From Zero to Hero: Preparing Your Firm for AI Implementation

A practical 90‑day roadmap to roll out AI—safely, sensibly, and with real outcomes.

Most firms are dabbling with AI. Few have a plan. This practical session cuts through the hype and shows you exactly how to get your organisation AI‑ready—governance, data, tools, people and change—so you can implement with confidence rather than winging it. No fluff, no buzzword bingo—just a clear path from strategy to first production use.

We’ll walk through a step‑by‑step 90‑day implementation plan tailored for small to medium professional services firms. You’ll see how to pick the right pilot, put guardrails in place (privacy, risk, controls), define roles, measure ROI, and scale what works. Includes two case studies (professional services and internal ops) and reusable templates you can take back to your team. 

Nature of content: high‑level strategy plus detailed, actionable frameworks; strongly practical.

Why attend (content & reasons to attend):

• Build an AI implementation plan that leadership, IT and front‑line teams can actually execute.
• Understand essential governance: policies, risk, privacy, human‑in‑the‑loop, approval workflows.
• Identify high‑impact, low‑risk pilot candidates that prove value fast.
• Know what “data readiness” really means—and how to fix common gaps.
• Select and integrate tools you likely already have (e.g., Microsoft 365, Power Automate, Azure/OpenAI) without re‑platforming.
• Avoid common traps: scope creep, shadow AI, ungoverned prompts, and “tool‑first” thinking.
• Leave with templates: 90‑day plan, RACI, risk register, AI policy checklist, pilot scorecard, metrics pack.

You’ll learn how to:

• Assess organisational readiness and build an AI governance baseline in under two weeks.
• Score and prioritise candidate use cases; choose a pilot that will actually land.
• Define human‑in‑the‑loop controls, confidence thresholds and escalation paths.
• Stand up a secure pilot using Microsoft 365/Power Automate and an LLM provider (OpenAI/Azure).
• Track value (time saved, quality, risk) and decide go/no‑go for production.
• Scale from one pilot to a small portfolio without creating a maintenance nightmare.

Learning Outcomes:

• Map current state and gaps across data, process, people and technology to determine AI readiness.
• Draft (and socialise) an AI Policy covering usage, privacy, IP, safety and quality assurance.
• Apply a simple scoring model to rank AI opportunities and select a firm‑ready pilot.
• Produce a 90‑day implementation plan with milestones, owners, budget and KPIs.
• Design human‑in‑the‑loop workflows and confidence‑based routing for safer outcomes.
• Establish a lightweight benefits dashboard to evidence ROI and guide scale‑up.

Suited to:

Firm owners/partners, practice managers, operations leads and IT managers in small to medium professional services (accounting, legal, advisory, engineering, consulting). Ideal for 5–200 FTE organisations wanting a clear, practical path to first production AI. Not a coding deep dive—it’s about implementation, governance and change.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation