How we helped a 120-headcount E-Learning company develop and execute their AI strategy

by Harry Berg

Background on the company
  • Develops a digital learning platform for corporate training
  • Wants to become an AI-frontrunner in their industry
  • 120 employees
  • Private-equity backed, looking to reduce costs and increase profit
  • Knows that AI can be helpful broadly, but has no idea where to start
What we did: Overview
  • Delivered the usual hands-on "AI-Enabled Workforce Workshop" to give the team a common language to talk about AI, and empower the team to distinguish between hype and reality
  • Interviewed key team members throughout the company to understand the typical workflow for various roles, to understand the product, and its implementation
  • Identified 45 opportunities to leverage AI to save costs and increase productivity
  • Shared a step-by-step playbook for each of these opportunities including practice challenges
  • Developed a personalised 30-day roadmap for each individual employee
  • Developed a 3-month AI roadmap for each team
  • Developed a 1-year AI roadmap for the overall organisation
  • Produced a comprehensive 100+ handbook that became the foundations of their AI strategy
All of this was completed within a 2-week duration, taking no more than 12 hours of time from the team
Delivering the "AI-Enabled Workforce Workshop"
The "AI-Enabled Workforce Workshop" is the starting point for any company to put AI to work.
It is designed to:
  1. Ensure that the team understands what AI actually is, so they can separate what's possible from what's fantasy
  1. Give everyone a common language to talk about AI and how to apply it
  1. Give hands-on practice with essential AI systems that can be applied broadly including pro-tips
  1. Highlight case-studies of how similar organisations have applied AI to reduce costs and increase productivity
  1. Demystify relevant AI regulation and data compliance (current and upcoming)
The workshop is always recorded and made available to the company for future reference and for future employee onboardings.
Find out more about the workshop here.
How we helped the sales team to leverage AI
  • Creating an internal ChatGPT-style oracle that can answer product questions based on a knowledge base, assisting with product knowledge and FAQs during calls
  • Automatically prioritising and categorising at-risk accounts from the CRM based on client timeline notes and interactions
  • Implementing discrete meeting transcription, note-taking, and summarisation to accelerate follow-ups
  • Automatically browsing the web to identify significant updates from prospects then using those to enrich prospect CRM profiles
  • Automatically identifying cross-sell opportunities based on internet research and CRM notes
  • Maintaining the CRM's log of roles and responsibilities based on periodic online research
  • Implementing an AI system to prioritise leads by predicting a "score" based on a customisable criteria
  • Pulling prospect timeline from the CRM and preparing meeting notes in advance of upcoming sales meetings, based on upcoming booked calls, decreasing time spent preparing for meetings
If you'd like to hear more about these examples and think I can help your sales team to do more with less using AI, book a call here.
How we helped the content development team to leverage AI
  • Implemented a system to automatically turn prompts into draft SCORM files, ready to be deployed to any LMS, drastically cutting down development time
  • Implemented a custom GPT that allowed the team to specify and apply a certain tone of voice and branding guidelines to any input text content, ensuring consistency and quality assurance reducing client delivery time and increasing fulfilment bandwidth
  • Provided a recipe to implement an AI system to turn natural language prompts into drafted content
If you'd like to hear more about these examples and think I can help your content development team to do more with less using AI, book a call here.
How we helped the marketing team to leverage AI
  • Established a system to automatically research shifts in industry landscape and prepare these for review as ideas for content
  • Defined a process for automatically creating dozens of variations of ad creatives and copy
  • Implemented a custom GPT to draft outlines for podcasts and blogs, based on customisable instructions that can ensure a consistent tone and style, dramatically accelerating production time
  • Developed a custom GPT with the ability to write code to analyse marketing spreadsheet data, eliminating the need for hiring a technical marketing analyst
  • Produced training material on prompting for image generation, allowing the team to go beyond toy-looking images and generating scroll-stopping ad creatives
If you'd like to hear more about these examples and think I can help your marketing team to do more with less using AI, book a call here.
How we helped the engineering team to leverage AI
  • Produced training material and an onboarding guide on how to use GitHub Copilot to have AI write code for you, increasing speed of software development by an estimated 20%
  • Implemented software to automatically generate unit tests for code
  • Implemented a TTYD (talk to your data) system allowing (especially newly onboarded) engineers to faster onboard to the codebase by asking questions about it, and having the system tour them around
  • Provided a recipe and boilerplate code for how to implement a prompt input box for the user to control the web app by simply asking for what they want, rather than having them overcome the learning curve of how to navigate the user interface
If you'd like to hear more about these examples and think I can help your engineering team to do more with less using AI, book a call here.
Your next steps to become AI-Enabled
  1. If you believe that AI could take your organisation to the next level, or you're simply not sure where to start, book a call using this link
  1. Share this with your team or friends to help them understand how their organisation can become AI-Enabled
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