Originally written for our $50K advisory clients
You know AI should move the numbers. You don't know which workflow to change first.
A planning tool for senior leaders. Pair one AI use case with one Agentic AI use case in your function — and turn it into measurable revenue, delivery, or productivity gains in 90 days.
From the team at ALTA Consulting — advisors to professional services and technology leaders across North America on AI strategy, delivery, and growth.
The planning distinction most leaders are missing.
AI helps people produce work — summarizing calls, drafting follow-ups, turning notes into status reports.
Agentic AI helps work move forward — monitoring whether the follow-up was sent, whether milestones are slipping, whether a customer signal needs a response.
The first saves time. The second changes outcomes. This guide shows you which one to pilot first in your function — and how to turn it into measurable value in 90 days.
Six things you can use the day you read it.
No AI theory. No tool comparisons. Just the practical inputs senior leaders need to identify the right workflows and start.
AI vs. Agentic AI — and why it matters
One drives productivity. The other drives execution. Most leaders are underestimating the second.
Use case maps for 8 functions
Practical AI and Agentic AI plays across Executive, Revenue, Delivery, Marketing, HR, Tech, Finance, and Research.
The top 10 use cases for senior leaders
Ranked by impact on revenue, delivery visibility, retention, and execution discipline.
The 90-day pilot plan + readiness checklist
A focused rhythm from idea to operational workflow — plus six lenses to confirm a use case is ready.
Built for leaders who own outcomes.
This isn't theory. It's a planning tool for the people deciding where AI should fit in their function — and what their team should pilot first.
- CEOs, Presidents & FoundersWhere AI creates leverage, not just productivity.
- VPs, SVPs & EVPsPerformance, team capacity, and measurable business impact.
- Directors & HeadsWorkflow-level use cases that improve execution this quarter.
- Managing Directors & PartnersClient delivery, utilization, and margin.
The 90-day rhythm: from idea to measurable value.
The plan is deliberately focused. Find one or two workflows, test in real conditions, then make it repeatable.
Your first 90 days
Treat it as a focused business pilot, not a transformation program.
Find where teams are losing time, missing follow-ups, repeating manual work, or struggling with visibility. End with a prioritized use case list, one AI pilot, one Agentic AI pilot, and clear owners.
Test in real workflows with real materials. A sales follow-up assistant is useful. A workflow that also monitors whether the follow-up happened is more valuable. Measure time saved, quality, and adoption.
Document the workflow, assign ownership, define what AI can and can't do, train users, and build a roadmap for the next set of use cases. Move from experiment to repeatable business process.
Stop guessing where AI fits. Pick one workflow. Ship it in 90 days.
Get the planning tool: 8 functional playbooks, the top 10 use cases, and a 90-day pilot plan you can hand to a function lead this week.
Then book a roadmap session if you want help applying it.