ConsultAI OS lifecycle, workshops, and delivery
View All TagsThis hub is the parent entry for three AI solution engineering case-study series. Each series has a short parent overview and expanded articles you can study in depth. Use the same checkpoints on every case: signal → qualify → reframe → shape → engineer → prove value → land.
Most people do not lose arguments because their logic is weak. They lose because a request was framed to trigger an automatic “yes”—a favour already received, a public stand already taken, a crowd already moving, a familiar face, a title, or a closing window. Understanding those frames is how you sell ethically, lead without coercion, and defend yourself when someone else is selling you.
Case A parent. Meridian Insurance (composite) faces rising cost-to-serve. The board wants a GenAI plan this quarter. The COO sponsors; the CRO fears hallucination, privacy and audit gaps. Knowledge is fragmented; there is no enterprise evaluation framework. This overview states the decision and outcome. Expanded articles cover discovery, solution/commercial design and delivery.
Case A · Expand III (parent: Meridian overview). After preferred bidder: contract, land the team, measure value, expand only when earned.
Case A · Expand I (parent: Meridian overview). From market signal through discovery to a written problem reframe.
Case A · Expand II (parent: Meridian overview). Shape the offer: options, TOM, architecture, value case, pitch and negotiation.
Case B parent. MonGo Bank is the playbook’s worked retail-and-SME bank: millions of customers, a large contact centre, mixed cloud and legacy platforms, strict conduct and privacy obligations. The executive ask arrives as “build a generative AI chatbot that reduces cost.” This parent states the reframe and points to the expanded Banking CS series.
A persuasive sales story is not a rehearsed customer-success anecdote inserted into every meeting. It is a carefully selected narrative that helps a particular buyer recognise their current problem, understand the consequences of inaction, see themselves in a better future, trust that the proposed path is credible, and feel comfortable making the next commitment.
Communication is not improved simply by learning more vocabulary, memorising presentation formulas or watching successful speakers. A leader must be able to communicate clearly under pressure, adjust the message to different audiences, listen carefully, establish confidence, explain difficult decisions and guide people towards action.
One practical way to develop these capabilities is shadowing.
The 8D AI Solution Engineering Framework turns an unclear AI ambition into a valuable, secure, governed and operational service. For MonGo Bank, it transforms “build a chatbot to cut cost” into a trusted hybrid customer-service capability—and maps every framework from Parts I–VIII into one controlled learning cycle.