Working in Partnership with the Backbone of Our Economy - AI Adoption & Strategy
Turn what your
employees know into an
AI roadmap leadership
can act on
A structured workshop series that moves from employee survey to scored use cases to a prioritized implementation plan - grounded entirely in what your own staff said they need, reviewed by your own subject matter experts.
Engagement at a Glance
The Problem We Solve
Most organizations have staff using AI already.
Almost none have a plan for it.
The gap between individual AI experimentation and organization-wide adoption isn't ambition - it's structure, governance, and a clear view of where it actually helps. We build that view before anyone spends real money.
Staff are using AI tools ad hoc with no policy and no consistency
Some employees use AI daily. Others stopped entirely because there are no guidelines. Both outcomes represent risk. Neither produces organizational value.
Leadership wants to invest but has no credible internal view of where
Vendors pitch their own products. Internal IT teams don't have bandwidth for discovery. Leadership ends up making budget decisions without an honest, independent prioritization of the opportunity.
Employee knowledge about what they need sits in survey data that never gets used
Most organizations have done some form of internal survey. The results live in a spreadsheet somewhere. No one has turned that input into a scored, sequenced implementation plan.
Disconnected systems make the highest-value AI use cases look impossible
CRM, ERP, marketing platforms, project management tools - most backbone operations have 10 to 20 systems that don't talk to each other. You need to know which use cases require real engineering and which ones don't.
What we've seen
Organizations that skip structured
discovery end up building the wrong
thing first
Our Approach
Three phases. One complete roadmap.
We go from blank slate to a leadership-ready AI implementation plan - using your employees' own words, reviewed by your own subject matter experts, and sequenced for how your organization actually operates.
1
Employee Survey & Functional Analysis
A structured survey deployed to your full staff surfaces where time is actually going - broken down by role, by function, by tool, and by task. We normalize the responses, map them to functional groups, and identify the patterns that repeat across departments before the first workshop begins.
Weeks 1–22
Use Case Workshops by Function
Two to three working sessions organized by functional area - Finance & Data, Content & Communications, and Tools & Governance. Each workshop produces a tiered, scored use case list. Then your own internal subject matter experts review and rank every item independently. Not Three Ventures - your people.
Weeks 3–83
Leadership Roadmap Presentation
We synthesize all reviewer inputs, cross-workshop priorities, and survey data into a board-ready presentation. Use cases organized by tier, sequenced by impact and readiness, with an honest view of what requires engineering and what your team can own independently starting immediately.
Weeks 9–12The Three-Tier Framework
Every use case gets scored.
Not every use case costs the same.
The most important thing a discovery process can tell you is which AI use cases require a specialist engineer, which ones your team can own after a guided build, and which ones your staff can start on day one with tools they already have.
Custom AI Build
Requires live system integrations, API connections, cross-source data normalization, or RAG architecture. Cannot be accomplished with off-the-shelf tools alone. A specialist builds it. Your organization owns it after delivery.
Typically 10–18 builds per engagement
Structured Workflow Build
Accomplished through prompt engineering, document structuring, and workflow design - no custom code or live system integrations. A specialist builds the first version and teaches the pattern. Your team replicates independently from there.
Typically 25–35 workflows per engagement
DIY with Current Tools
Any employee can accomplish this today using tools already in your stack - Copilot, ChatGPT, or equivalent. What's missing isn't the tool. It's role-specific examples, a shared prompt library, and clear policy guidance.
Typically 12–18 starter items per engagement - available immediately
Every use case is scored across eight implementation dimensions: data normalization, API and system integration, document parsing, knowledge base requirements, automation triggers, human-in-the-loop design, context management, and data privacy. That scoring is what drives the tier assignment - and what gives leadership a defensible basis for sequencing investment.
What You Get
Eight deliverables.
Built from your data. Owned by your team.
Everything produced in this engagement is designed to be used - by your leadership team, your implementation partners, your internal champions, and your staff on day one.
