AI maturity of a professional services firm
140 employees · 5 departments · 112 survey responses · 14 interviews
1 Exploring · 2 Experimenting · 3 Applying · 4 Integrating · 5 Transforming
- 61%use AI at least weekly, but 4 in 10 do so with a personal account.
- 23 / 80Copilot licences are actively used.
- 0agreements on which data employees may share with AI.
| Team | Prompting | Safe use | Checking output | Automating |
|---|---|---|---|---|
| Finance | Gap | At level | At level | Big gap |
| Sales | At level | Big gap | Gap | Gap |
| HR | Gap | Gap | Gap | Gap |
| Customer service | Big gap | Gap | Big gap | Gap |
- 1Sales
Preparing quotes with AI
First step: training for the sales team and a shared prompt library
- 2Finance
Building the monthly report automatically
First step: proof of concept of an AI agent
- 3All teams
AI policy and basic training for everyone
First step: policy in week 1, training in month 1
The full report also covers risks and missing agreements, the skills matrix for every role and a 90-day roadmap. We present it to your leadership team.