and integration
Every organisation works with several platforms: its office suite, its ERP, its manufacturers’ configurators, messaging with its clients and, in this programme, the applications of the CEMI group. When nobody decides which platform is the source of each piece of data or how they are connected, the same data is typed by hand in several places and none is entirely reliable. Workstream E puts that in order.
- Boundary with workstream D. Workstream D decides when a process is ready: it is automated or integrated only from rung 2 of the ladder, when it is already standardised (§1). Workstream E provides the means: platforms, APIs, integrations, accounts, credentials and their governance. An integration that automates a step counts as rung 3 of the process.
- One source of record per type of data. Each type of data is created and corrected in one single system; the others read it, link to it or receive a read-only copy (D43, I37). It is the golden rule of workstream C (§11) carried over to the connections.
- Platform map and API records. For each platform: what it is for, who its owner is, what it records, whether it has an API and how it authenticates, verified in the vendor’s documentation or in the code, with source and date; what could not be verified remains “to be validated” (D44, I40).
- Phased roadmap. Phase 0 (first weeks): manual exports and one-way uploads, which also measure the baseline of manual handovers (I13). Phase 1 (months 3 to 6): scheduled read-only synchronisations and no-code flows with the connectors the suite already includes. Phase 2 (months 6 to 12): API integrations, decided one by one (D46, D47, D48).
- A priority can be brought forward. If management prioritises a high-impact integration on a process that already has a written protocol (for example, having AI monitor the mailboxes and create tasks, alerts and notices that a person confirms), it enters the 90 days as a bounded pilot, with the consent of each person whose mailbox is read and minimum permissions, and it is rolled out generally after a decision gate (D49, I41, I42).
- Build or buy. First what already exists (standard connector or native function), then a partner, and building last; only on processes on rung 2 or higher; according to the manual work it eliminates, the data it moves, who maintains it and how it is switched off, and its total cost and what it ties the company to.
- Security. Service accounts belonging to the area, never personal ones; credentials in a secrets store, rotated; least privilege; a log of each run and monitoring with a notice when an integration fails or stops running (I38, I39). No integration writes figures into a document for a client or moves red information (§4).
- The file platform and the workspace. Where the team’s documents live, how what already exists is organised and how it is presented to each area are decided with §28.
- Governance. Integrations register (D45) in the format of the automations register (D25); management approves, IT Support operates, the process owner confirms the fit with the process; it is reviewed every month and every quarter with the platform map.
20. Process mapping and checklists
- Process mapping (workstream B, with links to A, D and E). Before deciding where AI comes in, each person in the programme is interviewed, one by one and without their direct manager in the room, to understand what they do, how they do it and what hurts. Per activity, the following are recorded: frequency, hours, tools and data, what hurts (retyping, waiting, correcting, searching), the AI potential (none, assist or automate) and the use case. The output is a map of work per role validated by each role and a backlog of use cases prioritised by hours saved and risk (D50, I43, I44), which feeds the cases per role (D18), the intelligence map (D27), the assessment profiles and learning paths of each person (workstream A), the process catalogue (D23) and the baseline of manual handovers (I13).
- Checklists (workstream D). Each workflow and each process in the catalogue has its checklist, which is the standardise rung made concrete: steps, owner per step, inputs and outputs, definition of done, controls and where the evidence is filed. First the critical processes, then the rest; the ones that already exist are gathered in one single library (D52); AI can write the draft from a recording or a procedure, and the process owner approves it; it counts only if it was used in real work (I46, I47).
21. AI readiness assessment
- Two readings, two instruments, workstream A. The organisation is measured with ibizai.ai’s in-depth organisation assessment; each person, with their Skaills baseline (D04), which is not duplicated. The reading of the organisation indicates which gaps each workstream addresses, with links to workstream B (use cases) and to workstream E (platforms and data governance); the reading of each person feeds their growth plan, their learning path and the map of work per role (D50).
- Two modes. The online self-assessment is free and open to anyone: quick or in-depth, for one person or for the organisation, with its result and action plan at once. The in-depth accompanied assessment is part of ibizai.ai’s consulting and solution services, which are paid: it adds the consolidation of several respondents, the check against evidence, the comparison with the sector and the report for management (D54, D80). Inside an adoption programme, it is the baseline of workstream A.
