Two people stand behind a glass wall covered with colorful sticky notes, with one person pointing at a yellow note using a pen.
AI Workshops

Practical AI, built around your business

A two-day onsite working session that helps leadership teams identify where AI can create measurable value, prioritize the opportunities worth pursuing, and leave with a practical 90-day action plan.

What Happens During the Workshop

Prior to the workshop, TriVista reviews your business priorities, current AI activity, systems, data environment, and the questions leadership needs answered. We arrive prepared to facilitate a productive working session, not to start with a blank page.

  • 01.
    DAY 1: Diagnose and Prioritize
    We align on the business outcomes that matter most, identify high-potential workflow opportunities, and assess the readiness, constraints, and risks that will shape the path forward.
  • 02.
    Day 2: Design and Commit
    Your team selects the priority opportunities, defines the path to a pilot, and builds a 90-day action plan with clear owners, success measures, and immediate next steps.
  • 03.
    Your team leaves with a practical roadmap.
    The workshop gives your team a shared view of where AI can support the business, which opportunities deserve attention first, and what will be needed to move forward effectively
A group of people sit around a conference table in a modern office, working on laptops and having a meeting.

Your Team Leaves With a Practical Roadmap

Our AI Consultants are vendor-neutral and operator-led. We help teams focus on workflows where AI can improve speed, capacity, decision quality, customer experience, margin, or risk management, and then create a practical implementation path.

The result is a more informed decision about where to begin, what must be true for success, and how to turn AI ambition into operating impact.

The AI Workshop is designed for:

  • Private equity operating teams and portfolio-company leaders
  • CEOs, COOs, CFOs, CIOs, and functional executives
  • Technology, operations, finance, supply chain, and commercial leaders
  • Organizations that want to move beyond scattered pilots and toward a focused operating plan
A modern warehouse with shelves of boxes, featuring digital graphics representing automation, logistics, and inventory management technology.
Aerial view of a cityscape with numerous tall buildings and skyscrapers, many of which have their lights on in the windows during dusk or nighttime. Aerial view of a cityscape with numerous tall buildings and skyscrapers, many of which have their lights on in the windows during dusk or nighttime.

Identify Where AI Create Measurable Value

Bring the right people together for two focused days and leave with a practical roadmap for action.