THE SOLUTION

The ADOPT
Copilot Success Framework

A systematic 5-phase journey to enterprise AI success

From Pilot Purgatory to Proven ROI

A.D.O.P.T. provides a complete roadmap from assessment to transformation

A

Assess &
Align

  • Audit AI Position
  • Stakeholder Alignment
  • Readiness Assessment
D

Design &
Deploy

  • Embed Work Charts
  • Governance Framework
  • Technical Deployment
O

Onboard &
Optimize

  • Drive Engagement
  • Capability Building
  • Change Management
P

Perform &
Prove

  • Measure ROI
  • Track KPIs
  • Continuous Improvement
T

Transform

  • Become Frontier Firm
  • AI-Native Operations
  • Sustainable Innovation

Detailed Phase Breakdown

Each phase includes concrete deliverables and measurable outcomes

A

Phase 1: Assess & Align

Auditing your AI Position and establishing foundation

Key Activities

  • Comprehensive AI readiness assessment across 7 dimensions
  • Identify your current AI Journey Position
  • Stakeholder interviews and alignment workshops
  • Current state analysis and gap identification

Deliverables

  • AI Readiness Scorecard
  • Position Assessment Report
  • Strategic Alignment Document
  • Executive Recommendation Brief
D

Phase 2: Design & Deploy

Embedding Work Charts and governance frameworks

Key Activities

  • Design and implement Work Charts methodology
  • Establish governance, security, and compliance frameworks
  • Configure and deploy Copilot infrastructure
  • Define policies, roles, and access controls

Deliverables

  • Work Charts for key functions
  • AI Governance Framework
  • Copilot Deployment Plan
  • Security & Compliance Protocols
O

Phase 3: Onboard & Optimize

Driving engagement and building capabilities

Key Activities

  • Role-based training programs and workshops
  • Change management and communication campaigns
  • Establish "Agent Boss" capabilities
  • Monitor adoption metrics and optimize workflows

Deliverables

  • Training Curriculum & Materials
  • Change Management Plan
  • Agent Boss Playbooks
  • Adoption Dashboard
P

Phase 4: Perform & Prove

Measuring ROI and demonstrating business value

Key Activities

  • Establish KPIs and measurement frameworks
  • Track productivity gains and cost savings
  • Document success stories and case studies
  • Continuous improvement cycles

Deliverables

  • ROI Measurement Framework
  • Performance Analytics Reports
  • Executive Success Dashboard
  • Business Impact Case Studies
T

Phase 5: Transform

Becoming a Frontier Firm with AI-native operations

Key Activities

  • Scale AI capabilities across the enterprise
  • Embed hybrid human-agent team structures
  • Transition to AI-native processes
  • Foster culture of continuous innovation

Deliverables

  • Frontier Firm Blueprint
  • AI-Native Operating Model
  • Innovation Roadmap
  • Transformation Success Story

Methodology Spotlight: Work Charts

The revolutionary approach that maps how work actually happens, not just organizational hierarchy.

What are Work Charts?

Work Charts visualize the actual flow of tasks, decisions, and information across your organization—independent of reporting structures. They identify where AI can amplify human capabilities most effectively.

Why Work Charts Matter

Traditional org charts show authority. Work Charts show activity. AI adoption fails when it's forced into org chart structures. It succeeds when it's embedded into actual workflows—the Work Charts.

The Impact

Organizations using Work Charts see 3x higher adoption rates and 45% faster time-to-value compared to traditional deployment approaches.

Work Charts > Org Charts

Traditional Org Chart
  • Shows reporting relationships
  • Ignores actual workflow
  • Static and hierarchical
Work Chart
  • Shows how work flows
  • Identifies AI integration points
  • Dynamic and process-focused

Why ADOPT Works

Built on analysis of why 94% of approaches fail—and what the 6% do differently

Addresses Systemic Barriers

Not just technology—tackles governance, capability, and change management

Complete Framework

Includes all essential enablers: governance, capability building, change management

Workshop-Driven

Collaborative approach with concrete deliverables at every phase

Work Charts Embedded

Unique methodology that maps actual work flows for optimal AI integration

Ready to Start Your Journey?

Let's assess your current position and map your path through the ADOPT Framework to becoming a Frontier Firm.