- The organisation’s instrument. 24 statements, three per dimension, on a scale of 0 to 10, across eight dimensions: strategy, data, infrastructure, talent, culture, processes, governance and return on investment; about 15 minutes. Each dimension and the total are scored from 0 to 100 (average of the answers) and fall into a level: Early Stage (0 to 34), Developing (35 to 59), Advanced (60 to 79) or Leading (80 to 100). It returns the two strengths and the two gaps, a reading and an action plan per dimension over five time frames (first week, 30, 60, 90 and 360 days), written in advance for each level, and it can be downloaded as PDF, Word, Markdown or HTML. The result stays in the ibizai.ai account of the person who answers (or in an anonymous session in their browser); ibizai.ai does not consolidate several people from one organisation. The quick organisation assessment (four dimensions) does not serve as a baseline.
- The process. (1) Guide (D53): who answers (management and the area leads), how the report is delivered, consolidation template and evidence guide per dimension. (2) Each person answers on their own, about the organisation and not about themselves, while signed in, and delivers their downloaded report in a restricted-access folder. (3) The support team consolidates by dimension: mean, lowest, highest and where the readings differ, without attributing scores to anyone. (4) In a cross-check session, management goes through each dimension with the evidence from the process mapping (§20), the platform map (§19), the process catalogue (D23) and the Skaills aggregate: the evidence sets the ceiling; the score is recorded as it came out and, if the evidence does not support it, the plan works with what the evidence shows (D54). (5) The two main gaps become work with owner and date in workstreams B and E, and the others in their own workstream; ibizai.ai’s action plan is an input, not a plan. (6) Re-measurement in month 3 and in month 9 with the same people and the same process (I48).
- Each person. The Skaills AI readiness assessment, if it is enabled for the organisation account; if not, the role-profile assessment with its readiness index. Baseline in weeks 2 and 3 and re-measurement in month 3 and in month 9 (I02, I49, I50). No client information is written in the open answers, because the synthesis is drafted by an AI model.
- For development, not for sanction. The person and Human Resources see the individual result; management and the leaders see aggregates with a minimum number of people per group; the result is not used in performance, compensation, promotions or sanctions, and any use outside its purpose is an incident (D55, I51). Each person receives in writing, before answering, what it is for, who sees what and how long it is kept. The organisation report of each person who answers is seen by that person and the support team; the consolidated report does not attribute scores.
- Two comparisons. With itself over time: the organisation is measured again with the same instrument, the same people and the same process, and the change is read (I48). With its sector, in the accompanied assessment: each dimension is read against published sector references (studies, surveys and data from regulators or industry bodies), each with its source, date and scope in the report (D80, I69); where there is no verifiable reference for a dimension, the report says so and does not estimate one.
- Method, not a validated instrument. The two assessments are self-assessments, and the comparison with the sector is a reading against published references, not a ranking or a certification.
- What to validate in each instance. Who answers the organisation assessment and how they deliver their report; in Skaills, whether the readiness assessment is enabled for the organisation, whether it is linked to it, with invitations, aggregate view and comparison between measurements, and who administers it.
22. The company's Business Intelligence: architecture, creation, configuration and tuning
The company’s Business Intelligence is the organisation’s ability to ask its own data and receive answers with their source, timely alerts and proposed actions. The programme names it as a component and as a goal: it does not add a workstream, because it is what the five workstreams build together, in layers (data sources, integration, commercial registry, search and agents, results), and this section orders those layers and adds what is missing to complete them.
Create, configure and tune. Business Intelligence is not bought ready-made: it is assembled on the tools the company already has, in three movements.
| Movement | What is done | With what | When |
|---|---|---|---|
| Create | Connect the approved sources, each with its owner: the commercial registry, mail and calendar, the shared folders and the common archive, meetings and read access to the management systems. Permissions are reviewed before each connection, and the context folder gives the AI the house vocabulary and criteria | D43, D45 to D48, D51, D57, D59, D77 | Weeks 2 to 8 |
| Configure | Put that data to work: the assistant grounded in it, the agents and advisors by function, the business dashboard, the prioritised brief, the full customer view and market intelligence. Each piece with its owner, the sources it reads and what it does not do | D06, D22, D34, D56, D62, D63; closes in D78 | Weeks 6 to 12 |
| Tune | Improve it through use: every month the questions it could not answer, the answers someone corrected and the sources that are missing or superfluous are reviewed, and prompts, permissions and agents are adjusted. It is measured, not assumed | D79, D19; I67, I68; D61 | From week 12, every month |
What it is and what it is not. It reads only what each person can already open; numbers come from the system that calculates them (principle 4); a person decides and signs (principle 5); nothing enters without data rules (principle 6). It is not a new data warehouse or one more dashboard: it is the company being able to consult, with judgement and with the source in view, what it already knows.
