Case Studies
Aligning AI Tools, Executives, and Platforms for a Private Equity Firm
Moving from fragmented experimentation to a connected, executive-ready AI platform
Client’s Challenge
A private equity firm faced fragmented AI adoption across people and tools, limiting efficiency, context sharing, and security. Executive adoption varied widely, and AI efforts lacked coordination and enterprise direction.
Our Solution
InfoWorks delivered AI enablement across three parallel workstreams: AI-enabled note-taking recommendations, one-on-one executive coaching, and vendor advisory support. We assessed the environment as needed to move the firm from evaluation to platform activation while identifying pragmatic opportunities for better tool alignment.
Value Realized
Executives gained confidence and consistency in how AI supports their daily work. The firm received a clear, justified roadmap to activate AI as a shared enterprise capability rather than a collection of disconnected tools.
Project Details
A mid-market private equity firm recognized it needed a more intentional approach to AI adoption. While individual executives were experimenting with various tools, the firm was simultaneously paying for multiple AI-enabled platforms that were neither aligned nor integrated.
Critical information—meeting notes, messages, documents, and deal data—was spread across disconnected systems. As a result, AI tools lacked the context required to deliver meaningful value. The fragmentation also introduced inefficiencies, unnecessary costs, and growing security considerations.
Executive adoption varied significantly. Some leaders were already using AI as a force multiplier in their day-to-day work. Others were earlier in their adoption journey and needed guidance on how AI could support their roles without disrupting established workflows or decision-making processes.
At the same time, the firm was engaged with a software development vendor on an AI-related platform initiative. Leadership needed trusted advisory support to validate progress, ensure quality, and keep the work aligned with broader business objectives.
InfoWorks was engaged to support AI enablement across three parallel workstreams. The engagement focused on recommending an AI-enabled notetaking and transcription solution, delivering role-based executive coaching, and providing advisory support alongside the firm’s third-party development vendor.
Our role was to help the firm move from evaluation to platform activation. We assessed people, tools, and processes to provide pragmatic, right-sized recommendations. Where broader opportunities surfaced, we documented them and shared clear guidance—without expanding scope unnecessarily or creating change fatigue.
AI-Enabled Note Taking and Transcription Recommendation
InfoWorks was asked to recommend an AI-enabled meeting transcription and note-taking solution. To do so responsibly, we evaluated the firm’s existing collaboration tools, meeting platforms, and data locations. This assessment allowed us to recommend a solution that maximized value from tools the firm already owned while reducing redundancy across the technology environment.
Role-Based Executive Coaching
InfoWorks delivered one-on-one, role-based executive coaching tailored to each leader’s level of AI fluency. Sessions focused on practical workflows and efficiency gains, with equal emphasis on building foundational understanding—how AI works, why outputs vary, and when results should be trusted. This approach increased confidence and encouraged more consistent, intentional use.
Vendor Advisory and Platform Alignment
InfoWorks served as an advisory partner alongside the firm’s software development vendor. We represented the firm’s interests, validated deliverables, and assessed roadmap feasibility. In parallel, we developed a use-case repository spanning both current capabilities and future opportunities tied to potential changes in the firm’s technology stack.
During the engagement, we identified that AI effectiveness was being limited by fragmentation across systems. To address this, InfoWorks advised on establishing connectivity between existing tools. This approach would enable enterprise AI capabilities to access historical files, content, and meeting context—without requiring large-scale migrations or introducing unnecessary disruption.
The engagement shifted the firm from fragmented AI experimentation to intentional platform activation.
Executives gained clarity on how AI could support their individual roles and daily workflows. Leadership received a clear recommendation—and supporting rationale—for consolidating and connecting AI capabilities, strengthening both efficiency and security posture.
Today, the firm has a practical roadmap for enterprise AI enablement. The roadmap is grounded in existing tools, aligned to how people work, and flexible enough to support future change. The organization is now positioned to move from a collection of individual AI tools to a shared, enterprise-level AI platform that delivers consistent value across the firm.
