Sample report · AI Adoption Baseline
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Pages from a sample AI Adoption Baseline for Larchmere Cabinetry, a fictional cabinet maker. The company, its people, its tools and every number are invented. The method, the layout and the plain talk are the real thing.
Pages from the sample report
The short versionLarchmere's people use AI every week. Nobody owns the decision about which tools are OK.
They use it for real work: dealer emails, builder spec summaries, visit notes, homeowner replies. Most of it runs on their own accounts, and some of it holds information Larchmere would never knowingly hand to an outside company.
AI tools in use across five departments
of them on personal accounts or no account at all
of people who use AI use their own account for some of it
written AI policies, and no named owner
Name one owner of AI decisions. Then retire three tools before standardizing three.
Stop the three free tools holding dealer pricing, builder bid documents and homeowner details; move two jobs onto tools Larchmere already pays for; fix the accounts behind three more; and make the office suite chat, the CRM assistant and the marketing platform's features the supported way to work.
03 · What is in useWhat is in use
Twelve tools. Five run on accounts Larchmere owns. The other seven run on personal accounts or none at all, so Larchmere cannot see what went into them or close them when someone leaves. Tools are described by what they are, not by product name.
| # | Tool | Account | Call |
|---|---|---|---|
| T1 | General chat assistant, personal plans | Personal | Govern first |
| T2 | Chat assistant included with the office suite | Company | Standardize |
| T3 | The CRM's built in assistant | Company | Standardize |
| T4 | Free document chat website | No account | Retire |
| T5 | Standalone meeting notes bot | Personal | Consolidate |
| T6 | The office suite's meeting recap | Company | Consolidate |
| T7 | Writing assistant extension, free plan | Personal | Retire |
| T8 | Image generator | Personal | Govern first |
| T9 | The marketing platform's AI features | Company | Standardize |
| T10 | Dealer health score add on | Company | Govern first |
| T11 | Phone transcription app | Personal | Consolidate |
| T12 | Free translation website | No account | Retire |
04 · Department by departmentDepartment by department
Scored 1 to 5 on six dimensions, from session notes, the inventory and the form. No total, on purpose. Darker is stronger.
| Department | Use fit | Account control | Data care | Tool overlap | Confidence | Ownership |
|---|---|---|---|---|---|---|
| Sales Operations | 3 | 3 | 3 | 3 | 3 | 2 |
| Dealer Sales | 4 | 2 | 2 | 2 | 3 | 1 |
| Builder and Multifamily Sales | 4 | 2 | 1 | 3 | 4 | 2 |
| Marketing Operations | 4 | 3 | 3 | 2 | 4 | 3 |
| Customer Service | 4 | 2 | 1 | 3 | 1 | 1 |
07 · Coordination strategyRetire first, then the rest
Everything we keep has to survive the retire list. Three standards, not twelve.
free tools holding pricing, bid documents and homeowner details
two jobs moved onto tools Larchmere already pays for
fix the account before anyone uses it more
the supported way to work, each with an owner
The free document chat website. Builder bid documents go into a site that keeps what it is given, and two builders' terms forbid it outright. Gone by 31 July, owned by Marcus Ferrante.
The full sample
Get all 13 pages by email
Every finding, the twelve tools and their calls, the department grid, how people feel in their own words, the gaps, every coordination call with an owner and a date, the thirty, sixty, ninety plan and the decision line leads.
The companion sample
Larchmere took three of these leads into Line Mapping a month later. See what came back.
Questions
About this sample
Is Larchmere Cabinetry a real company?
No. Larchmere is invented, and so is every tool, name and number in the sample. We built it to show the shape of a finished baseline without putting a client's inventory on a public page. A real baseline reads the same way with your own departments in it.
What is in the full AI Adoption Baseline?
Thirteen pages: the short version for the leadership team, the full inventory of all twelve tools and whose accounts they run on, a department by department scorecard, how people feel in their own words, the coordination strategy, and the retire, consolidate, govern and standardize calls with an owner and a date on each one.
What do the department scores mean?
Six dimensions, each scored one to five from the session notes, the inventory and the form. Darker is stronger. There is no total on purpose: a department can be good at using AI and bad at keeping it on company accounts, and averaging the two would hide exactly the thing worth seeing.
Do you publish the scoring weights?
No. The six dimensions we score on are on the Approach page and in every report we write, so you can always see why something scored the way it did. The weights behind them stay ours.