- Business outcomes. Five outcomes, each with the workstreams, deliverables and indicators that produce it: more sales (opportunities identified earlier, higher win rate, competitor tracking, more accurate register), greater efficiency (faster decisions, less time searching for information, automatic task follow-up), better client service (full view, proactive resolution, compliance with service agreements), knowledge retention (procedures, past proposals, onboarding) and new growth opportunities (trends, new accounts and verticals, data-based strategy). None is promised: it is measured.
- Catalogue of agents and advisors (D56). Executive, commercial intelligence, full view of the client, operations and service level agreements, meetings, proposals and tender documents, processes and checklists, onboarding, projects, email monitoring and conversational advisors in StrategAI: customisable advisors (persona, knowledge base, write scope) that converse about the live strategy, the plans, the accounts and the brief, and whose proposed changes a person approves, one by one; for example, one for strategy and innovation and one with the perspective of the company’s management. For each agent: what it does, where it runs, what data it reads, its owner, when it comes in and its status. Ladder rule: an agent comes in only on a standardised process and on approved sources. A person decides: no agent replies to a client, sets prices or changes dates without confirmation.
- Full view of the client (D62). The history of interactions from all captured channels, per account, in the commercial register; a relationship risk signal (sentiment analysis) only on what has already come in through authorised routes, referring to the account and never to a person, confirmed by the account owner and with prior legal validation.
- Enterprise search and knowledge graph (D57). The office suite’s assistant, grounded in the organisation’s data, searches only what each person can already open; the connectors bring content from other systems with the source permissions; the commercial register provides the business graph (accounts, contacts, opportunities, projects, commitments and people). Permissions reviewed before extending search and for each connector.
- CRM layer (D58). No CRM is bought or migrated in the first 90 days; a decision matrix is prepared with criteria and weights set before scoring, and the decision is made in the horizon with written processes. Whoever operates one of the options informs, but does not score.
- Data governance in a single view (D59). Classification, one owner per type of data, permissions, approved tools, retention, quality, processing and enrichment, registers and incidents, on one page.
- Impact and return (D60, D61). Hours freed per case in production times the loaded hourly cost of the role, opportunities recovered, compliance with service agreements, response times and programme costs, against a baseline from the first weeks; report at the close of the 90 days, in month 6 and in month 12. What could not be measured is stated; it is not estimated.
- Market intelligence (D63). Competitors, trends and new accounts and verticals with their source, in the commercial register, reviewed every quarter.
- A four-phase route, in parallel. Plan and design, connect the sources, build the agents and deploy, scale and measure are covered by workstream and in parallel within the 12 weeks, instead of in series. What the programme adds to any platform: prepared people, written processes, signed data rules, support with decision gates and no dependence on one single vendor.
- Execution plans. Each instance loads the programme into StrategAI as execution plans per workstream, with owners, dates, metrics and log, and the instance lists what each plan leaves. Visibility of execution: the list of plans shows the progress as a percentage, the owner, the dates and the overdue and blocked items of each plan, and each plan opens in its dashboard (dashboard, phases, decisions, indicators and log) with filters by person responsible, status, priority, type, phase or only what is overdue; it is reviewed every week together with the business dashboard (I61).
