A Chief Risk Officer at a regional financial services group
Business challenge:
The group is rapidly expanding its use of generative AI, but the leadership team holds very different views of how ready the organisation is. There are concerns about weak AI governance and oversight, unclear decision rights, and fragmented data, with no shared picture of where the real gaps sit.
How SuccessOf.ai and the playbook are used:
The Chief Risk Officer runs the assessment with a cross-functional leadership group from risk, legal, data, and technology. Using the capability groups Governance and Accountability, Data Governance and Management, and Safety, Security and Incident Response, the team creates a common structure, compares perspectives, and establishes a shared view of strengths and gaps.
Beneficial result:
The group gains a clearer shared view of its capability gaps and improved leadership alignment. It can sequence improvement work more deliberately, focus attention on governance, data, and oversight, and set a baseline for future reassessment before scaling AI further.
A Chief Technology Officer at a public-sector digital services agency
Business challenge:
The agency is under pressure to deploy AI for public services but faces unclear responsible AI controls, a digital and AI skills gap, and weak human oversight of automated decisions. Leaders are unsure where capability weaknesses are constraining progress and how to prioritise limited resources.
How SuccessOf.ai and the playbook are used:
The Chief Technology Officer uses the playbook with a cross-functional leadership group to compare perspectives across Human Oversight and Decision-Making, Transparency and Stakeholder Trust, and AI for Public Good and Workforce. The assessment helps the team establish a shared view and understand where weaknesses are holding delivery back.
Beneficial result:
The agency reaches a more deliberate prioritisation of its AI work, with a stronger focus on skills, human oversight, and public value. It is better prepared before scaling AI initiatives and has a shared baseline it can revisit as capabilities improve.