AI Workshop

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Make AI work for your business

AI Workshops

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

Schedule an AI Workshop
Leadership team in a working session

Turn AI interest into a plan your team can execute

AI creates value when it helps solve a real business problem and fits the way work gets done. TriVista brings business leaders, functional owners, and technology stakeholders together to identify where AI could improve performance and what it will take to move forward.

Over two focused days, your team will assess opportunities, discuss readiness and constraints, and decide which priorities deserve action. You’ll leave with decisions, working materials, named owners, and a clear path forward.

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AI expertise and operating experience, working together

The workshop is co-facilitated by Zeb Anderson, TriVista’s Director of Artificial Intelligence, and Leon Liu, Director of Operations Improvement. Zeb helps organizations connect AI strategy and implementation to business goals. Leon brings more than 20 years of operations and transformation experience. Together, they help your team connect AI’s potential to operational priorities and build a plan grounded in how your business works.

Zeb Anderson, Director of Artificial Intelligence at TriVista

Zeb Anderson

Director, Artificial Intelligence

Zeb helps organizations identify practical AI opportunities and align implementation and governance with business objectives.

Leon Liu, Director of Operations Improvement at TriVista

Leon Liu

Director, Operations Improvement

Leon works with leadership teams to improve performance, strengthen operations, and turn transformation priorities into lasting results.

What happens during the workshop

Before the session, TriVista reviews your business priorities, current AI activity, systems and data environment, and the questions your leadership team needs to answer. The workshop starts with your context and priorities.

  • 01.
    Day 1: Diagnose and prioritize
    Align on the business outcomes that matter most. Identify promising workflows and assess the readiness, constraints, and risks that will shape each opportunity.
  • 02.
    Day 2: Design and commit
    Select the opportunities to pursue, define a path to a pilot, and build a 90-day action plan with owners, success measures, and immediate next steps.
  • 03.
    Create a practical roadmap
    The workshop helps your team decide where AI may support the business, which opportunities to prioritize, and what needs to happen next.
A group of people sit around a conference table in a modern office, working on laptops and having a meeting.

Key Takeaways from the AI Workshop

Your team will leave with:

  • Prioritized AI opportunities connected to business goals
  • A clearer view of readiness, constraints, and risks
  • A defined path to pursue a priority opportunity or pilot
  • A 90-day action plan with owners, measures, and next steps

The focus is on opportunities where AI could improve speed, capacity, decision quality, customer experience, margin, or risk management.

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Built for leaders responsible for business results

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 looking to move from scattered AI experiments to a focused operating plan
Business leaders working together in a TriVista AI Workshop

Frequently asked questions

What is the TriVista AI Workshop?

It is a two-day, onsite working session that helps leadership teams identify, assess, and prioritize AI opportunities, then build a practical 90-day action plan.

Who should attend?

The workshop is designed for business and functional leaders, technology stakeholders, and the people closest to the processes being considered. The right mix depends on your priorities.

Do we need to have AI initiatives underway?

No. The workshop considers your current AI activity and business priorities, then helps your team assess where to focus next.

Is the workshop tied to a specific AI vendor or platform?

No. The workshop is vendor-neutral. It focuses on business opportunities, practical requirements, and the steps needed to move forward.

What will our team leave with?

Your team will leave with prioritized opportunities, a clearer view of readiness and constraints, and a 90-day action plan with owners, success measures, and next steps.

How is the workshop tailored to our business?

Before the session, TriVista reviews your business priorities, AI activity, systems, data environment, and the questions your leadership team needs answered. The working sessions are shaped around that context.

Where does the workshop take place?

The workshop is delivered onsite. TriVista will coordinate the details with your team.

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Identify where AI can create measurable value

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