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Case study · AI Adoption

AI Opportunity Mapping

Teams mapped their own work — and found the automation themselves.

6+ Deployed Solutions

Context & Constraints

Corporate Tax teams dealt with highly regulated, repetitive activities but faced challenges translating AI potential into practical, day-to-day solutions.

There was a clear gap between knowing AI exists and using it meaningfully. Delivery models evolved organically, limiting visibility on automation opportunities.

Architecture

Designed and delivered an immersive, 12-hour hands-on workshop. Teams collaboratively mapped 'as-is' delivery models, identified opportunities using Impact x Effort analysis, and generated implementable solutions (AI personas, templates, workflows).

My Role

Co-designed workshop methodology and facilitation flow. Guided teams in mapping delivery models and translating abstract AI concepts into concrete use cases aligned with Corporate Tax reality.

Results & Validation

Collaborative 'As-Is' vs 'To-Be' mapping

Impact x Effort prioritization matrix

Translation of abstract needs to technical specs

Produced 6+ deployable solutions in 12 hours. Adoption doesn't happen in lectures; it happens in the trenches. When teams map their own friction points, they identify high-impact automation opportunities that top-down strategy misses.

Stack

FacilitationMiroProcess Mapping

Building something where reliability matters?

I design, ship and operate systems like this one.

Let's talk

Building GenAI where reliability matters? Let's talk.

leonardo@leonardosa.pro

Madrid, Spain · from August 2026 · English / French / Portuguese / Spanish

© 2026 Leonardo Costa de Sá