AI Transformation Framework
Outcome-led transformation: scale AI with governance, accelerators, and operating model enablement.
Truzen’s Discover → Design → Embed → Assure framework is built to move organizations from isolated pilots to enterprise-scale, governed AI. It is intentionally outcome-led: each phase defines what changes for the business, what controls are introduced, and what evidence exists for leadership oversight.
What makes this different
Not a process diagram — a client-ready operating method
Governance integrated into delivery
Governance and risk expectations are designed alongside strategy and execution—so scale does not increase exposure.
Accelerators that reduce time-to-alignment
Reusable templates and playbooks (e.g., decision rights, portfolio scoring, lifecycle evidence packs) compress delivery time and improve consistency.
Operating model + OCM built in
Roles, forums, training, adoption and change management are treated as first-class workstreams—not afterthoughts.
Framework at a glance
Four phases — each with outcomes, deliverables, and service alignment
| Phase | Business outcome | What Truzen does | What the client gets | Aligned services |
|---|---|---|---|---|
| 1) Discover | Shared clarity: maturity baseline, value opportunities, and risk posture. | Run maturity assessment, inventory portfolio/use cases, identify constraints and governance gaps, frame value hypotheses. | Maturity baseline, portfolio visibility, prioritized themes, initial risk/evidence needs, recommended next steps. | AI Strategy, Data Strategy, AI Governance |
| 2) Design | An investable roadmap tied to value, feasibility, governance, and operating model readiness. | Define portfolio prioritization model, roadmap sequencing, operating model (RACI/forums), lifecycle checkpoints and evidence expectations. | Prioritized portfolio, value cases/ROI hypotheses, roadmap, target operating model, governance design and policy blueprint. | AI Programs & Roadmaps, AI Operating Model, AI Governance |
| 3) Embed | Repeatable execution: governed delivery practices embedded into day-to-day workflows. | Operationalize governance workflows, implement lifecycle documentation standards, enable adoption through training, embed decision forums and approvals. | Working governance cadence, documented lifecycle process, role activation, playbooks/templates in use, adoption plan and enablement assets. | AI Operating Model, Data Governance, AI Governance |
| 4) Assure | Confidence at scale: monitoring, evidence of control, and continuous improvement aligned to oversight needs. | Define monitoring KPIs, assurance/testing approach, reporting packs for oversight, incident pathways, and continuous improvement loop. | Assurance cadence, KPI dashboards/reporting packs, evidence packs, audit/oversight readiness, improvement backlog. | AI Risk Assurance, Executive Education |
Detailed phases
What Truzen does and what clients get — per phase
Discover
Outcome: maturity baseline + value focus + risk posture that leadership can align on.
What Truzen does
- Run AI maturity assessment across strategy, data, governance, risk, and operating model.
- Inventory AI initiatives and identify value themes and constraints.
- Define early governance checkpoints and evidence needs for oversight.
What the client gets
- Maturity baseline + key gaps blocking scale.
- Shortlist of value opportunities and prioritization themes.
- Initial risk posture and required control themes.
Governance
Identify decision rights, governance bodies, and minimum evidence expectations for pilots and scaling.
Accelerators
Maturity checklist, portfolio inventory template, value hypothesis worksheet, risk theme starter pack.
OCM
Stakeholder map and executive alignment prompts for shared ownership.
Design
Outcome: an investable roadmap and operating model tied to governance and risk capacity.
What Truzen does
- Apply portfolio prioritization logic (value, feasibility, risk & controls, time-to-value).
- Design governance structure: decision forums, lifecycle checkpoints, documentation standards.
- Define target operating model (roles/RACI) and implementation sequence.
What the client gets
- Ranked portfolio with clear tradeoffs and value hypotheses.
- Transformation roadmap aligned to enabling work (data, governance, risk).
- Target operating model + governance blueprint (policies + evidence expectations).
Governance
Define lifecycle controls, approvals, and evidence pack requirements per initiative type.
Accelerators
Portfolio scoring model, roadmap templates, decision-rights/RACI toolkit, policy blueprint starter set.
OCM
Change plan outline: training needs, communications, role activation and adoption KPIs.
Embed
Outcome: governance and operating model embedded into delivery—so pilots scale repeatably.
What Truzen does
- Operationalize governance workflows and lifecycle documentation standards.
- Enable operating model adoption: forums, role activation, decision cadence.
- Embed data governance practices where needed for reliability and control.
What the client gets
- Working governance cadence (forums/approvals/checkpoints).
- Documented lifecycle process and artifacts used in practice.
- Adoption enablement assets (training, comms, role guides).
Governance
Put controls into execution: documentation, approval pathways, monitoring responsibilities.
Accelerators
Lifecycle artifact templates, governance workflow checklists, evidence pack format, adoption playbook.
OCM
Training plan and role enablement to reduce friction in delivery and oversight.
Assure
Outcome: confidence at scale through monitoring, assurance, evidence, and continuous improvement.
What Truzen does
- Define monitoring KPIs and oversight reporting packs.
- Design assurance/testing cadence and evidence pack requirements.
- Establish incident pathways and improvement backlog governance.
What the client gets
- Assurance cadence, test approach, and evidence packs.
- Monitoring/reporting aligned to leadership and oversight bodies.
- Continuous improvement loop with clear ownership.
Governance
Demonstrable evidence of control: monitoring, reporting, and corrective action pathways.
Accelerators
KPI library, assurance checklist, evidence pack templates, oversight reporting formats.
OCM
Reinforcement mechanisms: training refresh, role evolution, and adoption KPI reviews.
Want this tailored to your organization?
Start with a maturity baseline, then design the shortest path to a governed roadmap—aligned to your portfolio, risk posture, and operating model realities.