- survey respondents already using AI at work
- 9/17 Team usage survey · 17 staff invited · 2026
- AI platforms mapped across the business
- 5 AI usage review inventory · 2026
- staff who asked for training; none declined
- 8 Team usage survey · 17 staff invited · 2026
- in the snapshot, written to be read
- 3 pages Client deliverable · 2026
The situation
What arrived on the table
The business handles sensitive health information, and its enterprise clients run their own assurance checks on the systems and suppliers they rely on. Staff were already using AI day to day, and there were no written rules about what was allowed. Leadership did not want to slow anyone down. They wanted to know what was happening before deciding anything.
The intervention
What we did
Surveyed the team on how they use AI, tool by tool and task by task, with room for honest answers.
Mapped the platforms in use across the business, including work accounts and personal accounts.
Read the results against the data the business holds and the assurance expectations its enterprise clients set.
Recommended a sequence rather than a tool list. Ground rules came first, followed by a proper look at where AI fits, a plan and training.
The outcome
Where it landed
Staff wanted guidance more than anyone expected. The sharpest question about data safety came from reception rather than management, so the recommendation started where the appetite was. A short plain English policy and an approved list of tools came before anything else.
Leadership received a snapshot they could read in one sitting and a six to twelve month adoption path. It starts with the admin work staff already do, using tools the business has approved.