Value levers: how the organisation earns and saves money (D74). Group rule (cemi-system/canon/06-business-case.md, block cemi-business-case): every instance says, before the price and with the same names in the document, the quote, the deck, the summary and the video, how the organisation earns more, how it spends less and what it stops risking. Each lever carries a mechanism, a formula, a baseline (source, owner and week) and indicators; the amounts come from the Finance baseline (D74) and are read with the impact and return method (D60, D61). None is promised. Reusable catalogue for an organisation that sells, delivers and maintains technology or services:
| Type | Lever | Formula | Indicators |
|---|---|---|---|
| Earns more | Opportunities that are no longer dropped | opportunities recovered × win rate × average ticket | I07, I28, I53, I64 |
| Earns more | Renewals on time | renewals retained that previously lapsed unmanaged × average annual value | I08b, I42 |
| Earns more | Installed base before its renewal | opportunities opened from the installed base × win rate × ticket | I29, I64 |
| Earns more | More proposals and tenders on time | additional proposals × win rate × ticket, plus the tenders that were previously lost because of the deadline | I03, I42, I64 |
| Earns more | Service contracts renewed and expanded | contracts renewed or expanded × annual value | I62 and those of the service plan |
| Earns more | New lines and accounts | revenue per new line | I58, I64 |
| Spends less | Hours freed | (hours before − after) × loaded hourly cost of the role | I52, I54 |
| Spends less | Margin protected | margin deviation avoided × invoicing | margin deviation against the cost template |
| Spends less | Errors and rework avoided | cost of last year’s errors that stop occurring | I08, I16 |
| Spends less | Collection on time | reduction in overdue accounts receivable × financial cost | accounts receivable overdue by more than 30 days |
| Spends less | Penalties avoided | last year’s penalties that stop being paid (only if the contracts provide for them; if it is not verified, it is a question) | those of the service plan |
| Spends less | Licences decided with data | cost of licences not bought or consolidated | integrations register |
| Risks less | Knowledge does not leave with one person | processes on rung 2; no client or supplier with one single person | I14, I16 |
| Risks less | No deadline lapses | overdue and unmanaged commitments; alerts on time | I31, I42 |
| Risks less | Client data protected | signed rules; incidents | I01 |
The instance chooses the levers that apply, names them with its own vocabulary and writes their mechanism with the organisation’s facts.
23. Diagnosis, strategy and business plan in StrategAI
The commercial register and the execution plans live in StrategAI, which also brings the tools to diagnose the business, write the strategy and put together the business plan. Each instance uses them so that management completes, reviews and maintains its strategy where it is executed. It is not a new workstream: each piece goes into the workstream that already uses it.
- Diagnosis (D64). Of the environment: PESTEL and extended Porter’s forces, with the opportunities and threats matrix and competitive intelligence (D63). Institutional: McKinsey 7S, VRIO and SWOT, with the evidence from the process mapping (§20) and from the AI readiness (§21). Draft in the first weeks; review at the first decision gate; every quarter afterwards.
- Strategic vision and business model (D65). Balanced Scorecard with indicators from §8, blue ocean with the ERRC grid, Business Model Canvas, Lean Canvas and one value proposition canvas per customer segment. The canvases and the segments can be drafted with AI from the strategy’s data, with approval block by block; what has no data (for example, the cost structure without recorded expenses) remains “To be completed” and goes to the list of facts to validate.
- Strategic Analysis Document (D73). The readable edition of D64 and D65, generated from the strategic register, with an annex of the key questions and management’s answers; it makes visible what is approved and what is still in draft, and it is renewed after each decision gate.
- Commercial strategy (D66). Value proposition per sector and per product, strategies per sector and for marketing, and roadmap with its target.
- Scenarios, simulator and dashboard (D67). The simulator per revenue source and the scenarios are calibrated with the company’s own values and are read every month against the revenue target and against what was closed; the business dashboard (key indicators, opportunities per stage, funnel, won and lost, sales velocity and progress towards the target) is looked at in the weekly meeting together with the progress of the execution plans (I61): it is the visibility of the commercial strategy.
- Prospecting, sales and templates (D68, D69). Stages of the sales process adjusted to how clients buy, prospecting flow, objections with their answer and a library of templates (email, call, messaging, proposal follow-up, meeting preparation, letters and answers to objections), in the service of the commercial guarantees (§17).
- Three rules. AI proposes drafts and the owner of each piece decides; amber information goes in at most; what comes from a generic template is replaced with the company’s own before it is used to decide.
24. From the diagnosis to the programme
When management answers the diagnosis questions (§23) and the diagnosis is loaded, the instance adds a section that goes through its findings in a table: for each one, what the programme does, where (workstream, plan, deliverable, week) and whether it is new or was already covered. It is a working method, not a validated framework.
