Identify the right opportunity
I clarify the business need and who the work affects. We agree what a useful result would change before choosing an AI approach.
See how I framed the caseI'm Roxana Saedi, a business and strategy consultant with an ICF coaching credential, based in Zurich. I help teams decide where AI is useful, shape a workable solution, and prepare people to use it.
My role is to connect the business need with a practical delivery and adoption plan.
I clarify the business need and who the work affects. We agree what a useful result would change before choosing an AI approach.
See how I framed the caseI turn the opportunity into a clear scope. Business and technical teams can then review the expected behaviour, measures and delivery plan together.
See how I shaped the planI coordinate business and technical contributors around delivery decisions. Together with the relevant owners, I choose tools and agree the data security and compliance controls that match the company’s risk tolerance.
See the delivery controlsI involve users while the solution is taking shape, then prepare the training and support needed for rollout. Feedback informs the next step.
See the rollout approachThe underwriting case shows one end-to-end approach in depth. These four areas are illustrative opportunities I can help a team assess, not completed client work. Many can begin with approved no-code tools.
Bring source material and customer feedback together so a team can see recurring themes and open questions.
Help sales teams prepare for meetings using approved account information and a consistent briefing format.
Make approved policies and guidance easier for employees to find and use.
Prepare recurring reports and route exceptions to the right owner.
The self-initiated case models an illustrative life and health underwriting intake workflow with fictional data. In the demo, a bounded assistant recommends whether a case can continue or needs an underwriter, explains why and leaves the decision with a person.
Try the demoThe underwriter remains responsible for the decision
I turned the method behind the case study into a readiness checklist, a delivery playbook and a team workshop.
Twenty yes-or-no questions to find the gaps before a team commits time.
See the checklistPlan and lead the workA short guide and eight editable templates for deciding what to pursue and planning delivery and adoption.
See the playbookWork through one use case togetherA half-day session for teams that need a clear decision and practical next steps.
See the workshopIf you are exploring an AI opportunity or preparing one for delivery, write to me.