Course ID: P2PLLAII

From Pilot to Production: How to Launch and Lead an AI Initiative

AI is easy to prototype but hard to productize. This course, led by AI founder and author Zach Rattner, breaks down what it really takes to go from an isolated pilot to a fully adopted, ROI-driven AI initiative. Drawing from real-world startup and enterprise experience, this session covers how to choose the right initial projects, build organizational alignment, define success in business terms, and navigate the political and incentive challenges that often derail AI rollouts. It’s a practical roadmap for professionals tasked with making AI real inside complex organizations.

Note that this course can be presented as a 2-4 hour course.

Learning Objectives

After completing this course, you will be able to:

Assess, identify, and prioritize high-impact AI use cases aligned to business goals
Assess and design pilot programs that derisk innovation and support future scale
Formulate success metrics that resonate with both technical and business stakeholders
Formulate the incentive structures needed for sustained adoption and change management
Assess and navigate internal politics, silos, and resistance to help AI projects gain traction and support

Major Topics

How to evaluate, select, and prioritize AI use cases that align with organizational strategy
Designing pilot programs that minimize risk and create a clear pathway to scalable deployment
Defining success metrics that bridge technical performance and business value
Building the organizational incentives, structures, and governance needed for sustained AI adoption
Navigating cross-functional dynamics, resistance, and political barriers that commonly stall AI initiatives

Advanced Preparations

None

Who Should Attend

Finance and accounting leaders responsible for guiding organizational strategy and evaluating AI-driven initiatives
Controllers, CFOs, and FP&A managers seeking to integrate AI into planning, analysis, and operational decision-making
Department and engagement managers overseeing teams adopting new technology-enabled workflows
IT and data staff supporting AI implementations within finance and enterprise environments
Advisory, audit, and consulting professionals helping clients assess, pilot, or scale AI initiatives

Fields of Study

Business Management & Organization

Prerequisites

Existing management or leadership responsibilities are recommended, as the course is designed for professionals involved in evaluating, guiding, or implementing organizational AI initiatives.

Provider

Business Learning Institute

CPE Credits

4.0

Level

Advanced

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