- Sources. Management’s answers are facts on the client’s side and are cited as such. What AI drafts from them is a draft: statements about the market or the regulator are verified against their primary source before being used, and the figures it proposes are not targets until management approves them with their baseline.
- What is new is small and measurable. Deliverables or indicators are added only where something is truly missing. The most frequent: measuring client satisfaction (D70, I62), meeting project deadlines (I63), reading on the dashboard the measures of success that management names (I64), analysing the growth ideas as options, not as commitments (D71), and watching a regulatory change that management flags (D72).
- The scope does not change without a decision. What is left outside the programme (the structure, hiring, new lines of business) is named and left to management, with the evidence the programme produces. If the organisation has populations other than the office, such as field staff, the instance decides explicitly through which routes they come in (onboarding, acknowledgements, capture) and through which they do not, and every extension remains as a validation with its decision gate.
25. Lessons from industry leaders
ibizai.ai maintains a library of lessons from leaders (docs/research/lecciones-lideres/biblioteca.md): concrete practices of large companies and the available evidence on AI at work, each one verified against its primary document, with its result cited as its author publishes it, its transferability to a small team and its warning; and a list of legends and figures that are not used. The library grows through research rounds verified source by source (canon 02 of journalaism-system); nothing goes in without its source.
- In the instance. A section takes the most transferable practices and says, for each one, who documented it and how the client applies it: workstream, deliverable, indicator and week. It also adds two or three warnings about what went wrong. It creates no deliverables or indicators: it refers to the ones that already exist.
- It aligns, it does not prove. A practice aligns with a decision of the programme; it is never said that it proves it or that the programme is founded on it. The figures a company publishes about itself are cited with their scope and are not used as targets.
- In the academy. The records are supporting material for the Learning Units, with the source always visible, to discuss what the team would do with that practice, not to imitate the company that tells it.
- Vendor guides, in their place. The library admits, in a separate section (§2.11 of the library), guides published by software vendors when their ideas are transferable. They are read in full, recorded as what they are (a vendor’s material, with no published results) and taken in the programme’s terms and measurement, never in theirs. The first is Atlassian’s guide on the judicious use of AI in teams (record G-01), with which Management’s five questions (§3), the three traps with a name of their own (§12), the context folder (D77) and indicators I65 and I66 align.
- In StrategAI. The companies in the library can be loaded into the References and Benchmarks module of the client’s strategy, with their verified practices as referenceable strengths and their application in the strategy.
26. Kick-off charter (D01): template
The kick-off charter is the document that the client’s management signs in week 1 to mark the start of the programme. It adds no commitments: it gathers, in some four to six pages, what the instance already defines, with a reference to the section of the instance for each piece of data. If the charter and the instance differ, the instance prevails and the charter is corrected in its next version. It is drafted in week 1 as a draft for approval and is signed before the first decision gate, ideally at the first weekly meeting.
Rules.
- Only what is already written. Each piece of data comes from the instance, from the plans that depend on it or from the commercial proposal; what is not confirmed is marked “to be validated in week 1”. No new fact, figure or commitment.
- Roles, not people. On the client’s side and on CEMI’s side, roles are named; who holds each one lives in StrategAI. The signature is also by role.
- No amounts in the publishable version. The investment, the terms and the payment schedule are cited by the number of the commercial proposal, never with figures. The money levers go by name, without amounts (§22).
- Targets as targets. The targets are proposed targets, with the week in which they are confirmed.
- Versioning. Each change approved through change control produces a new version of the charter with its change note.
Fixed sections.
