AI adoption is moving fast, but most organizations are struggling with AI readiness as they jump in before ensuring data, strategy, and governance are in place.

1. The Five Pillars
of AI Readiness
How Leaders Can Build a Foundation for Success

2. Housekeeping
• 60-minute presentation with Q&A
• Type questions into the "question box" to
submit them throughout the presentation
• We'll send a copy of the deck and
recording of the webinar in follow-up
emails after the event
Some key items before we get started

3. About BrainSell
Blueprint for Digital Transformation
• People
• Process Mapping
• Change Management
• Technology
Data for Better Business Decisions
• Modern Data Platform
• Unified Reporting
• Executive Dashboards
Technology for Automation & Scale
• CRM, MA, and CX
• ERP
• Business Intelligence
• AI
Key Technology Partners

4. Agenda
01 The State of AI Today
02 The 5 Pillars of Success
03 Data & AI Demo
04 Q&A
05 Next Steps

5. Meet the Speakers
Tony
Berry
Jordan
Berry
Meaghan
Frost

6. Let’s Take a Poll
How ready is your organization for AI?

7. The Volatile State of AI Today

8. A Brief History of AI
The theory and development of
computer systems that are able to
perform tasks that normally
require human intelligence.
AI and computer science where
algorithmic models are trained to
learn from existing data to
make decisions or predictions.
Machine learning
technique that uses layers of neural
networks to process data and make
decisions.
AI technology that uses
algorithmic models to create
new written, visual, and
auditory content when given
prompts.
1950’s 1990’s 2010’s 2020’s

9. GenAi - The Race To Autonomy
Simple Advanced
Retrieval
Retrieve information from
grounding data, reason,
summarize, and answer user
questions
Task
Take actions when asked,
automate workflows, and
replace repetitive tasks
for users
Scheduled
Automate routine tasks using
the logical power of generative
AI
Autonomous
Operate independently,
dynamically plan, orchestrate
other agents, learn and escalate
Data Foundation
Having a unified data foundation is a prerequisite to effectively using AI
Bronze
Silver
Gold

10. 10
AI Agent Group Chat
User
Proxy
Project
Manager
Data
Engineer
AI Powered Business Workflows (Prompt)
Data
Scientist
Data
Analyst
“Please combine our Sales Orders & Marketing Campaign Data to determine the high
performance ads for our multi channel campaigns, graph them ranked by spend and
revenue, and email me the results …”

11. 11
AI Powered Business Workflows (Result)

12. 5 Pillars of AI Readiness
Business
Strategy
AI supporting business use
cases
Technology
& Data
Data & infrastructure as
foundation for AI
AI Strategy &
Expertise
Kitted processes & AI
experience
Organization &
Culture
Leadership vision, skills,
resources, operation model
and organizational culture
Governance &
Adoption
Accountability structures,
process controls, data
privacy policies, and
responsible AI use
1 2 3 4 5

13. Business Strategy
1
 Prioritized business objectives
o Increase productivity
o Decrease costs
o Increase revenue
 Clearly defined use cases
o Process automation
o Summarizations
 Measurement of AI value
o Alignment of AI investment to strategic priorities
helps allocate resources based on business impact
"What are you trying to do in
your business, and how can AI
help?"
Jason Price
Director of Specialist Management
Microsoft

14. Fast Dash
Copilot
Predict
Smart Sync
Databases
Applications
Files
IOT
Technology & Data Strategy
2
 Explore
 Plan
 Implement
 Scale
 Realize

15. Principles of AI Strategy
 Identify AI Use Cases
o Automation opportunities
o Industry use cases
o Internal inefficiency assessment
o Goal + Objective + Quantifiable Measure
 Responsible AI
o Insititute accountability
o Align with established responsible AI principles
o Legal & regulatory requirements
 User Experience
"For AI to be successful,
technology has to translate to
real world impact"
Microsoft AI Strategy
Satya Nadella
CEO, Microsoft
3

16. Emerging AI Experiences
Source: Shape of AI
 Provide the user with clues on how to interact
with the model
 Follow up, nudges, suggestions, etc.
 Helps users to refine or edit their prompt to get
better results
 Filters, primary sources, workflows, etc.
 Instill the user with confidence that the AI results
are ethical, accurate and trustworthy
 Incognito mode, watermarks, memory, etc.
 Submit the user's prompt within surrounding
context
 Auto fill, summary, synthesis, etc.
Wayfinders
Inputs
Tuners
Trust Indicators

17. Organization & Culture
4
 Define Your Data Ops Function
 Gain Leadership Buy-In
 Get Cross Functional Buy-In
 Implement Learning & Training
 AI is an Evergreen Initiative

18. Governance
 Map – Identify AI Risks
 Manage – Mitigate Risks
 Measure – Assess Effectiveness
5

19. Demo Scenario:
Customer Sales Targets
for LSV `25 Launch

20. Palmetto – Demo Scenario
Business
Strategy
• New LSV Launch
• 30% YOY Growth
• North America focus
• Current Customers
• New Logos
Technology &
Data
AI Strategy &
Expertise
Org &
Culture
Governance
• Fabric Foundation
Customers, Sales, Quotas,
Targets, Policies, Plans
• Fast Dash, Copilot,
Smart Sync
• Set Customer Targets
• Collaboration in Teams
• Autonomous Agents
• CRM Updates
• PB Dashboard
• Launch Meeting
• Documentation
• Demo Video
• Rev Ops Support
• Permissions
• Trustworthy AI
• RAG Grounded
• Prompt Instructions

21. DEMO

22. Audience Q&A
Have questions? We have answers.

23. Next Step: AI Strategy Meeting
 Working Session
 Review your organization's current data landscape
 Learn of your AI goals
 Discuss a Tailored Strategy Roadmap for AI
Email growth@brainsell.com to schedule your AI Strategy Meeting
Scan Me to
Schedule Your AI
Strategy Session

24. THANK YOU FOR
JOINING US!
(866) 356-2654 growth@brainsell.com www.brainsell.com