The Client
A national financial services organization with complex sales and service operations. Leadership was interested in AI but needed to move beyond speculation about its potential — they wanted evidence about which use cases were viable, what investments were justified, and how teams would need to operate differently.
The Project
VisionWrights led a set of targeted AI pilots to evaluate revenue, sales, and operational use cases — helping leadership prioritize opportunities and understand implementation effort before scaling. The pilots were designed to produce real results with real data, not just theoretical assessments.
Each pilot was scoped to answer specific business questions: Can AI improve this process? What's the realistic effort to implement? What data gaps need to be addressed first? This approach gave leadership concrete evidence to inform investment decisions, not just vendor demos and promises.
The Result
The engagement reduced risk by replacing assumptions about AI's potential with evidence-based insight. Leadership gained clarity on which opportunities were viable, what investments were justified, and how teams would need to operate differently to support AI at scale. Just as importantly, the pilots aligned stakeholders across business, IT, and operations — significantly increasing the probability that future AI initiatives deliver real value rather than stalled experiments.
- ✓AI assumptions replaced with evidence-based insight
- ✓Viable use cases identified and prioritized for investment
- ✓Cross-functional alignment achieved across business, IT, and operations
- ✓Implementation effort and data gaps clearly documented
- ✓Higher probability of success for future AI initiatives