Picture your company a year from now. Sales turns a buyer’s request into a sourced proposal draft the day it arrives. Finance walks into month end already knowing where every receivable stands. Nobody was hired to make that happen: the same people do the impossible, because every team practises a handful of workflows on the AI the company already pays for. That is 10X the ROI of your existing AI spend, across the whole company.
Decide where your company is going with AI. Then bring your people there, one workflow at a time.
How your company works today.
In most companies, everyone can open ChatGPT, Claude, Copilot or Gemini, and the results depend on who is typing. One person in finance has a prompt that saves a morning a week; nobody else has seen it. The standard for a good client update lives in one experienced head. Work that crosses teams, such as a closed deal becoming a new client, loses detail at every handoff.
To see how the work really runs, ask the people who do it. Nothing needs recording or monitoring; Asked or watched explains why.
Where it is going.
The destination describes each team’s work, not a list of products. For every team, name the five or so workflows it should be practising with AI: repeatable work that happens every week, done by several people, to rules your best people already know. Then name what stays with people: decisions, relationships, judgment calls. AI prepares; a person checks and decides.
Everything else is ad hoc: the one-off letter, the unusual client question. That work improves when people use the AI you already pay for well; it never needs to become a workflow. Repeatable work and ad hoc work shows how to sort a team’s week into the two.
One team, before and after.
This example shows five workflows and everything else, with the same eight people on both sides.
Illustrative example with invented data. The client success team at an invented 75-person managed IT services company.
| Work | Today | Where it is going |
|---|---|---|
| New-client handoff from sales | A forwarded email thread. The manager asks the seller what was promised. | The day a deal closes, one record of what was sold and every gap, each with an owner. |
| Monthly client status update | Written when someone has an evening free. Quality depends on the writer. | A prepared update for every client on schedule. The manager reviews and sends. |
| Awkward onboarding cases | The most experienced manager handles them from memory. | An exception register that manager approved, so everyone handles them the same way. |
| Overdue invoices on managed accounts | Finance chases blind; client success hears about it from the client. | Prepared follow-ups both teams see. The account’s manager decides which to hold. |
| Quarterly business review | Two days per client copying figures into slides. | A prepared pack, so the manager spends the time on what to say. |
| Everything else | Each person uses AI their own way, or not at all. | Better everyday use of the company’s AI platform. Not a workflow. |
Workflow templates exist for the first four: account handoff, client-status update preparation, SOP exception capture and overdue-invoice follow-up preparation. The overdue-invoice workflow is listed under both teams; An AI org chart should show the work between teams explains why.
One workflow at a time.
Pick the workflow that happens most often, for the most people, with a clear reviewer. Start from a workflow template, adapt it to your rules, test it on real work and roll it out to the roles that do it. The next one comes easier, because the team has already done it once.
Fully Powered Workflows builds and tests the workflows your teams run. Where a workflow runs through a business system, such as the CRM, Fully Powered Connectors links the two. We use the system’s own connection first, then a proven third party’s, then one we build, and what gets connected is agreed in scoping. The 2-Week Workflow Sprint asks one area of your business how it does the work, then builds its first workflows.
Write the destination for one team.
Fill in this sheet with the people who do the work, and you have the first page of your plan.
Where [team] is going with AI
- Today. What the team does each week, where results depend on who does it, which handoffs lose detail.
- Repeatable work. Five workflows the team should be practising. For each: how often, which roles do it, who reviews it.
- Work between teams. Which of the five another team shares. List it under both, with one owning role.
- Ad hoc work. Three kinds of one-off work that better use of [your AI platform] would improve, and who shows the team how.
- What stays with people. The decisions the team keeps: [approvals, client conversations, anything about money or people].
- First workflow. The one to build first, its owning role and the date the team runs it on real work.
What Fully Powered Planner is.
Fully Powered Planner is that sheet for every team, in one place your colleagues can see and add to: the plan for what each role in your company should be able to do with AI. You start with your teams, departments and the groups inside them, and the Planner suggests about five workflows for each, for you to accept, change or reject. Roles follow as an early milestone. The plan runs for a year and sorts every team’s work into repeatable work, which becomes workflows, and ad hoc work, which better use of your AI improves.
Teams and roles are named for the work, and nobody is rated or ranked. Colleagues join without limit, and the price follows the roles in your plan, never the number of people. A plan before agents shows a whole company’s plan on one page.
Your platforms, your pace, your people: every workflow runs in the ChatGPT, Claude, Copilot or Gemini you already use, and your organization keeps control of how the work gets done.
Start with your teams and the first five workflows each should be practising.
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