| No. | Section | What goes in | Where it comes from in the instance |
|---|---|---|---|
| 1 | Purpose and objectives | General objective; business justification with the three money questions (earns more, spends less, risks less) and their levers, without amounts; 90-day objectives per workstream | Objectives; how the client earns and saves money |
| 2 | Scope | Organisation, divisions and people that come in (and through which routes the populations other than the office come in); the five workstreams; the execution plans; what is not done in the 90 days | Summary; team and scope; execution plans |
| 3 | Main deliverables per phase | The D·· deliverables of each month, grouped by phase, and those of the plans that depend on the instance | 90-day plan; monthly plan |
| 4 | Calendar | The 12 weeks with real dates and their theme, the decision gates of weeks 4, 8 and 12, the key dates of week 1 and the 12-month horizon | 90-day plan; 12-month plan |
| 5 | Governance and cadence | Rituals (weekly, monthly, quarterly, gates, daily follow-up), their rules and who decides what | Governance and cadence; data rules |
| 6 | Roles and responsibilities | One table per organisation: the client and the assigned CEMI team, by role | Roles |
| 7 | Load on the team | The limit of hours per person per week, and the rule “scope is cut, the working day is not lengthened” | Summary: load |
| 8 | Assumptions, constraints and dependencies | The assumptions that are confirmed in week 1; the data rules in their short form; what the programme needs from others | Assumptions to validate; data rules |
| 9 | Main risks and response | The eight to twelve risks of greatest impact, with their response and their owner | Risks |
| 10 | Facts to validate in week 1 | The facts on which the kick-off depends, each with its number in the instance’s list, who answers and when | Facts and assumptions to validate |
| 11 | Success criteria and indicators | The success criterion of the 12-week core and a short table of indicators with their proposed target | Monthly plan (month 3); indicators |
| 12 | Budget | Only the reference to the commercial proposal; what the client decides and bears (licences, third-party costs) | Commercial proposal; approved tool |
| 13 | Change control | How a change of scope, calendar or deliverables is proposed, decided and recorded; changes with an economic effect, as an amendment to the commercial proposal | Governance; decision gates |
| 14 | Approval | What signing means and one signature block per role, with name, signature and date left blank | — |
27. Scenarios and sectors: how the service is tuned
The canon is one. The service is adjusted to each organisation in its instance (§13) and, before that, it arrives tuned for the scenarios and sectors where CEMI already works. Tuned means the starting point already carries the vocabulary, the data rules, the use cases and the indicators of that scenario or sector; it does not mean there are measured results that can be promised to another organisation. Each instance measures its own.
Three scenarios. What does not change in any of them: the principles (§1), data rules before first use (§4), the process ladder, measurement with evidence, and that a person decides and signs.
| Scenario | How to recognise it | What changes in the programme |
|---|---|---|
| Small and mid-size company | A team of a few dozen people; management is in the operation | One programme for the whole office; one person may hold several roles; the 12 weeks cover the five workstreams; the work runs on the tools the company already pays for |
| Large business, small team | Large-scale contracts, clients or assets served by few people; a lot of knowledge in few heads | Priority to workstreams C and D, so that nothing depends on a single person; commercial guarantees and the commitments calendar from the first week; data rules at the level its clients require |
| Large corporation or group | Several units, and risk, compliance, technology and procurement areas with their own processes | It starts with one unit or one pilot process with its sponsor; programme governance joins the committees that already exist (risk, information security, data); platforms and architecture are decided by the corporate technology function; each role in §2 is a team; it scales in waves of units, with the same canon and one instance per unit |
Eight sectors with prior CEMI work.
| Sector | What the service already brings tuned | Where it comes from |
|---|---|---|
| Financial services | Data rules for banking-customer information; use cases in self-service channels, credit, risk and compliance; financial-analysis agents | CEMI’s financial innovation lab, ibizai.ai’s agents for financial services, aRISKi (risk and insurance) and programmes with companies that serve banks |
| Education | Learning experiences designed from the learner’s side, own academies with paths by role, and assessment of capabilities and AI readiness for each person and for the institution | aiLearning.global, Smoother Experiences and Skaills, CEMI’s learning and assessment initiatives |
| Technology and systems integration | The tender-to-invoice cycle, project management with AI, commercial guarantees and field services under service-level agreements | Adoption programmes under way with systems integrators |
| Professional services | Proposals and knowledge that do not depend on one person; answering enquiries with their sources cited | ibizai.ai and its AI help desks for chambers and associations |
| Legal | Confidentiality and professional secrecy in the data rules; document review with a person who signs | Lawra, CEMI’s legal initiative |
| Media and content | Source verification, editorial voice and the production of text, audio and video with AI | Journalaism, MediaMax and aiVideo.rocks, CEMI’s journalism, production and video initiatives |
| Arts and culture | Creation with AI with clear authorship and rights, catalogues and archives that can be queried, and music and image production with artistic judgement | Airtistic and MaiMusic, CEMI’s art and music initiatives |
| Social impact | Programmes that leave installed capability instead of dependency: people take part from the diagnosis, the team ends up owning its processes and tools, and the data rules protect the people the organisation serves | The Impact Arc, created by Carlos Miranda Levy and adopted by CEMI as its social-impact perspective (a design position, not a research-validated framework), and the group’s work in social entrepreneurship and disaster response |
A sector that is not on the list is served with the same canon and without prior tuning: the instance builds it.
