AI Boardroom Briefing · 90 minutes

Where could AI give your business its time back?

Ninety minutes with your leadership team. Your business first, then what AI is already doing for businesses like yours. You leave knowing exactly where to start, and what it would take.

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  • Microsoft Solutions Partner: Cloud & AI Platforms

The problem

Everyone has an opinion on AI. Nobody has looked at your business.

1What happens

AI arrives one tool at a time.

  • Some of your team use AI every day, and nobody knows what they put into it.
  • Others have tried it once and decided it isn’t for them.
  • Every supplier now says their software has AI in it.
  • The board asks what the plan is, and there isn’t one.

2How it feels

You know AI matters, but you don’t know where to start.

You can see AI changing how businesses work. You can’t see which part of yours it should change first, or what it would cost to get wrong.

3Why it’s wrong

AI should start with your business, not with the technology.

The right first step comes from your priorities and where your time really goes. Your IT decides how far you can safely take it.

The briefing

The briefing is an executive conversation, not a workshop.

We spend ninety minutes with your leadership team. We start with your business, show you what is possible for a business like yours, prove we use it ourselves, and then turn the lens on where your time goes.

What you leave with

  • You get a clear picture of where you are with AI today, and what comes next.
  • You see real examples of what AI has done for businesses like yours.
  • You have a first list of your own time thieves and bottlenecks, in your words.
  • You get an honest view of the risks, and how to manage them.
  • You agree where to start, who is involved and when.
  1. 1

    Your business first

    What has prompted you to look at AI now, your priorities for the next twelve months, and where the business is under most pressure.

  2. 2

    Where you are today

    Where your business sits on our five maturity levels, what AI can safely do at that level, and where you would like to be in a year.

  3. 3

    What’s possible

    Real examples of what AI is already doing for businesses like yours, for each department in the room.

  4. 4

    Proof

    How we use AI in our own business, and a real agent working live, so you see where a person stays in control.

  5. 5

    Where your time goes

    Six questions that find the work AI could take on, and the first list of your own time thieves and bottlenecks, in your words.

  6. 6

    Doing it safely

    Data, security, permissions and governance, and why AI has to be managed once it is live.

  7. 7

    Where to start

    Two routes forward, and one agreed next step: what, who owns it, who takes part and when.

Where you are today

AI can only go as far as your IT can safely take it.

We describe how a business runs its technology in five levels, our Operational Maturity Levels. Each one sets how far AI can safely go. In the briefing, you place your business on them and say where you want it to be in a year.

  1. 1Level

    Chaotic

    Nothing is written down, everything lives in one person’s head, and IT is a grudge purchase.

    Your team uses AI anyway, with no rules about what goes into it.

  2. 2Level

    Reactive

    Fighting fires. Problems get patched, never fixed, and when someone leaves, what they knew leaves with them.

    AI isn’t safe yet, because there are no standards, security or governance for it to rely on.

  3. 3Level

    Proactive

    Problems are spotted before you notice them, downtime is measured, your IT costs are fixed, and clear rules set who can access what, AI included.

    With governance in place, AI assistants become useful and safe, simple automations work, and your first agent can start.

  4. 4Level

    Strategic

    Technology is an asset. It’s planned, budgeted, governed and reported on, so decisions are based on fact.

    Agents take on whole processes and work together, planned and budgeted on your roadmap.

  5. 5Level

    Innovative

    Technology shapes where the business goes next, with time and budget set aside to try new ideas.

    A managed team of agents works alongside your people, and AI shapes how the business grows.

Managed IT support and cyber security get you to level 3, where AI becomes safe and effective to use.

Your roadmap and AI agents take you to 4 and 5. This briefing is where that starts.

The whole journey

We find it. We prove it. We deploy it. We run it.

The briefing is the first of eight steps. Each one ends with a decision, and you only move on when the last step has shown its value. Nothing you tell us is asked for twice.

Find and prove the value

  1. Step 1

    AI Boardroom Briefing

    90 minutes

    A conversation with your leadership team about where AI fits your business.

    You get: An agreed first step.

  2. Step 2

    AI Accelerator

    4 weeks

    A small pilot group uses Claude and Copilot every day, with a challenge a day and a check-in every week, measured against a baseline.

