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7 Steps to AI Success


Microsoft Teams Webinar

Date & Time: June 19th, 2025, 12:00 PM EST

Welcome to our webinar on "7 Steps to AI Success." In this session, we will explore the seven essential steps to successfully implement AI in your organization. As businesses continue to embrace AI, understanding the key stages of AI transformation is crucial for achieving measurable business outcomes. 

Our presenters, Dan Finn and Stephen Rhoades, will guide you through the following steps: 

  1. Assess AI Readiness: Evaluate your data governance, infrastructure, and culture. Identify roadblocks and baseline maturity.. 
  2. Define Strategic Goals: Align AI initiatives to measurable business outcomes like productivity, customer experience, or cost reduction.ction . 
  3. Identify High-Value Use Cases: Prioritize use cases using an ROI and feasibility matrix. Look for quick wins and scalable impact. 
  4. Evaluate Technologies & Vendors: Compare tools like Copilot, Copilot Studio, ServiceNow AI, etc., based on fit, cost, and security. 
  5. Develop AI Roadmap: Build a phased implementation plan with pilots, governance controls, and resource allocation.ation . 
  6. Launch Pilot Programs: Deploy limited use cases to validate approach, gather feedback, and demonstrate value quickly.kly . 
  7. Scale & Govern: Expand adoption with a Center of Excellence, champion training, and continuous improvement processes. 

By the end of this webinar, you will have a clear understanding of how to navigate the AI transformation journey and leverage AI to drive business success. Join us for an insightful session and take the first step towards AI excellence. 

 

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Presenters:

 Pictures for Copilot from a C-Suite Perspective 03

 

Dan Finn: Vice President of Sales
Synergy Technical (see LinkedIn)

Dan is the Vice President of Sales at Synergy Technical, bringing over a decade of experience advising Fortune 500 companies on digital strategy and Microsoft solutions. His expertise lies in helping organizations develop comprehensive digital strategies and technology roadmaps that drive growth and foster lasting partnerships with clients. With a deep knowledge of Microsoft technology, he excels in designing tailor-made solutions to enable a secure and productive workforce, positioning him as a thought leader in the evolving technology landscape.

 

Unlock the Power of Automation 02

 

Stephen Rhoades: Director of Business Applications
Synergy Technical (see LinkedIn)

Stephen Rhoades is a technology manager and senior consultant with proven leadership in application implementations in support of national and global-level multi-unit retail businesses, Stephen has deep experience leading cross-functional teams, including business stakeholders, technical resources, and end users in the development and implementation of complex custom systems and integrations in high-paced environments.

 

 

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