Version history
Changes in version 3.5 (3 October 2026). §28 is added, workspace and shared archive: three groups of actions that come before the AI assistant is opened on the files. (1) The platform that fits (§28.1, D81): if the organisation already works in an ecosystem, it is confirmed and nothing is bought; if it has none or mixes several, the families of options (office suites, cloud file services, self-hosted open-source clouds such as Nextcloud, ownCloud, Seafile or Pydio Cells, and infrastructure storage) are compared with written criteria, and a single system of record for documents is chosen. (2) Organising the archive that already exists (§28.2, D82, I70): inventory, approved plan, records that allow undoing, names first and in place, link index, move verified against the inventory, duplicates and empty files with a decision, and notice to the team. (3) Sites, teams and pages (§28.3, D83, I71): a home site, few teams by area and workflow, a designed home page for each, and what is put within reach of those who work in the field or with a more limited licence. Week 5 of the plan (§5) adds D81, D82 and D83.
Changes in version 3.4 (2 October 2026). §4 adds the organisation’s IT and AI policies (§4.3): the programme writes them, or reviews and updates the existing ones, with a stance that is not restrictive but based on the organisation’s real context and tools. Using sensitive or private material with AI is no longer read as a prohibition and depends on the tool: a tools-and-data matrix says when, where and how. The policies include the file naming convention and go into the learning experiences. The red level of the traffic light and deliverable D02 are adjusted accordingly.
Changes in version 3.3 (1 October 2026). The AI readiness assessment is offered in two modes and with two comparisons, and the canon now says so (§21): the online self-assessment, for one person or for the organisation, is free; the in-depth accompanied assessment is part of the consulting and solution services, which are paid. The organisation is compared with itself over time and, in the accompanied assessment, with its sector as well, against references that carry their source. Deliverable D80 and indicator I69 are added.
Changes in version 3.2 (1 October 2026). The service is no longer presented for a single size of company: it is called AI Adoption and serves organisations of any size and sector. The summary says who it is for, and the new §27, scenarios and sectors, says how it arrives tuned: three scenarios (small and mid-size company, large business with a small team, large corporation or group) and eight sectors where CEMI already has projects and knowledge (financial services, education, technology, professional services, legal, media, arts and culture, and social impact). The method is the same; the scale, the entry point and the governance change.
Changes in version 3.1 (1 October 2026). The company’s Business Intelligence is now named explicitly, as a component and as a goal of the programme: its creation, configuration and tuning over the company’s own data (commercial registry, mail and calendar, shared folders, meetings and management systems). The summary names it as the goal that unites the five workstreams; §22 changes its title and says how it is created, configured and tuned; D78 (Business Intelligence in operation), D79 (tuning log), I67 (business questions answered with their source) and I68 (use of the Business Intelligence) are added. Everything needed was already in the programme; what was missing was to say its name.
Changes in version 3.0 (30 September 2026). Six adjustments that refine how adoption is sustained week by week, in the programme’s own terms. (1) §2 adds how Management leads: open the way, ask, and raise the bar. (2) §3 adds Management’s five questions as the script for the Friday AI block. (3) §9 defines in one sentence what the scale measures, judicious use, which includes knowing when not to use AI, and level 3 requires it in writing. (4) §7 adds D77, the company context folder. (5) §8 adds I65, time to first draft, and I66, shared prompts. (6) §12 names three adoption traps: tool collecting, showcase demos and pocketed prompts; and §10 adds the principle of recognising those who multiply. §25 admits vendor guides as a separate category of the lessons library, and records the first one (Atlassian, record G-01), with which these adjustments align.
Note on the codes. The catalogue goes from D74 to D77 because D75 and D76 are already published in the reference instance (requirements and decision matrix for the replacement of its inventory system). A published code is never reused or renumbered.
