Phase 2: Adoption

Overview

Phase 2 begins when your organization has completed Phase 1: Implementation—kick-off, security classification, admin training, and platform training. You’re now ready to start building real AI value.

Adoption is not a one-off delivery. It’s an iterative journey guided by two parallel tracks that run continuously throughout the phase, covering both the strategic and operational dimensions of AI adoption:

• Track 1 – The AI Council: Strategic and governance check-ins with your admin group, focused on ownership, sensitive data, integrations, and long-term objectives.
• Track 2 – The AI Lab: A recurring forum where AI Ambassadors identify use cases, learn, and build—supported by Intric’s Adoption Specialist and engineers when a case needs hands-on development.

Both tracks run in parallel throughout Phase 2.

Track 1: AI Council

Strategic & governance. Every 1–2 weeks.

• Governance & platform ownership — Who owns what, how assistants are quality-assured
• Data & compliance — Path toward sensitive data sources, DPIA progress
• Integrations & technical configuration — SSO and system connections
• Progress toward objectives — Track where you are on the Staircase

Track 2: AI Lab

Hands-on building & learning. Every 2–4 weeks.

• Share & reflect — What did you test since last time, what did you learn?
• Identify use cases — Find where AI creates the most value in your real work
• Build & iterate — Create or improve assistants together, with real feedback
• Establish ownership — Who maintains this assistant, how is it evaluated?

Toolbox

Sessions and activities scheduled and led by Intric:

• Workshop: Identifying use cases
• Workshop: Hands-on build
• Workshop: Measuring value
• Workshop: Advanced prompting & Skills
• Hackathon
• PT Session (building with your team)

These sessions can be scheduled at any point in Phase 2 based on where your organization is. See the full descriptions in Resources.

Track 1 — The AI Council

The AI Council is the strategic engine of your AI initiative. It’s the group that owns the work both strategically and operationally, and it forms the backbone of Track 1.

Who’s in it:

The ideal AI Council includes representatives from three functions:

Function	Why they belong
Business development	Understands what the organization needs and where AI drives value
IT / Digitalization	Knows what the technology allows and owns system dependencies
Information security	Determines what security requires and ensures compliant use

Not all organizations have all three from day one—and that’s fine. What matters most is that someone owns the question, and that information security is involved early.

The meeting rhythm:

Track 1 runs as a regular check-in between your admin group and Intric’s Adoption Specialist—typically 1 hour every two weeks or 30 minutes every week, depending on your organization’s pace.

What we work on together:

• Organizing and governing AI work—who owns what, how assistants are quality-assured
• Planning for more sensitive data sources and DPIA processes
• Managing integrations and technical configurations such as SSO
• Tracking progress toward your objectives

Start with open, public information. This lets you build competence and early wins without having all security questions resolved from day one. While that foundation is being laid, the council prepares for the next step—working with more sensitive data.

For a full guide to setting up and running the AI Council, see The AI Council.

Track 2 — The AI Lab

The AI Lab is the operational heart of Phase 2. It’s a recurring forum—typically every two to four weeks—where your AI Ambassadors come together with Intric’s Adoption Specialist to explore, test, and build.

The AI Lab is a learning environment—and the arena where you identify potential use cases and processes where AI can be used successfully. The best ideas, the strongest assistants, and the deepest organizational competence all emerge from this space over time.

Sometimes an Ambassador can take a use case forward themselves. Sometimes it needs hands-on building and development, where Intric’s Adoption Specialists and engineers help tailor the assistant or agent to the specific need.

What happens in an AI Lab session:

• Participants share what they’ve tested and learned since last time
• Potential use cases and processes are identified from real work
• Use cases the Ambassador can solve are taken forward in the lab
• Cases that need deeper build are taken forward with Intric’s Adoption Specialists and engineers
• Ownership is established—who maintains an assistant, how it’s updated and evaluated

The learning principle:

Climbing the Staircase of AI Adoption requires different types of learning at different stages:

Level	Type	What it means	Sufficient for
1	Theoretical	Courses, guides, platform training	Getting started at Step 1
2	Relational	AI Labs, workshops, community, peer learning	Moving toward Steps 2–3
3	Experiential	Building, testing, failing, iterating	Reaching Steps 3–4

Intric facilitates all three. AI Labs are the primary vehicle for Level 2 and Level 3 learning—and where real movement up the Staircase happens.

Important: AI Lab participants need dedicated time. The lab cannot happen alongside an already packed schedule. Confirm this with leadership before Phase 2 begins.

For a full guide to running effective AI Labs, see AI Labs.

How each use case moves from idea to production

Both tracks are built around an iterative cycle—the Lifecycle of an Assistant. Every use case follows the same four steps. Once the cycle is complete, you take the next step up the Staircase and repeat at a higher level.

1. Find use cases — Map processes and identify where AI adds the most value
2. Build — Create an assistant adapted to your context and needs
3. Test & iterate — Evaluate, gather feedback, and improve
4. Roll out — Share in the library so others can use and be inspired

Then climb higher and repeat.

The key principle: start small and concrete. Organizations that try to solve entire processes at once consistently stall. Those that build methodically, step by step, go furthest.

In practice, this means:

• Begin with something small and concrete—not with redesigning an entire process at once
• Celebrate early wins and communicate them actively upward
• Use each result as the case for the next investment

The toolbox

In addition to the two tracks, Intric offers a toolbox of targeted interventions you can draw on throughout Phase 2 based on where your organization is.

Workshops

Primarily half-day sessions (physical or digital), each designed around a specific objective:

• Identifying use cases and mapping processes
• Inspiration and hands-on assistant building
• Measuring and identifying value
• Advanced prompting and Skills
• Hackathon

For full descriptions of each format, see Workshops.

PT Sessions

Focused working sessions where Intric’s Adoption Specialist and/or engineers sit together with a specific team. You map existing ways of working, build assistants or agents tailored to that need, identify compliance gaps (DPIA and information classification), and develop integrations to external systems. Every PT Session produces a documented assistant or agent added to the shared library.

For more on how PT Sessions work, see PT Sessions.

Materials and community

• Guides on information security and DPIA
• Frameworks for testing and evaluating assistants
• Governance and ownership structures for AI work
• Digital training courses
• The library — ready-made assistants to inspire and adapt
• Intric Arena — a community where you learn with and from similar organizations

Keeping leadership engaged

Alongside the two tracks, we aim for quarterly meetings where all parties come together: leadership, the contract owner, the admin group, and Intric. The purpose is to zoom out and take stock:

• Where are we on the Staircase?
• What’s working, and what isn’t?
• What are the next priorities?
• What’s coming in the Intric product roadmap?

The first quarterly meeting is scheduled at contract signing.