CustomersF500 Enterprise Software Company
Captured current-state work for 840+ people in 9 days — and built the foundation for RACIs, AI agents, and a major channel operations transformation.

Transforming a global channel and partner organization doesn't fail because of strategy — it fails because nobody actually knows how the work happens. For this company, current-state capture meant months of manual interviews, workshops, and tribal knowledge hunts. Processes lived in people's heads, in disconnected PowerPoint decks, in the institutional memory of whoever hadn't left yet.
faster current-state capture vs. traditional methods
87%
to document work across 840+ people
9 days
operations captured
900+
The Challenge
There was no structured foundation to build RACIs on. No baseline to wire AI agents into. And no scalable way to get there quickly.
The Solution
Within captured 900+ operations across 840+ people in the global channel and partnerships organization in just 9 days — 87% faster than traditional methods. What the team uploaded as raw policy docs and existing materials came out the other side as structured, actionable process intelligence.
The impact wasn't just speed. The organization finally had the foundation it had always needed: a clear picture of how work actually flowed, a basis for building RACIs, and the structured data to launch their AI agent buildout on top of. As a byproduct, teams across the organization built AI fluency by going through the documentation process itself — not through a separate training program.
“Felt like I was talking to a real person. Great experience.”