    You get: Hours back, and a ranked list of what to automate next, presented to your board.

  3. Step 3

    AI & Automation Workshop

    Half or full day

    We start from the bottlenecks your team named in the Accelerator or the briefing, show what they cost, map how the work really runs and redesign it with you.

    You get: Your AI & Automation Opportunity Plan.

  4. Step 4

    Strategy & Roadmap

    2 to 3 weeks

    We check what is sensible, safe and possible, then present a twelve-month plan you can read in ten minutes.

    You get: One clear first project to approve.

Build it and run it

  1. Step 5

    Proof of concept

    1 to 2 weeks

    One process, one outcome, measured in your numbers, while the current process carries on alongside it.

    You get: A signed decision: go ahead, change it, or stop.

  2. Step 6

    Build and deploy

    Weeks, not months

    We build it once, properly, connect it under your accounts, pilot it with a small group and then release it.

    You get: A verified go-live, with your credentials staying yours.

  3. Step 7

    Improve and grow

    First 90 days, then ongoing

    We measure it against what we found in the workshop and tune it on how your people really use it.

    You get: A value report in your numbers, and the next opportunity ready to prove.

  4. Step 8

    Manage and govern

    Ongoing

    We secure, monitor, support and update every agent, and review its usage, value and cost with you at your regular reviews.

    You get: Every agent known, owned and looked after.

After the briefing there are two routes. To get your team using AI every day, start with the AI Accelerator. If you can already see a costly bottleneck, go straight to the AI & Automation Workshop.

Doing it safely

Building an agent is the beginning.

  • Your data stays in your own Microsoft environment, unless you agree to use an AI model hosted outside it, such as Claude.
  • Each agent has its own identity and only the access it needs.
  • A person approves anything above the limits you set.
  • Every agent is monitored.

Once it is live, AI has to be secured, supported, monitored, updated and governed as it grows. We do that the same way we run the rest of your IT.

What’s at stake

Your next year could go two ways.

If nothing changes

  • Your team keeps doing by hand what could be done for them.
  • Staff use AI tools anyway, with no rules about your data.
  • Competitors who started earlier pull ahead on cost and speed.

After your briefing

  • Your leadership team agrees on where AI fits the business.
  • You know where your time goes, in your own words.
  • You have one clear next step, with an owner and a date.
Book your briefing →
Straight answers

Questions people ask about the briefing

What is an AI boardroom briefing?

A 90-minute conversation with your leadership team about where AI could give your business its time back. It starts with your business, not with technology. We show what AI is doing for businesses like yours, prove we use it ourselves, find your first time thieves and bottlenecks, and agree where to start.

Who should attend the briefing?

Your leadership team, including whoever makes the final decision. AI is a business conversation, not an IT one, so the people who own the priorities and the budget need to be in the room.

Where does the briefing take place?

At your office. We come to you, so your whole leadership team can be in the room.

Is the briefing a sales pitch?

No. Most of the time is spent on your business: your priorities, where the pressure is and where the time goes. You leave with an agreed next step, and that step can be to do nothing yet.

What happens after the briefing?

There are two routes. If you want your team using AI every day, we start with the AI Accelerator, a four-week pilot with a small group. If you can already see a costly bottleneck, we go straight to the AI & Automation Workshop to map it and redesign it.

Do we have to go through every step?

No. Each step ends with a decision, and you only move on when the last one has shown its value. The steps exist so nothing is built before it has been proved.

Why does AI need to be managed once it is live?

Because building an agent is the beginning. Once it is live, someone has to secure it, check what it can access, watch its costs and keep it working when the platform changes. We do that the same way we run the rest of your IT.

Is our data safe?

Your data stays in your own Microsoft environment, unless you agree to use an AI model hosted outside it, such as Claude, and we tell you where that model processes your data before you decide. Each agent has its own identity and only the access it needs, a person approves anything above the limits you set, and every agent is monitored.

Next steps

Give us ninety minutes with your leadership team.

We’ll show you what AI is doing for businesses like yours, where it could remove friction in yours, and you’ll leave knowing exactly where to start.

Not sure what you need yet? Start here →

A member of the Jera IT team