The Age of Answers
You can now ask AI to draft your board memo, analyze your pipeline, summarize 200 pages of due diligence, or build a financial model - and get a usable answer in minutes.
Your team can too. They already are.
The question isn't whether AI will transform your business.
It's whether that transformation is happening by design or by accident.
Right now, in most companies, it's happening by accident. Different teams. Different tools. No shared strategy. No way to measure what's working.
That's the gap we close.
Message from Managing Partner
Michael L. Hauge
Our Goal from this AI Readiness Proposal
- Help you decide if our organizations are a good fit for each other
- Share our Approach - how we would work with CAE
- Show how our methodology applies to CAE's operations
- Specify information we'd need to move forward
Our team has trained executives at globally-recognized brands:
Contents
The Real Problem
Why Most AI Initiatives Fail
The Problem Isn't AI.
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Three gaps that kill AI adoption
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What these gaps actually cost you
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Pertama Insight: Simple tasks are over-engineered. Complex tasks are treated as ad-hoc issues with no systematic approach. Most AI rollout failures occur when no framework for matching solution complexity to organizational maturity exists. This is where we start.
Pertama AI Readiness Audit - Schedule
We don't send surveys. We show up.
Most AI Assessments are questionnaires. You fill out a form, someone runs it through a template, and you get a generic report that tells you what you already know.
We do the opposite. We come to you.
Day 1 - Morning: Executive Discovery
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Day 1 - Afternoon: Workflow Intelligence
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Day 2 - Morning: Operational Shadowing
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Day 2 - Afternoon: Ecosystem Interviews
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Day 3 - Leadership AI Activation Workshop (Recommended)
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Pertama AI Readiness Audit - Methodology
How We Assess
During our time with your team, we'll map each task and workflow, assembling a 360-degree answer to 5 questions to determine the right tier.
Each answer points to a tier. The tier that gets the most answers is your starting point. Even if task characteristics point to Tier 4-5, start at the tier matching your current maturity stage, then graduate.
Each answer points to a tier. The tier that gets the most answers is your starting point. Even if task characteristics point to Tier 4-5, start at the tier matching your current maturity stage, then graduate.
1) Frequency: How often does this happen?
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2) Standardization: How standardized is the output?
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3) Connectivity: Does it connect to other systems?
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4) Ownership: Who owns the system + changes?
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5) Error Consequences: What is the responsibility matrix and scope?
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Pertama AI Readiness Audit - Deliverables
Not a report that sits on a shelf. A roadmap you can act on.
1
AI Maturity Scorecard
Your organization scored across all five dimensions of the Pertama AI Maturity Model: Strategy, Data, Technology, People, and Process.
- Overall maturity stage (1-5) with dimension-level breakdown
- Department-by-department view — because your finance team and your ops team are never at the same stage
- Benchmarked against our dataset of Asian SMBs and mid-market businesses
- Clear, visual gap analysis: where you are vs. where you need to be
Scorecard built from two days of direct observation, interviews, and data. This is not a self-evaluation questionnaire that only 50% of your team completes.
2
Priority Opportunity Map
A ranked list of AI opportunities, scored by impact and implementation feasibility. Each opportunity includes: expected productivity gain, estimated cost to implement, dependencies, and risk factors.
- Quick Wins: implementable within 30 days, often with tools you already have. These build momentum and internal buy-in. We've already implemented some if we hosted the Leadership AI Activation Workshop.
- Strategic Investments: 60-90 day initiatives that require some new tooling or process redesign. Highest ROI category.
- Champion Workflows: 6-12 month transformations that reshape how the business operates. We'll tell you which ones are worth it and which aren't.
You'll know exactly where to start, what to do second, and what to skip entirely.
3
Workflow Blueprints
3-5 detailed "before and after" workflow redesigns, selected from the highest-impact opportunities we identified during the audit. Each blueprint includes:
- Current state workflow map (what we observed, not what the SOP says)
- Redesigned workflow with AI integrated at specific touch points
- Recommended tools and how they connect to your existing stack
- Expected time savings and quality improvements
- Implementation steps - specific enough that your team (or ours) can build it
These aren't theoretical. They're drawn from real workflows we watched your people do. Your team will recognize them immediately.
4
Training Needs Assessment
A skills gap analysis by team and role, mapped to your maturity stage.
- Where is AI literacy strong? Where is it missing?
- Which teams need foundational training vs. advanced workflow implementation?
- Recommended learning path, sequenced so that each stage builds on the last
- Role-specific recommendations: what your Head of Finance needs is different from what your marketing lead needs
If you opted for the 3-day program, your leadership team will have already started this journey during the Day 3 workshop.
5
Executive Briefing
A 90-minute live presentation to your leadership team, 2 weeks after the audit.
- Key findings — what surprised us, what confirmed our hypotheses, and what needs immediate attention
- Recommended priorities — where to invest first for maximum impact
- Proposed roadmap — phased approach with clear milestones
- Open Q&A with the Pertama team
This isn't a slide dump. It's a working session. We come with recommendations, but we leave with a plan that your entire leadership team has shaped and owns.
Summary of Deliverables
Every deliverable is built from what we observed in your organization - not adapted from a template.
CAE's AI Maturity Development Roadmap
Exact timeline and Development Roadmap depends on findings from AI Readiness Assessment, client staff commitment, and investment decisions.
Estimated Current State - Stage 1: AI Aware
Current State - Stage 1
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By EOY 2026 - Stages 2+3
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By June 2027 - Stage 4
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By EOY 2027 - Stage 5
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The Full Journey
The AI Readiness Audit is the beginning, not the end.
Calibrate - Weeks 1-2
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Chart - Weeks 3-4
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Build - Months 2-6
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Compound - Ongoing
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Investment
An investment in clarity - before you invest in everything else
Most organizations opt for the three-day program. Government grants and HRD funding can offset up to 70-90% of the training investment.
Why Pertama Partners
Our team has trained executives at globally-recognized brands:
The Expert Who Sells Is the Expert Who Delivers
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How We Support Across Solution Tiers
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Our Commitments
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Next Steps for Nirmala Balakrishnan
Immediate Actions
1
Review Fit Framework
Share this framework with the leadership team. Let's schedule an in-office meeting week of March 23 so Pertama can best understand fit and scope.
2
Confirm Interest
Select one-, two-, or three-day program. Confirm with Pertama team your needs and requests for adjustment
3
Schedule Kickoff
Book 90-minute kickoff workshop with key staff. We'll walk the team through the entire process so they know what to expect
4
Schedule in-office Work
Usually within 1-2 months of engagement confirmation. Give your team plenty of lead time so decision-makers can participate
5
Prioritize Workflows
Decide which 3 workflows to start with. Pertama Team will help
6
HRD Funding
Review with Pertama Team which options for subsidy best suit your team's needs
Target: Achieve Stage 3 (AI Implementing) by end of Q3 2026
Appendix: Quick References
5 Stages and Tiers: At-a-glance
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ROI Example
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Future State Vision - Tier 5 Agentic Solution
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Accompanying Training Programs
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Measuring the Impact of Training
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