Redacted sample · not a client file
AI Adoption Assessment — illustrative report extract
Names, company, and numbers below are placeholders. They show structure and tone—not a guarantee of outcomes. Real reports include interview and survey evidence from your organisation.
1. Executive summary
[Client Co.] self-assessed at Stage 1 on the free check; team evidence validated Stage 1 (capped) until approved-tool and review rules exist for client-draft workflows. Recommended decision: proceed with one quick win (post-meeting follow-up draft + mandatory approve-before-send) and pause customer-facing automation on personal AI accounts.
2. Self-assessment vs validated stage
3. Opportunity matrix (excerpt)
Safeguard gate: OK · Review required · Stop until policy/tooling
| ID | Opportunity | Quadrant | Safeguard gate |
|---|---|---|---|
| O1 | Draft follow-up email from meeting notes | Quick win | Review required |
| O2 | Auto-sync CRM fields from call transcript | Strategic | Stop until policy |
| O3 | Internal FAQ bot on policy library | Fill-in | Review required |
4. Indicative ROI (mid scenario · placeholder)
O1 only: ~[120] hours/year saved across [3] AEs at [60%] adoption → [S$18k–24k] indicative value (client-validated assumptions). Revenue uplift shown separately when time shifts to selling, not cut.
5. Workshop outcome
Leadership agreed O1 for days 0–30, policy review for CRM automation (O2), and explicit “no shadow AI on client PII” until IT approves tools. Dissent noted: sales wanted faster CRM sync—deferred.