Most AI adoption fails not because the technology doesn't work, but because nobody did the design work first. Here's how I think about it — and what I've built.
Most AI adoption doesn't fail because the technology doesn't work. It fails because nobody did the design work first. Effort shifts somewhere less visible and gets called efficiency. Outcomes quietly drift to match what the AI can deliver rather than what the work actually requires. I've seen both happen — and neither shows up on a dashboard until it's already embedded.
The real work is deciding what stays human before you touch the tools. Relationship. Judgment. Accountability. Context that can't be captured in a prompt. Get that boundary wrong and you haven't automated anything — you've just moved the problem.
AI ingests account notes and call recordings to produce a structured customer brief before every kickoff. Replaces manual document hunting.
Takes call summaries and produces formatted stakeholder updates after every implementation touchpoint.
Accepts multiple audience files, identifies overlap and redundancy, produces a consolidation recommendation.
AI drafts the end-of-implementation record for clean handoff — platform config, decisions made, training status, research pipeline.
Produces customer-specific structured spreadsheets built around their platform setup and program design.
Custom agents that connect call recordings, manage project trackers, and surface to-dos — giving each implementation its own persistent AI layer that knows the account.
Identifies coverage gaps across training sessions and surfaces what still needs to be addressed before handoff.
Customer-specific deck generation from a templated base.
Guided AI recommendation for research approach based on customer goals and platform setup.
Branded graphic showing confirmed and potential research program — what's locked vs. what's coming.
AI-delivered resources and guidance between live training sessions.
My default is to protect the nature of the work from AI reshaping it. But I'm less sure that's always right. Some processes are outdated and AI just makes that impossible to ignore. I haven't fully resolved when redesign is the right call versus resistance — and that's what I want to think through with people doing this work.
I think out loud on LinkedIn — follow the thinking there.
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