Employee AI Readiness Survey
Customized for your organization and functional areas. Captures pain points, current tool adoption, AI familiarity levels, and specific use case ideas from your full staff - before any external analysis begins.
Functional Use Case Compilation
A complete inventory of employee-surfaced needs and use cases organized by functional area, with respondent traceability preserved for internal reference and all external materials anonymized.
Tiered Use Case Prioritization Matrix
Every use case scored across eight implementation dimensions and assigned to Tier 1, 2, or 3 - with a written rationale for each assignment and a complexity profile your technical team can use directly.
Internal Reviewer Workbooks
One structured workbook per subject matter expert. Reviewers score priority, effort vs. impact, and willingness to champion each use case independently - producing priorities that belong to your organization, not to Three Ventures.
Cross-Workshop Priority Analysis
A synthesis of where multiple functional groups independently ranked the same use cases as high priority. These cross-cutting items are your organization-wide starting points - not function-specific requests.
AI User Committee Framework
A governance structure for ongoing internal ownership of the AI program - including committee composition, decision rights, meeting cadence, and onboarding materials. Built during the engagement, ready to launch at program kickoff.
Tier 3 Starter Kit
A role-specific prompt library, usage examples, and policy guardrails covering all Tier 3 use cases. Formatted for distribution - staff returning from a kickoff meeting can begin using these on day one without waiting for a build or a training session.
Leadership Roadmap Presentation
A board-ready summary of findings, reviewer priorities, and the sequenced implementation plan - structured for leadership review, investment decision-making, and clear next steps.
What Makes This Different
Your reviewers set the priorities. Not Three Ventures.
Most consulting engagements hand leadership a prioritized list and tell them what to build first. This one doesn't work that way. Your own subject matter experts - from finance, marketing, operations, sales, wherever - each independently score every use case for priority, effort vs. impact, and whether they'd champion it internally.
When leadership sees the roadmap, the priorities in it belong to 10 to 20 of their own people. That changes the conversation from "the consultants think we should do this" to "this is what your own team ranked first." Implementation moves faster. Internal resistance drops. Budget conversations are easier.
Three Ventures synthesizes and sequences. Your organization decides.
What reviewers do
Engagement Timeline
Twelve weeks. No surprises.
Fixed scope, clear milestones, defined deliverables at each stage. We've run this engagement multiple times and know exactly what it takes - and what it doesn't.
Survey & Analysis
Survey design, deployment, response collection, data normalization, functional area analysis, and pain point mapping across your organization
Workshop Series
Two to three functional workshops, use case compilation, tier scoring across eight dimensions, and internal reviewer workbook distribution and collection
Synthesis
Cross-workshop priority analysis, reviewer input aggregation, Tier 3 starter kit build, AI User Committee framework development, and roadmap sequencing
Roadmap Delivery
Leadership presentation, full deliverable handoff, Q&A session, and recommended next steps for implementation - including what a phased build program looks like
Ideal For
The right engagement
for your situation
This works best when there's genuine leadership interest in AI - but no internal view of what's actually possible, what it would cost, or where to start.
Organizations where AI adoption is happening unevenly - some teams using tools actively, others not at all, and no one coordinating the difference
Leadership teams evaluating an AI investment and wanting an independent, evidence-based view before committing budget to a vendor or a build
Backbone industry companies with 10 to 20 operational platforms that don't integrate and where staff duplicate work across systems daily
Organizations that have run a one-off AI pilot or training session that didn't stick - and want to understand why before trying again with real money
Teams preparing a board-level AI investment case and needing a credible, internally-validated prioritization to support it
Engagement Details
Priced by organization size and scope
Fixed Fee - Scoped per Engagement
Ready to find out what your employees actually need from AI?
Every engagement starts with a 30-minute call. We'll tell you quickly whether this fits your organization - and what a survey scoped to your team would look like.
