Consult an AI Strategist

WorkAdoption + Technology

Recovering an AI operating system

A private equity AI adoption case study. Verdo redesigned the fund's platform around how analysts and partners worked. Daily adoption rose from 22% to 94%, measured at 18 months.

Client
$135B AUM private equity fund
Duration
18 months
Outcome
22% to 94% daily use
Status
Under NDA

18-month readout

Measured outcomes

  • 94%Daily adoptionFrom 22%
  • 9.5NPSFrom 5.1
  • 45Password resets / monthFrom 340
  • 88%Reported better workflow efficiencyUser-reported

Context

Expensive shelfware

The fund had working AI technology, but daily active usage sat at 22%. Access tickets burdened IT, and the platform was becoming expensive shelfware.

The models were fine. The failure was everything wrapped around them: an interface designed around the technology instead of the workflow, infrastructure that made access painful, and no adoption discipline.

Delivered

Scope completed

  1. 01 · Infrastructure

    New data engineering and infrastructure

    New data engineering and infrastructure reduced access friction. Monthly password resets fell from 340 to 45.

    Delivered

  2. 02 · Product

    Full product redesign

    Built from watching how analysts and partners actually work.

    Delivered

  3. 03 · Workflow

    Board-meeting feature

    We observed how partners prepared for and ran board sessions, then built a feature that gave them a reason to use it each week.

    Delivered

  4. 04 · Adoption

    Training and onboarding

    We led hands-on training and onboarding across the firm and measured adoption.

    Delivered

Deployment: inside the fund's environment

Adoption is not a communications exercise after the build. It is part of the build. This fund recovered a low-use AI system without replacing the underlying investment.

How the Adoption Program works