TriVista AI Summit

Practical AI, built around your business.

A two-day onsite working session designed to identify where AI can create measurable value, prioritize the highest-impact opportunities, and leave your team with a practical roadmap for action.

Select an available date View the two-day agenda

BUSINESS-LEDOPERATOR-FOCUSEDMEASURABLEBUILT TO SHIP

AI adoption is rising. Measurable value still depends on execution.

Many companies are experimenting with AI. Far fewer have translated that activity into repeatable business outcomes. The gap is usually workflow design, trusted data, ownership, and the discipline to focus.

Start with the business

Find where AI can remove friction, increase accuracy, unlock capacity, or improve the speed of a critical workflow.

Prioritize what can ship

Score opportunities by value, feasibility, risk, readiness, and speed to measurable impact.

Leave with owners and actions

Name the business owner, define the success metric, and establish the next move from idea to pilot.

START WITH THE BUSINESS, NOT THE TOOL.
“What do you run today that works, but that no one has the time, hands, or attention to make better?”

From broad ambition to a practical roadmap.

Five deliberate moves turn the room’s operating knowledge into a short list your team can own.

Diagnose

Assess the workflows, systems, data, pain points, and operating constraints that shape the opportunity.

OUTPUTMaturity baseline and opportunity themes

Prioritize

Build and rank a portfolio of use cases around business value, readiness, risk, and speed to impact.

OUTPUTRanked use-case portfolio

Architect

Define the data, workflow, technology, security, and governance needed to support the short list.

OUTPUTRequirements and operating model

Pilot

Shape focused pilots with named owners, success metrics, adoption plans, and clear kill criteria.

OUTPUTPilot charters and measurement plan

Operationalize

Build the cadence, ownership, and roadmap required to embed what works and scale it responsibly.

OUTPUT90-day plan and scaling roadmap

Tangible decisions. Tactical next steps.

The summit is designed to produce working artifacts—not another strategy deck that waits for a future meeting.

90day action plan
with named owners

AI maturity and readiness baseline

Current-state workflow and opportunity map

Ranked use-case portfolio

Recommended pilot roadmap

Data, technology, and governance requirements

Named owners and measurable success criteria

90-day action plan

Two focused days. One practical roadmap.

We arrive with the pre-work complete, facilitate cross-functional working sessions, and close Day 2 with an executive readout and commitments.

Day 1

Diagnose, align, and prioritize

0:00–0:30Opening and Success Definition

Brief introductions and alignment on the workshop objectives and two-day agenda.

Outputs

Aligned summit charter and documented workshop expectations

0:30–1:00AI in Business: Experience and Perspective

Review real-world examples of AI implementation and discuss AI's practical promise and common hype.

Outputs

Shared understanding of the current state of AI-enabled value creation

1:00–1:45Business Context and Value Opportunities

Explore how the business creates value, including current initiatives, challenges, and success criteria. Align on opportunity-prioritization criteria.

Outputs

Shared understanding of the business environment, value drivers, pain points, opportunities, and prioritization criteria

1:45–2:30Business Challenge Deep Dive

Investigate the leading opportunities through detailed definition and process walkthroughs. Distinguish root causes from visible symptoms and define success criteria.

Outputs

Defined opportunities and identified high-level themes

2:30–3:00

Break

Brief reset; TriVista consolidates emerging themes and selects the highest-value workflows for deeper examination.

3:00–3:45Opportunity Prioritization

Evaluate opportunities across impact, feasibility, data readiness, process maturity, organizational readiness, risk, and time to value. Apply an initial score to the opportunity set.

Outputs

Initial impact-feasibility matrix and selected pilot

3:45–4:00Close and Overnight Handoff

Confirm key findings, flag evidence gaps, and explain how TriVista will synthesize the opportunity set and develop the pilot demonstration for Day Two.

Outputs

Validated findings and overnight synthesis brief

Day 2

Design, commit, and build the roadmap

0:00–0:15Kickoff, Readout, and Recap

Recap Day One, kick off Day Two, and review the pilot's situation, complication, and hypothesis.

Outputs

Validated constraint and opportunity fact base

0:15–2:15Detailed Transformation Journey

Present and, where applicable, demonstrate the pilot transformation journey, phase by phase, from the current state to the desired future state. Examine the inputs, processes, outputs, and AI and operational improvement tools involved. Critically evaluate value potential and fit.

Outputs

Shared understanding of the transformation journey, AI and operational improvement tools, resource requirements, and potential differentiation

2:15–2:30

Break

Informal time to consider and discuss the morning's insights.

2:45–3:30Build the 90-day action plan

Create the 90-day work plan, including owners, timelines, milestones, and resource requirements.

Outputs

90-day execution roadmap

3:30–4:00Close and Immediate Next Steps

Review the summit deliverables and expectations from both days. Confirm and assign immediate next steps.

Outputs

Agreed immediate next steps and assigned owners

We come to you. Once your date is confirmed, our team will reach out to coordinate travel and the final details.

Operators who connect the strategy to the work.

Leon leads the discovery. Zeb brings hands-on AI depth. Together, they move the team from operating constraint to executable use case.

Zeb Anderson

Head of AI

Leads TriVista’s AI Practice, with experience across enterprise analytics, strategy, cybersecurity, and hands-on AI implementation. Helps clients start with the business, not the hype, and move from experimentation to measurable impact.

Background

Co-founder / CEO — LegalQ
CTO — Asteri AI

Depth in

AI & agentic workflowsProduct & platform strategyBusiness-led implementation

Recent work

AI orchestration for a pharmaceutical client

Leon Liu

Director of Continuous Improvement

Leads the discovery process, guiding executive teams from operating priorities to a focused set of practical AI opportunities. Two decades of operational transformation across manufacturing, aerospace, and PE-backed companies, grounded in Lean Six Sigma and kaizen.

Background

Investor / Management Consultant — y₀ Strategy Excellence
Operations leadership — StandardAero, Chemtura, Lee Kim Tah

Depth in

Operational turnaroundsLean Six Sigma & kaizenAI-enabled productivity

Recent work

80% productivity gain through AI in a service business

EXECUTION BEATS STRATEGY.

Name one owner. Pick one workflow. Put one number on the line.

Select an available date for a two-day onsite working session with the TriVista team.

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