- Case Study 03
- Insurance
- United Kingdom
Enterprise AI Strategy for a UK Insurance Firm
A senior executive at a major UK insurer needed to cut through the AI noise and build a credible roadmap. We delivered a board-ready strategy in two months.
Headline results
- Strategy engagement
- 2 mo
- Horizon framework
- 3
- Ready presentation
- Board
The situation
The Situation
The executive was facing pressure from the board to define an AI strategy — but was overwhelmed by conflicting advice from vendors, consultants, and internal stakeholders. They needed a practical, credible roadmap grounded in their actual operations, not vendor hype.
WHAT THEY WERE DEALING WITH
- No clear AI adoption strategy despite board-level pressure
- Conflicting information from multiple AI vendors and consultants
- Difficulty identifying use cases with genuine, measurable ROI
- Uncertainty about AI's impact on existing teams and processes
What we built
Our Approach
We ran a two-month AI discovery and strategy engagement. This involved mapping business units and operational processes, analysing efficiency gaps, identifying AI opportunities across departments, and evaluating each for feasibility, cost, and business impact. Every opportunity was placed into one of three strategic horizons to make prioritisation clear and defensible at board level.
THREE-HORIZON FRAMEWORK
- Immediate wins — process automation, data analysis, productivity improvements. Fast ROI, minimal disruption.
- Transformational initiatives — higher ROI, but requiring process redesign and change management.
- Future innovation — cutting-edge capabilities to build long-term competitive advantage.
Afterwards
The Outcome
The executive received a comprehensive AI adoption roadmap — short-term initiatives, mid-term transformation programmes, and a long-term innovation strategy — all supported by implementation timelines and ROI projections. The strategy was presented to senior management and approved. Following the strategy engagement, the company retained EdFoal to implement several of the immediate AI initiatives identified in the roadmap.