Changes in version 2.9 (28 September 2026). Principle 10, quick wins first, is added as the service’s default sequence: in the first 30 days, management signs a one-page minimum rule, all staff who already have the approved tool use it from week 1, day-to-day communication becomes more efficient and a few bounded pilots are tested on real work; the structural work (process mapping, platforms, CRM) continues, in parallel with or behind the wins, and the week-8 gate decides on each pilot. §5 reflects it in the weekly template.
Changes in version 2.8 (28 September 2026). §26 is added, kick-off charter (D01): template: the fourteen fixed sections of the charter that the client’s management signs in week 1, what goes in each one and which part of the instance it comes from, with its rules: only what the instance already defines, roles and not people, no amounts in the publishable version, and signature by role.
Changes in version 2.7 (27 September 2026). §22 adds the value levers: the catalogue of how an organisation earns more, spends less and risks less with the programme, with a formula and indicators per lever, in application of the group rule cemi-system/canon/06-business-case.md; and deliverable D74, business case with financial baseline.
Changes in version 2.6 (26 September 2026). (1) The business model canvases (Business Model Canvas, Lean Canvas and one value proposition canvas per customer segment) can be drafted with StrategAI’s AI from the data of the strategy itself: each block is approved separately, blocks without data remain “To be completed” instead of being invented, and everything is a draft until management reviews it (§23). (2) D73 is added, the Strategic Analysis Document: the readable edition of the diagnosis, the strategic vision and the business model, generated from the strategic register, with an annex of the key questions and management’s answers, which is renewed after each decision gate.
Changes in version 2.5 (26 September 2026). §25 is added, lessons from industry leaders: each instance may add a section with the practices from ibizai.ai’s library of lessons from leaders that align with its programme, with their verified source and the deliverable, the indicator and the week in which they are applied, plus the warnings about what went wrong. It adds no deliverables or indicators.
Changes in version 2.4 (26 September 2026). §24 is added, from the diagnosis to the programme: when management answers the diagnosis questions, each finding is cross-checked against what the programme already does (what it does, where, and whether it is new or was already covered) and only what is missing is added, with three rules: management’s answers are facts and what the AI drafts is a draft; what is new is small and measurable; the scope does not change without a decision, including for populations other than the office, such as field staff. New in the catalogues: D70 to D72 and I62 to I64.
Changes in version 2.3 (26 September 2026). (1) The AI readiness of the organisation is measured with ibizai.ai’s in-depth organisation assessment (ibizai.ai/practice/ai-readiness): 24 statements across eight dimensions (strategy, data, infrastructure, talent, culture, processes, governance and return on investment), a score from 0 to 100 and four levels; management and the area leads answer it on their own, the support team consolidates by dimension, management checks it against the evidence and the gaps go to workstreams B and E (§21). The seven dimensions and the 1-to-5 scale of version 2.0 are withdrawn; D53, D54 and I48 are adjusted. The assessment of each person remains in Skaills (D04). (2) Visibility through dashboards: the commercial strategy and the execution of each plan are visible on StrategAI’s dashboards and are reviewed every week (§3, §23); new I61.
Changes in version 2.2 (25 September 2026). §23 is added, diagnosis, strategy and business plan in StrategAI: the diagnosis of the environment and of the institution, the strategic vision, the business model canvases, the commercial strategy, the scenarios and the simulator, the dashboard, the prospecting and sales processes and a library of communication templates that includes letters, each piece with its moment in the 12 weeks and its owner: D64 to D69 and I59 and I60.
Changes in version 2.1 (25 September 2026). §22 is added, business intelligence architecture: the business outcomes the programme pursues, a catalogue of AI agents and advisors with the ladder rule, enterprise search with the existing permissions, a CRM decision matrix for the horizon, a single view of data governance and a method for measuring impact and return, which is measured and not promised: D56 to D63 and I52 to I58.
Changes in version 2.0 (25 September 2026). (1) The service, previously called Digital Transformation with AI, is renamed AI Adoption: the programme is about people adopting AI in their work, on top of written processes. The workstreams, the catalogues and the cadence do not change because of the name. (2) The AI readiness assessment of the organisation and of each person is added (§21): D53 to D55 and I48 to I51.
Ready to Get Started?
Request your personalized program today. Tell us about your goals and we will design a learning experience that fits your needs, schedule, and budget.