Case Studies

Discovery and strategy: an AI operating strategy grounded in the whole organization

The company did not have an AI problem so much as an operating-model gap.

Renata Pinheiro
Renata Pinheiro
6 min read
How the engagement ran
We ran it with your people
Leadership decides
01
Survey the organization
The whole company, plus 15 interviews across 8 departments, leadership to daily work.
02
Measure the operating gap
High appetite against low readiness, quantified into a case leadership could act on.
03
Find where time and risk go
Document search, email, multi-month RFI cycles, a seven-figure design-drift event.
04
Distil 109 into 17
Named use cases grouped into reusable capabilities, then put in order.
05
Leadership owns the gates
Stage gates decide whether each phase advances, gets redesigned, or stops.
15
Interviews across the business
8
Departments covered
109
Use cases named by employees
17
Sequenced solutions

A general contractor knew its people were already using AI but had no operating model for it. We ran an organization-wide survey and 15 interviews across 8 departments, measured the gap between AI appetite and readiness, and turned 109 named use cases into a sequenced operating strategy: 17 solutions across one governing foundation and three phases, each tied to business goals and to a governance design that keeps people in the decision.

The problem

The company did not have an AI problem so much as an operating-model gap. Executive appetite was high and employees were already using AI to move work forward, while policy, approved tools, data controls, and repeatable workflows had not caught up. The readiness was there. The governance was not. Buying more tools would not close that gap.

The finding

The most telling discovery was shadow AI. Across every function and seniority level, people were already using personal ChatGPT and Claude accounts, putting contract language, spreadsheets, and project information into tools the company could not see or control, with no data-loss-prevention layer behind them. That made it the single largest untracked risk in the business. It was also the clearest proof the workforce was ready. The strategic response is not prohibition, which never holds. It is a sanctioned default good enough to replace the workaround.

What we did

We started with the business and the people, not a tool:

What made it more than a survey

The rigor is in the design, not the deck:

The result

Instead of chasing tools, leadership has an evidence-backed operating strategy: where AI pays, in what order, on what governance foundation, and who owns each decision. It is the difference between AI activity and an operating system for AI.

Renata Pinheiro
Renata Pinheiro

Founder of The Alignment Lab. Twenty years spent working inside construction companies rather than consulting to them from the outside, at McCarthy, Odebrecht, and American Constructors, across strategy, communications, and change management.

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